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

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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 Oil, gas and consumable fuels / Thematic (Sector/Industry)

<ul>
<li>India's Q1FY27 crude import bill is INR 1,625bn on a USD 40/bbl spike from the West Asia conflict. OMCs hiked fuel prices, the first revision in 49 months.</li>
<li>OMCs face INR 845bn in under-recoveries and INR 540bn in cash losses this quarter alone. The INR 3/ltr hike covers less than 20% of the needed correction.</li>
<li>OMCs can absorb losses for two to three quarters at current leverage. But further hikes of INR 6–9/ltr are needed to avoid EBITDA losses and INR 14–17/ltr for normalized returns.</li>
</ul>


India's Q1FY27 crude import bill is INR 1,625bn on a USD 40/bbl spike from the West Asia conflict. OMCs hiked fuel prices, the first revision in 49 months.
OMCs face INR 845bn in under-recoveries and INR 540bn in cash losses this quarter alone. The INR 3/ltr hike covers less than 20% of the needed correction.
OMCs can absorb losses for two to three quarters at current leverage. But further hikes of INR 6–9/ltr are needed to avoid EBITDA losses and INR 14–17/ltr for normalized returns.


India’s $17bn Oil Shocker: Who Pays the Bill and Can OMCs Survive the Heat?