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.

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Equity Bottom-Up

<ul>
<li>Ecuador's crisis, driven by violence and narco-gang threats, impacts the global seafood supply chain, especially the lucrative shrimp exports sector.</li>
<li>Resilient amid challenges, India holds its position as the second-largest global shrimp producer, balancing opportunities and persistent challenges in logistics and competition.</li>
<li>Investors urged caution in the Indian seafood boom, yet potential opportunities arise from Ecuador's supply disruptions, with reduced import duty enhancing India's competitiveness.</li>
</ul>


Ecuador's crisis, driven by violence and narco-gang threats, impacts the global seafood supply chain, especially the lucrative shrimp exports sector.
Resilient amid challenges, India holds its position as the second-largest global shrimp producer, balancing opportunities and persistent challenges in logistics and competition.
Investors urged caution in the Indian seafood boom, yet potential opportunities arise from Ecuador's supply disruptions, with reduced import duty enhancing India's competitiveness.


Shrimp Industry Shakeup: Ecuador Crisis Sparks Opportunities for Indian Seafood Companies

Thematic (Sector/Industry)

<ul>
<li>The Trump administration imposed a 26% reciprocal tariff on Indian shrimp exports, significantly impacting India's USD 4 billion shrimp export market, as India supplies 37% of U.S. shrimp imports.</li>
<li>Ecuador, benefiting from a lower tariff rate, gains a competitive edge, making its shrimp exports cheaper compared to India, allowing it to capture more market share in the U.S. market.</li>
<li>Companies like <a href="https://www.smartkarma.com/entities/avanti-feeds-ltd" target="_blank" data-smartkarma-citation="entities:19474:1" rel="noopener">Avanti Feeds (AVNT IN)</a> , <a href="https://www.smartkarma.com/entities/apex-frozen-foods-limited" target="_blank" data-smartkarma-citation="entities:44305:1" rel="noopener">Apex Frozen Foods (APEX IN)</a> and <a href="https://www.smartkarma.com/entities/waterbase-ltd" target="_blank" data-smartkarma-citation="entities:9571:1" rel="noopener">Waterbase Ltd (WB IN)</a> may face headwinds in raw shrimp export whereas tailwinds in prepared shrimp Exports. </li>
</ul>


The Trump administration imposed a 26% reciprocal tariff on Indian shrimp exports, significantly impacting India's USD 4 billion shrimp export market, as India supplies 37% of U.S. shrimp imports.
Ecuador, benefiting from a lower tariff rate, gains a competitive edge, making its shrimp exports cheaper compared to India, allowing it to capture more market share in the U.S. market.
Companies like Avanti Feeds (AVNT IN) , Apex Frozen Foods (APEX IN) and Waterbase Ltd (WB IN) may face headwinds in raw shrimp export whereas tailwinds in prepared shrimp Exports. 


How Trump's Tariffs Are Reshaping India's Shrimp Export Market?

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<h2>Headlines</h2><ul>
<li>Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016</li>
<li>With increasing awareness, consumers are shifting from bar to powder detergents driving growth</li>
<li>The average unit price increases by 5% in current value terms in 2016 due to increasing inflation</li>
<li>Hindustan Unilever Ltd leads laundry care with a value share of 37% in 2016</li>
<li>Laundry care in India is expected to record a value CAGR of 2% at constant 2016 prices during the forecast period</li>
</ul><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/022/657/original/market%20size%20laundry%20care%20india%2011-16.png?1489628435" class="editor-image img-responsive" data-smartkarma-image-id="22657"></figure><h2>Competitive Landscape</h2><ul><li>…</li></ul>

Headlines
Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016
With increasing awareness, consumers are shifting from bar to powder detergents driving growth
The average unit price increases by 5% in current value terms in 2016 due to increasing inflation
Hindustan Unilever Ltd leads laundry care with a value share of 37% in 2016
Laundry care in India is expected to record a value CAGR of 2% at constant 2016 prices during the forecast period
Competitive Landscape…

<h2>Headlines</h2><ul>
<li>Sugar confectionery value sales increased by 16% in 2016, to reach INR78 billion, with volumes increasing by 11% to reach 305,000 tonnes</li>
<li>Increasing consumer spending and a greater number of variants support growth in sugar confectionery in 2016</li>
<li>Pastilles, gums, jellies and chews remains the fastest-growing category, with value increasing by 22% in 2016</li>
<li>The average unit price increases by 4% in 2016</li>
<li>Perfetti Van Melle India Pvt Ltd remains the leading manufacturer in 2016, with a value share…</li>
</ul>

Headlines
Sugar confectionery value sales increased by 16% in 2016, to reach INR78 billion, with volumes increasing by 11% to reach 305,000 tonnes
Increasing consumer spending and a greater number of variants support growth in sugar confectionery in 2016
Pastilles, gums, jellies and chews remains the fastest-growing category, with value increasing by 22% in 2016
The average unit price increases by 4% in 2016
Perfetti Van Melle India Pvt Ltd remains the leading manufacturer in 2016, with a value share…


Sector Capsule: Sugar Confectionery in India

Specialist in Indian Banking and Economic Research

Hemindra Hazari

<p>The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of 1% yoy growth, the IIP contracted by 1.9%. While the continuous collapse of capital goods production has been consistently highlighted by the analysts and media, the significance of the poor performance of the higher weightage consumer non-durable (staples) has been largely ignored. While capital goods tends to be glamourous as it is directly…</p>

The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of 1% yoy growth, the IIP contracted by 1.9%. While the continuous collapse of capital goods production has been consistently highlighted by the analysts and media, the significance of the poor performance of the higher weightage consumer non-durable (staples) has been largely ignored. While capital goods tends to be glamourous as it is directly…

India

Waterbase Ltd. operates a fishery. The Company's operations comprise a shrimp hatchery, feed plant, grow-out farms, and an ultra-modern process plant.

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Waterbase Ltd (WB IN)

Shrimp Industry Shakeup: Ecuador Crisis Sparks Opportunities for Indian Seafood Companies

Ecuador's crisis affects global seafood supply, boosting India's shrimp industry amid challenges and caution from investors.

Nimish Maheshwari

How Trump's Tariffs Are Reshaping India's Shrimp Export Market?

Trump's 26% tariff on Indian shrimp boosts Ecuador's competitive edge in the US market, impacting India's $4 billion export industry.

Nimish Maheshwari

Sector Capsule: Laundry Care in India

Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...

Euromonitor International Ltd.

Sector Capsule: Sugar Confectionery in India

Headlines Sugar confectionery value sales increased by 16% in 2016, to reach INR78 billion, with volumes increasing by 11% to reach 305,000...

Euromonitor International Ltd.

Bleak Future for Consumer Staples

The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of...

Hemindra Hazari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shrimp Industry Shakeup: Ecuador Crisis Sparks Opportunities for Indian Seafood Companies

​Ecuador's crisis affects global seafood supply, boosting India's shrimp industry amid challenges and caution from investors.

Nimish Maheshwari

How Trump's Tariffs Are Reshaping India's Shrimp Export Market?

​Trump's 26% tariff on Indian shrimp boosts Ecuador's competitive edge in the US market, impacting India's $4 billion export industry.

Nimish Maheshwari

Sector Capsule: Laundry Care in India

Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...

Euromonitor International Ltd.

Sector Capsule: Sugar Confectionery in India

Headlines Sugar confectionery value sales increased by 16% in 2016, to reach INR78 billion, with volumes increasing by 11% to reach 305,000...

Euromonitor International Ltd.

Bleak Future for Consumer Staples

The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of...

Hemindra Hazari

Ecuador's crisis affects global seafood supply, boosting India's shrimp industry amid challenges and caution from investors.

Trump's 26% tariff on Indian shrimp boosts Ecuador's competitive edge in the US market, impacting India's $4 billion export industry.