ENRINBSESiemens Energy India LtdHighNeutral
Announced Thu, 14 May · 18:26 IST

Please refer the attached file.

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

ENRIN · price

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Price reaction · full curve 14 horizons · vs prior close
-1.7%1-day move
₹3108.00
prior close
₹3175.00
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AI summary

Siemens Energy India reported strong Q2 FY2026 results with revenue up 27.4% YoY to Rs 2,394 crore, driven by robust demand in power transmission and generation segments. Profit from operations grew 38.9% to Rs 464 crore, with operating margin expanding 160 basis points to 19.4% due to better operating leverage and higher export contributions. Profit after tax jumped 52.4% YoY to Rs 375 crore. For the six months ended March 2026, revenue stood at Rs 4,305 crore (up 26.8%) and PAT at Rs 689 crore (up 44.1%). Order backlog increased 22.2% YoY to Rs 18,433 crore, providing strong revenue visibility. The results include an exceptional item of Rs 519 million related to new labour codes impact, which the company treated separately.

Likely market impact

The strong double-digit revenue growth combined with margin expansion and robust order backlog signals solid execution capability and healthy demand environment. Shareholders can expect continued profitability improvements, though investors should note the one-time labour code impact treated as exceptional item.