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 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.

Market & Forensics Analyst

Thematic Report: Indian Shrimp Industry: Changing Fortunes

Cement Industry: Is the Revival Feasible in H2FY25?

Themes of India: Cement Industry Q3 Update

Thematic Report: Beyond the Headlines: India’s Sectoral Trends

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 Oil, gas and consumable fuels / Thematic (Sector/Industry)

<ul>
<li>Tamil Nadu has imposed a INR 160/tonne tax on limestone, using a recent Supreme Court ruling that empowers states to levy mineral-bearing land taxes.</li>
<li>Limestone is a major cost component for cement. This tax could shrink EBITDA by up to 9% for exposed players and trigger similar levies in other states.</li>
<li>Cement sector cost structures now face structural regulatory risk. Monitor pricing discipline closely- margins hinge on the industry's ability to pass on this burden.</li>
</ul>


Tamil Nadu has imposed a INR 160/tonne tax on limestone, using a recent Supreme Court ruling that empowers states to levy mineral-bearing land taxes.
Limestone is a major cost component for cement. This tax could shrink EBITDA by up to 9% for exposed players and trigger similar levies in other states.
Cement sector cost structures now face structural regulatory risk. Monitor pricing discipline closely- margins hinge on the industry's ability to pass on this burden.


New Mineral Tax in Tamil Nadu: Impact on Cement Producers