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.

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Equity Bottom-Up

<ul>
<li>TCS achieved $1.5 billion in annualised AI revenue with 16.3% QoQ growth, significantly outperforming traditional service segments and signaling a successful transition to AI-led growth.</li>
<li>The company implemented a five-level "Human + AI" service autonomy model, progressing from simple tools to self-learning "Agentic Enterprises" to modernize global service delivery.</li>
<li>TCS launched HyperVault for gigawatt-scale AI data centers and reskilled 580,000+ employees, positioning itself as a full-stack orchestrator in the global AI ecosystem.</li>
</ul>


TCS achieved $1.5 billion in annualised AI revenue with 16.3% QoQ growth, significantly outperforming traditional service segments and signaling a successful transition to AI-led growth.
The company implemented a five-level "Human + AI" service autonomy model, progressing from simple tools to self-learning "Agentic Enterprises" to modernize global service delivery.
TCS launched HyperVault for gigawatt-scale AI data centers and reskilled 580,000+ employees, positioning itself as a full-stack orchestrator in the global AI ecosystem.


TCS Analyst Day Takeaway: The AI Transformation

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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.

<ul><li>TCS is a global leader in IT services, consulting, and digital transformation.</li><li>The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial services, and IT-enabled services.</li><li>It has a widespread geographical presence, including the US, continental Europe, the UK, India, Asia Pacific and the Middle East</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.

TCS is a global leader in IT services, consulting, and digital transformation.The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial services, and IT-enabled services.It has a widespread geographical presence, including the US, continental Europe, the UK, India, Asia Pacific and the Middle EastContent 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.

Pick of the Week: Tata Consultancy Services Ltd - 06th December, 2025

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Tata Consultancy Services has announced a bold USD 6–7 billion investment to build a 1 GW sovereign AI data center network across India, its most capital-intensive project to date.</li>
<li>This move shifts TCS from labor-based IT services to AI-driven infrastructure, aligning it with global compute leaders and advancing India’s AI and data-sovereignty goals.</li>
<li>TCS’s initiative could reshape India’s digital backbone, driving investment across allied sectors and marking a long-term re-rating opportunity for Indian tech toward infrastructure-led growth.</li>
</ul>


Tata Consultancy Services has announced a bold USD 6–7 billion investment to build a 1 GW sovereign AI data center network across India, its most capital-intensive project to date.
This move shifts TCS from labor-based IT services to AI-driven infrastructure, aligning it with global compute leaders and advancing India’s AI and data-sovereignty goals.
TCS’s initiative could reshape India’s digital backbone, driving investment across allied sectors and marking a long-term re-rating opportunity for Indian tech toward infrastructure-led growth.


TCS’s $7 Billion Bet: Building India’s AI Backbone

<ul><li>Muted Demand Continues: The broader economic environment continues to remain challenging, with clients keeping tight control over discretionary budgets.</li><li>Therefore, there is a clear preference for vendor consolidation and cost take-out deals among clients.</li><li>However, the company’s rapid execution and deep relationship with clients will lead to sequential growth.</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.

Muted Demand Continues: The broader economic environment continues to remain challenging, with clients keeping tight control over discretionary budgets.Therefore, there is a clear preference for vendor consolidation and cost take-out deals among clients.However, the company’s rapid execution and deep relationship with clients will lead to sequential growth.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 Consultancy Services Ltd - Beat on Margins Front; Growth Momentum Continues

Derivatives and Quantitative Strategist

Gaudenz Schneider

Event-Driven

<ul>
<li>
Context:<a href="https://www.smartkarma.com/entities/tata-consultancy-svcs-ltd" target="_blank" data-smartkarma-citation="entities:18708:1" rel="noopener">Tata Consultancy Services (TCS IN)</a> will report Second Quarter FY 2026 Results on Thursday, 9 October 2025, after market close.</li>
<li>
Highlight: Typically a low-volatility stock, TCS has seen notable post-earnings swings in the past. Option markets now anticipate a move larger than its historic average.</li>
<li>
Why it matters: TCS is a top constituent of the Nifty 50 and Sensex. TCS’s commentary on the new H-1B visa fee could influence sentiment across India’s IT services sector.</li>
</ul>



Context:Tata Consultancy Services (TCS IN) will report Second Quarter FY 2026 Results on Thursday, 9 October 2025, after market close.

Highlight: Typically a low-volatility stock, TCS has seen notable post-earnings swings in the past. Option markets now anticipate a move larger than its historic average.

Why it matters: TCS is a top constituent of the Nifty 50 and Sensex. TCS’s commentary on the new H-1B visa fee could influence sentiment across India’s IT services sector.


Tata Consultancy Services (TCS IN) Q2 FY2026 Results: Options Signal Larger-Than-Usual Move

India

Tata Consultancy Services, a division of Tata Sons Limited, is a global IT services organization that provides a comprehensive range of IT services to its clients in diverse industries. The Company, caters to finance and banking, insurance, telecommunication, transportation, retail, manufacturing, pharmaceutical, and utility industries.

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Tata Consultancy Svcs (TCS IN)

TCS Analyst Day Takeaway: The AI Transformation

TCS achieves $1.5 billion in AI revenue, implements "Human + AI" model, launches HyperVault for AI data centers, and reskills 580,000+ employees,...

Nimish Maheshwari

Pick of the Week: Tata Consultancy Services Ltd - 06th December, 2025

The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial...

Axis Direct

TCS’s $7 Billion Bet: Building India’s AI Backbone

Tata Consultancy Services to invest $6-7 billion in building a 1 GW AI data center network in India, shifting focus to AI-driven infrastructure...

Sudarshan Bhandari

Tata Consultancy Services Ltd - Beat on Margins Front; Growth Momentum Continues

Muted Demand Continues: The broader economic environment continues to remain challenging, with clients keeping tight control over discretionary...

Axis Direct

Tata Consultancy Services (TCS IN) Q2 FY2026 Results: Options Signal Larger-Than-Usual Move

TCS will report Q2 FY2026 results on 9 October 2025 amid potential for larger-than-usual post-earnings swings. Commentary on H-1B visa fees could...

Gaudenz Schneider

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TCS Analyst Day Takeaway: The AI Transformation

​TCS achieves $1.5 billion in AI revenue, implements "Human + AI" model, launches HyperVault for AI data centers, and reskills 580,000+ employees,...

Nimish Maheshwari

Pick of the Week: Tata Consultancy Services Ltd - 06th December, 2025

The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial...

Axis Direct

TCS’s $7 Billion Bet: Building India’s AI Backbone

​Tata Consultancy Services to invest $6-7 billion in building a 1 GW AI data center network in India, shifting focus to AI-driven infrastructure...

Sudarshan Bhandari

Tata Consultancy Services Ltd - Beat on Margins Front; Growth Momentum Continues

Muted Demand Continues: The broader economic environment continues to remain challenging, with clients keeping tight control over discretionary...

Axis Direct

Tata Consultancy Services (TCS IN) Q2 FY2026 Results: Options Signal Larger-Than-Usual Move

TCS will report Q2 FY2026 results on 9 October 2025 amid potential for larger-than-usual post-earnings swings. Commentary on H-1B visa fees could...

Gaudenz Schneider

TCS achieves $1.5 billion in AI revenue, implements "Human + AI" model, launches HyperVault for AI data centers, and reskills 580,000+ employees,...

Tata Consultancy Services to invest $6-7 billion in building a 1 GW AI data center network in India, shifting focus to AI-driven infrastructure...