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

Themes of India: Revival of Indian Steel Industry Cycle In Q4 Feasible?

Indian Hotel Industry: A Comparative Analysis of Top Hotel Chains

Thematic Report: India’s Hotel Industry~ How Demand-Supply Gap, Under-Penetration Can Fuel Growth

Thematic Report: DIIs Surpass FIIs Holdings in India; A Look at Their Sectoral Bets

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)

India Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/zomato-ltd" target="_blank" data-smartkarma-citation="entities:28820:1" rel="noopener">Zomato (ZOMATO IN)</a> and <a href="https://www.smartkarma.com/entities/swiggy-limited" target="_blank" data-smartkarma-citation="entities:35630:1" rel="noopener">Swiggy (SWIGGY IN)</a> saw strong revenue growth, but intense competition and quick commerce costs led to declining profits or increased losses. </li>
<li>Zomato(Eternal) holds a strong advantage in food delivery profitability, reporting INR 428 crore adjusted EBITDA, and its IOCC status offers potential inventory benefits.   </li>
<li>Swiggy uses quick commerce for acquisition, scaling Bolt for speed which drives over 12% of food orders and boosts retention.</li>
</ul>



Zomato (ZOMATO IN) and Swiggy (SWIGGY IN) saw strong revenue growth, but intense competition and quick commerce costs led to declining profits or increased losses. 
Zomato(Eternal) holds a strong advantage in food delivery profitability, reporting INR 428 crore adjusted EBITDA, and its IOCC status offers potential inventory benefits.   
Swiggy uses quick commerce for acquisition, scaling Bolt for speed which drives over 12% of food orders and boosts retention.


Eternal Vs. Swiggy: A Battle for Market Share or a Fight to Stay in the Game?