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

Oracle Financial Services Software Q1 FY27: A Record Quarter Built on One Deal—Do Not Annualise It!

Motilal Oswal Treasury: India's Berkshire Hathaway

India’s E-Commerce Logistics Consolidation: Valmo Vs Delhivery Vs Shadowfax

Anant Raj’s Demerger: From Real Estate to Digital Infrastructure

India’s Cancer Care Opportunity: Listed Proxies for a 1.6 Million-Case Market

HEG: The Greentech Business Is Ready to Explode in FY27

Eternal: Blinkit Profitability Driving a Strong Quarter!

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 Energy / Thematic (Sector/Industry)

<ul>
<li>India’s planned BESS requirement rises from 24 GWh in FY27 to 321 GWh by FY36, while nearly 99 GWh is already under construction or tender.</li>
<li>The opportunity is moving upstream: salts, electrolyte, additives, cathode, anode and binders are the strategic bottlenecks, not merely cell assembly.</li>
<li>GFL, Neogen, Himadri and Acutaas offer the clearest Li-ion exposure; Balaji and Aether are optionality; Tatva is primarily a supercapacitor/zinc-storage play.</li>
</ul>


India’s planned BESS requirement rises from 24 GWh in FY27 to 321 GWh by FY36, while nearly 99 GWh is already under construction or tender.
The opportunity is moving upstream: salts, electrolyte, additives, cathode, anode and binders are the strategic bottlenecks, not merely cell assembly.
GFL, Neogen, Himadri and Acutaas offer the clearest Li-ion exposure; Balaji and Aether are optionality; Tatva is primarily a supercapacitor/zinc-storage play.


India’s Battery-Chemicals Buildout: The Proxy Trade of BESS Gigafactories