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

The Beat Ideas- Nippon Life India Asset Management Ltd

The Beat Ideas: GoodLuck India- A Steel Suppliers' Pivot into Defence & Aerospace

The Beat Ideas: Allied Blenders & Distillers- Liquor Premiumization Play

Thermax's Pivot to Data Centers and Green Hydrogen

AXISCADES: Aerospace, Defence & ESAI Story Guiding EPS Growth of 40–50%

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>India's original mobile PLI scheme expired March 31, 2026. A successor framework, PLI 2.0, is under active negotiation between MeitY and industry, with focus on export performance and domestic value-addition.</li>
<li>Smartphones are now India's single largest export category. Apple, Foxconn and Tata Electronics have staked billions on India. </li>
<li>Without continued stimulus, a 10-12% structural cost disadvantage versus China threatens to stall the momentum before supply chains deepen.</li>
</ul>


India's original mobile PLI scheme expired March 31, 2026. A successor framework, PLI 2.0, is under active negotiation between MeitY and industry, with focus on export performance and domestic value-addition.
Smartphones are now India's single largest export category. Apple, Foxconn and Tata Electronics have staked billions on India. 
Without continued stimulus, a 10-12% structural cost disadvantage versus China threatens to stall the momentum before supply chains deepen.


India's PLI 2.0: From Assembler to Ambition