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

Hy-Tech Engineers IPO Review: A Hydraulic Fittings Manufacturer

Pitti Engineering: Laminating a Path to India's Electrification Boom

Solar Industries: Defense Crowns a Record Year, Guidance Upgrade for FY27

Indigo: Who Is Selling India's Most Profitable Aviation Company?

Welspun Corp: The US Pipeline Opportunity Is Turning Into A Multi-Year Growth Cycle

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

Solar Industries India / Equity Bottom-Up

<ul>
<li>
<strong>FY26 consolidated revenue</strong> rose <strong>30% to INR 9,838 crore</strong>; defence revenue nearly doubled to INR 2,634 crore, now a quarter of sales.</li>
<li>Solar has re-rated from an explosives manufacturer to a defence prime with an INR 18,000 crore, largely Pinaka-led, order book underwriting multi-year visibility.</li>
<li>Execution against a INR 14,000 crore FY27 target, and whether new platforms clear trials, will decide if the current valuation is earne</li>
</ul>



FY26 consolidated revenue rose 30% to INR 9,838 crore; defence revenue nearly doubled to INR 2,634 crore, now a quarter of sales.
Solar has re-rated from an explosives manufacturer to a defence prime with an INR 18,000 crore, largely Pinaka-led, order book underwriting multi-year visibility.
Execution against a INR 14,000 crore FY27 target, and whether new platforms clear trials, will decide if the current valuation is earne


Solar Industries: From Blasting Rock to Building Rockets