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 has committed INR 50,000 crore to inland waterways, with a 48% budget spike in 2026, yet the critical dredging and "pre-dredging" tech layer remains largely ignored by private capital.</li>
<li>Achieving the 2047 goal of doubling waterway freight to 12% is physically impossible without solving chronic siltation and data opacity that currently inflates project costs by over 70%.</li>
<li>This insight explores the disconnect between massive infrastructure outlays and the lack of specialized tech, identifying high-alpha opportunities in autonomous dredging, sediment circularity, and real-time draft monitoring.</li>
</ul>


India has committed INR 50,000 crore to inland waterways, with a 48% budget spike in 2026, yet the critical dredging and "pre-dredging" tech layer remains largely ignored by private capital.
Achieving the 2047 goal of doubling waterway freight to 12% is physically impossible without solving chronic siltation and data opacity that currently inflates project costs by over 70%.
This insight explores the disconnect between massive infrastructure outlays and the lack of specialized tech, identifying high-alpha opportunities in autonomous dredging, sediment circularity, and real-time draft monitoring.


Dredging: Niche Business in India’s Marine Opportunity

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Orkla India Ltd. / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/orkla-india-ltd" target="_blank" data-smartkarma-citation="entities:45300:1" rel="noopener">Orkla India Ltd. (0752506D IN)</a> raised about US$190m in its India IPO in Nov 2025. The lockup on its promoter and pre-IPO investors is set to expire soon.</li>
<li>Orkla India Limited (OIL) is a multi-category Indian food company offering a diverse range of spices and convenience food products catering to every meal occasion.</li>
<li>In this note, we will talk about the lockup dynamics and possible placement.</li>
</ul>



Orkla India Ltd. (0752506D IN) raised about US$190m in its India IPO in Nov 2025. The lockup on its promoter and pre-IPO investors is set to expire soon.
Orkla India Limited (OIL) is a multi-category Indian food company offering a diverse range of spices and convenience food products catering to every meal occasion.
In this note, we will talk about the lockup dynamics and possible placement.


Aequitas: Orkla India IPO Lockup - Shares Have Traded Below IPO Price but PE Owner Well in The Money

India

Garden Reach Shipbuilders & Engineers Ltd. (GRSE) is a premier Indian shipbuilding company under the Ministry of Defence, specializing in designing and constructing warships and auxiliary vessels for the Indian Navy and Coast Guard. It also manufactures high-tech engineering products, including marine diesel engines and portable steel bridges. The company is headquartered in Kolkata, West Bengal, and was incorporated in 1934, later nationalized by the Government of India in 1960.

Garden Reach Shipbuilders & Engineers (GRSE IN)

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Garden Reach Shipbuilders & Engineers (GRSE IN)

Dredging: Niche Business in India’s Marine Opportunity

India's inland waterways receive significant funding, but lack of investment in critical dredging technology hinders achieving freight goals and...

Nimish Maheshwari

Aequitas: Orkla India IPO Lockup - Shares Have Traded Below IPO Price but PE Owner Well in The Money

Orkla India raised about US$190m in its India IPO in Nov 2025. The lockup on its promoter and pre-IPO investors is set to expire soon.

Akshat Shah

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Dredging: Niche Business in India’s Marine Opportunity

​India's inland waterways receive significant funding, but lack of investment in critical dredging technology hinders achieving freight goals and...

Nimish Maheshwari

Aequitas: Orkla India IPO Lockup - Shares Have Traded Below IPO Price but PE Owner Well in The Money

Orkla India raised about US$190m in its India IPO in Nov 2025. The lockup on its promoter and pre-IPO investors is set to expire soon.

Akshat Shah

India's inland waterways receive significant funding, but lack of investment in critical dredging technology hinders achieving freight goals and...