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ENRIN · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Siemens Energy India held its H1 FY26 earnings call presenting strong financial performance. Order backlog grew 22.2% to ₹184.3 billion, revenue increased 26.8% to ₹43.1 billion, and profit from operations margin improved 160 basis points to 20.7%. Profit after tax rose 43.75% to ₹6.9 billion. The company announced a new ₹20.6 billion greenfield transformer factory, adding to the ₹7.4 billion Kalwa expansion already announced in Q1. Power Transmission segment drove growth with 27.5% backlog growth, while Power Generation showed steady 23.3% revenue growth. Export contribution declined from 28.5% to 23.5% as domestic demand strengthened. Management highlighted India's upgraded energy infrastructure targets (2,365 TWh demand, 1,215 GW generation by 2036) as long-term growth drivers.
Strong operational performance with margin improvement signals healthy execution; new ₹28 billion capex announcements indicate confidence in long-term demand outlook, likely positive for the stock.