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>Several companies across industries have commissioned capacity expansions. These completions reflect management's strong demand outlook and are often precursors to improved financial performance and long-term value creation.</li>
<li>The completion of strategic Capex enhances revenue streams and EBITDA margins, positioning companies for sustainable growth, improved financial performance, and greater investor confidence amid evolving market demands.</li>
<li>Tracking newly completed capacities helps identify companies entering growth mode. As utilization improves and integration lowers costs, earnings visibility strengthens, supporting upgraded forecasts and potential valuation upside.</li>
</ul>


Several companies across industries have commissioned capacity expansions. These completions reflect management's strong demand outlook and are often precursors to improved financial performance and long-term value creation.
The completion of strategic Capex enhances revenue streams and EBITDA margins, positioning companies for sustainable growth, improved financial performance, and greater investor confidence amid evolving market demands.
Tracking newly completed capacities helps identify companies entering growth mode. As utilization improves and integration lowers costs, earnings visibility strengthens, supporting upgraded forecasts and potential valuation upside.


Capex Monetization: Revenue Impact, Margin Expansion Across Companies

<ul>
<li>Trump’s reciprocal tariff plan imposes a 27% duty on Indian goods, sparing pharma and IT but impacting autos, textiles, chemicals, and solar exports.</li>
<li>Despite steep headline tariffs, India’s top export sectors, IT services and pharma, remain unaffected, preserving key revenue streams and softening near-term macroeconomic impact.</li>
<li>Investors will likely rotate into resilient sectors like pharma and IT while avoiding margin-sensitive names in textiles, chemicals, and auto ancillaries vulnerable to export-led earnings volatility.</li>
</ul>


Trump’s reciprocal tariff plan imposes a 27% duty on Indian goods, sparing pharma and IT but impacting autos, textiles, chemicals, and solar exports.
Despite steep headline tariffs, India’s top export sectors, IT services and pharma, remain unaffected, preserving key revenue streams and softening near-term macroeconomic impact.
Investors will likely rotate into resilient sectors like pharma and IT while avoiding margin-sensitive names in textiles, chemicals, and auto ancillaries vulnerable to export-led earnings volatility.


Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>By June 2025, shares worth INR 4.02 trillion across 73 IPOs will become tradeable post lock-in expiry, including major names like Hyundai, Swiggy, and NTPC Green.</li>
<li>This massive unlock could flood markets with fresh float, increasing supply dramatically and potentially causing short-term price corrections, especially in already weak or overvalued stocks.</li>
<li>Investors should prepare for near-term volatility but also watch for dips in strong businesses as potential accumulation opportunities once initial selling pressure subsides.</li>
</ul>


By June 2025, shares worth INR 4.02 trillion across 73 IPOs will become tradeable post lock-in expiry, including major names like Hyundai, Swiggy, and NTPC Green.
This massive unlock could flood markets with fresh float, increasing supply dramatically and potentially causing short-term price corrections, especially in already weak or overvalued stocks.
Investors should prepare for near-term volatility but also watch for dips in strong businesses as potential accumulation opportunities once initial selling pressure subsides.


₹4.02 Lakh Crore IPO Lock-In Expiry Wave in H1 2025 in Indian Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/itc-ltd" target="_blank" data-smartkarma-citation="entities:327:1" rel="noopener">ITC Ltd (ITC IN)</a>  revenue growth was driven by its diversified businesses, but profitability was hit by high raw material costs.</li>
<li>India is shifting its capital expenditure focus from FY25-30 towards energy infrastructure, including power generation and grid integration. </li>
<li>China plans to reduce subsidies for renewable energy projects after surpassing its 2030 solar and wind power targets early.</li>
</ul>



ITC Ltd (ITC IN)  revenue growth was driven by its diversified businesses, but profitability was hit by high raw material costs.
India is shifting its capital expenditure focus from FY25-30 towards energy infrastructure, including power generation and grid integration. 
China plans to reduce subsidies for renewable energy projects after surpassing its 2030 solar and wind power targets early.


#100 India Insight: ITC's Revenue Grows, India Shifts Focus, China Cuts Renewable Subsidies

<ul>
<li>Trump's new policy on renewables could have significant implications for Indian renewable players, particularly those who heavily rely on exports to the US market.</li>
<li>The potential rollback of the Inflation Reduction Act and the imposition of trade barriers and tariffs could lead to a decrease in demand for Indian solar modules in the US</li>
<li>Waaree Energies, Adani Enterprises, and Vikram Solar, which have a high concentration of exports in their overall revenue, are likely to be the most affected</li>
</ul>


Trump's new policy on renewables could have significant implications for Indian renewable players, particularly those who heavily rely on exports to the US market.
The potential rollback of the Inflation Reduction Act and the imposition of trade barriers and tariffs could lead to a decrease in demand for Indian solar modules in the US
Waaree Energies, Adani Enterprises, and Vikram Solar, which have a high concentration of exports in their overall revenue, are likely to be the most affected


How Will Trump's Renewed Stance on Renewables Impact Indian Energy Companies?

India

WAAREE Energies is India's largest solar PV module manufacturer and a leading solar energy solutions provider. The company specializes in manufacturing solar photovoltaic (PV) modules and offers Engineering, Procurement, and Construction (EPC) services, as well as independent power producer (IPP) solutions. WAAREE Energies Limited was founded in 1989 and is headquartered in Mumbai, India.

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WAAREE Energies (WAAREEEN IN)

Capex Monetization: Revenue Impact, Margin Expansion Across Companies

Companies are expanding capacity to meet strong demand, improve financial performance, and create long-term value, positioning them for...

Nimish Maheshwari

Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead

Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift...

Nimish Maheshwari

₹4.02 Lakh Crore IPO Lock-In Expiry Wave in H1 2025 in Indian Markets

By June 2025, INR 4.02 trillion worth of shares from 73 IPOs will become tradeable, potentially causing short-term price corrections and increased...

Sudarshan Bhandari

#100 India Insight: ITC's Revenue Grows, India Shifts Focus, China Cuts Renewable Subsidies

ITC Ltd's revenue growth driven by diversified businesses, but hit by high raw material costs. India shifts focus to energy infrastructure, China...

Sudarshan Bhandari

How Will Trump's Renewed Stance on Renewables Impact Indian Energy Companies?

The Indian energy sector faces increased pressure due to Donald Trump's plans to halt renewable energy projects on his first day in office. Many...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Capex Monetization: Revenue Impact, Margin Expansion Across Companies

​Companies are expanding capacity to meet strong demand, improve financial performance, and create long-term value, positioning them for...

Nimish Maheshwari

Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead

​Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift...

Nimish Maheshwari

₹4.02 Lakh Crore IPO Lock-In Expiry Wave in H1 2025 in Indian Markets

​By June 2025, INR 4.02 trillion worth of shares from 73 IPOs will become tradeable, potentially causing short-term price corrections and increased...

Sudarshan Bhandari

#100 India Insight: ITC's Revenue Grows, India Shifts Focus, China Cuts Renewable Subsidies

​ITC Ltd's revenue growth driven by diversified businesses, but hit by high raw material costs. India shifts focus to energy infrastructure, China...

Sudarshan Bhandari

How Will Trump's Renewed Stance on Renewables Impact Indian Energy Companies?

The Indian energy sector faces increased pressure due to Donald Trump's plans to halt renewable energy projects on his first day in office. Many...

Sudarshan Bhandari

Companies are expanding capacity to meet strong demand, improve financial performance, and create long-term value, positioning them for...

Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift...

By June 2025, INR 4.02 trillion worth of shares from 73 IPOs will become tradeable, potentially causing short-term price corrections and increased...

ITC Ltd's revenue growth driven by diversified businesses, but hit by high raw material costs. India shifts focus to energy infrastructure, China...