Siemens Energy India Ltd
Siemens Energy India Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Demand is expected to be sustainable long-term, driven by India's growing economy and expanding middle class increasing electricity consumption (Page 26). Siemens Energy India Ltd.
From Siemens Energy India Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Demand is expected to be sustainable long-term, driven by India's growing economy and expanding middle class increasing electricity consumption (Page 26).
- Power generation is planned to nearly double from 500 GW to 1000 GW, mainly from renewables, boosting related sales (Page 12).
- Transmission sector shows strong tailwinds with large infrastructure projects like 765 KV interstate lines and interstate as well as intrastate expansions (Pages 22, 23).
- Revenue growth of 25% year-on-year was recorded recently, with order growth of 49% reflecting a strong pipeline (Page 9).
- Industrial steam turbine sector expected to grow 4-6% annually, mainly in cement, steel, pulp/paper, sugar, and ethanol industries (Page 26).
- Service portfolio remains stable at about 25% of revenues, with further scaling expected (Pages 18, 24).
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Profitability & Margins
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Capital Expenditure Plans
- Expansion of Kalwa factory for power transformers to increase capacity.
- Groundbreaking of new switchgear factory in Aurangabad, with plans for further expansion.
- Inauguration of steam turbine service center in Raipur to serve steel belt customers.
- New engineering offices opened in Bengaluru to enhance electrification, automation, and digitalization capabilities, contributing to global operations.
- Investment in R&D with around 1500 engineers, collaborating with institutions like IIT Mumbai to drive innovation.
- Exploring future market fields such as nuclear power with large steam turbines and grid stabilization technologies like syncons and statcom.
- Expansion of service centers (e.g., Bengaluru) for global and domestic support.
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The order backlog for Siemens Energy India Limited stood at ₹162 billion at the end of the reported year.
- This backlog provides strong visibility for revenue in the coming years.
- There was a 49% year-on-year growth in order intake, with order inflow doubling from ₹43 billion in FY24 to ₹84 billion in FY25.
- In Q4, orders grew by around 1%, closing at ₹23.5 billion.
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Siemens Energy India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.4K Cr, net profit ₹375 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Siemens Energy India Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Siemens Energy India Ltd Q2 FY26 results?
Demand is expected to be sustainable long-term, driven by India's growing economy and expanding middle class increasing electricity consumption (Page 26). Siemens Energy India Ltd.
What is Siemens Energy India Ltd share price analysis?
Siemens Energy India Ltd currently shows a neutral. The stock trades at a P/E of 82.5 with a market cap of ₹125,935 Cr. Investors should review the full earnings analysis for detailed insights.
Is Siemens Energy India Ltd planning capital expenditure?
Expansion of Kalwa factory for power transformers to increase capacity.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.