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Siemens reported strong FY25 orders at **20,000 Cr** (+21%) with a robust backlog of **42,300 Cr**. Revenue grew 8%, driven by Smart Infrastructure (+14% to **9,200 Cr**) and Mobility (+15% to **3,300 Cr**). Overall profit and margins were down due to Digital Industries' normalization to 7.3% (from higher pandemic levels) and non-recurring items. Mobility's profit margin improved to 7.7% (+50bps), with expectations for further margin expansion as the 9,000 HP locomotive project ramps up. Smart Infrastructure achieved 13.6% profitability, a 20bps improvement, with continued investment in localization.
Management anticipates India's GDP growth to accelerate, expecting private capital expenditure to pick up from April, fueled by tax and GST revisions. Siemens is strategically aligned with the "Viksit Bharat" program, focusing on manufacturing, urban development, and green energy through its Digital Industries, Mobility, and Smart Infrastructure segments. Key initiatives include vertical-focused solutions, partnerships, and continuous localization (e.g., **330 Cr** for SI factories). The low-voltage motors business will be sold for **2,200 Cr**. The company is confident in its strategy of driving profitable growth, improving operational efficiency, and leveraging its technology in sustainability and digitalization. Cash flow is expected to improve as Mobility's working capital needs stabilize.