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

Wockhardt: Zaynich Launch Unlocks a Multi-Market Anti-Infective Franchise

Business Breakdown: Laurus Labs- Breaking ARV Dependence with High-Margin Businesses?

Laurus Labs: Shifting from ARV Concentration to Diversified CDMO Platform

Inside Adani Airports: $1 Billion Primary Fund Infusion

Cyient DLM: The Pivot from Board Assembly to Build-To-Spec Engineering

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

<ul>
<li>FY26 CDMO revenue rose 36%, while Q1 FY27 CDMO accelerated 67% and reached 43% of quarterly revenue.</li>
<li>Commercial and late-stage programmes, peptides and fermentation are shifting Laurus toward higher-complexity, higher-margin outsourced development and manufacturing.</li>
<li>The earnings recovery is now visible, but the valuation increasingly requires successful commissioning, utilisation and return-on-capital delivery from growth CAPEX.</li>
</ul>


FY26 CDMO revenue rose 36%, while Q1 FY27 CDMO accelerated 67% and reached 43% of quarterly revenue.
Commercial and late-stage programmes, peptides and fermentation are shifting Laurus toward higher-complexity, higher-margin outsourced development and manufacturing.
The earnings recovery is now visible, but the valuation increasingly requires successful commissioning, utilisation and return-on-capital delivery from growth CAPEX.


Laurus Labs: 3 Core Catalyst Behind The Growth Runway