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

What China's Anti-Involution Drive Means for India's Chemical Sector?

Indian E-Bus Market: Players, Competition, Orders & Business Model

Vedanta's F&O Reset: What Happens to Your Contracts When One Company Becomes Five

Vedanta's Radical Split: 6 New Titans for a Post-Demerger World

Vedanta Demerger: Unlocking Value Through Strategic Pure-Plays

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>Vedanta Limited trades ex-demerger today, April 30; residual entity discovered at Rs 289, retaining zinc, copper, and ferro-chrome businesses.</li>
<li>The residual Vedanta is effectively  trading today at 289, whereas our SoTP suggest fair values of Rs 311.</li>
<li>Whether the residual Vedanta re-rates depends on dividend pass-through from HZL: a capital allocation policy shift flagged by Nuvama is the single largest swing factor investors should watch.</li>
</ul>


Vedanta Limited trades ex-demerger today, April 30; residual entity discovered at Rs 289, retaining zinc, copper, and ferro-chrome businesses.
The residual Vedanta is effectively  trading today at 289, whereas our SoTP suggest fair values of Rs 311.
Whether the residual Vedanta re-rates depends on dividend pass-through from HZL: a capital allocation policy shift flagged by Nuvama is the single largest swing factor investors should watch.


Vedanta Post-Demerger: Is It Worth Holding?

Vedanta Ltd

Vedanta Post-Demerger: Is It Worth Holding?