Siemens Energy India Limited has informed the Exchange about Transcript
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Siemens Energy India reported strong H1 FY26 performance with order backlog growing 22% to ₹184 billion and revenue increasing 27% to ₹43 billion year-on-year. The company achieved 160 basis points of margin improvement, with operational profit margin rising from 19.1% to 20.7%, driven by better operating leverage and higher export contribution. Power Transmission segment led growth with 30% revenue increase, while Power Generation saw margin improvement from 17.7% to 21.3%. The company announced capacity expansion investments of ₹7.4 billion in brownfield projects and ₹20.6 billion for a new greenfield transformer factory. Exports increased 500 basis points year-on-year, particularly in US data center transformer orders. Service business contributed 27% of revenue at ₹12 billion.
The strong order backlog growth and improving margins indicate healthy business momentum. The 22% order backlog growth with a book-to-bill ratio of 1.5x provides good revenue visibility for coming quarters. Expansion investments signal management confidence in sustained demand across power transmission and generation segments.