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 automotive sector is facing a new external risk: China’s recent tightening of rare earth element (REE) export restrictions.</li>
<li>While the short-term impact appears contained, particularly for ICE 2Ws/3Ws, passenger vehicles—both ICE and EV—are the most exposed</li>
<li>Indian OEMs are actively engaging with Chinese authorities and India’s Ministry of External Affairs to seek interim solutions, and a resolution is expected within 2–3 weeks.</li>
</ul>


India’s automotive sector is facing a new external risk: China’s recent tightening of rare earth element (REE) export restrictions.
While the short-term impact appears contained, particularly for ICE 2Ws/3Ws, passenger vehicles—both ICE and EV—are the most exposed
Indian OEMs are actively engaging with Chinese authorities and India’s Ministry of External Affairs to seek interim solutions, and a resolution is expected within 2–3 weeks.


Rare Earth Export Curbs from China: Assessing the Risk for India’s Auto Industry

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Donald Trump claims India proposed a zero-tariff trade deal with the US amid ongoing negotiations during tariff suspension.</li>
<li>
<a href="https://www.smartkarma.com/entities/vodafone-idea-ltd" target="_blank" data-smartkarma-citation="entities:15678:1" rel="noopener">Vodafone Idea (IDEA IN)</a> files fresh Supreme Court plea seeking Rs 30,000 crore waiver on AGR dues amid financial and sector concerns.</li>
<li>Aditya Birla Real Estate plans Rs 14,000 crore launches in FY26, entering Mumbai redevelopment amid cautious, location-focused business development strategy.</li>
</ul>


Donald Trump claims India proposed a zero-tariff trade deal with the US amid ongoing negotiations during tariff suspension.

Vodafone Idea (IDEA IN) files fresh Supreme Court plea seeking Rs 30,000 crore waiver on AGR dues amid financial and sector concerns.
Aditya Birla Real Estate plans Rs 14,000 crore launches in FY26, entering Mumbai redevelopment amid cautious, location-focused business development strategy.


#148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Index Rebalance

National Stock Exchange of India / Index Rebalance

National Stock Exchange of India (NSE IN)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/national-stock-exchange" target="_blank" data-smartkarma-citation="entities:23751:1" rel="noopener">National Stock Exchange (NSEIN IN)</a> is looking to raise about US$2.4bn in its upcoming India IPO.</li>
<li>NSE operates electronic platforms for trading equities, derivatives, currencies, and debt securities, also earning revenue from clearing and settlement services, market data, index licensing, listing fees, connectivity, and technology services.</li>
<li>We have looked at the company’s past performance and valuations in our previous note. In this note, we will talk about the index impact, or lack thereof.</li>
</ul>



National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO.
NSE operates electronic platforms for trading equities, derivatives, currencies, and debt securities, also earning revenue from clearing and settlement services, market data, index licensing, listing fees, connectivity, and technology services.
We have looked at the company’s past performance and valuations in our previous note. In this note, we will talk about the index impact, or lack thereof.


Aequitas: NSE IPO -Index Flows Won’t Help in the near Term but Will Pickup Later

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.

<ul><li>Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&amp;M, and MG.</li><li>The domestic CV industry sales grew by 4%/13% YoY/MoM. The 3W domestic wholesales for Bajaj and M&amp;M grew by 5% and 8% YoY, respectively, while TVS degrew by 18% YoY.</li><li>The domestic tractor industry (proxy) witnessed 16% volume growth on a YoY basis.</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.

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&amp;M, and MG.The domestic CV industry sales grew by 4%/13% YoY/MoM. The 3W domestic wholesales for Bajaj and M&amp;M grew by 5% and 8% YoY, respectively, while TVS degrew by 18% YoY.The domestic tractor industry (proxy) witnessed 16% volume growth on a YoY basis.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.

Auto Monthly Sales Volume - December 2024

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund 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.

<ul><li>Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companies</li><li>Aggregate revenue/PAT grew by 6%/22% YoY and 4%/13% QoQ across the HSIE coverage (~226 stocks)</li><li>Further, the 5-year CAGR for annual revenue/PAT between FY19 to FY24 was 11%/17%</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.

Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companiesAggregate revenue/PAT grew by 6%/22% YoY and 4%/13% QoQ across the HSIE coverage (~226 stocks)Further, the 5-year CAGR for annual revenue/PAT between FY19 to FY24 was 11%/17%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.

Quarterly Flipbook: Strong End to FY24, a Muted FY25 on the Cards

India

Tata Motors Limited is an Indian multinational automotive manufacturer. The company designs, develops, manufactures, and sells a wide range of automotive vehicles, including passenger cars, trucks, buses, and electric vehicles. Headquartered in Mumbai, India, the company was founded in 1945.

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Tata Motors (TTM US)

Rare Earth Export Curbs from China: Assessing the Risk for India’s Auto Industry

India's automotive sector faces risk from China's rare earth element export restrictions, with passenger vehicles most exposed.

Nimish Maheshwari

#148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch

Trump claims India proposed zero-tariff trade deal, Vodafone Idea seeks Rs 30,000 crore waiver on AGR dues, Aditya Birla Real Estate plans Rs...

Sudarshan Bhandari

Aequitas: NSE IPO -Index Flows Won’t Help in the near Term but Will Pickup Later

National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO. In this note, we talk about the index flows or...

Sumeet Singh

Auto Monthly Sales Volume - December 2024

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&M, and MG.

Axis Direct

Quarterly Flipbook: Strong End to FY24, a Muted FY25 on the Cards

Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 6%/22%...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Rare Earth Export Curbs from China: Assessing the Risk for India’s Auto Industry

​India's automotive sector faces risk from China's rare earth element export restrictions, with passenger vehicles most exposed.

Nimish Maheshwari

#148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch

​Trump claims India proposed zero-tariff trade deal, Vodafone Idea seeks Rs 30,000 crore waiver on AGR dues, Aditya Birla Real Estate plans Rs...

Sudarshan Bhandari

Aequitas: NSE IPO -Index Flows Won’t Help in the near Term but Will Pickup Later

National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO. In this note, we talk about the index flows or...

Sumeet Singh

Auto Monthly Sales Volume - December 2024

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&M, and MG.

Axis Direct

Quarterly Flipbook: Strong End to FY24, a Muted FY25 on the Cards

Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 6%/22%...

HDFC Securities

India's automotive sector faces risk from China's rare earth element export restrictions, with passenger vehicles most exposed.

Trump claims India proposed zero-tariff trade deal, Vodafone Idea seeks Rs 30,000 crore waiver on AGR dues, Aditya Birla Real Estate plans Rs...