Siemens Limited has disclosed a substantial acquisition of shares under Regulation 29 of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. The transaction involves the transfer of 14,503,026 equity shares, representing 4.07% of the company's equity share capital, between promoter group entities on December 16, 2025.

Transaction Details

The acquisition was executed through an inter-se transfer between promoter group members via an off-market transaction. The key transaction parameters are outlined below:

Parties Involved

The transaction involved entities within the Siemens promoter group structure:

Seller:

• Siemens Energy Holdco B.V.

Acquirer:

• Siemens International Holding B.V.

Shareholding Pattern Changes

The transaction resulted in redistribution of shares within the promoter group while maintaining the overall group holding. The updated shareholding pattern shows:

Regulatory Compliance

Siemens Limited is a publicly listed company with shares traded on BSE Limited and National Stock Exchange of India Limited. The disclosure was made in compliance with SEBI regulations governing substantial acquisitions and takeovers. Both parties involved in the transaction are existing promoters of the target company.

The overall promoter group holding remains unchanged at 75.00% of the company's equity share capital, with the transaction representing an internal restructuring within the promoter group entities. The formal disclosure letter was submitted to both stock exchanges and the company secretary on December 16, 2025, fulfilling all regulatory requirements under the takeover regulations.

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.