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.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India’s power sector faced T&amp;D losses averaging 20% between FY11 and FY19, while the ideal range is 6-8%. This is one of the biggest opportunity in Power sector.</li>
<li>As per the National Smart Grid Mission, the central government aims to install 25 crore smart meters by the end of 2025.</li>
<li>Detailed analysis includes indian listed companies creating Smart Meter along with their order book and comparison. </li>
</ul>


India’s power sector faced T&amp;D losses averaging 20% between FY11 and FY19, while the ideal range is 6-8%. This is one of the biggest opportunity in Power sector.
As per the National Smart Grid Mission, the central government aims to install 25 crore smart meters by the end of 2025.
Detailed analysis includes indian listed companies creating Smart Meter along with their order book and comparison. 


Thematic Report: Smart Meters- Mega Trend

<ul>
<li>In Real-time market (RTM) Power volumes surged by 20% in June, reflecting the need for immediate power delivery during sudden high-demand periods.</li>
<li>Indian Govt has extended the blending period of imported coal to Jun-24 to meet the rising demand. </li>
<li>Rising Power demand will create a lot more opportunity across value chain including transformers, cables, smart meters etc.</li>
</ul>


In Real-time market (RTM) Power volumes surged by 20% in June, reflecting the need for immediate power delivery during sudden high-demand periods.
Indian Govt has extended the blending period of imported coal to Jun-24 to meet the rising demand. 
Rising Power demand will create a lot more opportunity across value chain including transformers, cables, smart meters etc.


Thematic Report- Indian Power at Peak: Value Chain Stocks

Equity Bottom-Up

Waaree Renewable Technologies / Equity Bottom-Up

<ul>
<li>Prime Minister Modi unveils the Pradhanmantri Suryoday Yojana, a groundbreaking initiative aiming to install rooftop solar panels on one crore households, aligning with India's renewable energy targets.</li>
<li>The Suryodaya Yojana addresses challenges in the rooftop solar landscape, focusing on household installations, affordability, income generation, and energy self-reliance.</li>
<li>Despite challenges in implementation, the scheme, led by REC, holds the potential to significantly boost rooftop solar capacity, supporting India's commitment to cleaner energy and a sustainable future.</li>
</ul>


Prime Minister Modi unveils the Pradhanmantri Suryoday Yojana, a groundbreaking initiative aiming to install rooftop solar panels on one crore households, aligning with India's renewable energy targets.
The Suryodaya Yojana addresses challenges in the rooftop solar landscape, focusing on household installations, affordability, income generation, and energy self-reliance.
Despite challenges in implementation, the scheme, led by REC, holds the potential to significantly boost rooftop solar capacity, supporting India's commitment to cleaner energy and a sustainable future.


Pradhanmantri Suryoday Yojana: Revolutionizing India's Solar Landscape

India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

<p>Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think <a href="https://www.smartkarma.com/entities/2391" target="_blank" data-smartkarma-citation="entities:2391:1">Hero Motocorp Ltd (HMCL IN)</a>, <a href="https://www.smartkarma.com/entities/242" target="_blank" data-smartkarma-citation="entities:242:1">Dabur India Ltd (DABUR IN)</a> and <a href="https://www.smartkarma.com/entities/12089" target="_blank" data-smartkarma-citation="entities:12089:1">Dhanuka Agritech Ltd (DAGRI IN)</a> are among more interesting names.</p>

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think Hero Motocorp Ltd (HMCL IN), Dabur India Ltd (DABUR IN) and Dhanuka Agritech Ltd (DAGRI IN) are among more interesting names.

India: Three Stocks to Play the Rural Theme

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

<p>The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36 trillion in annual revenue, with Bharti Infratel and Indus Towers accounting for 40.8% of the total market share. As the need to manage data traffic rises, tenancy ratio of towers is expected to increase from 1.7-1.9 to 2.9 by March 2020. We believe that this form of leasing will contribute significantly to the top line of telecom tower companies in India.</p>

The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36 trillion in annual revenue, with Bharti Infratel and Indus Towers accounting for 40.8% of the total market share. As the need to manage data traffic rises, tenancy ratio of towers is expected to increase from 1.7-1.9 to 2.9 by March 2020. We believe that this form of leasing will contribute significantly to the top line of telecom tower companies in India.

Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers

India

Genus Power Infrastructures Ltd. manufactures electronic meters and other power control equipment. The Company produces residential, industrial, substation, agricultural, grid and group meters, inverters, uninterruptible power supplies, and hybrid microcircuits; and designs and constructs substations, transmission and distribution lines, and electrification projects.

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Genus Power Infrastructures (GPIN IN)

Thematic Report: Smart Meters- Mega Trend

India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

Nimish Maheshwari

Thematic Report- Indian Power at Peak: Value Chain Stocks

Real-time market power volumes surged by 20% in June, highlighting the need for immediate power delivery. This is creating opportunities across...

Nimish Maheshwari

Pradhanmantri Suryoday Yojana: Revolutionizing India's Solar Landscape

Indian Prime Minister Modi launches the Pradhanmantri Suryoday Yojana, a game-changing initiative to install rooftop solar panels on one crore...

Nimish Maheshwari

India: Three Stocks to Play the Rural Theme

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...

Pankaj Sharma

Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers

The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...

Speeda Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report: Smart Meters- Mega Trend

​India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

Nimish Maheshwari

Thematic Report- Indian Power at Peak: Value Chain Stocks

​Real-time market power volumes surged by 20% in June, highlighting the need for immediate power delivery. This is creating opportunities across...

Nimish Maheshwari

Pradhanmantri Suryoday Yojana: Revolutionizing India's Solar Landscape

​Indian Prime Minister Modi launches the Pradhanmantri Suryoday Yojana, a game-changing initiative to install rooftop solar panels on one crore...

Nimish Maheshwari

India: Three Stocks to Play the Rural Theme

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...

Pankaj Sharma

Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers

The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...

Speeda Research

India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

Real-time market power volumes surged by 20% in June, highlighting the need for immediate power delivery. This is creating opportunities across...

Indian Prime Minister Modi launches the Pradhanmantri Suryoday Yojana, a game-changing initiative to install rooftop solar panels on one crore...