More Stories

Informist, Thursday, Aug. 6, 2026

By Arundathi A R

MUMBAI – Siemens Energy India Ltd. is likely to post a significant on-year rise in both its bottom line and top line for the June quarter on the back of strong execution in the power generation and transmission segments. However, on a sequential basis, both the metrics are likely to fall.

Siemens Energy is expected to post a net profit between INR 3.48 billion and INR 3.60 billion for the June quarter, according to estimates from three brokerages. The highest estimate is from HDFC Securities Ltd. and the lowest is from 360 ONE Capital Market Pvt. Ltd. In the corresponding quarter a year ago, Siemens had reported a net profit of INR 2.63 billion. In the trailing quarter, it posted a net profit of INR 3.75 billion.

The net sales of the energy technology company are seen between INR 21.42 billion and INR 22.70 billion for the quarter, according to the estimates. The highest estimate for the revenues is from HDFC Securities and the lowest is from 360 ONE. The company reported revenues of INR 17.85 billion in the same period year ago. The company's revenue for the March quarter was reported at INR 23.94 billion.

"We expect Siemens energy to register a revenue growth of ~25% YoY (year-on-year) led by strong execution in Power transmission and generation segment," Prabhudas Lilladher Pvt. Ltd., which estimates net profit of INR 3.51 billion on revenues of INR 22.31 billion, said.

Siemens Energy has a comprehensive portfolio of products, solutions, and services designed to strengthen and expand grid infrastructure and address the growing demand. It ensures grid stability amid the integration of renewable energy sources, supported by project management hubs.

Only two brokerages estimated the company's earnings before interest, tax, depreciation, and amortisation for the quarter. Prabhudas Lilladher expects the company's EBITDA at INR 4.60 billion for the June quarter, while HDFC Securities expects it at INR 4.7 billion. "EBITDA margin is likely to expand by ~150bps (basis points) YoY (year-on-year) led by favorable revenue mix and lower employee expenses," according to Prabhudas Lilladher.

Siemens Energy will release its June quarter earnings Thursday. Market participants will focus on the management's commentary on the demand outlook for both the transmission and generation portfolios. Commentary on the order pipeline, status of capacity expansion and high voltage direct current pipeline will be key factors to watch, Prabhudas Lilladher said.

At 1125 IST, shares of the company traded nearly 1% lower from Wednesday at INR 3,266.30 on the National Stock Exchange. The stock has risen nearly 6% since the company announced its earnings for the March quarter.

Of the 11 brokerage reports on the company available with Informist, nine have a "buy" recommendation on the stock with an average target price of INR 3,624. This is over 10% higher than the current market price. The remaining two have a "hold" recommendation on the stock.

Following are the Apr-Jun earnings estimates for Siemens Energy, in INR billion, from three brokerages in descending order of the net profit estimate:

End

Edited by Shubhayan Bhattacharya

For users of real-time market data terminals, Informist news is available exclusively on the NSE Cogencis WorkStation.

Cogencis news is now Informist news. This follows the acquisition of Cogencis Information Services Ltd. by NSE Data & Analytics Ltd., a 100% subsidiary of the National Stock Exchange of India Ltd. As a part of the transaction, the news department of Cogencis has been sold to Informist Media Pvt. Ltd.

Informist Media Tel +91 (22) 6985-4000

Send comments to feedback@informistmedia.com

© Informist Media Pvt. Ltd. 2026. All rights reserved.