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>Pan-India average cement prices have surged by 8% year-on-year to approximately Rs 360 per 50-kg bag, driven by escalating fuel and raw material costs, notably imported petcoke and gypsum.</li>
<li>The price surge indicates a shift in the balance of power within the highly consolidated Indian cement sector.</li>
<li>With input costs rising, companies are demonstrating newfound pricing power, a critical factor for protecting and expanding operating margins in an energy-intensive business.</li>
</ul>


Pan-India average cement prices have surged by 8% year-on-year to approximately Rs 360 per 50-kg bag, driven by escalating fuel and raw material costs, notably imported petcoke and gypsum.
The price surge indicates a shift in the balance of power within the highly consolidated Indian cement sector.
With input costs rising, companies are demonstrating newfound pricing power, a critical factor for protecting and expanding operating margins in an energy-intensive business.


Indian Cement: Cost Headwinds Meet Robust Demand, Forging Pricing Power

<ul>
<li>The United States has imposed a 50% reciprocal tariff on Indian exports, the highest among major Asian peers, significantly above China (30%) and Vietnam (20%).
</li>
<li>This could hamper 50-100 bps India’s GDP growth, strain sectors like textile, gems, and raise risks around FPI flows as US accounts for nearly 40% of India’s FPI assets.</li>
<li>While India retains buffers through domestic absorption, trade diversification, and potential monetary easing, the tariff shock deepens trade uncertainty and capital flow sensitivity, warranting close investor monitoring. </li>
</ul>


The United States has imposed a 50% reciprocal tariff on Indian exports, the highest among major Asian peers, significantly above China (30%) and Vietnam (20%).

This could hamper 50-100 bps India’s GDP growth, strain sectors like textile, gems, and raise risks around FPI flows as US accounts for nearly 40% of India’s FPI assets.
While India retains buffers through domestic absorption, trade diversification, and potential monetary easing, the tariff shock deepens trade uncertainty and capital flow sensitivity, warranting close investor monitoring. 


Will 50% Tariffs Break India’s Export Edge?

Event-Driven

Maruti Suzuki India Limited manufactures and exports automobiles. Maruti collaborated with Suzuki of Japan to produce affordable cars for the average Indian.

<ul>
<li>Prime Minister Modi kick‑started production and global dispatch of Maruti Suzuki’s e‑Vitara EV with a “Make in India, Make for the World” pitch.</li>
<li>It marks India’s ascent as a global EV manufacturing hub while bolstering local EV infrastructure and Japan‑India industrial synergy.</li>
<li>Suzuki is investing INR 70,000 crore (~US$8 billion) over 5–6 years and targeting 50k to 1L units of EV exports each year. </li>
</ul>


Prime Minister Modi kick‑started production and global dispatch of Maruti Suzuki’s e‑Vitara EV with a “Make in India, Make for the World” pitch.
It marks India’s ascent as a global EV manufacturing hub while bolstering local EV infrastructure and Japan‑India industrial synergy.
Suzuki is investing INR 70,000 crore (~US$8 billion) over 5–6 years and targeting 50k to 1L units of EV exports each year. 


Maruti E‑Vitara Launch: Make in India, Make for the World...

<ul>
<li>Imports are swinging sharply between palm, soy, and even canola, while refinery utilization remains weak and farmer incentives are misaligned.</li>
<li>This leaves India exposed to global volatility, undercuts the self-sufficiency agenda, and pressures margins across refiners and FMCG players.</li>
<li>Duty cuts buy time, but unless farmer economics tilt back toward oilseeds, India’s edible-oil puzzle will remain unresolved.</li>
</ul>


Imports are swinging sharply between palm, soy, and even canola, while refinery utilization remains weak and farmer incentives are misaligned.
This leaves India exposed to global volatility, undercuts the self-sufficiency agenda, and pressures margins across refiners and FMCG players.
Duty cuts buy time, but unless farmer economics tilt back toward oilseeds, India’s edible-oil puzzle will remain unresolved.


Thematic Report: India’s Cooking-Oil Industry

<ul>
<li>The Indian hospital sector is entering an aggressive expansion phase with top hospitals adding 32% to their bed base by FY27E, supported by brownfield and stronger return ratios.</li>
<li>With medical tourism offering 67–91% cost arbitrage versus global peers and insurance penetration gradually deepening, hospitals are positioned to capture both domestic and international demand profitably.</li>
<li>From being seen as defensive and “boring,” hospitals are transforming into high-growth, cash-generating businesses. Robust balance sheets and rising ARPOBs suggest that hospital chains are entering a golden growth cycle.</li>
</ul>


The Indian hospital sector is entering an aggressive expansion phase with top hospitals adding 32% to their bed base by FY27E, supported by brownfield and stronger return ratios.
With medical tourism offering 67–91% cost arbitrage versus global peers and insurance penetration gradually deepening, hospitals are positioned to capture both domestic and international demand profitably.
From being seen as defensive and “boring,” hospitals are transforming into high-growth, cash-generating businesses. Robust balance sheets and rising ARPOBs suggest that hospital chains are entering a golden growth cycle.


Thematic Report on Indian Hospitals - Boring but Beautiful?

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

Indian Cement: Cost Headwinds Meet Robust Demand, Forging Pricing Power

Pan-India cement prices rise 8% due to increased costs, signaling a shift in industry dynamics and companies' pricing power to protect margins.

Nimish Maheshwari

Will 50% Tariffs Break India’s Export Edge?

US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Nimish Maheshwari

Maruti E‑Vitara Launch: Make in India, Make for the World...

PM Modi launches Maruti Suzuki's e-Vitara EV production, emphasizing "Make in India, Make for the World" to boost India's EV manufacturing and...

Nimish Maheshwari

Thematic Report: India’s Cooking-Oil Industry

India's edible oil industry faces volatility due to shifting imports and weak refinery utilization, highlighting the need for aligned farmer...

Nimish Maheshwari

Thematic Report on Indian Hospitals - Boring but Beautiful?

Indian hospitals are aggressively expanding, with strong growth potential driven by medical tourism and insurance penetration, transforming into...

Nimish Maheshwari

Indian Cement: Cost Headwinds Meet Robust Demand, Forging Pricing Power

​Pan-India cement prices rise 8% due to increased costs, signaling a shift in industry dynamics and companies' pricing power to protect margins.

Nimish Maheshwari

Will 50% Tariffs Break India’s Export Edge?

​US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Nimish Maheshwari

Maruti E‑Vitara Launch: Make in India, Make for the World...

​PM Modi launches Maruti Suzuki's e-Vitara EV production, emphasizing "Make in India, Make for the World" to boost India's EV manufacturing and...

Nimish Maheshwari

Thematic Report: India’s Cooking-Oil Industry

​India's edible oil industry faces volatility due to shifting imports and weak refinery utilization, highlighting the need for aligned farmer...

Nimish Maheshwari

Thematic Report on Indian Hospitals - Boring but Beautiful?

​Indian hospitals are aggressively expanding, with strong growth potential driven by medical tourism and insurance penetration, transforming into...

Nimish Maheshwari

Pan-India cement prices rise 8% due to increased costs, signaling a shift in industry dynamics and companies' pricing power to protect margins.

US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

PM Modi launches Maruti Suzuki's e-Vitara EV production, emphasizing "Make in India, Make for the World" to boost India's EV manufacturing and...

India's edible oil industry faces volatility due to shifting imports and weak refinery utilization, highlighting the need for aligned farmer...

Indian hospitals are aggressively expanding, with strong growth potential driven by medical tourism and insurance penetration, transforming into...