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

India’s Sugar Market: Record Prices, Shrinking Inventories And The Listed Beneficiaries

Tempsens Instruments IPO: Only Indian Manufacturer of Non-Contact Temperature Sensors

How Rising Coking Coal Prices Impacting Indian Steel Producers?

Pricol’s Demerger: Value Unlocking Via Separating Technology from Manufacturing

Gland Pharma: The CDMO Growth Engine Takes the Steering Wheel

CemIndia Projects: Adani Acquisition Opens a New Growth Phase

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>Polycab posted highest-ever Q1 revenue and PAT for the quarter ended June 30, 2026, with consolidated revenue up 39% YoY to Rs.8,209.73 crore and PAT up 33% to Rs.796.65 crore.</li>
<li>Growth arrived on tough base (Q1FY26 volumes were up 26%), FMEG turned genuine profit engine at 8% EBIT margin, and market share is now 30-31%, up 300-400 bps in year.</li>
<li>The next leg hinges on data centre and T&amp;D capex converting from pipeline to invoices, export recovery from the Middle East, and whether Street valuations already price this in.</li>
</ul>


Polycab posted highest-ever Q1 revenue and PAT for the quarter ended June 30, 2026, with consolidated revenue up 39% YoY to Rs.8,209.73 crore and PAT up 33% to Rs.796.65 crore.
Growth arrived on tough base (Q1FY26 volumes were up 26%), FMEG turned genuine profit engine at 8% EBIT margin, and market share is now 30-31%, up 300-400 bps in year.
The next leg hinges on data centre and T&amp;D capex converting from pipeline to invoices, export recovery from the Middle East, and whether Street valuations already price this in.


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