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 tyre market is expected to grow at 6–7% volume CAGR, yet raw material volatility like the 33% rubber price spike in FY24 has squeezed margins across the board.</li>
<li>Managements acknowledge EBITDA margin pressure, but cite strategic inventory, revised capex, and sourcing shifts to mitigate further contraction.</li>
<li>Looking ahead, leaders remain cautiously optimistic, expecting stable RM costs in Q1FY26, export growth at 10–11% CAGR, and EV-related demand to accelerate medium-term recovery.</li>
</ul>


India’s tyre market is expected to grow at 6–7% volume CAGR, yet raw material volatility like the 33% rubber price spike in FY24 has squeezed margins across the board.
Managements acknowledge EBITDA margin pressure, but cite strategic inventory, revised capex, and sourcing shifts to mitigate further contraction.
Looking ahead, leaders remain cautiously optimistic, expecting stable RM costs in Q1FY26, export growth at 10–11% CAGR, and EV-related demand to accelerate medium-term recovery.


Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>MRF stages recovery in margin in Q4, others suffer  </li><li>CEAT breaches US$1.51 billion for the first time in revenue in FY25  </li><li>High raw material costs eat into profits of majors</li></ul>

MRF stages recovery in margin in Q4, others suffer  CEAT breaches US$1.51 billion for the first time in revenue in FY25  High raw material costs eat into profits of majors

FY 2025 Marks Shrinking Margins For Indian Tire Majors

<ul>
<li>Brent crude prices have fallen below $70 per barrel, driven by rising non-OPEC supply, weak global demand, and geopolitical shifts, easing inflationary pressures in oil-importing economies like India.</li>
<li>Lower crude prices benefit OMCs, paints, tyres, and aviation, boosting margins, while upstream oil producers and government revenue face pressure, creating a mixed impact on India's economy.</li>
<li>Oil prices may remain range-bound in the mid-$60s to $70s, with OPEC+ production strategies, global demand trends, and geopolitical risks shaping future market movements.</li>
</ul>


Brent crude prices have fallen below $70 per barrel, driven by rising non-OPEC supply, weak global demand, and geopolitical shifts, easing inflationary pressures in oil-importing economies like India.
Lower crude prices benefit OMCs, paints, tyres, and aviation, boosting margins, while upstream oil producers and government revenue face pressure, creating a mixed impact on India's economy.
Oil prices may remain range-bound in the mid-$60s to $70s, with OPEC+ production strategies, global demand trends, and geopolitical risks shaping future market movements.


How Is the Decline in Oil Prices Reshaping India’s Economy?

CEO, Helixtap

Farah Miller

<ul><li>Exports help Apollo Tyres keep momentum, unlike others   </li><li>MRF reduces prices of truck tires, others following suit  </li><li>JK Tyres in TBR, PCR, and ASLTR expansion for US$169 mn</li></ul>

Exports help Apollo Tyres keep momentum, unlike others   MRF reduces prices of truck tires, others following suit  JK Tyres in TBR, PCR, and ASLTR expansion for US$169 mn

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

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

Equity Bottom-Up

<ul>
<li>This insight details why <a href="https://www.smartkarma.com/entities/tata-investment-corporation-limited" target="_blank" data-smartkarma-citation="entities:6308:1" rel="noopener">Tata Investment Corporation (TATAINVE IN)</a> and <a href="https://www.smartkarma.com/entities/kalyani-investment-co-ltd" target="_blank" data-smartkarma-citation="entities:6128:1" rel="noopener">Kalyani Investment (KALY IN)</a> share price has been declining. </li>
<li>We also discuss the latest developments in <a href="https://www.smartkarma.com/entities/tvs-holdings-limited" target="_blank" data-smartkarma-citation="entities:16591:1" rel="noopener">TVS (TVSHLTD IN)</a> .</li>
<li>Finally, we conclude with takeaways from Holdco price movement during the week.</li>
</ul>


This insight details why Tata Investment Corporation (TATAINVE IN) and Kalyani Investment (KALY IN) share price has been declining. 
We also discuss the latest developments in TVS (TVSHLTD IN) .
Finally, we conclude with takeaways from Holdco price movement during the week.


HoldCo Weekly (21 Aug): Where’s the Discount?

India

JK Tyre & Industries Limited is an Indian multinational tire manufacturer and a leading provider of comprehensive mobility solutions. The company develops, manufactures, markets, and distributes automotive tires, tubes, flaps, and ancillary services for passenger vehicles, commercial vehicles, farming, off-the-road (OTR), and two and three-wheelers. Headquartered in New Delhi, India, the company was founded in 1951.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

JK Tyre & Industries (JKI IN)

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

Nimish Maheshwari

FY 2025 Marks Shrinking Margins For Indian Tire Majors

India’s top tire manufacturers closed FY 2024–25 (April 2024-March 2025) on a mixed note, as solid replacement demand and operational...

Helixtap

How Is the Decline in Oil Prices Reshaping India’s Economy?

Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...

Nimish Maheshwari

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

Subdued demand coupled with relatively higher raw material (crude oil and NR) costs reflected in lesser profit for tire majors except Apollo Tyres...

Helixtap

HoldCo Weekly (21 Aug): Where’s the Discount?

Insight details why Tata Invest Corp and Kalyani Invest share price has been declining; Latesrt developments in TVS Holdings. Conclude with...

Sreemant Dudhoria

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

​India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

Nimish Maheshwari

FY 2025 Marks Shrinking Margins For Indian Tire Majors

​​​​​​​India’s top tire manufacturers closed FY 2024–25 (April 2024-March 2025) on a mixed note, as solid replacement demand and operational...

Helixtap

How Is the Decline in Oil Prices Reshaping India’s Economy?

​Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...

Nimish Maheshwari

Tire Majors Excel In Q3 FY24 YoY, But MoM Performance Dips

Subdued demand coupled with relatively higher raw material (crude oil and NR) costs reflected in lesser profit for tire majors except Apollo Tyres...

Helixtap

HoldCo Weekly (21 Aug): Where’s the Discount?

Insight details why Tata Invest Corp and Kalyani Invest share price has been declining; Latesrt developments in TVS Holdings. Conclude with...

Sreemant Dudhoria

India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

India’s top tire manufacturers closed FY 2024–25 (April 2024-March 2025) on a mixed note, as solid replacement demand and operational...

Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...