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

Skipper Limited: From Order Book To Earnings

Hidden Business in Cyient Limited: The Semiconductor Pivot

How Artemis Medicare Is Scaling from a Flagship Hospital to a Multi-Region Platform?

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

TCS FY26: The Year the Dollar Revenue Growth Streak Broke

India’s IT Evolution: Architecting the ‘AI-First’ Future to Counter Revenue Deflation

India's Gigafactory: 50 GWh Promised, 1.4 GWh Delivered

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>TCS will acquire 100% of MHP, Porsche’s Germany-based management and IT consulting subsidiary, for an enterprise value of €320 million. MHP generated €742 million of turnover in CY2025.</li>
<li>The implied valuation of roughly 0.43x EV/Sales is modest for a scaled, domain-led consulting asset. MHP adds approximately 2.9% to TCS’s FY2026 revenue base and deepens its position in German-industrial-technology.</li>
<li>The €1.25 billion, five-year Porsche agreement offers a meaningful anchor client and cross-selling opportunity. However, MHP’s 10.6% CY2025 revenue decline and undisclosed profitability make margin-accretion a key variables to monitor.</li>
</ul>


TCS will acquire 100% of MHP, Porsche’s Germany-based management and IT consulting subsidiary, for an enterprise value of €320 million. MHP generated €742 million of turnover in CY2025.
The implied valuation of roughly 0.43x EV/Sales is modest for a scaled, domain-led consulting asset. MHP adds approximately 2.9% to TCS’s FY2026 revenue base and deepens its position in German-industrial-technology.
The €1.25 billion, five-year Porsche agreement offers a meaningful anchor client and cross-selling opportunity. However, MHP’s 10.6% CY2025 revenue decline and undisclosed profitability make margin-accretion a key variables to monitor.


TCS X Porsche’s MHP €320 Million Strategic Deal Analysis!

Tata Consultancy Services

TCS X Porsche’s MHP €320 Million Strategic Deal Analysis!