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

Symbiotec Pharmalab IPO Review: A Niche Steroidal API Platform

Skipper Limited: From Order Book To Earnings

Hidden Business in Cyient Limited: The Semiconductor Pivot

Diamond Power Infrastructure: Growing Extra High Voltage and Data Center Segment

Inox India Ltd: Backbone For Industrial Gases And Clean Energy

Jana Small Finance Bank: Q1 FY27 Signals a Clear Turnaround

Polycab India: FMEG Margin Inflection Becomes the Key Re-Rating Lever

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

Equity Bottom-Up

Jana Small Finance Bank / Equity Bottom-Up

<ul>
<li>The profit engine is moving from balance-sheet growth alone toward better margins, lower credit drag and early operating leverage.</li>
<li>Q1 FY27 sustained Q4’s asset-quality recovery: slippages fell again, NIM rose to 7.5%, and PAT increased sequentially to Rs.155 crore.</li>
<li>The evidence supports a recovery thesis, but not yet a fully de-risked one given flat deposits, lower PCR and promoter-level uncertainty.</li>
</ul>


The profit engine is moving from balance-sheet growth alone toward better margins, lower credit drag and early operating leverage.
Q1 FY27 sustained Q4’s asset-quality recovery: slippages fell again, NIM rose to 7.5%, and PAT increased sequentially to Rs.155 crore.
The evidence supports a recovery thesis, but not yet a fully de-risked one given flat deposits, lower PCR and promoter-level uncertainty.


Jana Small Finance Bank: From Repair To Re-Acceleration