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>The rural economy plays a crucial role in driving India's growth, contributing just under half of the total GDP and providing livelihoods for about two-thirds of the population. </li>
<li>The trend which is emerging is rural economy growing faster than urban, hence we deep dive into the what and why of this trend</li>
<li>The urban slowdown has caused concern for India Inc's earning growth.</li>
</ul>


The rural economy plays a crucial role in driving India's growth, contributing just under half of the total GDP and providing livelihoods for about two-thirds of the population. 
The trend which is emerging is rural economy growing faster than urban, hence we deep dive into the what and why of this trend
The urban slowdown has caused concern for India Inc's earning growth.


Themes of India: A Deeper Look at Rural India's Economic Rise

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Huhtamaki India's (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikes.</li><li>Gross margins declined ~683 bps YoY, mainly due to a sharp rise in raw material costs dragging down EBITDA margins by 473 bps YoY to 1.6%.</li><li>On the topline front, revenues increased ~19% YoY to ~Rs 662 crore helped by a lower base.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Huhtamaki India's (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikes.Gross margins declined ~683 bps YoY, mainly due to a sharp rise in raw material costs dragging down EBITDA margins by 473 bps YoY to 1.6%.On the topline front, revenues increased ~19% YoY to ~Rs 662 crore helped by a lower base.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Huhtamaki India: Higher Input Cost Drags Bottomline

<ul><li>Huhtamaki India’s (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikes</li><li>Gross margins declined ~683 bps YoY, mainly due to a sharp rise in raw material costs dragging down EBITDA margins by 473 bps YoY to 1.6%</li><li>On the topline front, revenues increased ~19% YoY to ~| 662 crore helped by a lower base</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Huhtamaki India’s (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikesGross margins declined ~683 bps YoY, mainly due to a sharp rise in raw material costs dragging down EBITDA margins by 473 bps YoY to 1.6%On the topline front, revenues increased ~19% YoY to ~| 662 crore helped by a lower baseContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Equity L/S Analyst | Forensic Accounting | India, Yellowstone Equity

Ankit Agrawal, CFA

Equity L/S Analyst | Forensic Accounting | India

<p><a href="https://www.smartkarma.com/entities/rajshree-polypack-ltd" target="_blank" data-smartkarma-citation="entities:33486:1" rel="noopener">Rajshree Polypack (RAJPPL IN)</a> ["RPPL"] is a small company in the rigid plastic packaging industry. Currently it is listed on the NSE Emerge platform (dedicated platform of NSE for SME companies) and has plans to shift to the main board over time. It is a relatively new IPO with listing in Sep 2018.</p>

Rajshree Polypack (RAJPPL IN) ["RPPL"] is a small company in the rigid plastic packaging industry. Currently it is listed on the NSE Emerge platform (dedicated platform of NSE for SME companies) and has plans to shift to the main board over time. It is a relatively new IPO with listing in Sep 2018.

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

India

Huhtamaki PPL Limited makes paper products and packages, including a range of cartons and packing systems.  The Company also makes cellulose, polyethylene and plastic films and metal foils.

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Huhtamaki Ppl (HPPL IN)

Themes of India: A Deeper Look at Rural India's Economic Rise

India's rural economy is driving growth, contributing nearly half of GDP and providing livelihoods for two-thirds of the population. Urban...

Nimish Maheshwari

Huhtamaki India: Higher Input Cost Drags Bottomline

Huhtamaki India's (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikes. Gross margins...

ICICI Securities Limited

Huhtamaki India: Higher Input Cost Drags Bottomline

Huhtamaki India’s (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikes

ICICI Securities Limited

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

Rajshree Polypack is a small player in the large rigid plastic packaging industry. However, through its consistent innovation and growth mindset,...

Ankit Agrawal, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Themes of India: A Deeper Look at Rural India's Economic Rise

​India's rural economy is driving growth, contributing nearly half of GDP and providing livelihoods for two-thirds of the population. Urban...

Nimish Maheshwari

Huhtamaki India: Higher Input Cost Drags Bottomline

Huhtamaki India's (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikes. Gross margins...

ICICI Securities Limited

Huhtamaki India: Higher Input Cost Drags Bottomline

Huhtamaki India’s (HIL) Q4CY21 performance was severally hit by a sharp rise in raw material costs and delay in taking price hikes

ICICI Securities Limited

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

Rajshree Polypack is a small player in the large rigid plastic packaging industry. However, through its consistent innovation and growth mindset,...

Ankit Agrawal, CFA

India's rural economy is driving growth, contributing nearly half of GDP and providing livelihoods for two-thirds of the population. Urban...