Siemens Energy India Ltd

- 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. - Maintaining focus on operational excellence to manage costs and pricing. - Future strategic investments depend on global demand and headquarters' decisions, including potential ramp-up in R&D and localization of products.

- 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). - Growth in exports (currently 23%) and R&D engineering is anticipated but depends on global demand (Page 24). - Localization and new product introductions are planned as demand matures, e.g., nuclear segment participation and syncon products (Pages 22, 26).

- Siemens Energy India Ltd. showed strong recent performance with a 19.3% EBITDA margin in 2025, adjusting to about 18% after removing one-time effects. - Revenue grew by 25% year-on-year to INR 78 billion in 2025, with order intake doubling from INR 43 billion to INR 86 billion. - Order backlog at INR 162 billion provides good revenue visibility for coming years, supporting sustained growth. - The company expects stable and sustainable demand driven by India's growing economy, middle-class income, and industrialization. - Growth drivers include power transmission, renewables integration, large steam turbines (including nuclear expansion participation), and industrial steam turbines in sectors like cement, steel, pulp & paper. - Services segment contributes about 25% of turnover (~INR 20 billion), supporting margin stability. - Management anticipates moderate transmission growth of 3-5% going forward, along with expansion in industrial steam turbine verticals (~4-6% growth). - Profitability is expected to remain strong given operational efficiencies and large service portfolio.

- 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. - Some big-ticket orders advanced into Q3, affecting the linearity of order inflows. - Overall, the strong order book indicates robust demand and execution visibility for Siemens Energy India in the near to medium term.

The provided pages from the Siemens Energy India Limited Analyst and Investor Meet (December 10, 2025) do not mention any current or planned fundraising activities through debt or equity. Key points related to financials and growth include: - Strong growth in orders and revenue with a 49% order growth and 25% revenue growth in the recent year. - Healthy order backlog of ₹162 billion supporting future revenues. - Focus on operational efficiency and sustainable profitability with EBITDA margins improving to 19.3%. - No disclosure or discussion on raising new funds through debt or equity in the excerpts provided. - Emphasis is on organic growth, operational excellence, and leveraging existing capabilities. - Any investment decisions related to R&D, capacity expansion, or new factories seem to be internally funded or based on existing operations. Therefore, no current or future external fundraising plans via debt or equity are indicated in the material shared.