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Earnings Call

Siemens Earnings Call: Key Takeaways

Siemens Ltd reported strong Q6 revenue growth of 14.6% to ₹46.2bn, but EBITDA margins contracted 290bps to 9.7% due to volatile commodity pricing and Rupee depreciation.

Highlights
Revenue growth14.6% YoY for Q6; 14.3% for 6-month period.
MarginsEBITDA margin fell to 9.7% from 12.6% due to costs.
Order book₹450bn, up 9.3% YoY; includes ₹18bn export order.
Demand visibilityStrong visibility via record ₹450 billion order backlog.
Management confidenceHigh on long-term India growth and private sector CapEx.

Growth

New orders jumped 33% to ₹67.3bn; 6-month orders reached ₹115.6bn (up 26.8%). Revenue grew across all business segments.

Outlook

Order backlog at record ₹450bn. Low-voltage motors sale on track for June 2026. Focus on railway localization and Data Centers.

Risks

Sharp increase in material costs (69% to 74% of revenue), currency volatility (INR/EUR), and high silver/copper prices.

Source

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

Read the document ↗

Siemens Ltd: key numbers

Share price
₹3,877.00
Market cap
₹1,38,068 Cr
Revenue (annual)
₹24,846 Cr
Net profit (annual)
₹2,752 Cr
P/E (TTM)
42.1×Sector 53.6×
Promoter holding
75.00%+0.00% QoQ
FII holding
6.47%Current quarter

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

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