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

Anthropic's Claude Code: Overnight Disruption to IBM's Legacy

The Great Dark Store Race: Contrasting View on Expansion by Blinkit and Swiggy Instamart

Thematic Report: Why Nuclear Energy Again into the Spotlight in India?

Event Driven: UPL’s Restructuring ~ Unlocking SOTP Value or Masking a Heavy Debt Overhang?

Event Driven: IDFC First Bank’s ₹590 Cr Fraud~ Branch-Level Collusion Raises Governance Doubts

Event Driven: Edelweiss ~ How Housing Finance Stake Sale Unlocks Value?

Event Driven: Decoding HUL’s Ice Cream Demerger and Kwality Wall’s Muted Debut

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)

<ul>
<li>In February 2026, major brokerages including Jefferies and CLSA have aggressively de-rated the Indian IT sector, citing "Agentic AI" as a structural disruptor.</li>
<li>Managed services (22-45% of revenue) face severe deflationary pressure as AI agents automate coding and maintenance. This shifts the revenue mix toward volatile consulting, risking a 30-65% further valuation de-rating.</li>
<li>AI represents a double-edged sword, deflationary and disruptive to legacy high-margin models but catalytic for innovation and outcome-based value creation. Investors should adopt a selective stance while analysing.</li>
</ul>


In February 2026, major brokerages including Jefferies and CLSA have aggressively de-rated the Indian IT sector, citing "Agentic AI" as a structural disruptor.
Managed services (22-45% of revenue) face severe deflationary pressure as AI agents automate coding and maintenance. This shifts the revenue mix toward volatile consulting, risking a 30-65% further valuation de-rating.
AI represents a double-edged sword, deflationary and disruptive to legacy high-margin models but catalytic for innovation and outcome-based value creation. Investors should adopt a selective stance while analysing.


From Headcount to Agents: Structural Change in Indian IT Industry