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

HEG: The Greentech Business Is Ready to Explode in FY27

Ram Ratna Wires: From Winding Wires to a Broader Copper Growth Platform

JSW Infrastructure: ₹16,500 Crore Capex to Drive the Next Earnings Cycle

Why Foreign Strategic Inflows Can Reprice Indian Banks and NBFCs?

Dixon-Vivo JV: A Strategic Shift in India’s Electronics Manufacturing Story

India Textiles: From Fibre Powerhouse to Global Sourcing Leader

Inside RIL's Q1: O2C's Best Quarter in Years Masks a Retail Margin Problem

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

Triveni Engineering and Industries / Event-Driven

Triveni Engineering and Industries (TRE IN)

<ul>
<li>Triveni Engineering, a diversified sugar, ethanol, water and industrial engineering company, has demerged its power transmission business into TPTL, offering one share for every three TEIL shares.</li>
<li>TPTL contributed only 5.4% of FY26 revenue but nearly 25% of segment PBIT, with INR 340 crore revenue, 35.4% margin and a INR 485 crore order book.</li>
<li>The demerger creates focused TPTL and more cyclical TEIL, which retains 29.88%of TPTL, however, INR 5,708 crore implied value and 47.6x FY26 PBIT cap near-term upside.</li>
</ul>


Triveni Engineering, a diversified sugar, ethanol, water and industrial engineering company, has demerged its power transmission business into TPTL, offering one share for every three TEIL shares.
TPTL contributed only 5.4% of FY26 revenue but nearly 25% of segment PBIT, with INR 340 crore revenue, 35.4% margin and a INR 485 crore order book.
The demerger creates focused TPTL and more cyclical TEIL, which retains 29.88%of TPTL, however, INR 5,708 crore implied value and 47.6x FY26 PBIT cap near-term upside.


Triveni Engineering Demerger: Value Unlocking or Valuation Risk?