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

Swiggy Ltd: The Boardroom Drama, Shareholders Rejected the Resolution!

India’s Battery Reality Check: Just Assembler Not Maker!

ALMM-II: India’s Solar Shift From Modules to Cells

Thematic Report- Indian IT: AI Is Rewriting the Business Model

Thematic Report: A Structural Change in Indian Bank- ECL Based Provisioning

Thematic Report- India: Defence Is No Longer a Choice, It's a Necessity!

India Glycols: The Only Bio-Based Chemical Manufacturer in 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

Thematic (Sector/Industry)

India Capital goods / Thematic (Sector/Industry)

<ul>
<li>All five listed Indian EMS companies reported double-digit or higher YoY revenue growth in Q4FY26, with operating profit expansion accelerating across the board.</li>
<li>Memory chip inflation, Middle East logistics disruptions, and tariff uncertainty are creating quarterly earnings volatility even as multi-year visibility strengthens.</li>
<li>Bull and bear can both be right simultaneously: order books are at record highs AND near-term margins face headwinds. Separating the two is key to navigating EMS valuations in FY27.</li>
</ul>


All five listed Indian EMS companies reported double-digit or higher YoY revenue growth in Q4FY26, with operating profit expansion accelerating across the board.
Memory chip inflation, Middle East logistics disruptions, and tariff uncertainty are creating quarterly earnings volatility even as multi-year visibility strengthens.
Bull and bear can both be right simultaneously: order books are at record highs AND near-term margins face headwinds. Separating the two is key to navigating EMS valuations in FY27.


Thematic Report- India EMS: Record Order Books, Fractured Quarters