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

Russia for Oil, US for Exports: India’s Dual-Track Dilemma

Goldiam International: Riding on Lab-Grown Exports Despite Tariff Uncertainty

Thematic Report: Beyond the Fields- How Rural Demand Is Reshaping India’s Consumer Story?

The Beat Ideas: P N Gadgil Jewellers- Betting Big on High-Margin Lightweight Jewellery

The Beat Ideas: Edelweiss 2.0 - Unlocking Value Through Deleveraging and Strategic Listings

The Beat Ideas: Thirumalai Chemicals - A ₹2,000 Cr Capex Bet on the Next Growth Cycle

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

Equity Bottom-Up

Jayaswal Neco Industries / Equity Bottom-Up

<ul>
<li>Jayaswal Neco has transitioned from financial distress to operational momentum, with blast furnace upgrades completed, capacity ramp-up underway, and debt refinancing on the horizon. </li>
<li>Removal of ARC stake sale overhang and scope for capacity expansion strengthen the investment case.</li>
<li>If debt gets refinanced at 50% lower interest rate by Dec-25, it could double company's PAT leading to potential re-rating</li>
</ul>


Jayaswal Neco has transitioned from financial distress to operational momentum, with blast furnace upgrades completed, capacity ramp-up underway, and debt refinancing on the horizon. 
Removal of ARC stake sale overhang and scope for capacity expansion strengthen the investment case.
If debt gets refinanced at 50% lower interest rate by Dec-25, it could double company's PAT leading to potential re-rating


Beat Ideas: Jayaswal Neco; Potential Turnaround Bet on Deleveraging and Restructuring