Siemens Energy India Limited — Investor Meet, 16-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Siemens Energy India reported strong FY25, with orders up 49% YoY to ₹7,800 Cr and revenue growing 25% YoY to ₹7,800 Cr. A robust order backlog of ₹16,200 Cr provides significant future visibility. EBITDA margin consistently improved to 19.3% (18% ex-one-offs). Management is confident in India's energy transition, driven by massive electricity demand and decarbonization goals. The company is expanding its Kalwa transformer and Aurangabad switchgear factories (ready by end 2026/early 2027) to meet soaring demand in transmission. While global HVDC focus is on VSC, domestic localization is high. The outlook for power demand remains sustainable.