Siemens India (SIEMENS) investor relations material

Executive summary

• Completed demerger of the Energy business, with Siemens Energy India Limited now a separately listed entity and results reported as discontinued operations.

• Delivered consistent performance over five years, doubling revenues and tripling margins, with strategy aligned to India's growth and sustainability trends.

• Focused on three core segments: Digital Industries (DI), Smart Infrastructure (SI), and Mobility, with near-term priorities on go-to-market expansion, capacity, localization, and operational excellence.

• Revenue for the quarter ended 30 September 2025 rose 16% year-over-year to INR 5,171 crore, driven by strong Mobility and SI segments.

• PAT for the quarter was INR 485 crore, slightly lower due to a one-time property sale gain in the prior year.

Financial highlights

• FY25 new orders rose 21% year-over-year to INR 200 billion; revenue increased 8% to INR 173.6 billion.

• SI and Mobility segments delivered double-digit revenue growth; DI saw a revenue decline of 7% but showed Q4 recovery.

• EBIT declined 2.5% to INR 18.3 billion; EBIT margin decreased by 114bps to 10.5%.

• Order backlog grew 6.2% to INR 422.5 billion.

• Shareholder value increased by 40% combining both share prices post-demerger.

Outlook and guidance

• Management remains cautiously optimistic, expecting continued government infrastructure spending and a potential pickup in private sector capex.

• SI segment anticipated to sustain double-digit growth, with ongoing margin improvement as localization increases.

• Mobility expected to see double-digit revenue and margin expansion, driven by locomotive deliveries and service contracts.

• Recent tax and GST reforms are anticipated to boost consumption and support growth.