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

True Cost of Running an AI Data Centre: A Unit Economics Breakdown

TCS's Silent Leadership Crisis: When the Pyramid Cracks at the Top

TCS X Porsche’s MHP €320 Million Strategic Deal Analysis!

India's Nuclear Sector: PFBR Achieved Criticality in Stage-2

India's Gigafactory: 50 GWh Promised, 1.4 GWh Delivered

India’s IT Evolution: Architecting the ‘AI-First’ Future to Counter Revenue Deflation

Gas Turbines: The Unexpected Infrastructure Play of the AI Era

Africa's Solar Surge: How China Rewired a Continent's Energy Future, and What Cracks Open for India?

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

Tata Consultancy Services / Equity Bottom-Up

<ul>
<li>TCS posted FY26 dollar revenue of $30,017 million, a 0.5% annual decline, marking the first-ever full-year contraction in US dollar terms in the company's publicly listed history.</li>
<li>It reflects demand compression across BFSI, life sciences, and North America, compounded by AI-driven pricing pressure and macro uncertainty that show no near-term resolution.</li>
<li>The growing gap between TCV and realized revenue raises questions about conversion velocity, deal pricing, and whether AI-linked productivity models are structurally compressing revenue per contract.</li>
</ul>


TCS posted FY26 dollar revenue of $30,017 million, a 0.5% annual decline, marking the first-ever full-year contraction in US dollar terms in the company's publicly listed history.
It reflects demand compression across BFSI, life sciences, and North America, compounded by AI-driven pricing pressure and macro uncertainty that show no near-term resolution.
The growing gap between TCV and realized revenue raises questions about conversion velocity, deal pricing, and whether AI-linked productivity models are structurally compressing revenue per contract.


TCS FY26: The Year the Dollar Revenue Growth Streak Broke