Future growth expectations in earnings/operating earnings/profits/EPS?

Siemens India aims for **profitable growth** as a key priority going forward. The company expects to maintain **strong operational momentum** driving profitable growth and excellent cash flow. Structural and discretionary cost savings are being implemented for **sustained margin improvement**. A focus on **operational efficiency** and quick cost structure adaptation to volatile business conditions is highlighted. Earnings per share (EPS) showed a strong increase last period (Rs. 8.87 to Rs. 9.22 including Flender gain), showcasing profitability potential. Siemens plans to sustain sav

Current/ Expected Orderbook/ Pending Orders?

Siemens Limited's order backlog has increased to Rs. 126.8 billion, reaching a level well above one year of revenue. The company recorded order growth year-over-year for the last three quarters. Q2 orders showed a double-digit growth, the highest quarterly order intake in two years at Rs. 33.1 billion. The strong order intake is driven by ongoing recovery and catch-up in key markets. The order pipeline remains healthy with no cancellations, although some delays in finalizations are noted due to COVID-related challenges. Despite some project delays, there is clear demand and a robust pipeline,

Any current/future capex/capital investment/strategic investment?

Strategic initiative to localize medium voltage vacuum interrupters at the Goa facility, enhancing competitiveness locally and internationally (Page 5, 10). Partnership with Ola to build one of the largest electric scooter manufacturing facilities globally, leveraging Siemens' digital twin design and manufacturing solutions (Page 4). Collaboration with Switch Mobility (Ashok Leyland subsidiary) to deliver cost-effective E-Mobility solutions including charging infrastructure technology and management software, and exploring new business models like E-Mobility as a service and vehicle-to-grid in

Future growth expectations in sales/revenue/volumes?

Strong demand and market pull observed, especially in short-cycle businesses like chemicals, pharma, cement, steel, digitalization, and automation solutions. Industrial business shows good traction in Brownfield and Opex markets, though limited new Greenfield investments as of now. Data center business and digitalization projects seeing significant orders and a growing pipeline. Smart Infrastructure and Digital Industries segments demonstrating broad-based revenue growth and margin improvement. Order growth resumed to double-digit levels, with a strong backlog reaching well above one year. Rec

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Siemens LtdQ2 FY21Electrical Equipment

Siemens Ltd Q2 FY21 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹3,628P/E: 78.1Market Cap: ₹1.3L CrSector: Electrical Equipment

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

→Strong demand and market pull observed, especially in short-cycle businesses like chemicals, pharma, cement, steel, digitalization, and automation solutions.
→Industrial business shows good traction in Brownfield and Opex markets, though limited new Greenfield investments as of now.
→Data center business and digitalization projects seeing significant orders and a growing pipeline.
→Smart Infrastructure and Digital Industries segments demonstrating broad-based revenue growth and margin improvement.
→Order growth resumed to double-digit levels, with a strong backlog reaching well above one year.
→Recovery nearing pre-COVID levels in revenue and orders, indicating a positive trend.
→International markets opening up with new opportunities post-acquisition of C&S, targeting global supply and export growth.
→Structural and operational cost improvements alongside localized production expected to support profitable growth.
→Overall outlook is optimistic with clear opportunities recognized across segments and geographies.

Margin guidance

Category 3

→Siemens India aims for **profitable growth** as a key priority going forward.
→The company expects to maintain **strong operational momentum** driving profitable growth and excellent cash flow.
→Structural and discretionary cost savings are being implemented for **sustained margin improvement**.
→A focus on **operational efficiency** and quick cost structure adaptation to volatile business conditions is highlighted.
→Earnings per share (EPS) showed a strong increase last period (Rs. 8.87 to Rs. 9.22 including Flender gain), showcasing profitability potential.
→Siemens plans to sustain savings from reduced discretionary spending (~30-40%) even as market activity picks up.
→New business areas such as the C&S Electric acquisition and digital industries are expected to contribute positively to earnings growth.
→Despite pandemic-related challenges, the firm has demonstrated a **healthy backlog and order book**, supporting future revenue and profit growth.

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Fundraise plans

The document does not explicitly mention any current or future fundraising plans through debt or equity for Siemens Limited. Key points relevant to financial management and cost structure include: - Focus on sustaining cost savings post-pandemic with structural improvements. - Adaptable cost structure aligned with business demand and growth opportunities. - Emphasis on profitable growth and investment aligned with business prospects. - No specific mention of raising funds via debt or equity in the discussed period. - Strong cash flow generation from operations reported, indicating good internal liquidity. - The company is focused on operational agility, working capital management, and prioritizing orders and billings. Overall, there is no stated plan or indication in the document about Siemens Limited seeking new debt or equity fundraising at present or in the near future.

Order book

Yes

→Siemens Limited's order backlog has increased to Rs. 126.8 billion, reaching a level well above one year of revenue.
→The company recorded order growth year-over-year for the last three quarters.
→Q2 orders showed a double-digit growth, the highest quarterly order intake in two years at Rs. 33.1 billion.
→The strong order intake is driven by ongoing recovery and catch-up in key markets.
→The order pipeline remains healthy with no cancellations, although some delays in finalizations are noted due to COVID-related challenges.
→Despite some project delays, there is clear demand and a robust pipeline, especially in short-cycle products and long-cycle project business.
→The business continuity is largely maintained with operational factories and project sites.

Capex plans

Yes

→Strategic initiative to localize medium voltage vacuum interrupters at the Goa facility, enhancing competitiveness locally and internationally (Page 5, 10).
→Partnership with Ola to build one of the largest electric scooter manufacturing facilities globally, leveraging Siemens' digital twin design and manufacturing solutions (Page 4).
→Collaboration with Switch Mobility (Ashok Leyland subsidiary) to deliver cost-effective E-Mobility solutions including charging infrastructure technology and management software, and exploring new business models like E-Mobility as a service and vehicle-to-grid integration (Page 4).
→Continuous focus on localization across smart infrastructure, energy, and mobility businesses to enhance cost competitiveness and support global supply chains (Pages 12, 14).
→Investment in new factories and product lines to expand offerings and tap into international markets, including integration of C&S products globally (Page 13).
→Ongoing CAPEX for business growth with adaptability to market demand and structural cost improvements ensuring profitable growth (Pages 14).

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