Siemens Limited has informed the Exchange about Investor Presentation
SIEMENS · price
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Siemens Limited held an analyst/investor call on May 20, 2025, presenting Q2 & H1 FY25 results for its continuing operations after the Siemens Energy demerger (effective March 1, 2025). Q2 FY25 revenue grew 2.6% YoY to INR 42.6 Bn, but EBITDA fell 17.2% to INR 5.3 Bn with margin contracting 289 bps to 12.4%. New orders surged 43.5% YoY to INR 53.1 Bn, pushing order backlog to INR 414.6 Bn (+7.2%), with a healthy book-to-bill of 1.25x. Smart Infrastructure and Mobility drove growth — Mobility orders jumped 379% YoY with book-to-bill of 1.77x — while Digital Industries continued destocking and Low Voltage Motors saw continued softness, prompting management to explore future options for the segment.
Strong order inflows and backlog growth signal future revenue visibility, but near-term margin pressure from destocking, higher material costs, and Mobility investments may weigh on profitability in coming quarters. Investors should watch for updates on the Low Voltage Motors strategic review and post-demerger operating performance.