Siemens , a prominent player in the Indian industrial sector, has released its Q2 financial results, showcasing a mixed performance with significant revenue growth accompanied by a substantial decline in net profit.

Key Financial Highlights

Revenue Growth

Siemens reported a robust 16% year-over-year increase in revenue, reaching ₹51.71 billion in Q2. This significant growth indicates strong demand for the company's products and services across its various business segments.

Profit Decline

Despite the impressive revenue growth, Siemens experienced a substantial 42% decrease in net profit, which fell to ₹4.85 billion from ₹8.31 billion in the same quarter of the previous year. This decline in profitability may raise concerns among investors and analysts about the company's cost management and operational efficiency.

EBITDA Performance

The company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) showed improvement, growing to ₹6.17 billion from ₹5.45 billion year-over-year. However, the EBITDA margin experienced a slight compression, decreasing to 11.93% from 12.22% in the previous year's corresponding quarter.

Implications for Investors

The mixed Q2 results present a complex picture for Siemens shareholders and potential investors. While the strong revenue growth is a positive indicator of the company's market position and demand for its offerings, the significant drop in net profit may raise questions about the company's ability to translate top-line growth into bottom-line results.

Investors may want to closely monitor Siemens' future performance to see if the company can improve its profitability while maintaining its revenue growth trajectory. The slight decline in EBITDA margin also warrants attention, as it could indicate increasing operational costs or pricing pressures in the market.

As Siemens navigates these financial challenges, stakeholders will likely look for insights into the company's strategies for cost management, operational efficiency, and maintaining its competitive edge in the industrial sector.

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.