Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

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

CG Power and Industrial Solutions / Equity Bottom-Up

CG Power and Industrial Solutions (CGPOWER IN)

<ul>
<li>CG Power secured a INR 900 crore ($99.2 million) order from Tallgrass Integrated Logistics Solutions (USA) for hyperscale data center transformers.</li>
<li>Export bookings were already up more than 50% YoY even excluding this order. </li>
<li>With capacity tripling to 85,000 MVA by FY28 and US data center capex exceeding $650 billion in 2026, the pipeline extends beyond this order.</li>
</ul>


CG Power secured a INR 900 crore ($99.2 million) order from Tallgrass Integrated Logistics Solutions (USA) for hyperscale data center transformers.
Export bookings were already up more than 50% YoY even excluding this order. 
With capacity tripling to 85,000 MVA by FY28 and US data center capex exceeding $650 billion in 2026, the pipeline extends beyond this order.


CG Power: How an Export Order Validates a Multi-Year Structural Opportunity in AI Infrastructure?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Thematic (Sector/Industry)

<ul>
<li>India Semiconductor Mission 2.0 expands policy support to INR 1,27,500 crore across six pillars, building on 12 approved units and over INR 1.64 lakh crore of Phase-I investment.</li>
<li>India is moving beyond subsidy-led fabs toward design IP, equipment, materials, advanced packaging, R&amp;D and talent- critical for reducing imports and creating a durable semiconductor cluster.</li>
<li>Semicon 2.0 is structurally positive, but commercial production, customer qualification, localisation, talent, subsidy disbursement and utilisation will decide which companies convert policy support into durable earnings.</li>
</ul>


India Semiconductor Mission 2.0 expands policy support to INR 1,27,500 crore across six pillars, building on 12 approved units and over INR 1.64 lakh crore of Phase-I investment.
India is moving beyond subsidy-led fabs toward design IP, equipment, materials, advanced packaging, R&amp;D and talent- critical for reducing imports and creating a durable semiconductor cluster.
Semicon 2.0 is structurally positive, but commercial production, customer qualification, localisation, talent, subsidy disbursement and utilisation will decide which companies convert policy support into durable earnings.


India Semiconductor Mission 2.0: Strengthening India’s Position in the Global Chip Value Chain

<ul>
<li>On June 24, 2026, India has allowed four China-origin power equipment companies with existing Indian manufacturing units to bid for government and PSU power tenders for two years.</li>
<li>The exemption comes when India’s grid capex cycle is accelerating, driven by renewable evacuation, peak power demand, HVDC corridors and distribution upgrades.</li>
<li>Near-Term competition may rise in transformers, reactors, GIS, circuit breakers and insulators, but wider vendor access can reduce project delays and support grid execution.</li>
</ul>


On June 24, 2026, India has allowed four China-origin power equipment companies with existing Indian manufacturing units to bid for government and PSU power tenders for two years.
The exemption comes when India’s grid capex cycle is accelerating, driven by renewable evacuation, peak power demand, HVDC corridors and distribution upgrades.
Near-Term competition may rise in transformers, reactors, GIS, circuit breakers and insulators, but wider vendor access can reduce project delays and support grid execution.


India's Chinese Equipment Reset: A Turning Point for India's Power T&D Industry

<ul>
<li>India’s data centre theme has entered a new phase, with Reliance-Meta’s 168 MW Jamnagar deal, Adani’s 5 GW ambition, and Airtel Nxtra’s USD 1 billion fundraise.</li>
<li>India’s operational data centre capacity is now estimated around 1.5-1.7 GW, with AI, cloud, data localisation and hyperscaler demand driving large investment commitments.</li>
<li>A complete value-chain view covering land, power, cooling, backup systems, fibre, AI compute, EPC and colocation- and where listed Indian companies fit.</li>
</ul>


India’s data centre theme has entered a new phase, with Reliance-Meta’s 168 MW Jamnagar deal, Adani’s 5 GW ambition, and Airtel Nxtra’s USD 1 billion fundraise.
India’s operational data centre capacity is now estimated around 1.5-1.7 GW, with AI, cloud, data localisation and hyperscaler demand driving large investment commitments.
A complete value-chain view covering land, power, cooling, backup systems, fibre, AI compute, EPC and colocation- and where listed Indian companies fit.


India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

<ul>
<li>Industrial gases like oxygen, nitrogen, argon are invisible infrastructure powering every steel plant, hospital, and semiconductor fab India builds.</li>
<li>Steel capacity targeting 300 MT by FY31, semiconductor fabs worth INR 1.6 lakh crore, healthcare expansion, and green hydrogen mission accelerate demand.</li>
<li>Linde India leads on contract stickiness and tech edge, Inox Air Products on scale, Taiyo Nippon Sanso on semiconductor specialty gases.</li>
</ul>


Industrial gases like oxygen, nitrogen, argon are invisible infrastructure powering every steel plant, hospital, and semiconductor fab India builds.
Steel capacity targeting 300 MT by FY31, semiconductor fabs worth INR 1.6 lakh crore, healthcare expansion, and green hydrogen mission accelerate demand.
Linde India leads on contract stickiness and tech edge, Inox Air Products on scale, Taiyo Nippon Sanso on semiconductor specialty gases.


Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle?

India

CG Power and Industrial Solutions Limited manufactures, distributes, installs and services electrical and allied equipment. The Company offers transformers, reactors, switchgear control equipment and accessories, industrial motors, pumps, and communication systems. CG Power and Industrial Solutions serves customers globally.

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CG Power and Industrial Solutions (CGPOWER IN)

CG Power: How an Export Order Validates a Multi-Year Structural Opportunity in AI Infrastructure?

CG Power secures $99.2 million order for data center transformers from US, with export bookings up 50% YoY and capacity set to triple by FY28 to...

Nimish Maheshwari

India Semiconductor Mission 2.0: Strengthening India’s Position in the Global Chip Value Chain

India Semiconductor Mission 2.0 aims to reduce imports and create a sustainable semiconductor cluster with INR 1,27,500 crore in policy support...

Sudarshan Bhandari

India's Chinese Equipment Reset: A Turning Point for India's Power T&D Industry

India allows China-origin power equipment companies to bid for government tenders for two years, boosting grid capex amid rising competition in...

Sudarshan Bhandari

India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Sudarshan Bhandari

Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle?

Industrial gases are essential infrastructure in India, fueling growth in steel, healthcare, and semiconductor industries with Linde India, Inox...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CG Power: How an Export Order Validates a Multi-Year Structural Opportunity in AI Infrastructure?

​CG Power secures $99.2 million order for data center transformers from US, with export bookings up 50% YoY and capacity set to triple by FY28 to...

Nimish Maheshwari

India Semiconductor Mission 2.0: Strengthening India’s Position in the Global Chip Value Chain

​India Semiconductor Mission 2.0 aims to reduce imports and create a sustainable semiconductor cluster with INR 1,27,500 crore in policy support...

Sudarshan Bhandari

India's Chinese Equipment Reset: A Turning Point for India's Power T&D Industry

​India allows China-origin power equipment companies to bid for government tenders for two years, boosting grid capex amid rising competition in...

Sudarshan Bhandari

India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW

​India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Sudarshan Bhandari

Industrial Gas Sector: Who Stands to Gain from India's Capex Supercycle?

​Industrial gases are essential infrastructure in India, fueling growth in steel, healthcare, and semiconductor industries with Linde India, Inox...

Nimish Maheshwari

CG Power secures $99.2 million order for data center transformers from US, with export bookings up 50% YoY and capacity set to triple by FY28 to...

India Semiconductor Mission 2.0 aims to reduce imports and create a sustainable semiconductor cluster with INR 1,27,500 crore in policy support...

India allows China-origin power equipment companies to bid for government tenders for two years, boosting grid capex amid rising competition in...

India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.

Industrial gases are essential infrastructure in India, fueling growth in steel, healthcare, and semiconductor industries with Linde India, Inox...