Siemens Energy India Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹1.01L Cr
- P/E
- 66.41
- ROE
- 50.47%
- Price to sales
- 10.74
- Debt to equity
- 0.04
- 52W high / low
- ₹3,872 / ₹2,125
- EBITDA margin
- 21.45%
- Net profit margin
- 14.13%
- Promoter holding
- 75.00%
- Sales (last year)
- ₹9,436 Cr
Incorporated in 2024, Siemens Energy India Ltd is a leading energy technology Provider, delivering integrated solutions across power generation and transmission systems[1]Siemens Energy India Limited (SEIL) works with its customers and partners on energy systems for the future, thus supporting the transition to a more sustainable world. With its portfolio of products, solutions and services, it covers almost the entire energy value chain - from power and heat generation and transmission to storage.[2]
Guidance scorecard · Q1 FY27 call
What Siemens Energy India's management guided
and where it ranks in Electrical Equipment
RevenueQ2 FY26 call
20–40%- Demand is expected to be sustainable long-term, driven by India's growing economy and expanding middle class increasing electricity consumption.
- Power generation is planned to nearly double from 500 GW to 1000 GW, mainly from renewables, boosting related sales.
- Transmission sector shows strong tailwinds with large infrastructure projects like 765 KV interstate lines and interstate as well as intrastate expansions.
- Revenue growth of 25% year-on-year was recorded recently, with order growth of 49% reflecting a strong pipeline.
- Industrial steam turbine sector expected to grow 4-6% annually, mainly in cement, steel, pulp/paper, sugar, and ethanol industries.
- Service portfolio remains stable at about 25% of revenues, with further scaling expected.
2 more points from Siemens Energy India's call on revenue
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MarginsQ2 FY26 call
FlatSee what Siemens Energy India said on margins — free account, 30 seconds.
CapexQ2 FY26 call
Planned- 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.
2 more points from Siemens Energy India's call on capex
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FundraisingQ2 FY26 call
See what Siemens Energy India said on fundraising — free account, 30 seconds.
Order bookQ2 FY26 call
Rising- 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.
2 more points from Siemens Energy India's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Electrical Equipment
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Electrical Equipment companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹66,283 Cr | 16.5 | |
| 2 | 40%+ | Up 2%+ | ₹464 Cr | 11.6 | |
| 3 | 40%+ | Up 0–2% | ₹12,066 Cr | 47.0 | |
| 4 | 40%+ | Up 0–2% | ₹500 Cr | 6.7 | |
| 5 | 40%+ | Flat | ₹20,621 Cr | 111.2 | |
| 6 | 40%+ | Flat | ₹15,855 Cr | 11.2 |
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Pro shows every company guiding 40%+ revenue growth →Full Electrical Equipment rankingFinancials of Siemens Energy India
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Siemens Energy India
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2024 | Jun 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Sales + | 0 | 1,484 | 1,517 | 1,880 | 1,785 | 2,646 | 1,911 | 2,394 |
| Expenses + | 0 | 1,271 | 1,182 | 1,521 | 1,444 | 2,166 | 1,450 | 1,896 |
| Operating Profit | 0 | 213 | 335 | 358 | 340 | 479 | 461 | 498 |
| OPM % | 14% | 22% | 19% | 19% | 18% | 24% | 21% | |
| Other Income + | 0 | 0 | 2 | 14 | 52 | 37 | -3 | 46 |
| Interest | 0 | 1 | 4 | 3 | 14 | 6 | 7 | 7 |
| Depreciation | 0 | 16 | 21 | 24 | 27 | 31 | 32 | 35 |
| Profit before tax | 0 | 196 | 312 | 345 | 352 | 478 | 418 | 502 |
| Tax % | 26% | 26% | 29% | 25% | 25% | 25% | 25% | |
| Net Profit + | 0 | 146 | 232 | 246 | 263 | 360 | 313 | 375 |
| EPS in Rs | 7.38 | 10.10 | 8.79 | 10.52 |
Financials of Siemens Energy India
Profit & Loss
Annual income statement trend
| Sep 2024 8m | Feb 2025 5m | Sep 2025 | TTM | |
|---|---|---|---|---|
| Sales + | 0 | 2,653 | 7,827 | 8,735 |
| Expenses + | 0 | 2,064 | 6,295 | 6,957 |
| Operating Profit | -0 | 589 | 1,532 | 1,779 |
| OPM % | 22% | 20% | 20% | |
| Other Income + | 0 | 3 | 98 | 133 |
| Interest | 0 | 10 | 39 | 35 |
| Depreciation | 0 | 35 | 103 | 125 |
| Profit before tax | -0 | 547 | 1,488 | 1,751 |
| Tax % | 0% | 25% | 26% | |
| Net Profit + | -0 | 409 | 1,100 | 1,310 |
| EPS in Rs | 30.89 | 36.79 | ||
| Dividend Payout % | 0% | 0% | 13% |
Financials of Siemens Energy India
Balance Sheet
Capital structure and asset base
| Sep 2024 | Feb 2025 | Sep 2025 | Mar 2026 | |
|---|---|---|---|---|
| Equity Capital | 0.01 | 0.00 | 71 | 71 |
| Reserves | -0 | 3,782 | 4,310 | 4,741 |
| Borrowings + | 0 | 127 | 148 | 216 |
| Other Liabilities + | 0 | 3,520 | 5,016 | 5,190 |
| Total Liabilities | 0 | 7,428 | 9,545 | 10,218 |
| Fixed Assets + | 0 | 435 | 536 | 610 |
| CWIP | 0 | 93 | 76 | 116 |
| Investments | 0 | 0 | 0 | 0 |
| Other Assets + | 0 | 6,901 | 8,933 | 9,492 |
| Total Assets | 0 | 7,428 | 9,545 | 10,218 |
Financials of Siemens Energy India
Cash Flows
Operating, investing and financing cash movement
| Sep 2024 | Feb 2025 | Sep 2025 | |
|---|---|---|---|
| Cash from Operating Activity + | 0 | 103 | 3,670 |
| Cash from Investing Activity + | 0 | -80 | -3,483 |
| Cash from Financing Activity + | 0 | -23 | -55 |
| Net Cash Flow | 0 | 0 | 132 |
| Free Cash Flow | 0 | 23 | 3,454 |
| CFO/OP | 0% | 17% | 254% |
Financials of Siemens Energy India
Ratios
Working capital efficiency and return ratios
| Sep 2024 | Feb 2025 | Sep 2025 | |
|---|---|---|---|
| Debtor Days | 266 | 90 | |
| Inventory Days | |||
| Days Payable | |||
| Cash Conversion Cycle | 266 | 90 | |
| Working Capital Days | 478 | 35 | |
| ROCE % | 68% |
Momentum score · price trend
22 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −7.7% | 51% |
| Last 6 months | −11.5% | 36% |
| Last 3 months | −9.7% | 46% |
The price is 24.1% below its all-time high of ₹3,872.1 (29 May 2026). Stocks more than 20% below their peak have their score halved, so 44 became 22.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Siemens Energy India: 0.4 × 51 + 0.4 × 36 + 0.2 × 46 = 44, halved to 22 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 2 Nov 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Siemens Energy India's management said in earlier quarters
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