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.

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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>In Oct-24, Ambuja Cements (ACEM IN) acquired 46.8% stake in Orient Cement (ORCMNT IN) at Rs. 396 per share.</li>
<li>Now Orient cement is trading at 20% discount to open offer price.</li>
<li>This process can take approx. 2 months and can generate ~10-15% risk adjusted return by Jan-25.</li>
</ul>


In Oct-24, Ambuja Cements (ACEM IN) acquired 46.8% stake in Orient Cement (ORCMNT IN) at Rs. 396 per share.
Now Orient cement is trading at 20% discount to open offer price.
This process can take approx. 2 months and can generate ~10-15% risk adjusted return by Jan-25.


Event Driven: Arbitrage Opportunity in Orient Cement Open Offer by Ambuja

External broker reports(aggregated public sources), Chola Securities

Chola Wealth Direct

External broker reports(aggregated public sources)

Equity Bottom-Up

<p>Background: Orient Cement, a CK Birla group company, formed in 2012 following the demerger from Orient Paper and Industries ltd, is a mid-sized south based cement manufacturer. The company is one of the leading cement manufacturers in India with a capacity of 8 MTPA with clinker manufacturing capacity 5.5 MTPA and captive power capacity of 95MW. The Company operates 3 manufacturing facilities, located at Devapur (3 MTPA) in Telangana, Chittapur (3 MTPA) in...</p><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>

Background: Orient Cement, a CK Birla group company, formed in 2012 following the demerger from Orient Paper and Industries ltd, is a mid-sized south based cement manufacturer. The company is one of the leading cement manufacturers in India with a capacity of 8 MTPA with clinker manufacturing capacity 5.5 MTPA and captive power capacity of 95MW. The Company operates 3 manufacturing facilities, located at Devapur (3 MTPA) in Telangana, Chittapur (3 MTPA) in...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.

India

Orient Cement Limited manufactures and distributes cement.

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Orient Cement (ORCMNT IN)

Event Driven: Arbitrage Opportunity in Orient Cement Open Offer by Ambuja

Ambuja Cements acquired stake in Orient Cement at Rs. 396 per share, now trading at 20% discount, potential for 10-15% return by Jan-25.

Nimish Maheshwari

EARNINGS UPDATE-ORIENT CEMENT 1QFY22

Background: Orient Cement, a CK Birla group company, formed in 2012 following the demerger from Orient Paper and Industries ltd, is a mid-sized...

Chola Wealth Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Event Driven: Arbitrage Opportunity in Orient Cement Open Offer by Ambuja

​Ambuja Cements acquired stake in Orient Cement at Rs. 396 per share, now trading at 20% discount, potential for 10-15% return by Jan-25.

Nimish Maheshwari

EARNINGS UPDATE-ORIENT CEMENT 1QFY22

Background: Orient Cement, a CK Birla group company, formed in 2012 following the demerger from Orient Paper and Industries ltd, is a mid-sized...

Chola Wealth Direct

Ambuja Cements acquired stake in Orient Cement at Rs. 396 per share, now trading at 20% discount, potential for 10-15% return by Jan-25.