Siemens Energy India Presents H1 FY26 Investor Presentation

Siemens Energy India Limited has released an investor presentation for their Analysts / Institutional Investors call scheduled for May 15, 2026. The presentation, also available on the company's website, covers their business verticals, including Power Generation, Power Transmission, and Sustainable Energy Solutions.

The company highlighted its significant market share in India for Large Steam Turbines (approximately 55%) and Gas Turbines (approximately 25%), along with a substantial presence in Grid Solutions, including HVDC capacity. Siemens Energy India operates with a large footprint across India, with multiple factories, engineering/R&D centers, sales offices, and service centers.

The presentation also detailed India's resilient economic landscape, characterized by strong GDP growth projections, manufacturing expansion, and a robust power sector. Geopolitical factors are expected to accelerate energy security, electrification, and indigenous manufacturing. The company's outlook is positive, driven by government initiatives like the Green Hydrogen Mission and National Manufacturing Mission, creating opportunities in generation, transmission, industries, and data centers.

Siemens Energy India reported a 22.2% increase in its order backlog, reaching ₹184.3 billion in H1 FY26. Major orders included bulk transformer orders for grid strengthening and exports to a US RE company. The company also highlighted project deliveries, such as offshore GIS exports and modernization of steam turbines. New investments include a greenfield transformer factory and expansions in transformer and switchgear facilities, totaling ₹7.4 billion and ₹20.6 billion respectively.

Financially, the company showcased robust performance with a 26.8% increase in revenue to ₹43.1 billion and a 17.2% profit from operations margin in H1 FY26. The revenue mix is well-diversified across segments, geographies, and offerings, with exports contributing 28.5%. Both Power Transmission and Power Generation segments showed strong growth in order backlog and revenue, with stable profit margins.

Siemens Energy India is committed to its ESG agenda, aiming for climate neutrality by 2030, with reported reductions in CO2 equivalent emissions. They are also focused on fostering a thriving work environment, achieving zero harm, and engaging in social responsibility through programs like Energy4Good. The company anticipates releasing its Business Responsibility and Sustainability Report for FY26.