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>NSE led global IPOs with 268 listings, raising Rs. 1.67 lakh crore, highlighting India's financial market growth in 2024.</li>
<li>
<a href="https://www.smartkarma.com/entities/hindustan-unilever-ltd" target="_blank" data-smartkarma-citation="entities:13828:1" rel="noopener">Hindustan Unilever (HUVR IN)</a> Rs. 3,000 crore acquisition of Minimalist boosts its D2C skincare presence, capitalizing on rapid startup growth.</li>
<li>
<a href="https://www.smartkarma.com/entities/dmart" target="_blank" data-smartkarma-citation="entities:23656:1" rel="noopener">Avenue Supermarts Ltd (DMART IN)</a> strong Q3 performance boosted retail stocks, signaling optimism for sector growth, with notable gains in V2 Retail and V-Mart.</li>
</ul>


NSE led global IPOs with 268 listings, raising Rs. 1.67 lakh crore, highlighting India's financial market growth in 2024.

Hindustan Unilever (HUVR IN) Rs. 3,000 crore acquisition of Minimalist boosts its D2C skincare presence, capitalizing on rapid startup growth.

Avenue Supermarts Ltd (DMART IN) strong Q3 performance boosted retail stocks, signaling optimism for sector growth, with notable gains in V2 Retail and V-Mart.


#79 India Insights: NSE Leads Global IPOs, HUL's 3000 Cr Acquisition, DMart's Q3 Boost

<ul>
<li>Over the last decade, Indian consumer spending has shifted from essentials like food and housing toward services like healthcare and education, reflecting rising incomes and evolving priorities.</li>
<li>Although food and beverages remain the largest spending category, their share decreased from 30.5% to 28.2% in the last decade.</li>
<li>Within the food and beverage category, there is a growing preference for protein-rich foods and packaged foods while spending on staples like bread and cereals has decreased.</li>
</ul>


Over the last decade, Indian consumer spending has shifted from essentials like food and housing toward services like healthcare and education, reflecting rising incomes and evolving priorities.
Although food and beverages remain the largest spending category, their share decreased from 30.5% to 28.2% in the last decade.
Within the food and beverage category, there is a growing preference for protein-rich foods and packaged foods while spending on staples like bread and cereals has decreased.


Thematic Report: Is India Shifting from Essentials to Experiences in Consumer Spending?

<ul>
<li>Premiumization is reshaping India's consumer market, with rising demand for high-quality products across FMCG, automobiles, electronics, and luxury goods driven by growing affluence and aspirations.</li>
<li>India’s per capita GDP surpassing $2,500 and increasing digitalization have unlocked significant growth in premium categories, positioning India as a global hotspot for aspirational consumption.</li>
<li>The shift from affordability to quality signals immense opportunities in premium segments, making it essential for businesses to innovate while balancing premium and budget-friendly offerings.</li>
</ul>


Premiumization is reshaping India's consumer market, with rising demand for high-quality products across FMCG, automobiles, electronics, and luxury goods driven by growing affluence and aspirations.
India’s per capita GDP surpassing $2,500 and increasing digitalization have unlocked significant growth in premium categories, positioning India as a global hotspot for aspirational consumption.
The shift from affordability to quality signals immense opportunities in premium segments, making it essential for businesses to innovate while balancing premium and budget-friendly offerings.


Thematic Report: India- World’s Next Hotspot for Premium Brands

<ul>
<li>India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.</li>
<li>India Inc has a higher % of companies with better RoE than the rest of the world.</li>
<li>Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison</li>
</ul>


India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.
India Inc has a higher % of companies with better RoE than the rest of the world.
Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison


Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

<ul>
<li>SEBI’s study reveals rising royalty payments by listed companies to related parties, highlighting doubling of payments to Rs. 10,779 crore in FY23 over a decade.</li>
<li>25% of firms pay royalties exceeding 20% of net profits, raising concerns about transparency, governance, and shareholder returns versus royalty prioritization.</li>
<li>SEBI's findings stress the urgency for enhanced royalty disclosures, policy revisions, and better scrutiny to protect minority shareholders and corporate governance standards.</li>
</ul>


SEBI’s study reveals rising royalty payments by listed companies to related parties, highlighting doubling of payments to Rs. 10,779 crore in FY23 over a decade.
25% of firms pay royalties exceeding 20% of net profits, raising concerns about transparency, governance, and shareholder returns versus royalty prioritization.
SEBI's findings stress the urgency for enhanced royalty disclosures, policy revisions, and better scrutiny to protect minority shareholders and corporate governance standards.


SEBI Study: Royalty Payments by Listed Companies to Related Parties

India

Hindustan Unilever Limited (HUL) is an Indian fast-moving consumer goods company that manufactures and sells a wide range of products, including foods, beverages, cleaning agents, and personal care items. It is a subsidiary of the Anglo-Dutch company Unilever, with leading brands like Surf Excel, Dove, Lifebuoy, and Lakmé. The company is headquartered in Mumbai, India, and was founded in 1933.

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Hindustan Unilever (HUVR IN)

#79 India Insights: NSE Leads Global IPOs, HUL's 3000 Cr Acquisition, DMart's Q3 Boost

NSE leads global IPOs in 2024, raising Rs. 1.67 lakh crore; Hindustan Unilever acquires Minimalist for Rs. 3,000 crore; Avenue Supermarts' strong...

Nimish Maheshwari

Thematic Report: Is India Shifting from Essentials to Experiences in Consumer Spending?

Indian consumer spending has shifted towards services like healthcare and education, reflecting rising incomes and evolving priorities, with a...

Nimish Maheshwari

Thematic Report: India- World’s Next Hotspot for Premium Brands

India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Nimish Maheshwari

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#79 India Insights: NSE Leads Global IPOs, HUL's 3000 Cr Acquisition, DMart's Q3 Boost

​NSE leads global IPOs in 2024, raising Rs. 1.67 lakh crore; Hindustan Unilever acquires Minimalist for Rs. 3,000 crore; Avenue Supermarts' strong...

Nimish Maheshwari

Thematic Report: Is India Shifting from Essentials to Experiences in Consumer Spending?

​Indian consumer spending has shifted towards services like healthcare and education, reflecting rising incomes and evolving priorities, with a...

Nimish Maheshwari

Thematic Report: India- World’s Next Hotspot for Premium Brands

​India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Nimish Maheshwari

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

​Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

SEBI Study: Royalty Payments by Listed Companies to Related Parties

​SEBI study shows listed companies increasing royalty payments to related parties, raising transparency and governance concerns, urging for better...

Nimish Maheshwari

NSE leads global IPOs in 2024, raising Rs. 1.67 lakh crore; Hindustan Unilever acquires Minimalist for Rs. 3,000 crore; Avenue Supermarts' strong...

Indian consumer spending has shifted towards services like healthcare and education, reflecting rising incomes and evolving priorities, with a...

India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

SEBI study shows listed companies increasing royalty payments to related parties, raising transparency and governance concerns, urging for better...