Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Nimish Maheshwari, an independent analyst and co-founder of Beat The Street, is an investing platform garnering more than 85,000+ 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.

Market & Forensics Analyst

Thematic Report: The Semiconductor Race~ A Battle for Technological Supremacy

Thematic Report: Is India Shifting from Essentials to Experiences in Consumer Spending?

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

SEBI’s Warning on Unlisted Shares: A Deep Dive into Risks and Opportunities

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)

Ukraine Construction materials / Thematic (Sector/Industry)

<ul>
<li>The first half of FY25 presented headwinds for the cement industry due to factors like delayed monsoon, elections amidst season and decline in the rural Demand.</li>
<li>The all-India average trade cement price reached Rs 372/bag in December 2024, a 2.9% MoM increase and cement demand grew by a mere 3% in Q2FY25.</li>
<li>The government's commitment to infrastructure is evident in the 6% increase in capital expenditure for FY25 as per the Union budget and the ambitious National Infrastructure Pipeline (NIP). </li>
</ul>


The first half of FY25 presented headwinds for the cement industry due to factors like delayed monsoon, elections amidst season and decline in the rural Demand.
The all-India average trade cement price reached Rs 372/bag in December 2024, a 2.9% MoM increase and cement demand grew by a mere 3% in Q2FY25.
The government's commitment to infrastructure is evident in the 6% increase in capital expenditure for FY25 as per the Union budget and the ambitious National Infrastructure Pipeline (NIP). 


Cement Industry: Is the Revival Feasible in H2FY25?