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>The India-UK FTA, signed on May 6, 2025, provides Indian textile exports with zero-duty access to 99% of their products, removing tariffs as high as 12%.</li>
<li>This landmark deal offers a substantial opportunity to increase India’s market share in the $19.7 billion UK apparel market and boosts competitiveness against Bangladesh and China.</li>
<li>With enhanced pricing power, Indian textile companies like <a href="https://www.smartkarma.com/entities/kpr-mill-ltd" target="_blank" data-smartkarma-citation="entities:8970:1" rel="noopener">KPR Mill (KPR IN)</a>, <a href="https://www.smartkarma.com/entities/welspun-india-ltd" target="_blank" data-smartkarma-citation="entities:9284:1" rel="noopener">Welspun India (WLSI IN)</a>, and <a href="https://www.smartkarma.com/entities/s-p-apparels-limited" target="_blank" data-smartkarma-citation="entities:44174:1" rel="noopener">S.P. Apparels (SPAL IN)</a> are well-positioned to scale, increasing their export share.</li>
</ul>


The India-UK FTA, signed on May 6, 2025, provides Indian textile exports with zero-duty access to 99% of their products, removing tariffs as high as 12%.
This landmark deal offers a substantial opportunity to increase India’s market share in the $19.7 billion UK apparel market and boosts competitiveness against Bangladesh and China.
With enhanced pricing power, Indian textile companies like KPR Mill (KPR IN), Welspun India (WLSI IN), and S.P. Apparels (SPAL IN) are well-positioned to scale, increasing their export share.


Thematic Report- India-UK FTA: A Stitch in Time for the Indian Textile Sector?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Bangladesh, India's <strong>2nd largest trading partner</strong> in Asia is under a political crisis leading to instability and uncertainty. </li>
<li>Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. </li>
<li>There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.</li>
</ul>


Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. 
Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. 
There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.


Bangladesh Chaos: Impact on Indian Companies

Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

<p>In a recent media article, it was headlined that ‘Yarn Stocks on HNI Radar’. The headline comes on the back of a stellar performance of yarn and related textile stocks post the COVID era, owing to an exponential price hike in the same. The price hike was attributed to several industry related external factors such as limited supply, pent up demand, etc. due to the lockdown last year. As the economy prepares for another lockdown, albeit a fragmented one rather than nation-wide, it has created a hysteria of another phase of stellar performance in the coming months.</p>
<p>However on the contrary, our hypothesis which is supported by industry channel checks in Bhilwada, one of the textile hug of India, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very tricky situation going ahead.</p>
<p>We commence with the industry overview and what happened in the post COVID era that led to the frenzy last fiscal, and then move on to understand the uncertainty aspect hovering around in current scenario.</p>

In a recent media article, it was headlined that ‘Yarn Stocks on HNI Radar’. The headline comes on the back of a stellar performance of yarn and related textile stocks post the COVID era, owing to an exponential price hike in the same. The price hike was attributed to several industry related external factors such as limited supply, pent up demand, etc. due to the lockdown last year. As the economy prepares for another lockdown, albeit a fragmented one rather than nation-wide, it has created a hysteria of another phase of stellar performance in the coming months.
However on the contrary, our hypothesis which is supported by industry channel checks in Bhilwada, one of the textile hug of India, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very tricky situation going ahead.
We commence with the industry overview and what happened in the post COVID era that led to the frenzy last fiscal, and then move on to understand the uncertainty aspect hovering around in current scenario.

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

<div class="content-highlight"><h2><strong>Market Overview</strong></h2></div><p>The S&amp;P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017.</p><ul>
<li>The market witnessed a steady rise post budget as fears of an extension of holding period for long-term capital gains in Budget 2017 proved unfounded. The Government kept the fiscal deficit target of FY18 at 3.2%, a positive signal for markets.</li>
<li>The rally was further accentuated post a massive win for the Bharatiya Janata Party in the states of Uttar Pradesh and Uttarakhand. Winning a major…</li>
</ul>

Market OverviewThe S&amp;P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017.
The market witnessed a steady rise post budget as fears of an extension of holding period for long-term capital gains in Budget 2017 proved unfounded. The Government kept the fiscal deficit target of FY18 at 3.2%, a positive signal for markets.
The rally was further accentuated post a massive win for the Bharatiya Janata Party in the states of Uttar Pradesh and Uttarakhand. Winning a major…


Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<h2>Headlines</h2><ul>
<li>Chocolate confectionery value sales grow by 14% to reach INR113 billion in 2016</li>
<li>Increasing distribution, availability and new variants support the sales of chocolate confectionery in 2016</li>
<li>Chocolate with toys sees the fastest growth in 2016, with value sales increasing by 27%</li>
<li>Average unit price increases by 7% in 2016</li>
<li>Mondelez India Foods Ltd maintains the lead with a value share of 49% in 2016</li>
<li>Chocolate confectionery value sales are expected to see a constant value CAGR of 8% over 2016-2021…</li>
</ul>

Headlines
Chocolate confectionery value sales grow by 14% to reach INR113 billion in 2016
Increasing distribution, availability and new variants support the sales of chocolate confectionery in 2016
Chocolate with toys sees the fastest growth in 2016, with value sales increasing by 27%
Average unit price increases by 7% in 2016
Mondelez India Foods Ltd maintains the lead with a value share of 49% in 2016
Chocolate confectionery value sales are expected to see a constant value CAGR of 8% over 2016-2021…


Sector Capsule: Chocolate Confectionery in India

India

K.P.R. Mill Limited is one of India's largest vertically integrated apparel manufacturing companies, managing the entire value chain from fiber to fashion. It produces yarn, fabric, and ready-made knitted garments, and has diversified into sugar, ethanol, and renewable energy. The company is headquartered in Coimbatore, Tamil Nadu, India, and was founded in 1984.

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K.P.R. Mill (KPR IN)

Thematic Report- India-UK FTA: A Stitch in Time for the Indian Textile Sector?

The India-UK FTA boosts Indian textile exports with zero-duty access, increasing market share and competitiveness against Bangladesh and China.

Nimish Maheshwari

Bangladesh Chaos: Impact on Indian Companies

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Textiles Industry- Is It Over Hyped?

Channel checks in Bhilwada, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very...

Nitin Mangal

Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...

Das Capital Management and Advisors

Sector Capsule: Chocolate Confectionery in India

Headlines Chocolate confectionery value sales grow by 14% to reach INR113 billion in 2016 Increasing distribution, availability and new variants...

Euromonitor International Ltd.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report- India-UK FTA: A Stitch in Time for the Indian Textile Sector?

​The India-UK FTA boosts Indian textile exports with zero-duty access, increasing market share and competitiveness against Bangladesh and China.

Nimish Maheshwari

Bangladesh Chaos: Impact on Indian Companies

​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Textiles Industry- Is It Over Hyped?

Channel checks in Bhilwada, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very...

Nitin Mangal

Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...

Das Capital Management and Advisors

Sector Capsule: Chocolate Confectionery in India

Headlines Chocolate confectionery value sales grow by 14% to reach INR113 billion in 2016 Increasing distribution, availability and new variants...

Euromonitor International Ltd.

The India-UK FTA boosts Indian textile exports with zero-duty access, increasing market share and competitiveness against Bangladesh and China.

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...