Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Nimish Maheshwari, an independent analyst and co-founder of Beat The Street, is an investing platform garnering more than 1,00,000+ followers across social media. 
His deep insights and forensic analysis have been featured in some of India's most prominent publications, including the Economic Times, The Morning Context, The Ken,  Dalal Street Investment Journal, Moneylife by Sucheta Dalal, and TheCore.in.
He has a keen eye for identifying red flags in Indian listed companies and has identified exclusive red flags earlier in Adani, Vedanta, Nykaa, Gland Pharma, Brightcom Group etc.

Market & Forensics Analyst

Ambuja Cement Q2 Preview: Seasonal Weakness or a Strategic Pause in the 140 MTPA Road?

The Beat Ideas: Ambuja Cements From Consolidation to Cost Leadership - Unpacking the 155 MTPA Plan

Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle

Thematic Report on India Diagnostics: The Great Consolidation and the Rise of Organized Chains

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>On December 22, <a href="https://www.smartkarma.com/entities/ambuja-cements-ltd" target="_blank" data-smartkarma-citation="entities:14745:1" rel="noopener">Ambuja Cements (ACEM IN)</a> board approved merging <a href="https://www.smartkarma.com/entities/acc-ltd" target="_blank" data-smartkarma-citation="entities:183:1" rel="noopener">ACC Ltd (ACC IN)</a> and <a href="https://www.smartkarma.com/entities/orient-cement-ltd" target="_blank" data-smartkarma-citation="entities:3356:1" rel="noopener">Orient Cement (ORCMNT IN)</a> via a share swap to create a unified Indian cement giant.</li>
<li>The deal simplifies structures and offers operational synergies, providing Orient shareholders a premium while remaining value-neutral for ACC but accretive for Ambuja.</li>
<li>The consolidation targets capacity expansion to 155 MTPA by FY28 and operational savings of INR 100 per tonne, bolstering long-term profitability.</li>
</ul>


On December 22, Ambuja Cements (ACEM IN) board approved merging ACC Ltd (ACC IN) and Orient Cement (ORCMNT IN) via a share swap to create a unified Indian cement giant.
The deal simplifies structures and offers operational synergies, providing Orient shareholders a premium while remaining value-neutral for ACC but accretive for Ambuja.
The consolidation targets capacity expansion to 155 MTPA by FY28 and operational savings of INR 100 per tonne, bolstering long-term profitability.


Event Driven: The Adani Cement Empire’s Merger Analysis