Siemens Energy India Ltd
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]
Strengths
- +Company is almost debt free.
Weaknesses
- −Stock is trading at 22.5 times its book value
Shareholding Pattern
| Category | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|
| Promoters | 75% | 75% | 75% | 75% |
| FIIs | 4.79% | 6.16%▲1.4 | 7.21%▲1.0 | 7.59%▲0.4 |
| DIIs | 9.12% | 8.05%▼1.1 | 6.7%▼1.4 | 6.62%▼0.1 |
| Public | 11.07% | 10.79%▼0.3 | 11.07%▲0.3 | 10.78%▼0.3 |
Financial Statements
| Metric | 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 % | 0% | 14% | 22% | 19% | 19% | 18% | 24% | 21% |
| Net Profit | 0 | 146 | 232 | 246 | 263 | 360 | 313 | 375 |
| EPS ₹ | 0 | 0 | 0 | 0 | 7.38 | 10.1 | 8.79 | 10.52 |
AI Insights
TTM revenue at ₹8,735Cr, up 11.6% YoY. OPM at 20%.
Borrowings at ₹216Cr. Debt-to-equity ratio: 0.05x. Healthy balance sheet.
CWIP at ₹116Cr (19% of fixed assets). Moderate ongoing capital expenditure.
DIIs: 6.62% (-2.50pp change). FIIs: 7.59% (+2.80pp change). Promoters hold 75%.
ROCE improving from 0% (Sep 2024) to 68% (Sep 2025). Working capital days: 35.
PE 80.9x with 67.8% ROCE. Price is 2169% above book value of ₹135. Dividend yield: 0.13%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome 2d - Audio recording of Q2 FY26 analysts/investors call posted on website on May 15, 2026.
- Announcement under Regulation 30 (LODR)-Newspaper Publication 2d
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 15 May - Siemens Energy India shared H1 FY26 investor presentation for May 15, 2026 analyst call.
- Unaudited Financial Results For The Second Quarter And Six Months Ended March 31, 2026. 14 May - Siemens Energy India reported Q2 FY2026 results: revenue up 27.4%, PAT up 52.4%, backlog ₹18,433 crore.
- Announcement under Regulation 30 (LODR)-Change in Management 14 May - Manvi Arora takes over Grid Technologies finance head from June 1, 2026; Mrinal Ghosh steps down May 31, 2026.
- Financial Year 2025 from bse
- Transcript
- PPT