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

Event-Driven

EPL Ltd (fka Essel Propack) / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/indorama-ventures-pcl" target="_blank" data-smartkarma-citation="entities:18105:1" rel="noopener">Indorama Ventures (IVL TB)</a> is acquiring a 24.9% stake in <a href="https://www.smartkarma.com/entities/epl-ltd" target="_blank" data-smartkarma-citation="entities:6958:1" rel="noopener">EPL Ltd (fka Essel Propack) (EPLL IN)</a> from Blackstone at Rs 240, marking a major entry into India’s packaging market.</li>
<li>This deal strengthens EPL’s growth and sustainability, unlocking cross-border synergies and driving competitiveness in the global specialty packaging sector.</li>
<li>It redefines investment dynamics in Indian packaging sector, emphasizing sustainable growth and long-term value creation, challenging traditional global investment paradigms.</li>
</ul>



Indorama Ventures (IVL TB) is acquiring a 24.9% stake in EPL Ltd (fka Essel Propack) (EPLL IN) from Blackstone at Rs 240, marking a major entry into India’s packaging market.
This deal strengthens EPL’s growth and sustainability, unlocking cross-border synergies and driving competitiveness in the global specialty packaging sector.
It redefines investment dynamics in Indian packaging sector, emphasizing sustainable growth and long-term value creation, challenging traditional global investment paradigms.


Event Driven: Indorama Bought Strategic Stake in EPL~ A New Chapter in Global Packaging

Thematic (Sector/Industry)

<ul>
<li>The packaging sector is making a comeback as key material spreads have been rising  which is being reflected in Q1FY25 results of the companies.</li>
<li>What makes this sector more interesting is certain promoters of these companies are buying share of the company from the open market along with fund infusion by some big investors</li>
<li>The biggest risk remains for the sector is pricing pressure and demand-supply mismatch but it seems bottom is being made for the sector</li>
</ul>


The packaging sector is making a comeback as key material spreads have been rising  which is being reflected in Q1FY25 results of the companies.
What makes this sector more interesting is certain promoters of these companies are buying share of the company from the open market along with fund infusion by some big investors
The biggest risk remains for the sector is pricing pressure and demand-supply mismatch but it seems bottom is being made for the sector


Thematic Report : Packaging Sector Is Back with Bang: What’s Fueling Revival?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Equity Bottom-Up

<ul>
<li>Polyplex is the integrated packaging player with global manufacturing facilities catering global customers and wide industries with its wide product portfolios</li>
<li>Polyplex saw a 70% jump in exports while there has been a significant jump in product prices and spreads</li>
<li>Significant investment by an FMCG veteran into another packaging player at the bottom of the cycle further strengthens the thesis.</li>
</ul>


Polyplex is the integrated packaging player with global manufacturing facilities catering global customers and wide industries with its wide product portfolios
Polyplex saw a 70% jump in exports while there has been a significant jump in product prices and spreads
Significant investment by an FMCG veteran into another packaging player at the bottom of the cycle further strengthens the thesis.


The Beat Ideas: What Makes Polyplex a Comfortable Bet at the Bottom of Packaging Material Cycle

Equity L/S Analyst | Forensic Accounting | India, Yellowstone Equity

Ankit Agrawal, CFA

Equity L/S Analyst | Forensic Accounting | India

<a href="https://www.smartkarma.com/entities/rajshree-polypack-ltd" target="_blank" data-smartkarma-citation="entities:33486:1" rel="noopener">Rajshree Polypack (RAJPPL IN)</a> ["RPPL"] is a small company in the rigid plastic packaging industry. Currently it is listed on the NSE Emerge platform (dedicated platform of NSE for SME companies) and has plans to shift to the main board over time. It is a relatively new IPO with listing in Sep 2018.

Rajshree Polypack (RAJPPL IN) ["RPPL"] is a small company in the rigid plastic packaging industry. Currently it is listed on the NSE Emerge platform (dedicated platform of NSE for SME companies) and has plans to shift to the main board over time. It is a relatively new IPO with listing in Sep 2018.

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Cross Asset Strategy

Q2 2020’s selection delivered an average return increase of 54% v’s the MSCI Asia Pacific Index 37.4% over the same period. The GARP-based screen uses a combination of growth and value metrics to identify shares where brokers are forecasting high earnings growth, but which are currently valued at a price that is low relative to their forecast outlook. Whilst Central Banks are providing additional liquidity favouring growth names, our value-based screen is key to delivering positive gains as tapering begins. Q2 2021's screen provides 16 key suggestions.  What makes the current selection interesting is the bias towards Taiwan and India on a country basis and Industrials and Healthcare on a sector basis. Also of particular note, Singapore presents one name on this screen.

Q2 2020’s selection delivered an average return increase of 54% v’s the MSCI Asia Pacific Index 37.4% over the same period. The GARP-based screen uses a combination of growth and value metrics to identify shares where brokers are forecasting high earnings growth, but which are currently valued at a price that is low relative to their forecast outlook. Whilst Central Banks are providing additional liquidity favouring growth names, our value-based screen is key to delivering positive gains as tapering begins. Q2 2021's screen provides 16 key suggestions.  What makes the current selection interesting is the bias towards Taiwan and India on a country basis and Industrials and Healthcare on a sector basis. Also of particular note, Singapore presents one name on this screen.

Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)

India

Essel Propack Ltd. manufactures fully collapsible (soft squeeze) laminated tubes, flexible packaging and laminated paper. The Company's products are sold to pharmaceutical, consumer products and food packaging companies. Essel Propack's 100% owned subsidiary, Essel Overseas Ltd., is mainly engaged in export business.

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EPL Ltd (fka Essel Propack) (EPLL IN)

Event Driven: Indorama Bought Strategic Stake in EPL~ A New Chapter in Global Packaging

Indorama Ventures acquires 24.9% stake in EPL Ltd from Blackstone at Rs 240, marking a major entry into India’s packaging market, driving...

Nimish Maheshwari

Thematic Report : Packaging Sector Is Back with Bang: What’s Fueling Revival?

Packaging sector sees resurgence in Q1FY25 with rising material costs, promoter and investor interest, despite pricing pressure and demand-supply...

Nimish Maheshwari

The Beat Ideas: What Makes Polyplex a Comfortable Bet at the Bottom of Packaging Material Cycle

The Beat Ideas: Polyplex Corporation being an integrated packaging player is the right bet on the packaging sector revival where players are seeing...

Sudarshan Bhandari

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

Rajshree Polypack is a small player in the large rigid plastic packaging industry. However, through its consistent innovation and growth mindset,...

Ankit Agrawal, CFA

Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)

GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...

David Lepper

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Event Driven: Indorama Bought Strategic Stake in EPL~ A New Chapter in Global Packaging

​Indorama Ventures acquires 24.9% stake in EPL Ltd from Blackstone at Rs 240, marking a major entry into India’s packaging market, driving...

Nimish Maheshwari

Thematic Report : Packaging Sector Is Back with Bang: What’s Fueling Revival?

​Packaging sector sees resurgence in Q1FY25 with rising material costs, promoter and investor interest, despite pricing pressure and demand-supply...

Nimish Maheshwari

The Beat Ideas: What Makes Polyplex a Comfortable Bet at the Bottom of Packaging Material Cycle

The Beat Ideas: Polyplex Corporation being an integrated packaging player is the right bet on the packaging sector revival where players are seeing...

Sudarshan Bhandari

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

Rajshree Polypack is a small player in the large rigid plastic packaging industry. However, through its consistent innovation and growth mindset,...

Ankit Agrawal, CFA

Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)

GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...

David Lepper

Indorama Ventures acquires 24.9% stake in EPL Ltd from Blackstone at Rs 240, marking a major entry into India’s packaging market, driving...

Packaging sector sees resurgence in Q1FY25 with rising material costs, promoter and investor interest, despite pricing pressure and demand-supply...