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Siemens Ltd. Investor Presentation 2026
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Investor Presentation
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SIEMENS
May 28, 2026
National Stock Exchange of India Limited
BSE Limited
Scrip Code –
National Stock Exchange of India Limited: SIEMENS EQ
BSE Limited: 500550
Information pursuant to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 ("Listing Regulations")
Dear Sir / Madam,
Pursuant to Regulation 30, 46 and other applicable provisions of the Listing Regulations, please find enclosed the presentation for the Analysts / Institutional Investors meet to be held today i.e. Thursday, May 28, 2026.
The said presentation is also available on the website of the Company at: https://www.siemens.com/en-us/company/investor-relations-india/analyst-meet/
Kindly take the above information on record.
Yours faithfully,
For Siemens Limited
KETAN
NANDKISH
OR THAKER
Digitally signed by
KETAN NANDKISHOR
THAKER
Date: 2026.05.28
08:58:59 +05'30'
Ketan Thaker
Company Secretary
Encl.: as above
Siemens Limited
Management: Sunil Mathur
Dr Annie Besant Rd.
400030 Mumbai
INDIA
Tel.: +91 22 6251 2191
www.siemens.com
Registered Office: Birla Aurora, Level 21, Plot No. 1080, Dr. Annie Besant Road, Worli, Mumbai – 400030; Corporate Identity number: L28920MH1957PLC010839;
Tel.: +91 22 6251 7000; Fax: +91 22 2436 2404; Contact / Email: www.siemens.co.in/contact; Website: www.siemens.co.in.
Sales Offices: Ahmedabad, Bengaluru, Chennai, Gurugram, Hyderabad, Kolkata, Mumbai, Nagpur, Kalwa, Puducherry, Pune, Vadodara.
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Unrestricted | © Siemens 2026 | 2026-05-28 | FY26 Analyst Meet
SIEMENS
Analyst Meet | Mumbai | 28.05.2026
Siemens Limited
Q6 FY 2026 (01.01.2026 - 31.03.2026)
Sunil Mathur, Managing Director & Chief Executive Officer
Wolfgang Wrumnig, Executive Director & Chief Financial Officer
Disclaimer
This presentation has been prepared solely for use at the investor/analyst call. By attending the call where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations:
a. Siemens Limited ("Siemens" or "Company") cannot give assurance to the correctness of such information and statements. These forward-looking information and statements can generally be identified by the fact that they do not relate only to historical or current facts. Forward-looking statements sometimes use terminology such as "targets", "believes", "expects", "aims", "assumes", "intends", "plans", "seeks", "will", "may", "anticipates", "would", "could", "continues", "estimate", "milestone" or other words of similar meaning and similar expressions or the negatives thereof;
b. By their nature, forward-looking information and statements involve known and unknown risks, uncertainties and other important factors that could cause the actual results, performance or achievements of the Company to differ materially from any future results, performance or achievements that may be expressed or implied by the forward-looking information and statements in this presentation. Should one or more of these risks or uncertainties materialize, or should any underlying assumptions prove to be incorrect, the Company's actual financial condition or results of operations could differ materially from that or those described herein as anticipated, believed, estimated or expected;
c. Given the aforementioned uncertainties, prospective or present investors are cautioned not to place undue reliance on any of these forward-looking statements;
d. No part of this presentation, nor the fact of its distribution, should form the basis of, or be relied on in connection with, any contract or commitment or investments decision whatsoever. Investor/prospective investor must seek advice on specific situation from well-informed legal, investment, tax, financial, and management professionals;
e. This presentation and its contents must not be distributed, published or reproduced. This presentation does not constitute a recommendation regarding the securities of the Company.
Unrestricted | © Siemens 2026 | 2026-05-28 | FY26 Analyst Meet
SIEMENS
Business Highlights
Financial Highlights
Summary
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SIEMENS
India's structural growth momentum on track despite global volatility
- West Asia conflict
Indian economy largely resilient from strong macro management - Sharp depreciation (INR / USD)
-
Impact on commodities, inflation
-
Robust domestic growth
Reforms and policy certainties continue - Private capex uptick continues
-
Tendering pipeline supported by public capex
-
India – EU FTA
An opportunity window for the future - Priority EU access > 99% export value
- Potential GDP boost: 0.6% - 1.0% by 2030¹)
1) Trade Sustainability Impact Assessment (SIA) for India – EU FTA
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SIEMENS
Siemens Limited demonstrating performance and commitment to Sustainability
India's #1 Sustainable Company
Engineering, Electricals & Electronics sector
Business World, 2026
CRISIL
An ISO-Critical Company
Rating Score → 61.0 (+ 2 points YoY)
Category → Strong
NSE
Rating Score → 71.0 (+ 4 points YoY)
Category → Aspiring
SES
Rating Score → 61.5 (+ 0.9 points YoY)
Category → Medium
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SIEMENS
Milestones
9000 HP: Dispatch of 40 locos from Dahod in record time!
Leading Semiconductor OSAT¹⁾ plant at Gujarat:
Power distribution, facility management systems, Automation systems, IT-OT integration & Cybersecurity
INR 18 bn order for supply of bogies, traction motors and gearboxes to 'Global mobility factory'
¹⁾ Outsourced Semiconductor Assembly and Test
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SIEMENS
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SIEMENS
Business Highlights
Financial Highlights
Summary
Note: The Company changed its financial year, and the last financial year was an 18-month period ended 31.03.2026. Q2 FY26 refers to quarter ending 31.03.25 and Q6 FY26 refers to quarter ending 31.03.26.
Q6 FY2026 Key Financial Highlights
-
ORDERS +32.6%
REVENUE +14.6%
Strong order and revenue growth amidst challenging macro environment -
EBITDA INR 4.5bn
Profitability impacted mainly due to high material cost on account of higher commodity prices and depreciating INR -
PORTFOLIO
Sale of Low Voltage Motors business on track
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SIEMENS
Q6 FY2026 Summary of Consolidated Financials
In billion INR
| Siemens Limited (Continuing operations) | |||
|---|---|---|---|
| Q2 FY 2026 | Q6 FY 2026 | % (y-o-y) | |
| Order Backlog | 412.1 | 450.3 | +9.3% |
| New Orders | 50.7 | 67.3 | +32.6% |
| Revenue | 40.3 | 46.2 | +14.6% |
| EBITDA | +5.1 | +4.5 | -11.5% |
| EBITDA Margin % | +12.6% | +9.7% | -287 bps |
| Profit before tax | 5.3 | 4.6 | -13.6% |
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SIEMENS
Q6 FY2026 Financial Statement Overview
In billion INR
| Q2 FY2026 | Q6 FY2026 | |||
|---|---|---|---|---|
| INR bn | % Revenue | INR bn | % Revenue | |
| Revenue | 40.3 | 100% | 46.2 | 100% |
| (-) Material Cost | 27.9 | 69% | 34.1 | 74% |
| (-) Other Costs¹) | 7.3 | 18% | 7.6 | 17% |
| EBITDA | 5.1 | 13% | 4.5 | 10% |
| (+) Other Income | 1.5 | 4% | 1.0 | 2% |
| (-) Dep. and amortization | 0.7 | 2% | 0.7 | 2% |
| (-) Finance costs | 0.0 | 0% | 0.1 | 0% |
| (-) Demerger Expenses | 0.6 | 2% | 0.1 | 0% |
| Profit before tax | 5.3 | 13% | 4.6 | 10% |
¹) Other costs exclude Demerger Expenses
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Unrestricted | © Siemens 2026 | 2026-05-28 | FY26 Analyst Meet
SIEMENS
Digital Industries (DI) Moderate Order intake; underlying profitability normalizing
New Orders
Value in billion INR
Revenue
Value in billion INR
Q6 FY2026
- Book-to-bill at 0.84 (Q6 FY 2026)
- Orders driven by Metals & Mining, Cement and F&B
- Revenue growth driven by factory automation segment due to a strong order backlog
- Sequential improvement in EBITDA margin
- Underlying EBITDA margin 18 M (ex-currency impact) within 6%–8% range; 5.6% (with currency impact)
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xx.x% EBITDA % of Revenue
SIEMENS
Smart Infrastructure (SI) Strong topline; margins impacted by commodity headwinds
New Orders
Value in billion INR
Revenue
Value in billion INR
Q6 FY2026
- Book-to-bill at 1.15 (Q6 FY 2026)
- Order growth driven by Power Utilities, Renewables and Data center
- Growth in revenue from Electrification & Automation and Electrical Products primarily due to strong backlog
- EBITDA margin declined mainly due to higher material cost on account of higher commodity prices
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xx.x% EBITDA % of Revenue
SIEMENS
Mobility (MO) Business momentum continues, 9K HP Loco project on track
New Orders
Revenue
Q6 FY2026
- Book-to-bill at 3.37 (Q6 FY 2026)
- Key orders in Q6 FY2026
- Supply allocation of bogies & components from parent
- 9K HP Loco order value adjustment
- Revenue growth primarily on account of execution of 9K HP Loco
- Higher EBITDA driven by timely project execution, revenue growth, and economies of scale
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xx.x% EBITDA % of Revenue
SIEMENS
6M ended 31st March 2026 Summary of Consolidated Financials
In billion INR
| Siemens Limited (Continuing operations) | |||
|---|---|---|---|
| 6M ended Mar 2025 | 6M ended Mar 2026 | % (y-o-y) | |
| Order Backlog | 412.1 | 450.3 | +9.3% |
| New Orders | 91.2 | 115.6 | +26.8% |
| Revenue | 73.9 | 84.5 | +14.3% |
| EBITDA | +9.1 | +8.7 | -3.9% |
| EBITDA Margin % | +12.3% | +10.3% | -196 bps |
| Profit before tax | 10.2 | 8.9 | -13.0% |
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SIEMENS
12M ended 31st March 2026 Revenue Mix
Note: Balance in segment mix relates to other segments
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Business Highlights
Financial Highlights
Summary
In summary
- Economy resilient amid geo-political tensions
- Sustained domestic demand supported growth of all businesses; Large export order in MO
- Record order backlog
- EBITDA impacted by commodity prices & FX
- Sustainability and Digitalization offerings increasingly relevant for customers
Unrestricted | © Siemens 2026 | 2026-05-28 | FY26 Analyst Meet
SIEMENS