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

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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

Event-Driven

<ul>
<li>Vedanta has replaced its fixed 30%-of-profit dividend floor with a discretionary, board-driven framework. FY26 total payout of Rs. 13,279 crore is the lowest since FY21.</li>
<li>The contractual floor was the primary anchor of Vedanta's yield stock identity. With five separate boards now governing payout decisions post-demerger, the income predictability that warranted a premium valuation disappears.</li>
<li>The policy change is structurally tied to Vedanta Resources's deleveraging roadmap: lower mandatory upstreaming from VEDL gives the parent more flexibility to prioritize debt services.</li>
</ul>


Vedanta has replaced its fixed 30%-of-profit dividend floor with a discretionary, board-driven framework. FY26 total payout of Rs. 13,279 crore is the lowest since FY21.
The contractual floor was the primary anchor of Vedanta's yield stock identity. With five separate boards now governing payout decisions post-demerger, the income predictability that warranted a premium valuation disappears.
The policy change is structurally tied to Vedanta Resources's deleveraging roadmap: lower mandatory upstreaming from VEDL gives the parent more flexibility to prioritize debt services.


Vedanta Ltd

Vedanta Ltd: Change in Dividend Policy!