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ENRIN · price
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Siemens Energy India reported strong H1FY26 performance with order backlog growing 22% to ₹184 billion and revenue up 27% to ₹43 billion year-on-year. Operating profit margin improved 160 basis points to 20.7%, driven by operating leverage and higher export contribution. The export mix increased 500 basis points year-on-year, particularly in power transmission equipment for US data centers. Power transmission segment led growth with 30% revenue increase to ₹24 billion, while power generation grew 23% to ₹19 billion with margin improvement from 17.7% to 21.3%. The company announced a new ₹20.6 billion greenfield transformer factory and brownfield expansions totaling ₹7.4 billion in Kalwa and Sambhajinagar. Data centers were highlighted as a key opportunity with India expected to grow from 1-2 GW to potentially 7-18 GW.
The strong order backlog growth and margin improvement indicate solid business momentum. Management did not provide H2 guidance, citing the volatile nature of project-based orders, but the robust book-to-bill ratio of 1.5 and capacity expansion plans signal confidence in continued growth.