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

India Textiles: From Fibre Powerhouse to Global Sourcing Leader

Why Foreign Strategic Inflows Can Reprice Indian Banks and NBFCs?

Paytm: The Turnaround Is Now an Earnings-Compounding Story

Dixon-Vivo JV: A Strategic Shift in India’s Electronics Manufacturing Story

India-Australia Uranium Deal: Fuel Security Unlocks India’s Next Nuclear Capex Cycle

Sai Parenterals: From Injectables Niche to a Global Formulations Platform

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>Q4 FY26 EBITDA margin snapped back to 18% from a soft 9M run-rate, even as full-year revenue and profit both declined for a second straight year.</li>
<li>Deepak is investing Rs. 13,000–14,000 crore across nitric acid, MIBK/MIBC, phenol-acetone-IPA expansion, and India's first integrated polycarbonate plant, with phased commissioning from Q2 FY27 to FY28, expanding into new markets.</li>
<li>The next six quarters of commissioning data matter more than the next six quarters of earnings. This piece maps the milestones worth tracking before the FY29 payoff.</li>
</ul>


Q4 FY26 EBITDA margin snapped back to 18% from a soft 9M run-rate, even as full-year revenue and profit both declined for a second straight year.
Deepak is investing Rs. 13,000–14,000 crore across nitric acid, MIBK/MIBC, phenol-acetone-IPA expansion, and India's first integrated polycarbonate plant, with phased commissioning from Q2 FY27 to FY28, expanding into new markets.
The next six quarters of commissioning data matter more than the next six quarters of earnings. This piece maps the milestones worth tracking before the FY29 payoff.


Deepak Nitrite: From Phenol to an Integrated Polymer Platform