Siemens Limited — Investor Meet, 03-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Siemens reported strong Q6 order intake of ₹6,730 Cr (up 33%) and revenue of ₹4,620 Cr (up 14.6%). However, EBITDA declined to ₹450 Cr (down 11.8%) with margins at 9.7% due to higher commodity costs and Rupee depreciation. The company delivered 40 9,000 HP locomotives and secured an ₹1,800 Cr export order for bogies. Order backlog hit a record ₹45,030 Cr. Management remains confident about India's CapEx growth, despite concerns over inflation and FX. Focus is on sustainability, digitalization, and leveraging a strong pipeline in railways and data centers.