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Earnings Call

Siemens Energy India Earnings Call: Key Takeaways

Siemens Energy India reported robust H1FY26 performance with 27% revenue growth and margin expansion to 20.7%, driven by transmission demand and operational leverage.

Why this was an Alfa AlertNot a filter event. Performance was strong but no specific prior guidance range was provided to measure a material beat.
Highlights
Revenue growth27% YoY in H1FY26.
MarginsOperational margins improved 170bps to 18.9% (adjusted for one-offs).
Order book₹184 billion, up 22.2% YoY.
Demand visibilityStrong, backed by CEA 2036 plans and 1.5x book-to-bill.
Management confidenceHigh, citing resilient Indian market and structural T&D growth.

Growth

H1 revenue grew 27% to ₹43B; order backlog increased 22.2% YoY to ₹184B.

Outlook

Investments of ₹28B in new transformer factories; focus on nuclear steam islands and data center power solutions.

Risks

Geopolitical instability in Middle East affecting energy security; potential delays in project finalization/tendering cycles.

Source

Earnings Call filed with BSE, NSE: ENRIN. Summary written with AI assistance from the document.

Read the document ↗

Siemens Energy India Ltd: key numbers

Share price
₹3,313.00
Market cap
₹1,17,983 Cr
Revenue (annual)
₹7,827 Cr
Net profit (annual)
₹1,100 Cr
P/E (TTM)
79.3×Sector 25.1×
Promoter holding
75.00%+0.00% QoQ
FII holding
7.72%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Siemens Energy India Price Movement Clarification

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20:37 IST BSE
Financial Results

Siemens Energy India Q1 FY27 Results: Net Profit ₹440.9 Cr, Up 67.8% YoY

Siemens Energy India Ltd reported revenue from operations of ₹2,486 Cr (+39.3% YoY) and net profit of ₹440.9 Cr (+67.8% YoY) for Q1 FY27.

Key figure
Net profit ₹440.9 Cr · +67.8% YoY
17:59 IST BSE
Financial Results

Siemens Energy India Q4 FY26 Results: Net Profit ₹374.6 Cr, Up 52.2% YoY

Siemens Energy India Ltd reported revenue from operations of ₹2,394 Cr (+27.4% YoY) and net profit of ₹374.6 Cr (+52.2% YoY) for Q4 FY26.

Key figure
Net profit ₹374.6 Cr · +52.2% YoY