Siemens Limited has released the official transcript of its analyst and institutional investor meet held on December 12, 2025, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The comprehensive transcript covers the company's performance for the 12 months ending September 2025 and strategic outlook.

Transcript Release and Availability

The company filed the transcript with both the National Stock Exchange of India Limited (NSE: SIEMENSEQ) and BSE Limited (BSE: 500550) on December 18, 2025. The document is available on the company's official website at https://www.siemens.com/in/en/company/investor-relations/analyst-meet.html2025 .

Management Participation and Key Discussions

The analyst meet featured key management personnel including Mr. Sunil Mathur (Managing Director and Chief Executive Officer), Mr. Wolfgang Wrumnig (Executive Director and Chief Financial Officer), and Ms. Radhika Arora (Head, Investor Relations). The session covered detailed business and financial overview of the company's three main segments: Digital Industries, Smart Infrastructure, and Mobility.

Financial Year Transition Context

As highlighted in the transcript, the discussions covered the 12-month period ending September 2025, which is not the company's financial year end. Siemens Limited is transitioning its financial year from September to March end cycle, with the next financial year concluding in March 2026. This transition involves an 18-month period from October 1, 2024, to March 31, 2026.

Strategic Alignment with India's Growth Vision

The management emphasized Siemens' strategic positioning within India's Viksit Bharat 2047 vision, highlighting the company's role across infrastructure development, manufacturing growth, and energy transition initiatives. The company maintains significant market presence with one in three automation controllers from Siemens, 75% of distribution utilities powered by Siemens switchgear, and 50% of metros electrified by Siemens.

Low Voltage Motors Business Divestment

The transcript confirms the Board's approval for the sale of the Low Voltage Motors business to Innomotics India Pvt. Ltd. for an enterprise value of ₹22.00 billion (₹220 crore), representing a 50.5x FY25 EBITDA multiple. The transaction is expected to close in June 2026, subject to customary conditions and regulatory approvals.

The comprehensive transcript provides detailed insights into the company's operational performance, strategic initiatives, and future outlook across all business segments, serving as a valuable resource for investors and analysts tracking Siemens Limited's progress.

Siemens International Holding B.V. has completed its acquisition of 3.56 million shares from Siemens Energy Holding B.V. on December 17, 2025. The inter-promoter share transfer, valued at ₹11,408 crores, was executed under Regulation 10 of SEBI's Substantial Acquisition of Shares and Takeovers Regulations, 2011.

Transaction Details

The completed acquisition represents a strategic consolidation within the Siemens group structure. The transaction specifics are outlined below:

Updated Shareholding Structure

Following the completion of this transaction, the ownership structure of Siemens Limited has been significantly restructured:

Regulatory Compliance

The transaction was conducted in full compliance with SEBI regulations. Siemens International Holding B.V. filed the requisite disclosure under Regulation 10(5) with stock exchanges on December 9, 2025, prior to the acquisition completion. The company was exempted from making an open offer under sub-clause (ii) of Regulation 10(1)(a) as this constituted an inter-promoter transfer.

The acquisition increases Siemens International Holding B.V.'s stake to 52.77%, consolidating its position as the majority shareholder. This transaction follows a previous acquisition of 14,503,026 equity shares from Siemens Energy Holdco B.V. on December 16, 2025, indicating ongoing restructuring within the promoter group.

The completion of this share transfer represents a significant consolidation of ownership within the Siemens promoter group, with the total promoter shareholding maintained at 75.00% of the company's equity share capital.