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

TCS FY26: The Year the Dollar Revenue Growth Streak Broke

True Cost of Running an AI Data Centre: A Unit Economics Breakdown

TCS's Silent Leadership Crisis: When the Pyramid Cracks at the Top

Africa's Solar Surge: How China Rewired a Continent's Energy Future, and What Cracks Open for India?

India's Nuclear Sector: PFBR Achieved Criticality in Stage-2

Gas Turbines: The Unexpected Infrastructure Play of the AI Era

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)

China Energy / Thematic (Sector/Industry)

<ul>
<li>India's PLI-ACC scheme has disbursed zero incentives to date; actual cell production capacity stands at roughly 1.4 GWh against a 50 GWh target.</li>
<li>India's grid needs an estimated 236 GWh of battery storage by 2031-32; if domestic gigafactories miss their 2026-28 ramps, China will supply the surge, undermining the entire domestic manufacturing thesis.</li>
<li>Three players, three divergent technology bets, and a shared supply-chain vulnerability from China: the 2026-27 window will reveal which of these factories can close the gap between ambition and output.</li>
</ul>


India's PLI-ACC scheme has disbursed zero incentives to date; actual cell production capacity stands at roughly 1.4 GWh against a 50 GWh target.
India's grid needs an estimated 236 GWh of battery storage by 2031-32; if domestic gigafactories miss their 2026-28 ramps, China will supply the surge, undermining the entire domestic manufacturing thesis.
Three players, three divergent technology bets, and a shared supply-chain vulnerability from China: the 2026-27 window will reveal which of these factories can close the gap between ambition and output.


인도의 기가팩토리: 50GWh 약속, 1.4GWh 실제 생산 완료