Siemens Energy India Limited investor meet summary

NSE: ENRIN · BSE: 544390

Investor meet of 10 Dec 2025, summarised by AI from the filing.

Transmission sector tailwinds from renewables and grid stabilization drive growth.

Driver Transmission sector tailwinds from renewables and grid stabilization drive growth.
Risk Competitors announcing large HVDC capex could impact pricing and competitiveness.

Siemens Energy India Limited Q1 FY27 results

As filed: Revenue ₹2,486 cr (+39% year on year), EBITDA ₹586 cr (+72% year on year), PAT ₹441 cr (+68% year on year), EBITDA margin 23.6% (+452 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Q4 FY26: Revenue ₹2,394 cr (+27% year on year), EBITDA ₹498 cr (+39% year on year), PAT ₹375 cr (+52% year on year), EBITDA margin 20.8% (+177 bps). Score 85 of 100, Above trend. EBITDA margin rose 177 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +16.2% in 29 days (Nifty 500: −0.1%).
Q3 FY26: Revenue ₹1,911 cr, EBITDA ₹461 cr, PAT ₹313 cr, EBITDA margin 24.1%. Not scored. No result for the same quarter last year. Share price after the results: +2.4% in 28 days (Nifty 500: −9.6%).
Q2 FY26: Revenue ₹2,646 cr, EBITDA ₹478 cr, PAT ₹360 cr, EBITDA margin 18.1%. Not scored. No result for the same quarter last year. Share price after the results: −17.9% in 30 days (Nifty 500: +0.7%).
Q1 FY26: Revenue ₹1,785 cr, EBITDA ₹340 cr, PAT ₹263 cr, EBITDA margin 19.1%. Not scored. No result for the same quarter last year. Share price after the results: +9.3% in 30 days (Nifty 500: −3.8%).
Q4 FY25: Revenue ₹1,880 cr, EBITDA ₹358 cr, PAT ₹246 cr, EBITDA margin 19.0%. Not scored. No result for the same quarter last year. Share price after the results: +9.3% in 30 days (Nifty 500: −3.8%).

Past price moves after results do not indicate future moves. Not a recommendation.

Figures from the company's filings with NSE and BSE. Not investment advice.