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

Event-Driven

<ul>
<li>In the overheated Indian markets where selling spree by promoters is going at record pace.</li>
<li>We identified certain interesting companies where promoters are buying giving confidence in their business</li>
<li>We further delve into the thesis and key triggers for these companies</li>
</ul>


In the overheated Indian markets where selling spree by promoters is going at record pace.
We identified certain interesting companies where promoters are buying giving confidence in their business
We further delve into the thesis and key triggers for these companies


Thematic Report : Investment Opportunities in Indian Markets Led by Promoter Buying

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>MICL has strong visibility of cash flows from ongoing projects, with a current run rate exceeding Rs 321 Cr in Q1.</li><li>The company is set to incur DM fees from its Tardeo-Aaradhya Avaan project, which is 70% sold (of the launched tower).</li><li>This project is unique for the company, being the tallest building in the city, with 100% approvals. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

MICL has strong visibility of cash flows from ongoing projects, with a current run rate exceeding Rs 321 Cr in Q1.The company is set to incur DM fees from its Tardeo-Aaradhya Avaan project, which is 70% sold (of the launched tower).This project is unique for the company, being the tallest building in the city, with 100% approvals. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Infraconstruction Ltd - On Acquisition Spree; All Eyes on New Launches

<ul><li>Asset-Light Model with Higher Margins: The company’s focus on an asset-light business model is expected to drive further growth.</li><li>It has acquired a new project under the JV model in BKC, spanning 1.5 Lc sq ft.</li><li>New projects are anticipated to be launched by H2FY25, all under the JV/DM model, indicating a significant portion of the portfolio will be asset-light. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Asset-Light Model with Higher Margins: The company’s focus on an asset-light business model is expected to drive further growth.It has acquired a new project under the JV model in BKC, spanning 1.5 Lc sq ft.New projects are anticipated to be launched by H2FY25, all under the JV/DM model, indicating a significant portion of the portfolio will be asset-light. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Infraconstruction Ltd - All Eyes on New Launches; Maintain BUY

<ul><li>Robust Order Book and Healthy Pipeline: The management anticipates an upcoming real estate portfolio of 3.9 mn sq. ft. in addition to its ongoing projects in the coming years.</li><li>It has indicated a potential revenue of over Rs 7,600 Cr from upcoming projects in locations such as Dahisar, Goregaon, Marine Lines, Pali Hill, and Ghatkopar, among others.</li><li>The management has provided guidance on real estate sales visibility amounting to Rs. 15,000 Cr, which includes both ongoing inventory and upcoming launches. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Robust Order Book and Healthy Pipeline: The management anticipates an upcoming real estate portfolio of 3.9 mn sq. ft. in addition to its ongoing projects in the coming years.It has indicated a potential revenue of over Rs 7,600 Cr from upcoming projects in locations such as Dahisar, Goregaon, Marine Lines, Pali Hill, and Ghatkopar, among others.The management has provided guidance on real estate sales visibility amounting to Rs. 15,000 Cr, which includes both ongoing inventory and upcoming launches. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Infraconstruction Ltd - Strong Upcoming Order Book and Surging Net Profits

<ul><li>We are initiating coverage on Man Infraconstruction Ltd. (MICL) with a BUY recommendation and a target price of Rs 270/share, which implies an upside of 28% from the CMP.</li><li>With roots tracing back to 1964, the company started as an engineering contractor and has since completed numerous landmark projects across various sectors such as ports, infrastructure, residential developments, townships, and commercial projects.</li><li>MICL has strategically adopted a business model that can be divided into two segments, each with multiple streams of income.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We are initiating coverage on Man Infraconstruction Ltd. (MICL) with a BUY recommendation and a target price of Rs 270/share, which implies an upside of 28% from the CMP.With roots tracing back to 1964, the company started as an engineering contractor and has since completed numerous landmark projects across various sectors such as ports, infrastructure, residential developments, townships, and commercial projects.MICL has strategically adopted a business model that can be divided into two segments, each with multiple streams of income.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Infraconstruction Ltd. (MICL) - ‘REDEVELOPING’ INTO REAL ESTATE SPACE

India

Man Infraconstruction Limited is a construction company. The Company's services include port infrastructure, residential, industrial, and commercial construction services.

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Man Infraconstruction (MINF IN)

Thematic Report : Investment Opportunities in Indian Markets Led by Promoter Buying

Indian markets see record promoter selling, but some companies show confidence with promoter buying. Article explores thesis and key triggers for...

Nimish Maheshwari

Man Infraconstruction Ltd - On Acquisition Spree; All Eyes on New Launches

MICL has strong visibility of cash flows from ongoing projects, with a current run rate exceeding Rs 321 Cr in Q1. The company is set to incur DM...

Axis Direct

Man Infraconstruction Ltd - All Eyes on New Launches; Maintain BUY

Asset-Light Model with Higher Margins: The company’s focus on an asset-light business model is expected to drive further growth.

Axis Direct

Man Infraconstruction Ltd - Strong Upcoming Order Book and Surging Net Profits

Robust Order Book and Healthy Pipeline: The management anticipates an upcoming real estate portfolio of 3.9 mn sq. ft. in addition to its ongoing...

Axis Direct

Man Infraconstruction Ltd. (MICL) - ‘REDEVELOPING’ INTO REAL ESTATE SPACE

We are initiating coverage on Man Infraconstruction Ltd. (MICL) with a BUY recommendation and a target price of Rs 270/share, which implies an...

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report : Investment Opportunities in Indian Markets Led by Promoter Buying

​Indian markets see record promoter selling, but some companies show confidence with promoter buying. Article explores thesis and key triggers for...

Nimish Maheshwari

Man Infraconstruction Ltd - On Acquisition Spree; All Eyes on New Launches

MICL has strong visibility of cash flows from ongoing projects, with a current run rate exceeding Rs 321 Cr in Q1. The company is set to incur DM...

Axis Direct

Man Infraconstruction Ltd - All Eyes on New Launches; Maintain BUY

Asset-Light Model with Higher Margins: The company’s focus on an asset-light business model is expected to drive further growth.

Axis Direct

Man Infraconstruction Ltd - Strong Upcoming Order Book and Surging Net Profits

Robust Order Book and Healthy Pipeline: The management anticipates an upcoming real estate portfolio of 3.9 mn sq. ft. in addition to its ongoing...

Axis Direct

Man Infraconstruction Ltd. (MICL) - ‘REDEVELOPING’ INTO REAL ESTATE SPACE

We are initiating coverage on Man Infraconstruction Ltd. (MICL) with a BUY recommendation and a target price of Rs 270/share, which implies an...

Axis Direct

Indian markets see record promoter selling, but some companies show confidence with promoter buying. Article explores thesis and key triggers for...