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

Gufic Biosciences: Indore Plant Ramp-Up Sets the Stage for FY27 Recovery

Sudeep Pharma: Building From Specialty Ingredients to Battery Materials

Swara Baby Products IPO: India's Largest Diaper Contract Manufacturer

PVR INOX Exits 4700BC: Cutting Losses to Double Down on Core Cinema Economics

Genus Power: GIC Exit, HNI Buying and the ₹25,173 Crore Order Book

The Blockbuster Trap:  How Big-Release Hype Creates Short-Term Tops in PVR INOX?

Astral Ltd: Can the Demerger Unlock Value Across Pipes and Chemicals?

Savita Oil Technologies: From Petroleum Compounder to India's Energy-Fluid Platform

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>PVR INOX, India’s leading cinema chain, cut FY26 net debt toINR 161 crore from INR 952 crore, doubled pre-Ind AS EBITDA margin to 14.4%, and reduced capex intensity 24%.</li>
<li>The company can now fund its planned 120-screen FY27 expansion through internal cash rather than debt, materially improving the balance-sheet risk profile.</li>
<li>Deleveraging is visible, but occupancy remains below pre-COVID levels and the stock has re-rated. Future returns depend on footfalls, margins and execution.</li>
</ul>


PVR INOX, India’s leading cinema chain, cut FY26 net debt toINR 161 crore from INR 952 crore, doubled pre-Ind AS EBITDA margin to 14.4%, and reduced capex intensity 24%.
The company can now fund its planned 120-screen FY27 expansion through internal cash rather than debt, materially improving the balance-sheet risk profile.
Deleveraging is visible, but occupancy remains below pre-COVID levels and the stock has re-rated. Future returns depend on footfalls, margins and execution.


PVR Inox: The OTT Threat Is Played Out, Growth Is Back