Siemens Energy India Limited announced the transcript of its Analysts/Institutional Investors meet held on December 10, 2025. The meeting featured insights from Managing Director and CEO, Mr. Guilherme Mendonca, and Executive Director and CFO, Mr. Harish Shekar. The discussion highlighted India's significant growth trajectory, the transformation of its energy sector, and the company's role in this evolution. Mr. Mendonca elaborated on Siemens Energy's century-long presence in India, its pure-play focus on the energy sector spanning generation, transmission, and industrial consumption, and its commitment to sustainable energy solutions. He emphasized the company's extensive footprint with 8 factories and 4 service centers across India, and its contribution to global projects through its R&D and manufacturing capabilities. The company is investing in innovation, with 1500 engineers working on R&D and collaborations with top universities like IIT Mumbai. Sustainability is a core focus, aiming for climate neutrality by 2030 and emphasizing diversity and safety. Mr. Shekar presented the financial performance, noting strong order growth of 49% for the year and revenue growth of 25%, reaching ₹78 billion. The order backlog stands at ₹162 billion, securing future revenue. Profitability also saw significant improvement, with EBITDA increasing consistently. The company's business is well-diversified across power generation and transmission segments, with increasing export contributions. Looking ahead, the company sees significant opportunities driven by India's aspirations for development, energy independence, becoming a global manufacturing hub, and achieving net-zero emissions by 2070. Reforms in the energy sector, including the nuclear power act, and a growing middle class are expected to further boost demand for electricity and industrial products, benefiting Siemens Energy India.
