Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India's sugar industry is experiencing an unexpected rally driven by pricing power due to an 18% production drop, leading to rising sugar prices.</li>
<li>This shift is boosting sugar mills' profitability, as evidenced by improved quarterly results, despite unchanged ethanol margins and rising cane costs.</li>
<li>The sector is now a compelling "margin-driven" recovery story, moving beyond its traditionally dull, regulation-heavy image.</li>
</ul>


India's sugar industry is experiencing an unexpected rally driven by pricing power due to an 18% production drop, leading to rising sugar prices.
This shift is boosting sugar mills' profitability, as evidenced by improved quarterly results, despite unchanged ethanol margins and rising cane costs.
The sector is now a compelling "margin-driven" recovery story, moving beyond its traditionally dull, regulation-heavy image.


The Sugar Sector Reversal: How Sugar Companies Are Finally Tasting Profits?

Event-Driven

<ul>
<li>A special call auction shall be held on October 28, 2024 by BSE &amp; NSE to discover hidden value in Investment Holding Companies.</li>
<li>BSE and NSE came out with the list of 8-9 Companies that are eligible for this special session. </li>
<li>We calculated the upside left in these companies using the Current price with 30% discount: 3 Companies with more than 100% upside.</li>
</ul>


A special call auction shall be held on October 28, 2024 by BSE &amp; NSE to discover hidden value in Investment Holding Companies.
BSE and NSE came out with the list of 8-9 Companies that are eligible for this special session. 
We calculated the upside left in these companies using the Current price with 30% discount: 3 Companies with more than 100% upside.


Event Driven: Special Call Auction in Indian Holding Companies

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Avadh Sugar has 31800 TCD sugarcane crushing capacity, 325 KLD distillery capacity and 74 MW saleable power capacity</li><li>The company produces 6.0 lakh tonnes (lt) of sugar, 8 crore litre of ethanol &amp; 15 crore units of saleable power.</li><li>Target Price and Valuation: We value the stock at Rs 970, valuing the business at 2x FY23 BV.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Avadh Sugar has 31800 TCD sugarcane crushing capacity, 325 KLD distillery capacity and 74 MW saleable power capacityThe company produces 6.0 lakh tonnes (lt) of sugar, 8 crore litre of ethanol &amp; 15 crore units of saleable power.Target Price and Valuation: We value the stock at Rs 970, valuing the business at 2x FY23 BV.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Avadh Sugar: High Sugar Prices, B-Heavy Ethanol Aid Profit Jump

India

Avadh Sugar & Energy Limited manufactures sugar and its products. The Company produces industrial alcohol, ethanol, and rectified spirits. Avadh Sugar & Energy owns and operates power generation plants. Avadh Sugar & Energy markets its products in India.

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Avadh Sugar & Energy (AVADHSUG IN)

The Sugar Sector Reversal: How Sugar Companies Are Finally Tasting Profits?

India's sugar industry sees unexpected rally with rising prices and improved profitability despite production drop and rising costs, shifting...

Nimish Maheshwari

Event Driven: Special Call Auction in Indian Holding Companies

BSE & NSE to hold special call auction on Oct 28, 2024 for Investment Holding Companies, 8-9 eligible, 3 with over 100% upside potential.

Nimish Maheshwari

Avadh Sugar: High Sugar Prices, B-Heavy Ethanol Aid Profit Jump

KLD distillery capacity and 74 MW saleable power capacity. The company produces 6.0 lakh tonnes (lt) of sugar, 8 crore litre of ethanol & 15 crore...

ICICI Securities Limited

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Sugar Sector Reversal: How Sugar Companies Are Finally Tasting Profits?

​India's sugar industry sees unexpected rally with rising prices and improved profitability despite production drop and rising costs, shifting...

Nimish Maheshwari

Event Driven: Special Call Auction in Indian Holding Companies

​BSE & NSE to hold special call auction on Oct 28, 2024 for Investment Holding Companies, 8-9 eligible, 3 with over 100% upside potential.

Nimish Maheshwari

Avadh Sugar: High Sugar Prices, B-Heavy Ethanol Aid Profit Jump

KLD distillery capacity and 74 MW saleable power capacity. The company produces 6.0 lakh tonnes (lt) of sugar, 8 crore litre of ethanol & 15 crore...

ICICI Securities Limited

India's sugar industry sees unexpected rally with rising prices and improved profitability despite production drop and rising costs, shifting...

BSE & NSE to hold special call auction on Oct 28, 2024 for Investment Holding Companies, 8-9 eligible, 3 with over 100% upside potential.