Siemens Energy
Siemens Energy
Capital GoodsKey Fundamentals
LargecapElectrical EquipmentCapital GoodsTapetide Score
Data-driven rating, 0–100. How it works →
Key Insights
Strengths
1- Company is almost debt free.
Weaknesses
1- Stock is trading at 23.5 times its book value
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 3h agoSiemens Energy India Ltd commands a market cap of approximately ₹1,11,989 Cr with a P/E of 76.1x and P/B of 23.54x, reflecting premium valuations in the capital goods space. The company is virtually debt-free and posted a last-year ROE of 50%, while TTM profit growth of 368,610% signals a dramatic earnings turnaround from a very low or near-zero base. The stock has delivered a negative 1-year CAGR of -6%, indicating recent price correction despite strong underlying profit recovery.
- Company is almost debt-free, giving it significant financial flexibility and resilience against rising interest rate environments — a rarity among capital goods peers carrying leveraged balance sheets.
- Last-year ROE of 50% indicates exceptionally efficient capital deployment, well above the typical 12-18% range for Indian capital goods companies.
- TTM compounded profit growth of 368,610% reflects a massive earnings turnaround, suggesting the company has moved from negligible or loss-making profitability to meaningful earnings generation.
- Market cap of ₹1,11,989 Cr places Siemens Energy India among large-cap capital goods names, providing institutional investor comfort, better liquidity, and index inclusion potential.
- Backed by Siemens Energy AG, the parent company provides access to global energy transition technologies including wind turbines, gas turbines, grid infrastructure, and hydrogen solutions — positioning it well for India's decarbonization push.
- India's capital expenditure cycle in power generation, transmission, and renewable energy infrastructure is in a multi-year upcycle, with the government targeting 500 GW of non-fossil fuel capacity by 2030, directly benefiting order pipelines for companies like Siemens Energy India.
- Dividend yield of 0.13% while low in absolute terms, indicates the company has moved to a dividend-paying status, signaling management confidence in sustained cash flow generation.
- P/E ratio of 76.1x is significantly elevated compared to the broader capital goods sector median of roughly 35-45x, leaving limited margin of safety if earnings growth disappoints.
- P/B ratio of 23.54x means investors are paying ₹23.54 for every ₹1 of book value, an extreme premium that requires sustained high-ROE performance for years to justify.
- TTM profit growth of 368,610% is mathematically dramatic but stems from a near-zero or negligible profit base, making it unsustainable and a misleading indicator of normalized earning power.
- 1-year stock CAGR of -6% shows the stock has underperformed despite the profit turnaround, suggesting the market may have already priced in the recovery or has concerns about forward earnings sustainability.
- Dividend yield of just 0.13% offers negligible income return, meaning investor returns are almost entirely dependent on capital appreciation at already stretched valuations.
- Key financial metrics including 3-year and 5-year CAGR for sales, profits, and ROE are unavailable, making it difficult to assess the durability and consistency of the company's financial trajectory.
- EPS, ROCE, and debt-to-equity data are not reported or unavailable, limiting the depth of fundamental analysis and raising questions about financial transparency or reporting consistency.
- As a subsidiary of a global parent, Siemens Energy India's strategy, transfer pricing, and capital allocation decisions are influenced by Siemens Energy AG's global priorities, which may not always align with minority shareholder interests in India.
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 3h ago- Goldman Sachs fireside chat Aug 25
Siemens Energy India will host a Goldman Sachs virtual fireside chat on Aug 28, 2026, focused on energy security and grid resilience. Disclosed under SEBI Regulation 30 listing obligations.
TL;DR: Limited news flow for Siemens Energy India this period. The upcoming Goldman Sachs fireside chat on energy security and grid resilience signals continued institutional interest but carries no material financial impact. No headwinds or positive catalysts were reported, so the near-term outlook hinges on broader capital goods sector trends and any takeaways from the Aug 28 investor session.
Quarterly Results
| Particulars | Mar 2024 | Jun 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Sales | 0 | 1,484 | 1,517 | 1,880 | 1,785 | 2,646 | 1,911 | 2,394 | 2,486 |
| Expenses | 0 | 1,271 | 1,182 | 1,521 | 1,444 | 2,166 | 1,450 | 1,896 | 1,900 |
| Operating Profit | 0 | 213 | 335 | 358 | 340 | 479 | 461 | 498 | 586 |
| OPM % | — | 14% | 22% | 19% | 19% | 18% | 24% | 21% | 24% |
| Other Income | 0 | 0 | 2 | 14 | 52 | 37 | -3 | 46 | 57 |
| Interest | 0 | 1 | 4 | 3 | 14 | 6 | 7 | 7 | 9 |
| Depreciation | 0 | 16 | 21 | 24 | 27 | 31 | 32 | 35 | 40 |
| PBT | 0 | 196 | 312 | 345 | 352 | 478 | 418 | 502 | 593 |
| Tax % | — | 26% | 26% | 29% | 25% | 25% | 25% | 25% | 26% |
| Net Profit | 0 | 146 | 232 | 246 | 263 | 360 | 313 | 375 | 441 |
| EPS in Rs | — | — | — | — | 7.38 | 10.1 | 8.79 | 10.52 | 12.38 |
Profit & Loss
| Particulars | Sep 2024 8m | Feb 2025 5m | Sep 2025 | TTM |
|---|---|---|---|---|
| Sales | 0 | 2,653 | 7,827 | 9,436 |
| Expenses | 0 | 2,064 | 6,295 | 7,412 |
| Operating Profit | 0 | 589 | 1,532 | 2,024 |
| OPM % | — | 22% | 20% | 21% |
| Other Income | 0 | 3 | 98 | 137 |
| Interest | 0 | 10 | 39 | 30 |
| Depreciation | 0 | 35 | 103 | 139 |
| PBT | 0 | 547 | 1,488 | 1,992 |
| Tax % | 0% | 25% | 26% | — |
| Net Profit | 0 | 409 | 1,100 | 1,488 |
| EPS in Rs | — | — | 30.89 | 41.79 |
| Div. Payout % | 0% | 0% | 13% | — |
Balance Sheet
| Particulars | Sep 2024 | Feb 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|
| Equity Capital | 0.01 | 0 | 71 | 71 |
| Reserves | 0 | 3,782 | 4,310 | 4,741 |
| Borrowings | 0 | 127 | 148 | 216 |
| Other Liabilities | 0 | 3,520 | 5,016 | 5,190 |
| Total Liabilities | 0 | 7,428 | 9,545 | 10,218 |
| Fixed Assets | 0 | 435 | 536 | 610 |
| CWIP | 0 | 93 | 76 | 116 |
| Investments | 0 | 0 | 0 | 0 |
| Other Assets | 0 | 6,901 | 8,933 | 9,492 |
| Total Assets | 0 | 7,428 | 9,545 | 10,218 |
Cash Flow
| Particulars | Sep 2024 | Feb 2025 | Sep 2025 |
|---|---|---|---|
| Operating | 0 | 103 | 3,670 |
| Investing | 0 | -80 | -3,483 |
| Financing | 0 | -23 | -55 |
| Net Cash Flow | 0 | 0 | 132 |
| Free Cash Flow | 0 | 23 | 3,454 |
| CFO/OP | 0 | 17 | 254 |
Ratios
| Particulars | Sep 2024 | Feb 2025 | Sep 2025 |
|---|---|---|---|
| Debtor Days | — | 266 | 90 |
| Cash Conversion Cycle | — | 266 | 90 |
| Working Capital Days | — | 478 | 35 |
| ROCE % | — | — | 68% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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15 extracted metrics + investor summaries across FY23–FY26.
Documents
Frequently Asked Questions about Siemens Energy
What does Siemens Energy India Ltd do?
Where is Siemens Energy India Ltd (ENRIN) listed?
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Company Information
Incorporated in 2024, Siemens Energy India Ltd is a leading energy technology Provider, delivering integrated solutions across power generation and transmission systems[1]Siemens Energy India Limited (SEIL) works with its customers and partners on energy systems for the future, thus supporting the transition to a more sustainable world. With its portfolio of products, solutions and services, it covers almost the entire energy value chain - from power and heat generation and transmission to storage.[2]
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