Siemens Limited — Investor Meet, 12-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Siemens reported FY25 consolidated new orders of 20,040 Cr (+20.5% YoY), revenue of 17,360 Cr (+8.0% YoY), and EBIT of 1,830 Cr (-2.5% YoY), with a 10.5% margin. Order backlog stands at 42,250 Cr (+6.2% YoY).

Smart Infrastructure showed strong order and revenue growth, while Digital Industries saw a normalization. Mobility secured significant new orders of 28,500 Cr, reflecting major signaling and propulsion projects, with a book-to-bill of 1.49. Siemens announced divesting its Low Voltage Motors business at an Enterprise Value of INR 220 (50.5x FY25 EBITDA) by June 2026.

Management highlighted alignment with Viksit Bharat 2047, emphasizing digitalization, sustainability, and plans for capacity expansion and operational excellence. The company expresses confidence in future growth.