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>Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s</li>
<li>Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.</li>
<li>
<a href="https://www.smartkarma.com/entities/escorts-kubota-ltd" target="_blank" data-smartkarma-citation="entities:6773:1" rel="noopener">Escorts Kubota Limited (ESCORTS IN)</a> with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. </li>
</ul>


Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s
Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.

Escorts Kubota Limited (ESCORTS IN) with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. 


Automobile Industry FY25: Expectations for Different Verticals

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a> plans to scale businesses across hospitality, aerospace, and renewables, prioritizing operational excellence over acquisitions for sustainable long-term growth.</li>
<li>
<a href="https://www.smartkarma.com/entities/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener">Ola Electric (OLAELEC IN)</a> lays off 1,000+ employees as losses surge 50%, competition intensifies, and market share declines, leading to a 60% stock plunge.</li>
<li>India’s Q3 GDP growth hits 6.2%, boosted by Maha Kumbh spending, tax cuts, and strong exports, despite market volatility and fiscal challenges.</li>
</ul>



Mahindra &amp; Mahindra (MM IN) plans to scale businesses across hospitality, aerospace, and renewables, prioritizing operational excellence over acquisitions for sustainable long-term growth.

Ola Electric (OLAELEC IN) lays off 1,000+ employees as losses surge 50%, competition intensifies, and market share declines, leading to a 60% stock plunge.
India’s Q3 GDP growth hits 6.2%, boosted by Maha Kumbh spending, tax cuts, and strong exports, despite market volatility and fiscal challenges.


#112 India Insight: Mahindra Expands Sustainably, Ola Electric Struggles, India’s Q3 GDP Grows 6.2%

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

<ul>
<li>Continuing the trend from December'24, wholesale volume growth in Jan'2025 remained strong in the passenger vehicle segment. This was driven by channel filling, and strong rural demand.</li>
<li>
<a href="https://www.smartkarma.com/entities/maruti-suzuki-india-ltd" target="_blank" data-smartkarma-citation="entities:733:1" rel="noopener">Maruti Suzuki India (MSIL IN)</a>,holding approximately 43% market share, reported growth in both the utility vehicle (UV) and compact SUV segments. <a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a> reported 18% YoY growth.</li>
<li>
<a href="https://www.smartkarma.com/entities/hyundai-motor-india-ltd" target="_blank" data-smartkarma-citation="entities:40900:1" rel="noopener">Hyundai Motor India (HYUNDAI IN)</a> &amp; <a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a> reported decline in volume growth. Tax initiatives introduced in recent Union Budget are expected to increase demand in medium term.</li>
</ul>


Continuing the trend from December'24, wholesale volume growth in Jan'2025 remained strong in the passenger vehicle segment. This was driven by channel filling, and strong rural demand.

Maruti Suzuki India (MSIL IN),holding approximately 43% market share, reported growth in both the utility vehicle (UV) and compact SUV segments. Mahindra &amp; Mahindra (MM IN) reported 18% YoY growth.

Hyundai Motor India (HYUNDAI IN) &amp; Tata Motors Ltd (TTMT IN) reported decline in volume growth. Tax initiatives introduced in recent Union Budget are expected to increase demand in medium term.


Monthly Sales Overview of Listed Indian Passenger Vehicle Companies (January 2025)

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>A review of recent events/data impacting our investment themes or outlook</li>
<li>While it may not be what investors are clamouring for - China follows through with its policies.</li>
<li>The broad Japanese indices continue to struggle despite JPY weakness</li>
</ul>


A review of recent events/data impacting our investment themes or outlook
While it may not be what investors are clamouring for - China follows through with its policies.
The broad Japanese indices continue to struggle despite JPY weakness


Overview #11 – China Follows Through While Japan Dithers and India Feeds the Ducks

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hyundai-motor-india-ltd" target="_blank" data-smartkarma-citation="entities:40900:1" rel="noopener">Hyundai Motor India (1342Z IN)</a> plans India’s largest IPO, valued at Rs. 27,870 crore.</li>
<li>Historical data shows large IPOs often underperform, raising concerns about valuation and market timing.</li>
<li>Caution is essential; analyzing fundamentals over hype is crucial for IPO investments.</li>
</ul>



Hyundai Motor India (1342Z IN) plans India’s largest IPO, valued at Rs. 27,870 crore.
Historical data shows large IPOs often underperform, raising concerns about valuation and market timing.
Caution is essential; analyzing fundamentals over hype is crucial for IPO investments.


Thematic Report : How India’s Biggest IPOs Have Performed?

India

Hyundai Motor India Limited (HMIL) is the Indian subsidiary of the South Korean automobile manufacturer Hyundai Motor Company. It manufactures and sells a wide range of four-wheeler passenger vehicles, including sedans, hatchbacks, sports-utility vehicles (SUVs), and electric vehicles (EVs), along with related parts such as transmissions and engines. The company also provides after-sales activities and engineering services. Hyundai Motor India was founded on May 6, 1996, and is headquartered in Gurugram, Haryana, India, with a registered office in Kancheepuram, Tamil Nadu, India.

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Hyundai Motor India (HYUNDAI IN)

Automobile Industry FY25: Expectations for Different Verticals

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

#112 India Insight: Mahindra Expands Sustainably, Ola Electric Struggles, India’s Q3 GDP Grows 6.2%

Mahindra & Mahindra prioritizes operational excellence for sustainable growth, Ola Electric lays off employees amid losses and market challenges,...

Sudarshan Bhandari

Monthly Sales Overview of Listed Indian Passenger Vehicle Companies (January 2025)

Passenger Vehicle Retail Sales Update: The Federation of Automobile Dealers Associations(FADA)’s January 2025 update shows a strong 15.53% YoY and...

Sreemant Dudhoria

Overview #11 – China Follows Through While Japan Dithers and India Feeds the Ducks

A review of recent events/data impacting our investment themes and outlook. We look at the big kahunas in Asia - China, Japan and India

Rikki Malik

Thematic Report : How India’s Biggest IPOs Have Performed?

Hyundai Motor India plans India's largest IPO valued at Rs. 27,870 crore, but historical data suggests caution is needed as large IPOs often...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Automobile Industry FY25: Expectations for Different Verticals

​Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

#112 India Insight: Mahindra Expands Sustainably, Ola Electric Struggles, India’s Q3 GDP Grows 6.2%

​Mahindra & Mahindra prioritizes operational excellence for sustainable growth, Ola Electric lays off employees amid losses and market challenges,...

Sudarshan Bhandari

Monthly Sales Overview of Listed Indian Passenger Vehicle Companies (January 2025)

Passenger Vehicle Retail Sales Update: The Federation of Automobile Dealers Associations(FADA)’s January 2025 update shows a strong 15.53% YoY and...

Sreemant Dudhoria

Overview #11 – China Follows Through While Japan Dithers and India Feeds the Ducks

A review of recent events/data impacting our investment themes and outlook. We look at the big kahunas in Asia - China, Japan and India

Rikki Malik

Thematic Report : How India’s Biggest IPOs Have Performed?

​Hyundai Motor India plans India's largest IPO valued at Rs. 27,870 crore, but historical data suggests caution is needed as large IPOs often...

Nimish Maheshwari

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Mahindra & Mahindra prioritizes operational excellence for sustainable growth, Ola Electric lays off employees amid losses and market challenges,...

Hyundai Motor India plans India's largest IPO valued at Rs. 27,870 crore, but historical data suggests caution is needed as large IPOs often...