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

Equity Bottom-Up

<ul>
<li>Q1 FY27 delivered record first quarter revenue, 60 bps EBITDA margin expansion and the company’s highest ever closing order book.</li>
<li>Backlog equals roughly 1.66 times FY26 revenue, offering multi year visibility as India and overseas markets accelerate grid investment.</li>
<li>The story has shifted from order acquisition to profitable conversion; cash flow and execution mix now matter more than headline wins.</li>
</ul>


Q1 FY27 delivered record first quarter revenue, 60 bps EBITDA margin expansion and the company’s highest ever closing order book.
Backlog equals roughly 1.66 times FY26 revenue, offering multi year visibility as India and overseas markets accelerate grid investment.
The story has shifted from order acquisition to profitable conversion; cash flow and execution mix now matter more than headline wins.


Skipper Limited: From Order Book To Earnings

Thematic (Sector/Industry)

<ul>
<li>In Real-time market (RTM) Power volumes surged by 20% in June, reflecting the need for immediate power delivery during sudden high-demand periods.</li>
<li>Indian Govt has extended the blending period of imported coal to Jun-24 to meet the rising demand. </li>
<li>Rising Power demand will create a lot more opportunity across value chain including transformers, cables, smart meters etc.</li>
</ul>


In Real-time market (RTM) Power volumes surged by 20% in June, reflecting the need for immediate power delivery during sudden high-demand periods.
Indian Govt has extended the blending period of imported coal to Jun-24 to meet the rising demand. 
Rising Power demand will create a lot more opportunity across value chain including transformers, cables, smart meters etc.


Thematic Report- Indian Power at Peak: Value Chain Stocks

India

Skipper Limited is an Indian industrial manufacturing company primarily engaged in power transmission and distribution (T&D) structures, polymer pipes, and infrastructure projects, including EPC services for transmission lines and railway electrification. It is one of the world's largest integrated manufacturers of T&D structures and a significant player in the polymer pipe industry, exporting to over 65 countries. The company was founded in 1981 and is headquartered in Kolkata, India.

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

Skipper (SKIPPER IN)

Skipper Limited: From Order Book To Earnings

Skipper’s growth story has shifted from order wins to execution. The current backlog of its Rs. 9,216.6 crore which shows growth in the upcoming...

Nimish Maheshwari

Thematic Report- Indian Power at Peak: Value Chain Stocks

Real-time market power volumes surged by 20% in June, highlighting the need for immediate power delivery. This is creating opportunities across...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Skipper Limited: From Order Book To Earnings

Skipper’s growth story has shifted from order wins to execution. The current backlog of its Rs. 9,216.6 crore which shows growth in the upcoming...

Nimish Maheshwari

Thematic Report- Indian Power at Peak: Value Chain Stocks

​Real-time market power volumes surged by 20% in June, highlighting the need for immediate power delivery. This is creating opportunities across...

Nimish Maheshwari

Real-time market power volumes surged by 20% in June, highlighting the need for immediate power delivery. This is creating opportunities across...