Siemens India (SIEMENS) Q1 25/26 earnings summary

Executive summary

• Revenue from continuing operations for the quarter ended 31 December 2025 rose 14% year-over-year to INR 3,831 crore, with new orders up 19% and order backlog up 7%.

• Profit after tax from continuing operations declined 26% year-over-year to INR 269 crore, impacted by a one-time cost from new labour codes and forex losses.

• All business segments contributed to revenue growth, with Digital Industries and Smart Infrastructure driving strong order inflow.

Financial highlights

• Consolidated revenue from continuing operations for the quarter was INR 38,307 million, up from INR 33,601 million in the same quarter last year.

• Profit after tax from continuing operations was INR 2,688 million, down from INR 3,632 million year-over-year.

• EPS from continuing operations for the quarter was INR 7.55, compared to INR 10.20 in the prior year.

• Profit from discontinued operations (Low Voltage Motors and Energy) for the quarter was INR 90 million.

• Total comprehensive income for the quarter was INR 2,782 million.

Outlook and guidance

• Management expects macroeconomic tailwinds from the India-EU Free Trade Agreement and US trade deal to support future growth.

• The Union Budget 2026-27's record capital expenditure and infrastructure focus are anticipated to benefit the business.