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>Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s</li>
<li>Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.</li>
<li>
<a href="https://www.smartkarma.com/entities/escorts-kubota-ltd" target="_blank" data-smartkarma-citation="entities:6773:1" rel="noopener">Escorts Kubota Limited (ESCORTS IN)</a> with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. </li>
</ul>


Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s
Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.

Escorts Kubota Limited (ESCORTS IN) with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. 


Automobile Industry FY25: Expectations for Different Verticals

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/skf-india-ltd" target="_blank" data-smartkarma-citation="entities:4984:1" rel="noopener">SKF India Ltd (SKF IN)</a> has announced the demerger of its industrial business, which will be listed separately for enhanced focus and operational efficiency in both segments.</li>
<li>The company’s automotive business has high volume but low margins, whereas the industrial segment offers higher margins, highlighting a significant contrast in profitability between the two business segments.</li>
<li>The automotive business would attract investors seeking long-term, steady growth, while the industrial segment would appeal to investors focused on higher margins and more lucrative returns.</li>
</ul>



SKF India Ltd (SKF IN) has announced the demerger of its industrial business, which will be listed separately for enhanced focus and operational efficiency in both segments.
The company’s automotive business has high volume but low margins, whereas the industrial segment offers higher margins, highlighting a significant contrast in profitability between the two business segments.
The automotive business would attract investors seeking long-term, steady growth, while the industrial segment would appeal to investors focused on higher margins and more lucrative returns.


Event Driven- SKF India Demerger: The Automotive & Industrial Split

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC 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.

Equity Capital Markets

Anthem Biosciences / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/anthem-biosciences" target="_blank" data-smartkarma-citation="entities:44206:1" rel="noopener">Anthem Biosciences (1234D IN)</a> is looking to raise up to US$400m in its upcoming India IPO.</li>
<li>Anthem Biosciences (ABS) is a contract research, development and manufacturing organisation (CRDMO) with fully integrated operations spanning drug discovery, development, and manufacturing.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



Anthem Biosciences (1234D IN) is looking to raise up to US$400m in its upcoming India IPO.
Anthem Biosciences (ABS) is a contract research, development and manufacturing organisation (CRDMO) with fully integrated operations spanning drug discovery, development, and manufacturing.
In this note, we talk about the not-so-positive aspects of the deal.


Anthem Biosciences Pre-IPO - The Negatives- Margins Aren't There Yet

<ul>
<li>
<a href="https://www.smartkarma.com/entities/anthem-biosciences" target="_blank" data-smartkarma-citation="entities:44206:1" rel="noopener">Anthem Biosciences (1234D IN)</a> is looking to raise up to US$400m in its upcoming India IPO.</li>
<li>Anthem Biosciences (ABS) is a contract research, development and manufacturing organisation (CRDMO) with fully integrated operations spanning drug discovery, development, and manufacturing.</li>
<li>In this note, we talk about the positive aspects of the deal.</li>
</ul>



Anthem Biosciences (1234D IN) is looking to raise up to US$400m in its upcoming India IPO.
Anthem Biosciences (ABS) is a contract research, development and manufacturing organisation (CRDMO) with fully integrated operations spanning drug discovery, development, and manufacturing.
In this note, we talk about the positive aspects of the deal.


Anthem Biosciences Pre-IPO - The Positives - Portfolio Expansion, Increasing Capacity to Fuel Growth

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Adani Group wins Mumbai’s Rs. 36,000 crore Motilal Nagar redevelopment, promising holistic transformation of 143-acre colony with MHADA oversight.</li>
<li>Jio teams up with Elon Musk’s SpaceX to bring Starlink satellite internet across India, boosting connectivity in remote regions.</li>
<li>Jaguar Land Rover halts India EV production plans with Tata Motors due to cost concerns and slowing global electric vehicle demand.</li>
</ul>


Adani Group wins Mumbai’s Rs. 36,000 crore Motilal Nagar redevelopment, promising holistic transformation of 143-acre colony with MHADA oversight.
Jio teams up with Elon Musk’s SpaceX to bring Starlink satellite internet across India, boosting connectivity in remote regions.
Jaguar Land Rover halts India EV production plans with Tata Motors due to cost concerns and slowing global electric vehicle demand.


#119 India Insight: Adani Wins ₹36k Cr Project, Jio Taps Starlink, JLR Halts Tata EV Plans.

India

Tata Motors Passenger Vehicles Limited provides cars and commercial vehicles. The Company designs, manufactures, and sells fossil fuel and electric cars, as well as heavy, medium, and small commercial vehicles including trucks, tankers, vans, buses, ambulances, and mini-buses. Tata Motors Passenger Vehicles serves customers worldwide.

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Tata Motors Passenger Vehicles (TMPV IN)

Automobile Industry FY25: Expectations for Different Verticals

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

Event Driven- SKF India Demerger: The Automotive & Industrial Split

SKF India Ltd to demerge industrial business for enhanced focus and operational efficiency, highlighting significant contrast in profitability...

Nimish Maheshwari

Anthem Biosciences Pre-IPO - The Negatives- Margins Aren't There Yet

Anthem Biosciences is looking to raise up to US$400m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.

Akshat Shah

Anthem Biosciences Pre-IPO - The Positives - Portfolio Expansion, Increasing Capacity to Fuel Growth

Anthem Biosciences is looking to raise up to US$400m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.

Akshat Shah

#119 India Insight: Adani Wins ₹36k Cr Project, Jio Taps Starlink, JLR Halts Tata EV Plans.

Adani Group to transform Motilal Nagar, Jio partners with SpaceX for Starlink in India, Jaguar Land Rover puts India EV plans on hold with Tata...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Automobile Industry FY25: Expectations for Different Verticals

​Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

Event Driven- SKF India Demerger: The Automotive & Industrial Split

​SKF India Ltd to demerge industrial business for enhanced focus and operational efficiency, highlighting significant contrast in profitability...

Nimish Maheshwari

Anthem Biosciences Pre-IPO - The Negatives- Margins Aren't There Yet

Anthem Biosciences is looking to raise up to US$400m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.

Akshat Shah

Anthem Biosciences Pre-IPO - The Positives - Portfolio Expansion, Increasing Capacity to Fuel Growth

Anthem Biosciences is looking to raise up to US$400m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.

Akshat Shah

#119 India Insight: Adani Wins ₹36k Cr Project, Jio Taps Starlink, JLR Halts Tata EV Plans.

​Adani Group to transform Motilal Nagar, Jio partners with SpaceX for Starlink in India, Jaguar Land Rover puts India EV plans on hold with Tata...

Sudarshan Bhandari

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

SKF India Ltd to demerge industrial business for enhanced focus and operational efficiency, highlighting significant contrast in profitability...

Adani Group to transform Motilal Nagar, Jio partners with SpaceX for Starlink in India, Jaguar Land Rover puts India EV plans on hold with Tata...