Siemens Limited has informed the Exchange about Presentation
SIEMENS · price
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Siemens Limited held its Q6 FY2026 analyst meet, reporting strong order growth of 32.6% YoY and revenue growth of 14.6% YoY, with order backlog at INR 450.3 billion (+9.3% YoY). However, profitability was impacted as EBITDA margin declined 287 basis points to 9.7%, mainly due to higher commodity prices and rupee depreciation increasing material costs to 74% of revenue. The company disclosed that the sale of its Low Voltage Motors business is on track, and the 9,000 HP locomotive project is progressing well. Smart Infrastructure led with 22.9% order growth, while Mobility achieved a strong book-to-bill ratio of 3.37. Management attributed EBITDA pressure to commodity headwinds and FX impact, with underlying DI margin at 18% (ex-currency) within the 6-8% range.
Strong order momentum and record backlog provide revenue visibility, but margin compression from commodity costs and currency weakness signals near-term profitability pressure, which could weigh on near-term stock performance despite topline growth.