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

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.

<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?

<ul>
<li>Siemens is demerging its Energy business into SEIL, focusing on energy solutions and doubling transmission capacity with a INR 3.6 billion investment over 2–3 years.</li>
<li>SEIL’s energy transition initiatives drive growth, with a 29.9% YoY increase in orders. Siemens Ltd.’s Digital Industries faced headwinds but remains optimistic about turnover.</li>
<li>The demerger creates two independent growth engines, with Siemens Ltd. investing ₹4 billion in Smart Infrastructure, positioning both entities for strong future growth.</li>
</ul>


Siemens is demerging its Energy business into SEIL, focusing on energy solutions and doubling transmission capacity with a INR 3.6 billion investment over 2–3 years.
SEIL’s energy transition initiatives drive growth, with a 29.9% YoY increase in orders. Siemens Ltd.’s Digital Industries faced headwinds but remains optimistic about turnover.
The demerger creates two independent growth engines, with Siemens Ltd. investing ₹4 billion in Smart Infrastructure, positioning both entities for strong future growth.


Siemens Energy India Ltd: Value Unlocking, Demerger

Thematic (Sector/Industry)

<ul>
<li>India-UK FTA negotiations officially concluded May 6, 2025, securing tariff-free UK market access for many Indian goods.</li>
<li>Eliminating UK duties boosts Indian textile competitiveness significantly and improves mobility for service professionals, driving trade growth.</li>
<li>Increases optimism for Indian textile, IT, and export-focused stocks as the FTA unlocks substantial new opportunities.</li>
</ul>


India-UK FTA negotiations officially concluded May 6, 2025, securing tariff-free UK market access for many Indian goods.
Eliminating UK duties boosts Indian textile competitiveness significantly and improves mobility for service professionals, driving trade growth.
Increases optimism for Indian textile, IT, and export-focused stocks as the FTA unlocks substantial new opportunities.


India-UK FTA: Early Thoughts on Trade and Opportunity

<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>Crude oil prices have dropped sharply, with WTI and Brent falling 3-4% due to OPEC+'s decision to increase oil output to 960,000 bpd, representing a 44% unwinding .  </li>
<li>This decline in oil prices could benefit India’s Oil Marketing Companies, paint, tyre, and aviation sectors, while negatively impacting upstream oil explorers and refineries.</li>
<li>Despite OPEC+'s move to ramp up production, global demand remains uncertain due to trade tensions, and oil prices are forecasted to stay low, affecting various sectors.</li>
</ul>


Crude oil prices have dropped sharply, with WTI and Brent falling 3-4% due to OPEC+'s decision to increase oil output to 960,000 bpd, representing a 44% unwinding .  
This decline in oil prices could benefit India’s Oil Marketing Companies, paint, tyre, and aviation sectors, while negatively impacting upstream oil explorers and refineries.
Despite OPEC+'s move to ramp up production, global demand remains uncertain due to trade tensions, and oil prices are forecasted to stay low, affecting various sectors.


OPEC+ Pushes for Market Share, How India Can Benefit?

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.

Nimish Maheshwari
Market & Forensics Analyst
• Beat the Street

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

Siemens Energy India Ltd: Value Unlocking, Demerger

Siemens demerges Energy business into SEIL, investing INR 3.6 billion to double transmission capacity. Demerger creates two growth engines one in...

Nimish Maheshwari

India-UK FTA: Early Thoughts on Trade and Opportunity

India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

Nimish Maheshwari

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

Siemens Energy India Ltd: Value Unlocking, Demerger

​Siemens demerges Energy business into SEIL, investing INR 3.6 billion to double transmission capacity. Demerger creates two growth engines one in...

Nimish Maheshwari

India-UK FTA: Early Thoughts on Trade and Opportunity

​India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

Nimish Maheshwari

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

OPEC+ Pushes for Market Share, How India Can Benefit?

​OPEC+ decision to increase oil output leads to sharp drop in crude oil prices, benefiting some sectors in India but impacting others negatively,...

Nimish Maheshwari

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

Siemens demerges Energy business into SEIL, investing INR 3.6 billion to double transmission capacity. Demerger creates two growth engines one in...

India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

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

OPEC+ decision to increase oil output leads to sharp drop in crude oil prices, benefiting some sectors in India but impacting others negatively,...