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 : India–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports

How the ₹23K Cr PLI Scheme Benefits EMS Companies - Dixon, Amber, and Kaynes

Charted Insights: Understanding the Impact of the US Reciprocal Tariff Plan: A Data-Backed Breakdown

2025 High Conviction Idea: PG Electroplast

India’s Power Surge: What Is Fueling the Demand Boom in 2025?

How India Is Powering Up Its Summer Energy Demand?

Lab Grown Diamonds: What Indian Players Are Saying?(Part-2)

Thematic Report- India's Lab Grown Diamond Industry: Poised to Outpace the Natural Diamond Industry?

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)

Argentina Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>India’s RAC market is growing at 18–20% CAGR, but faces a critical compressor supply shortage due to capacity constraints and BIS-related import delays.</li>
<li>Short-Term risks around component supply, margins, and inventory exist, but structural demand drivers and PLI-driven localization present long-term tailwinds for OEMs and component makers.</li>
<li>Despite near-term volatility, AC sector remains a strong structural story; focus shifts to players with scale, backward integration, and policy-aligned manufacturing strategies.</li>
</ul>


India’s RAC market is growing at 18–20% CAGR, but faces a critical compressor supply shortage due to capacity constraints and BIS-related import delays.
Short-Term risks around component supply, margins, and inventory exist, but structural demand drivers and PLI-driven localization present long-term tailwinds for OEMs and component makers.
Despite near-term volatility, AC sector remains a strong structural story; focus shifts to players with scale, backward integration, and policy-aligned manufacturing strategies.


Panasonic Appliances India Company (PANL IN)

Thematic Report: Cooling India- Indian Air Conditioner (AC) Industry