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- Indian IT: AI Is Rewriting the Business Model

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

Business Breakdown: Solar Industries, Creating India's Atmanirbhar Ammunition Powerhouse

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

Equity Bottom-Up

Solar Industries India / Equity Bottom-Up

<ul>
<li>Solar Industries delivered its highest-ever revenue and profit in FY26, with defense revenue nearly doubling to INR 2,634 crore, management guiding to INR 4,500 crore in defense revenue for FY27.</li>
<li>Defense and international exports now collectively command 60-70% of the revenue basket, making Solar less of a coal-cyclical play and more of a defense-tech compounder.</li>
<li>With INR 18,000 crore of a total INR 21,300 crore order book sitting in defense, the earnings quality and visibility have materially improved. </li>
</ul>


Solar Industries delivered its highest-ever revenue and profit in FY26, with defense revenue nearly doubling to INR 2,634 crore, management guiding to INR 4,500 crore in defense revenue for FY27.
Defense and international exports now collectively command 60-70% of the revenue basket, making Solar less of a coal-cyclical play and more of a defense-tech compounder.
With INR 18,000 crore of a total INR 21,300 crore order book sitting in defense, the earnings quality and visibility have materially improved. 


太陽光発電業界：防衛部門が記録的な年を締めくくり、2027年度の業績見通しを上方修正