Please find the presentation for the analyst call.
SIEMENS · price
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Siemens Limited held its analyst meet on May 28, 2026, presenting Q6 FY2026 results showing strong order growth of 32.6% (INR 67.3 bn) and revenue growth of 14.6% (INR 46.2 bn). However, profitability was impacted with EBITDA declining 11.5% to INR 4.5 bn and margin压缩287 basis points to 9.7% due to high commodity prices and rupee depreciation. The company maintains a record order backlog of INR 450.3 bn, up 9.3%. All three segments (Digital Industries, Smart Infrastructure, Mobility) reported double-digit order and revenue growth, with Mobility particularly strong on 9K HP Loco project execution. Sale of Low Voltage Motors business remains on track.
The strong order book provides revenue visibility, but margin compression from commodity costs and FX headwinds may limit near-term stock upside despite robust topline growth.