Siemens Energy India Stock Up by More Than 1%, After Good March Quarter Result

Mumbai, July 8, 2025: Shares of Siemens Energy India rallied by 3% on Tuesday, reaching a record high of ₹3,105.95 on the BSE during intra-day trade. This surge occurred despite a generally muted broader market, driven by the company’s robust financial performance for the quarter ended March 2025 (Q2 FY25).

The stock has shown significant upward momentum recently, gaining 7 per cent over the last two trading sessions and rebounding by 23 per cent from its 52-week low of ₹2,529, which it hit on June 24, 2025. Siemens Energy India was recently listed on June 19, 2025, following its demerger from Siemens Ltd, and now operates as an independent entity focusing on transmission and distribution (T&D) and small-sized turbines.

However, as of 12:50 PM, the shares were trading lower at ₹3,285.95, up 0.18% or ₹5.75.

March quarter results highlight strong growth

For Q2 FY25, Siemens Energy India reported a substantial 24 per cent quarter-on-quarter rise in revenue, reaching ₹1,880 crore. The company also achieved a healthy EBITDA margin of 19.1 per cent during the quarter, largely propelled by a strong performance in its power transmission business. Margins in the power generation segment, however, were comparatively softer. This marks a consistent improvement in EBITDA margins over the past two quarters, even after accounting for one-off items. The company reported a net profit of ₹246.1 crore for the quarter, up 36.3% year-on-year.

Business focus and operations

Siemens Energy India provides comprehensive solutions across the energy value chain, including power and heat generation, transmission, and storage. Its diversified portfolio features both conventional and renewable energy technologies, such as gas and steam turbines, hybrid hydrogen-operated power plants, generators, and transformers. The company is actively involved in India’s energy transition, supporting initiatives like the deployment of STATCOMs for grid stability amid rising renewable energy integration and participating in Green Energy Corridor projects. It has also invested ₹4.6 billion to double its transformer capacity and add large reactors by December 2025, reflecting confidence in future growth.

Stock movement

As of 12:50 PM on July 8, 2025, the stock was trading at ₹3,285.95, up 0.18% for the day. The day’s trading range stood between ₹3,022.10 and ₹3,106.50. The 52-week low remains at ₹2,508.80, while the new high is now ₹3,106.50.

Outlook

The outlook for Siemens Energy India remains largely positive. The company is strategically positioned to benefit from India’s ongoing energy transition, driven by a healthy order book and a continued focus on strengthening transmission infrastructure. Jefferies recently initiated coverage on the stock with a “buy” rating and a price target of ₹3,500, citing expectations of a 50% CAGR in earnings per share between September 2024 and September 2027, supported by increased domestic power infrastructure spending. However, the softening margins in the power generation segment could potentially act as a dampener on overall performance, which will be a key area for investors to monitor.

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