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

Gufic Biosciences: Indore Plant Ramp-Up Sets the Stage for FY27 Recovery

Sudeep Pharma: Building From Specialty Ingredients to Battery Materials

Swara Baby Products IPO: India's Largest Diaper Contract Manufacturer

Astral Ltd: Can the Demerger Unlock Value Across Pipes and Chemicals?

Heritage Foods Ltd: FY26 Was a Margin Reset, Not a Demand Problem

Genus Power: GIC Exit, HNI Buying and the ₹25,173 Crore Order Book

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

<ul>
<li>FY26 revenue fell 12.1% to Rs. 1,054.9 crore and PAT fell 30.3% to Rs. 259.2 crore, despite a zero-debt balance sheet and more than Rs. 414 crore cash.</li>
<li>Injectable WHO-GMP certification, fresh ANDA approvals, and fading one-off costs give management a credible base for FY27 normalization.</li>
<li>FY27 becomes the proof year. Investors should track order conversion, inventory normalization, tender revival and margin rebound before underwriting a rerating</li>
</ul>


FY26 revenue fell 12.1% to Rs. 1,054.9 crore and PAT fell 30.3% to Rs. 259.2 crore, despite a zero-debt balance sheet and more than Rs. 414 crore cash.
Injectable WHO-GMP certification, fresh ANDA approvals, and fading one-off costs give management a credible base for FY27 normalization.
FY27 becomes the proof year. Investors should track order conversion, inventory normalization, tender revival and margin rebound before underwriting a rerating


Concord Biotech: A Fermentation Leader's Setting Up for a Cleaner FY27