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

L&T’s Q2FY26: Don’t Mind the Margins, Watch the ₹6.67 Lakh Crore Backlog.

Transformers & Rectifiers (India) Ltd: Governance Jolt, Operational Pause—but Fundamentals Intact

Allied Blenders and Distillers: The Transformation Story from Mass Market to Luxury Spirits

The Beat Ideas: Northern Arc Capital - A Niche Player in a Crowded Field?

Thematic Report : Impact of Rate Cuts on Profitability of NBFCs and HFCs in India

Federal Bank Q2 FY26: Strong Operational Beat, RoA Strategy On Track - But Is the Re-Rating Done

The Beat Ideas: Kalyan Jewellers- Scaling New Heights with an Asset-Light Strategy

The Beat Ideas: Nuvama Wealth – India’s Affluence Story at the Right Price?

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>Shriram Finance posted 11.4% YoY PAT growth, beating consensus estimates by 3-5%. The beat was driven by lower credit costs and a surprise 35bp sequential drop in Stage 2 assets.</li>
<li>The results validate the post-merger efficiency thesis: operating expenses are flat , the cost-to-income ratio is improving, and liability management is becoming more astute</li>
<li>While some remain cautious on CV macro headwinds, SHFL's internal execution, productivity gains, cross-selling, and a laser focus on a credit rating upgrade is the more dominant and compelling narrative.</li>
</ul>


Shriram Finance posted 11.4% YoY PAT growth, beating consensus estimates by 3-5%. The beat was driven by lower credit costs and a surprise 35bp sequential drop in Stage 2 assets.
The results validate the post-merger efficiency thesis: operating expenses are flat , the cost-to-income ratio is improving, and liability management is becoming more astute
While some remain cautious on CV macro headwinds, SHFL's internal execution, productivity gains, cross-selling, and a laser focus on a credit rating upgrade is the more dominant and compelling narrative.


The Beat Ideas: Shriram Finance - Steering Steady Through Change, Poised for the Next Growth Wave