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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Thematic (Sector/Industry)

<ul>
<li>Fertilizer imports fell 44 % in May as Iran-Red Sea shocks inflated DAP/MOP landed costs; India fast-tracks ADD, green-ammonia deals.</li>
<li>Tight DAP stocks, INR 1.8-trn subsidy exposure and Kharif timing put food-security, fiscal targets and agri-input inflation squarely at risk.</li>
<li>Sector outlook swings from price-led recovery to supply-chain resilience play, favouring firms with domestic feedstock, nano-fertilizer IP and diversified import pacts.</li>
</ul>


Fertilizer imports fell 44 % in May as Iran-Red Sea shocks inflated DAP/MOP landed costs; India fast-tracks ADD, green-ammonia deals.
Tight DAP stocks, INR 1.8-trn subsidy exposure and Kharif timing put food-security, fiscal targets and agri-input inflation squarely at risk.
Sector outlook swings from price-led recovery to supply-chain resilience play, favouring firms with domestic feedstock, nano-fertilizer IP and diversified import pacts.


Thematic Report- India's Fertilizer Sector: Navigating Global Volatility and Domestic Imperatives

<ul>
<li>Adani Group has announced a record-breaking $15–20 billion annual capex plan, the country’s largest private renewable energy park, and a full-scale digital infrastructure push via green-powered data centers.</li>
<li>These projects consolidate Adani’s leadership in infrastructure, energy, logistics, and digital transformation, sectors critical to India’s long-term GDP and employment growth.</li>
<li>With execution backed by strong balance sheet discipline and sectoral synergies, Adani’s strategy presents a long-duration value creation model beyond short-term market narratives.</li>
</ul>


Adani Group has announced a record-breaking $15–20 billion annual capex plan, the country’s largest private renewable energy park, and a full-scale digital infrastructure push via green-powered data centers.
These projects consolidate Adani’s leadership in infrastructure, energy, logistics, and digital transformation, sectors critical to India’s long-term GDP and employment growth.
With execution backed by strong balance sheet discipline and sectoral synergies, Adani’s strategy presents a long-duration value creation model beyond short-term market narratives.


Adani Blueprint to 2030: Brick by Brick, Billion by Billion

<ul>
<li>India’s tyre market is expected to grow at 6–7% volume CAGR, yet raw material volatility like the 33% rubber price spike in FY24 has squeezed margins across the board.</li>
<li>Managements acknowledge EBITDA margin pressure, but cite strategic inventory, revised capex, and sourcing shifts to mitigate further contraction.</li>
<li>Looking ahead, leaders remain cautiously optimistic, expecting stable RM costs in Q1FY26, export growth at 10–11% CAGR, and EV-related demand to accelerate medium-term recovery.</li>
</ul>


India’s tyre market is expected to grow at 6–7% volume CAGR, yet raw material volatility like the 33% rubber price spike in FY24 has squeezed margins across the board.
Managements acknowledge EBITDA margin pressure, but cite strategic inventory, revised capex, and sourcing shifts to mitigate further contraction.
Looking ahead, leaders remain cautiously optimistic, expecting stable RM costs in Q1FY26, export growth at 10–11% CAGR, and EV-related demand to accelerate medium-term recovery.


Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

<ul>
<li>India's rice exports are 80% dependent on the Gulf region, with the possibility of shutdown of SoH and Iran as a key buyer, exposing the sector to high conflict risk.</li>
<li>100,000 tonnes of Basmati rice are stranded; freight costs surged, and INR 1,500-2,000 crore in payments are stuck, causing major financial strain. </li>
<li>India is developing Chabahar Port for alternative routes and actively pursuing market diversification and government support schemes for resilience.</li>
</ul>


India's rice exports are 80% dependent on the Gulf region, with the possibility of shutdown of SoH and Iran as a key buyer, exposing the sector to high conflict risk.
100,000 tonnes of Basmati rice are stranded; freight costs surged, and INR 1,500-2,000 crore in payments are stuck, causing major financial strain. 
India is developing Chabahar Port for alternative routes and actively pursuing market diversification and government support schemes for resilience.


Iran-Israel Conflict's Impact : India's Rice Exporters Under Pressure

<ul>
<li>The Iran-Israel conflict intensified, causing oil prices to surge over 20% due to geopolitical risks and Strait of Hormuz fears.</li>
<li>India faces significant risk, as 38% of its oil and 52% of LNG imports rely critically on the Strait of Hormuz.</li>
<li>Despite short-term volatility, substantial OPEC+ spare capacity suggests long-term oil prices may stabilize around $70/barrel.</li>
</ul>


The Iran-Israel conflict intensified, causing oil prices to surge over 20% due to geopolitical risks and Strait of Hormuz fears.
India faces significant risk, as 38% of its oil and 52% of LNG imports rely critically on the Strait of Hormuz.
Despite short-term volatility, substantial OPEC+ spare capacity suggests long-term oil prices may stabilize around $70/barrel.


Global Oil Crisis: How the Iran-Israel War May Disrupt India’s Energy and Economic Stability?

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.

Nimish Maheshwari
Market & Forensics Analyst
• Beat the Street

Thematic Report- India's Fertilizer Sector: Navigating Global Volatility and Domestic Imperatives

Fertilizer imports in India dropped significantly in May due to increased costs; government focuses on domestic production and green-ammonia deals...

Nimish Maheshwari

Adani Blueprint to 2030: Brick by Brick, Billion by Billion

Adani Group's $15-20 billion capex plan focuses on renewable energy, digital infrastructure, and sectors crucial for India's GDP growth,...

Nimish Maheshwari

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

Nimish Maheshwari

Iran-Israel Conflict's Impact : India's Rice Exporters Under Pressure

India's rice exports face high conflict risk due to heavy dependence on Gulf region; stranded shipments and financial strain prompt pursuit of...

Nimish Maheshwari

Global Oil Crisis: How the Iran-Israel War May Disrupt India’s Energy and Economic Stability?

Tensions between Iran and Israel drive oil prices up 20% amid fears of Strait of Hormuz disruption, impacting India's energy imports, but OPEC+...

Nimish Maheshwari

Thematic Report- India's Fertilizer Sector: Navigating Global Volatility and Domestic Imperatives

​Fertilizer imports in India dropped significantly in May due to increased costs; government focuses on domestic production and green-ammonia deals...

Nimish Maheshwari

Adani Blueprint to 2030: Brick by Brick, Billion by Billion

​Adani Group's $15-20 billion capex plan focuses on renewable energy, digital infrastructure, and sectors crucial for India's GDP growth,...

Nimish Maheshwari

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

​India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

Nimish Maheshwari

Iran-Israel Conflict's Impact : India's Rice Exporters Under Pressure

​India's rice exports face high conflict risk due to heavy dependence on Gulf region; stranded shipments and financial strain prompt pursuit of...

Nimish Maheshwari

Global Oil Crisis: How the Iran-Israel War May Disrupt India’s Energy and Economic Stability?

​Tensions between Iran and Israel drive oil prices up 20% amid fears of Strait of Hormuz disruption, impacting India's energy imports, but OPEC+...

Nimish Maheshwari

Fertilizer imports in India dropped significantly in May due to increased costs; government focuses on domestic production and green-ammonia deals...

Adani Group's $15-20 billion capex plan focuses on renewable energy, digital infrastructure, and sectors crucial for India's GDP growth,...

India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

India's rice exports face high conflict risk due to heavy dependence on Gulf region; stranded shipments and financial strain prompt pursuit of...

Tensions between Iran and Israel drive oil prices up 20% amid fears of Strait of Hormuz disruption, impacting India's energy imports, but OPEC+...