Siemens Energy India Limited has released the official transcript of its analyst and institutional investor meet held on December 10, 2025, marking a significant milestone as the company's first such meeting as an independent listed entity since its listing on June 19, 2025.

Key Financial Performance Highlights

The company showcased strong financial performance during the analyst meet, with management presenting comprehensive results across key metrics:

Management Commentary and Strategic Vision

During the meet, CEO Guilherme Mendonca emphasized the company's positioning in India's expanding energy sector, highlighting the country's journey toward becoming a developed nation by 2047. The management outlined three strategic pillars for future growth:

Strategic Focus Areas

Segment Performance Analysis

The company demonstrated balanced performance across its business segments:

Power Generation Segment:

• Revenue contribution of approximately 46% of total business
• Strong service portfolio supporting existing fleet
• Focus on industrial steam turbines and waste heat recovery solutions

Transmission Segment:

• Commanding 64% of order value with strong HVDC capabilities
• Market leadership in grid stabilization solutions
• Significant participation in renewable energy integration projects

Infrastructure Expansion and Investments

Siemens Energy India outlined several key infrastructure developments:

Market Opportunities and Growth Drivers

The management highlighted significant growth opportunities driven by India's energy transformation:

• Electrification Cycle: Supporting India's GDP growth of 8.20% with expanding power infrastructure
• Renewable Integration: Contributing to India's target of 500 GW renewable capacity by 2030
• Industrial Electrification: Supporting decarbonization journey across various sectors
• Data Centers: Emerging opportunities in India's expanding digital infrastructure

Regulatory Compliance and Transparency

In accordance with SEBI Listing Regulations, particularly Regulation 30 and 46, the company has made the complete transcript publicly available on its website at https://www.siemens-energy-india.com/analyst-meet.html , demonstrating commitment to transparency and regulatory compliance.

Future Outlook and Strategic Priorities

The management emphasized four key priorities moving forward:

1. Zero Harm: Maintaining highest safety standards across operations
2. Profitable Growth: Ensuring sustainable business expansion
3. People Development: Investing in workforce capabilities and diversity
4. Customer Delight: Delivering exceptional value to customers

The analyst meet provided comprehensive insights into Siemens Energy India's positioning as a pure-play energy leader, with strong fundamentals supporting its growth trajectory in India's expanding power sector. The company's diversified portfolio, strong order backlog, and strategic investments position it well to capitalize on the country's energy transformation journey.

Siemens Energy has announced its Q4 FY2025 financial results, showcasing strong growth and shareholder returns. The company's performance highlights its resilience and strategic positioning in the energy sector.

Financial Highlights

Dividend Announcement and TDS Communication

The Board of Directors has recommended a dividend of Rs. 4.00 per equity share with a face value of Rs. 2.00 each, representing a 200% dividend for the financial year ended September 30, 2025. This payout underscores the company's strong financial position and commitment to shareholder value.

On December 16, 2025, Siemens Energy issued a comprehensive TDS communication to shareholders regarding tax deduction procedures for the recommended dividend. The company has outlined specific requirements for different categories of investors:

Document Submission Requirements

Shareholders must submit relevant tax-related documents by January 23, 2026, to determine appropriate TDS rates. The communication specifies different requirements for resident individuals, non-individuals, and non-resident members, including provisions for tax treaty benefits and exemption certificates.

Strategic Developments

In addition to the financial results, Siemens Energy has taken steps to enhance its corporate governance by approving the appointment of secretarial auditors for a five-year term, demonstrating commitment to maintaining high standards of compliance and transparency.

Market Implications

The substantial increase in order backlog, up 47% year-on-year, signals strong future revenue potential for Siemens Energy. This growth in backlog, coupled with the current revenue surge, suggests that the company is well-positioned to capitalize on the expanding energy sector demands. The comprehensive TDS communication demonstrates the company's commitment to regulatory compliance and transparent shareholder communication.