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

Analysis Of "China Cancels Export Tax Rebates on Pesticides"

Summer Is Back- Varun Beverages: Growth Back to Double Digits

India’s $17bn Oil Shocker: Who Pays the Bill and Can OMCs Survive the Heat?

Gujarat Ambuja Exports ~ Leading The Turnaround Play For The Maize Cycle

Car Trade Tech: Driving PAT Growth Via Massive Operating Leverage

Reliance Industries: India’s GDP in a Single Stock?

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>
<a href="https://www.smartkarma.com/entities/varun-beverages-ltd" target="_blank" data-smartkarma-citation="entities:23653:1" rel="noopener">Varun Beverages (VBL IN)</a> is the second-largest global PepsiCo franchisee, operating a massive distribution network across India and several high-growth international African territories.</li>
<li>
Subdued domestic volumes due to prolonged rainfall should revive by H2FY26, driven by an optimistic management outlook and lower-than-average forward valuation multiples.</li>
<li>Future growth will be catalyzed by strategic expansion into alcoholic beverages, increased penetration in rural India, and successful launches in the energy category.</li>
</ul>



Varun Beverages (VBL IN) is the second-largest global PepsiCo franchisee, operating a massive distribution network across India and several high-growth international African territories.

Subdued domestic volumes due to prolonged rainfall should revive by H2FY26, driven by an optimistic management outlook and lower-than-average forward valuation multiples.
Future growth will be catalyzed by strategic expansion into alcoholic beverages, increased penetration in rural India, and successful launches in the energy category.


Varun Baverage: Expecting Turnaround In H2FY26