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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L&T: Can Lakshya 2031 Offset West Asia Disruption?

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 Energy / Thematic (Sector/Industry)

<ul>
<li>The government has issued a fresh schedule under the Oilfields Act revising royalty rates across all upstream regimes, with the sharpest cuts reserved for deep-water and ultra-deep-water blocks.</li>
<li>Lower royalties structurally improve margins for ONGC and Oil India on nomination blocks and send a credible signal to private and foreign capital eyeing India's underexplored frontier basins.</li>
<li>The reform is directionally right, but the near-term earnings uplift for the two PSUs is moderate. The more transformational bet is, whether the deep-water concessions finally unlock India's offshore potential.</li>
</ul>


The government has issued a fresh schedule under the Oilfields Act revising royalty rates across all upstream regimes, with the sharpest cuts reserved for deep-water and ultra-deep-water blocks.
Lower royalties structurally improve margins for ONGC and Oil India on nomination blocks and send a credible signal to private and foreign capital eyeing India's underexplored frontier basins.
The reform is directionally right, but the near-term earnings uplift for the two PSUs is moderate. The more transformational bet is, whether the deep-water concessions finally unlock India's offshore potential.


インド、国内石油・ガス生産量増加のためロイヤルティ率を引き下げ：ONGCとOIL Indiaに注目