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

Welspun Corp: The US Pipeline Opportunity Is Turning Into A Multi-Year Growth Cycle

Solar Industries: From Blasting Rock to Building Rockets

Jio Credit’s ₹18,268 Crore BofA Deal: The Shortcut to ₹1 Lakh+ Crore Loan Book

India QSR: Turnaround in Sector After 2 Years of Lag!

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

Event-Driven

<ul>
<li>Norsk Hydro cut Alunorte's alumina output to 50% on a gas shortage, sending LME aluminium to a seven-week high and NALCO, Hindalco surging</li>
<li>Alunorte supplies roughly 3% of world alumina; even a temporary cut tightens a market that was otherwise projected to stay in surplus through 2026 and 2027.</li>
<li>The move rewards NALCO's alumina leverage more than Hindalco's integrated model, but the trade's shelf life depends on Brazil's gas resupply timeline.</li>
</ul>


Norsk Hydro cut Alunorte's alumina output to 50% on a gas shortage, sending LME aluminium to a seven-week high and NALCO, Hindalco surging
Alunorte supplies roughly 3% of world alumina; even a temporary cut tightens a market that was otherwise projected to stay in surplus through 2026 and 2027.
The move rewards NALCO's alumina leverage more than Hindalco's integrated model, but the trade's shelf life depends on Brazil's gas resupply timeline.


How Alunorte's Supply Cut Creates Opportunity for Indian Aluminum Producer NALCO and Hindalco?

Hindalco Industries

How Alunorte's Supply Cut Creates Opportunity for Indian Aluminum Producer NALCO and Hindalco?