Siemens Energy India Ltd
Siemens Energy India Ltd
Capital GoodsKey Fundamentals
LargecapElectrical EquipmentCapital GoodsInsights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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15 extracted metrics + investor summaries across FY23–FY26.
Tapetide Score
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Technical Indicators
Key Insights
Strengths
1- Company is almost debt free.
Weaknesses
1- Stock is trading at 25.8 times its book value
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 2d agoSiemens Energy India Ltd has a market cap of ₹1,22,609 Cr with a PE of 82.3x and PB of 25.4x. The company is almost debt-free and reported a last-year ROE of 50%, though TTM profit growth of 368,610% suggests a recovery from a very low or near-zero base rather than sustained earnings power.
- Company is almost debt-free, providing financial flexibility and low interest burden in a capital-intensive sector
- Last year ROE of 50% indicates highly efficient capital utilization relative to book value
- TTM profit growth of 368,610% signals a sharp turnaround in profitability from a negligible base
- Market cap of ₹1,22,609 Cr reflects institutional confidence and liquidity in the stock
- Positioned in the energy transition space in India where government capex on power infrastructure is expanding rapidly
- Parent Siemens Energy AG provides global technology access and order pipeline visibility
- Debt-free balance sheet allows the company to bid aggressively for large capital goods orders without leverage constraints
- PE of 82.3x is significantly above the Capital Goods sector median, leaving little margin of safety
- Stock trades at 25.4x book value, implying extreme premium to tangible assets
- Dividend yield of just 0.12% offers negligible income return to shareholders
- 1-year stock CAGR of only 2% suggests the market has already priced in near-term growth expectations
- TTM profit growth of 368,610% is distorted by a near-zero base, making forward earnings sustainability uncertain
- Multi-year growth data for sales, profit, and ROE are unavailable, making long-term track record assessment difficult
- EPS data is not available, limiting per-share profitability analysis
- High valuation multiples create significant downside risk if quarterly earnings disappoint even marginally
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 17h ago- Q3 profit surges 68% YoY Aug 6
Net profit jumped 67.8% YoY to ₹441 crore in Q3FY26, with revenue up 39.3% to ₹2,486 crore driven by strong order execution and higher exports.
- EBITDA margin expands to 23.56% Aug 6
EBITDA rose to ₹5.86B from ₹3.4B YoY with margin expanding from 19.07% to 23.56%, reflecting improved operational efficiency.
- CFO raises stake to 16% Aug 5
Siemens Energy CFO increased personal stake in Siemens Energy India to 16%, signaling strong insider confidence in the company's prospects.
- Parent targets top-end margins Aug 5
Siemens Energy parent aims to boost profit margins to the top of its expected range, with gas turbine division identified as central profitability contributor.
- Motilal Oswal conference attendance Aug 12
Siemens Energy India will attend the Motilal Oswal 22nd Annual Global Investor Conference in Mumbai on August 17-18, 2026 for investor meetings.
TL;DR: Siemens Energy India is delivering strong execution with 68% profit growth, 39% revenue growth, and meaningful margin expansion to 23.56%. Insider buying and parent company's bullish margin guidance reinforce confidence. No visible headwinds currently. The trend is clearly improving with robust order flow and export momentum suggesting continued outperformance.
Quarterly Results
| Mar 2024 | Jun 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|
| Sales | 0 | 1,484 | 1,517 | 1,880 | 1,785 | 2,646 | 1,911 | 2,394 | 2,486 |
| Expenses | 0 | 1,271 | 1,182 | 1,521 | 1,444 | 2,166 | 1,450 | 1,896 | 1,900 |
| Operating Profit | 0 | 213 | 335 | 358 | 340 | 479 | 461 | 498 | 586 |
| OPM % | — | 14% | 22% | 19% | 19% | 18% | 24% | 21% | 24% |
| Other Income | 0 | 0 | 2 | 14 | 52 | 37 | -3 | 46 | 57 |
| Interest | 0 | 1 | 4 | 3 | 14 | 6 | 7 | 7 | 9 |
| Depreciation | 0 | 16 | 21 | 24 | 27 | 31 | 32 | 35 | 40 |
| PBT | 0 | 196 | 312 | 345 | 352 | 478 | 418 | 502 | 593 |
| Tax % | — | 26% | 26% | 29% | 25% | 25% | 25% | 25% | 26% |
| Net Profit | 0 | 146 | 232 | 246 | 263 | 360 | 313 | 375 | 441 |
| EPS in Rs | — | — | — | — | 7.38 | 10.1 | 8.79 | 10.52 | 12.38 |
Profit & Loss
| Sep 2024 8m | Feb 2025 5m | Sep 2025 | TTM | |
|---|---|---|---|---|
| Sales | 0 | 2,653 | 7,827 | 9,436 |
| Expenses | 0 | 2,064 | 6,295 | 7,412 |
| Operating Profit | 0 | 589 | 1,532 | 2,024 |
| OPM % | — | 22% | 20% | 21% |
| Other Income | 0 | 3 | 98 | 137 |
| Interest | 0 | 10 | 39 | 30 |
| Depreciation | 0 | 35 | 103 | 139 |
| PBT | 0 | 547 | 1,488 | 1,992 |
| Tax % | 0% | 25% | 26% | — |
| Net Profit | 0 | 409 | 1,100 | 1,488 |
| EPS in Rs | — | — | 30.89 | 41.79 |
| Div. Payout % | 0% | 0% | 13% | — |
Balance Sheet
| Sep 2024 | Feb 2025 | Sep 2025 | Mar 2026 | |
|---|---|---|---|---|
| Equity Capital | 0.01 | 0 | 71 | 71 |
| Reserves | 0 | 3,782 | 4,310 | 4,741 |
| Borrowings | 0 | 127 | 148 | 216 |
| Other Liabilities | 0 | 3,520 | 5,016 | 5,190 |
| Total Liabilities | 0 | 7,428 | 9,545 | 10,218 |
| Fixed Assets | 0 | 435 | 536 | 610 |
| CWIP | 0 | 93 | 76 | 116 |
| Investments | 0 | 0 | 0 | 0 |
| Other Assets | 0 | 6,901 | 8,933 | 9,492 |
| Total Assets | 0 | 7,428 | 9,545 | 10,218 |
Cash Flow
| Sep 2024 | Feb 2025 | Sep 2025 | |
|---|---|---|---|
| Operating | 0 | 103 | 3,670 |
| Investing | 0 | -80 | -3,483 |
| Financing | 0 | -23 | -55 |
| Net Cash Flow | 0 | 0 | 132 |
| Free Cash Flow | 0 | 23 | 3,454 |
| CFO/OP | 0 | 17 | 254 |
Ratios
| Sep 2024 | Feb 2025 | Sep 2025 | |
|---|---|---|---|
| Debtor Days | — | 266 | 90 |
| Cash Conversion Cycle | — | 266 | 90 |
| Working Capital Days | — | 478 | 35 |
| ROCE % | — | — | 68% |
Documents
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Company Information
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]