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 Ltd. , a prominent player in the Indian market, recently witnessed substantial trading activity on the National Stock Exchange (NSE), with two significant block trades catching investors' attention.

Block Trade Details

The trading session saw two major transactions in Siemens Ltd. shares:

1. The first block trade involved 83,995 shares changing hands at ₹3,187.50 per share, amounting to a total value of ₹26.77 crore.

2. The second transaction comprised 77,156 shares traded at ₹3,180.00 per share, totaling ₹24.54 crore.

Combined, these block trades represented approximately 1.61 lakh shares of Siemens Ltd., with a cumulative value of ₹51.31 crore.

Market Implications

Block trades of this magnitude often draw attention from market participants as they can indicate significant institutional interest or large stakeholder movements. While the identities of the buyers and sellers in these transactions remain undisclosed, such trades can sometimes signal shifts in investor sentiment or portfolio reallocations by major shareholders.

About Siemens Ltd.

Siemens Ltd. is the flagship listed company of Siemens AG in India. The company operates in various sectors, including power generation and distribution, smart infrastructure, and digital industries. These substantial block trades underscore the continued interest in Siemens Ltd. within the investment community.

Investors and market analysts will likely keep a close watch on Siemens Ltd.'s stock performance and any potential disclosures that might shed light on these significant transactions.