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 Aerospace and defense / Thematic (Sector/Industry)

<ul>
<li>FY26 defence production reached Rs. 1.78 lakh crore and exports Rs. 38,424 crore, while capability gaps remain in electronics, seekers, counter-drone systems, secure networks and materials.</li>
<li>Platform assembly creates volume; design authority, embedded software and subsystem IP can create recurring upgrades, higher switching costs and export freedom.</li>
<li>BEL is the broadest proxy, while Data Patterns, Astra Microwave, Paras Defence and Zen offer narrower technology exposure. HAL, BDL and Solar remain execution-led plays.</li>
</ul>


FY26 defence production reached Rs. 1.78 lakh crore and exports Rs. 38,424 crore, while capability gaps remain in electronics, seekers, counter-drone systems, secure networks and materials.
Platform assembly creates volume; design authority, embedded software and subsystem IP can create recurring upgrades, higher switching costs and export freedom.
BEL is the broadest proxy, while Data Patterns, Astra Microwave, Paras Defence and Zen offer narrower technology exposure. HAL, BDL and Solar remain execution-led plays.


Paras Defence & Space Technologies (PARAS IN)

India's Defence Opportunity Is Shifting From Platforms To Technology