Siemens Limited investor meet summary

Investor meet of 12 Dec 2025, summarised by AI from the filing.

₹200 billion, up 21%, with backlog of ₹423 billion.

Key takeaways

1. Orders ₹200 billion, up 21%, with backlog of ₹423 billion.
2. Change Sale of low-voltage motors to Innomotics India for ₹22 billion.
3. Driver Mobility locomotive ramp-up and Smart Infrastructure growth.
4. Risk Private sector CapEx remains muted, impacting demand.

Original filing on BSE

Siemens Limited Q1 FY27 results

As filed: Revenue ₹4,714 cr (+8% year on year), EBITDA ₹431 cr (−17% year on year), PAT ₹2,143 cr (+300% year on year), EBITDA margin 9.1% (−286 bps).

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

Earlier results and the share price after them

• Q4 FY26: Revenue ₹4,618 cr (+8% year on year), EBITDA ₹444 cr (−5% year on year), PAT ₹370 cr (−36% year on year), EBITDA margin 9.6% (−135 bps). Score 45 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was well below it. EBITDA margin fell 135 bps year on year. Share price after the results: −4.7% in 30 days (Nifty 500: +3.8%).
• Q2 FY26: Revenue ₹5,171 cr (−20% year on year), EBITDA ₹618 cr (−34% year on year), PAT ₹485 cr (−42% year on year), EBITDA margin 12.0% (−258 bps). Score 24 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 258 bps year on year. Share price after the results: +2.0% in 28 days (Nifty 500: −0.5%).
• Q1 FY26: Revenue ₹4,347 cr (−16% year on year), EBITDA ₹522 cr (−25% year on year), PAT ₹423 cr (−27% year on year), EBITDA margin 12.0% (−129 bps). Score 28 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin fell 129 bps year on year. Profit fell 27% from last quarter. Share price after the results: +1.9% in 28 days (Nifty 500: +1.7%).
• Q4 FY25: Revenue ₹4,259 cr (−26% year on year), EBITDA ₹467 cr (−47% year on year), PAT ₹583 cr (−27% year on year), EBITDA margin 11.0% (−430 bps). Score 3 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 430 bps year on year. Other income 28% of PBT. Profit fell 5% from last quarter. Share price after the results: +12.0% in 30 days (Nifty 500: +3.1%).
• Q3 FY25: Revenue ₹3,587 cr (−26% year on year), EBITDA ₹401 cr (−33% year on year), PAT ₹615 cr (+22% year on year), EBITDA margin 11.2% (−117 bps). Score 8 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was in line with it. EBITDA margin fell 117 bps year on year. Other income 34% of PBT. Revenue fell 44% from last quarter. Revenue rose ₹-1238.0 cr on a year ago, against ₹810 cr the year before.
• Q2 FY25: Revenue ₹6,461 cr (+11% year on year), EBITDA ₹939 cr (+34% year on year), PAT ₹831 cr (+45% year on year), EBITDA margin 14.5% (+248 bps). Score 46 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 248 bps year on year. Other income 25% of PBT.
• Q1 FY25: Revenue ₹5,204 cr (+7% year on year), EBITDA ₹692 cr (+22% year on year), PAT ₹578 cr (+27% year on year), EBITDA margin 13.3% (+166 bps). Score 60 of 100, In line with trend. EBITDA margin rose 166 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 9% from last quarter.

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

Siemens Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (28 May 2026)
• Q2 FY25: Earnings call (20 May 2025)
• Other events: Investor meet (12 Dec 2025)