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

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/siemens-ltd" target="_blank" data-smartkarma-citation="entities:6440:1" rel="noopener">Siemens Ltd (SIEM IN)</a> is spinning off its Energy Business into Siemens Energy India Limited (SEIL), creating two independent entities for focused growth and unlocking shareholder value.    </li>
<li>Post-Demerger, SEIL is well-positioned in the Indian energy sector, benefiting from decarbonization initiatives, capital investments, and strong export potential in the coming years.</li>
<li>The remaining Siemens Limited will concentrate on technology sectors like Industry, Infrastructure, and Mobility, maintaining its strong business profile and order backlog, ensuring continued growth post-demerger.</li>
</ul>



Siemens Ltd (SIEM IN) is spinning off its Energy Business into Siemens Energy India Limited (SEIL), creating two independent entities for focused growth and unlocking shareholder value.    
Post-Demerger, SEIL is well-positioned in the Indian energy sector, benefiting from decarbonization initiatives, capital investments, and strong export potential in the coming years.
The remaining Siemens Limited will concentrate on technology sectors like Industry, Infrastructure, and Mobility, maintaining its strong business profile and order backlog, ensuring continued growth post-demerger.


Event Driven: Deep Dive into Siemens Limited's Energy Demerger

<ul>
<li>Post-Demerger, <a href="https://www.smartkarma.com/entities/siemens-ltd" target="_blank" data-smartkarma-citation="entities:6440:1" rel="noopener">Siemens Ltd (SIEM IN)</a> continues with Digital Industries, Smart Infrastructure, and Mobility, focusing on core segments like automation, electrification, and rail transport.</li>
<li>The company is getting significant orders in each segment with strong tailwind across all segment.</li>
<li>Siemens Limited's remaining business is projected to grow at a 15% CAGR, supported by strong order backlogs and improved margins.</li>
</ul>


Post-Demerger, Siemens Ltd (SIEM IN) continues with Digital Industries, Smart Infrastructure, and Mobility, focusing on core segments like automation, electrification, and rail transport.
The company is getting significant orders in each segment with strong tailwind across all segment.
Siemens Limited's remaining business is projected to grow at a 15% CAGR, supported by strong order backlogs and improved margins.


What Will Remain with Demerged Siemens Ltd?

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>In Q2/H1FY26, we haven’t seen any pick-up in road awards as NHAI ordering remains subpar</li><li>Whilst the award pipeline is pegged at INR 3.5trn, movement on order book conversion has been slow</li><li>Of this, BOT is 20%, EPC 10%, and HAM 70%</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

In Q2/H1FY26, we haven’t seen any pick-up in road awards as NHAI ordering remains subparWhilst the award pipeline is pegged at INR 3.5trn, movement on order book conversion has been slowOf this, BOT is 20%, EPC 10%, and HAM 70%Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Industrials (Q2FY26 Results Preview): Domestic ordering tepid, export order saviour

Equity Bottom-Up

Mangal Electrical Industries / Equity Bottom-Up

<ul>
<li>MEIL is well-positioned for long-term growth due to its expertise in transformer components and EPC services, strong market presence, with a solid focus on India’s energy infrastructure development.</li>
<li>MEIL benefits from both backward and forward integration, enhancing operational efficiency and reducing raw material dependency. Its diversified customer base spans multiple sectors, reducing exposure to sector-specific risks.</li>
<li>MEIL's has shown steady growth, driven by its core and EPC businesses. Despite risks like raw material volatility, the company is well-placed to capitalize on India’s growing power infrastructure demand.</li>
</ul>


MEIL is well-positioned for long-term growth due to its expertise in transformer components and EPC services, strong market presence, with a solid focus on India’s energy infrastructure development.
MEIL benefits from both backward and forward integration, enhancing operational efficiency and reducing raw material dependency. Its diversified customer base spans multiple sectors, reducing exposure to sector-specific risks.
MEIL's has shown steady growth, driven by its core and EPC businesses. Despite risks like raw material volatility, the company is well-placed to capitalize on India’s growing power infrastructure demand.


Mangal Electrical IPO: A Strong Force in Transformer and Power Solutions?

<ul><li>Tata Motors: While the US tariffs have come down from the peak tariffs of 27.5% for both Europe and UK exports, they nevertheless remain higher than the earlier tariffs of 2.5%, up 300% for UK exports and 500% for EU exports</li><li>Additionally, lowering of the price threshold for luxury taxes has further impacted demand in China</li><li>Considering a weak demand situation in most markets for JLR, with additional operating costs, we expect volumes to decline 12.3% in FY26, with a rebound of 10.9% in FY27</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Tata Motors: While the US tariffs have come down from the peak tariffs of 27.5% for both Europe and UK exports, they nevertheless remain higher than the earlier tariffs of 2.5%, up 300% for UK exports and 500% for EU exportsAdditionally, lowering of the price threshold for luxury taxes has further impacted demand in ChinaConsidering a weak demand situation in most markets for JLR, with additional operating costs, we expect volumes to decline 12.3% in FY26, with a rebound of 10.9% in FY27Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Tata Motors, Siemens, Voltas, Metro Brands, Apollo Tyres

India

Siemens Ltd. has its operations in various areas: in the transportation sector it delivers high speed trains, in the lighting sector it manufactures small light bulbs. In the healthcare sector Siemens executes complete solutions for hospitals, for the industry sector it builds airports as well as produces contracts & for the communication segment it provides public network to mobiles.

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Siemens Ltd (SIEM IN)

Event Driven: Deep Dive into Siemens Limited's Energy Demerger

Siemens Ltd is spinning off its Energy Business into Siemens Energy India Limited, creating two focused entities for growth and shareholder value.

Nimish Maheshwari

What Will Remain with Demerged Siemens Ltd?

Siemens Ltd post-demerger focuses on core segments like automation, electrification, and rail transport, with significant orders and projected 15%...

Nimish Maheshwari

Industrials (Q2FY26 Results Preview): Domestic ordering tepid, export order saviour

In Q2/H1FY26, we haven’t seen any pick-up in road awards as NHAI ordering remains subpar. Whilst the award pipeline is pegged at INR 3.5trn,...

HDFC Securities

Mangal Electrical IPO: A Strong Force in Transformer and Power Solutions?

MEIL's expertise in transformer components and EPC services, strong market presence, and diversified customer base position it well for long-term...

Nimish Maheshwari

HSIE Results Daily: Tata Motors, Siemens, Voltas, Metro Brands, Apollo Tyres

Tata Motors: While the US tariffs have come down from the peak tariffs of 27.5% for both Europe and UK exports, they nevertheless remain higher...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Event Driven: Deep Dive into Siemens Limited's Energy Demerger

​Siemens Ltd is spinning off its Energy Business into Siemens Energy India Limited, creating two focused entities for growth and shareholder value.

Nimish Maheshwari

What Will Remain with Demerged Siemens Ltd?

​Siemens Ltd post-demerger focuses on core segments like automation, electrification, and rail transport, with significant orders and projected 15%...

Nimish Maheshwari

Industrials (Q2FY26 Results Preview): Domestic ordering tepid, export order saviour

In Q2/H1FY26, we haven’t seen any pick-up in road awards as NHAI ordering remains subpar. Whilst the award pipeline is pegged at INR 3.5trn,...

HDFC Securities

Mangal Electrical IPO: A Strong Force in Transformer and Power Solutions?

​MEIL's expertise in transformer components and EPC services, strong market presence, and diversified customer base position it well for long-term...

Nimish Maheshwari

HSIE Results Daily: Tata Motors, Siemens, Voltas, Metro Brands, Apollo Tyres

Tata Motors: While the US tariffs have come down from the peak tariffs of 27.5% for both Europe and UK exports, they nevertheless remain higher...

HDFC Securities

Siemens Ltd is spinning off its Energy Business into Siemens Energy India Limited, creating two focused entities for growth and shareholder value.

Siemens Ltd post-demerger focuses on core segments like automation, electrification, and rail transport, with significant orders and projected 15%...

MEIL's expertise in transformer components and EPC services, strong market presence, and diversified customer base position it well for long-term...