Siemens Ltd
Siemens Q4 FY26: Order Book ₹45,000 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
2 of 4 strong
The short version
Overall economy deemed resilient with no current slowdown in private or public CapEx. Siemens Limited continues to demonstrate strong order intake and revenue growth, especially in Smart Infrastructure and Mobility segments.
From Siemens Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Overall economy deemed resilient with no current slowdown in private or public CapEx.
- Strong growth in SI volumes: 17.5% quarter-on-quarter, 23% over six months, driven by electrification.
- Robust order intake and revenue growth across segments despite inflation and currency depreciation.
- Smart Infrastructure showing strong top-line momentum with 14.5% revenue increase in Q6 and 11.6% over six months, driven by power utilities, renewables, and data centres.
- Mobility business ramping up with 12.7% Q6 revenue growth; strong order inflow for locomotives and bogies.
- Digital Industries showing moderate order intake and 14.35% revenue growth in Q6, with growth in metals, mining, cement, pharma, food & beverages, and automotive sectors.
- Private sector CapEx growth expected around 8-10%.
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Profitability & Margins
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Capital Expenditure Plans
- Medium voltage (MV) and vacuum interrupter plant in Goa is nearing completion and expected to come to commercial production with expanded capacities soon (Page 9).
- Localization efforts ongoing in Mobility (signaling, rolling stock, locomotives, bogies) and some initial localization in Digital Industries (DI) (Page 9).
- Continuous localization and capacity increases planned, though specific strategic plans for next 2-3 years were not disclosed (Page 9).
- CapEx programs focus on expanding manufacturing capacity and localization to improve margins and reduce imports (Page 9, 24).
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Fundraising & Capital Structure
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Order Book & Pipeline
- Siemens Limited's order backlog stands at approximately ₹45,000 crore.
- The bogie order forms a significant part of this order book, estimated around ₹23,000-24,000 crore.
- The data centre segment constitutes about 12-15% of the order backlog.
- Locomotive contracts show steady deliveries, with 40 locos delivered in the Jan-Mar quarter and an expected ramp-up to 80 in the current fiscal.
- Metro opportunities remain large, with ongoing discussions about electrification, signalling, and rolling stock orders.
- Despite inflation and rupee depreciation concerns, there is no current visible slowdown in public or private CapEx projects.
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Siemens Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.6K Cr, net profit ₹370 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Siemens Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Siemens Ltd Q4 FY26 results?
Overall economy deemed resilient with no current slowdown in private or public CapEx. Siemens Limited continues to demonstrate strong order intake and revenue growth, especially in Smart Infrastructure and Mobility segments.
What is Siemens Ltd share price analysis?
Siemens Ltd currently shows a below-average growth signal. The stock trades at a P/E of 93.3 with a market cap of ₹140,311 Cr. Investors should review the full earnings analysis for detailed insights.
Is Siemens Ltd planning capital expenditure?
Medium voltage (MV) and vacuum interrupter plant in Goa is nearing completion and expected to come to commercial production with expanded capacities soon (Page 9).
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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.