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

Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle

The Beat Ideas: Ambuja Cements From Consolidation to Cost Leadership - Unpacking the 155 MTPA Plan

Thematic Report on Small Finance Banks: The MFI Curse Is Fading & A New Era of Secured Growth Begins

The Beat Ideas: Welspun Corp - The Three-Continent Infrastructure Proxy, Rerating Beyond Cyclicality

Thematic Report on Indian Realty: Why H1's Record Sales Mask a Deeper Cash Flow & Execution Test

The Beat Ideas: Is Canara Bank’s Compounder Thesis Intact Amid NIM Compression?

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 Health care / Thematic (Sector/Industry)

<ul>
<li>The Indian diagnostic sector has exited the post-COVID "volume hangover." Leading players are pivoting from pandemic-era testing to sustainable drivers: wellness packages, specialized testing (oncology/genomics), and aggressive Tier-3/4 expansion.</li>
<li>Organized chains currently hold 20-24% market share. With pricing discipline returning and digital aggregators reducing discounts, listed players are poised to gain share from the unorganized fragment (80% of market).  </li>
<li>Valuations have corrected to attractive levels. We see a strong re-rating potential for pan-India players with robust balance sheets capable of funding M&amp;A and organic expansion.</li>
</ul>


The Indian diagnostic sector has exited the post-COVID "volume hangover." Leading players are pivoting from pandemic-era testing to sustainable drivers: wellness packages, specialized testing (oncology/genomics), and aggressive Tier-3/4 expansion.
Organized chains currently hold 20-24% market share. With pricing discipline returning and digital aggregators reducing discounts, listed players are poised to gain share from the unorganized fragment (80% of market).  
Valuations have corrected to attractive levels. We see a strong re-rating potential for pan-India players with robust balance sheets capable of funding M&amp;A and organic expansion.


Metropolis Healthcare Limited (METROHL IN)

Thematic Report on India Diagnostics: The Great Consolidation and the Rise of Organized Chains