Siemens Limited holds Analyst/Investor Meet on Dec 12, 2025
Siemens Limited held an investor meet on December 12, 2025, presenting its FY25 performance and strategy. The company reported ₹173.6 billion in revenue and ₹18.3 billion in EBIT for continuing operations. A significant update was the planned sale of its Low Voltage Motors business for INR 2200 crore, expected to close in June 2026. Siemens highlighted its alignment with national development goals and its focus on sustainability and digitalization.
The divestment of the Low Voltage Motors business for INR 2200 crore is a material event that will reshape the company's portfolio. The investor meet also provides insights into the company's strategic direction and financial performance, which are important for investors.
The announcement is primarily informational, detailing an investor meet and a business divestment. While the company highlights strong historical performance and strategic alignment, the reported EBIT for FY25 shows a slight decrease, and the divestment, though strategic, is a significant event that requires careful consideration.
Siemens Limited announced an Analysts/Institutional Investors meet scheduled for December 12, 2025. The company provided a presentation detailing its performance and strategy, including updates on its Digital Industries, Smart Infrastructure, and Mobility segments. The presentation highlighted strong revenue and EBIT growth over the past five fiscal years (FY21-FY25), with revenue growing 1.9x and EBIT growing 2.9x for Siemens Limited overall. Digital Industries saw revenue growth of 1.9x and EBIT growth of 2.9x, while Smart Infrastructure achieved revenue growth of 2.0x and EBIT growth of 4.9x. The Mobility segment experienced revenue growth of 3.6x and EBIT growth of 2.3x. For the 12 months of FY25, Siemens Limited (continuing operations) reported new orders of ₹200.4 billion, revenue of ₹173.6 billion (an 8.0% increase YoY), and EBIT of ₹18.3 billion, a 2.5% decrease YoY, with an EBIT margin of 10.5%.
The company also provided an update on the divestment of its Low Voltage Motors (LVM) business. The transaction, approved by the Board on December 8, 2025, is expected to close in June 2026. The enterprise value for this sale is INR 2200 crore (₹22 billion), representing 50.5x FY25 EBITDA, on a cash-free, debt-free basis. This strategic move aims to mitigate risks associated with the LVM business, which has shown range-bound revenue and declining profitability with limited synergies to other Siemens Ltd. businesses.
Siemens emphasized its strategy and portfolio alignment with national initiatives like Viksit Bharat @ 2047, focusing on areas such as advanced infrastructure, energy transition, and digitalization. The company highlighted its commitment to sustainability, with over 90% of its business enabling customers to achieve positive sustainability impacts across decarbonization, resource efficiency, and people-centricity. Near-term priorities include a deeper go-to-market approach, capacity expansion, localization, and continued focus on operational excellence.
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Siemens Limited filed this with the NSE as a statutory disclosure, categorised under investor meet outcome. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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