Question 1

What are the key takeaways from Siemens Limited?

Accepted Answer

Siemens Q3 FY2026: Revenue ₹3,830.7 Cr (vs ₹3,360.1 Cr YoY), PAT ₹277.8 Cr (vs ₹614.6 Cr YoY) In Q3 FY2026 (Oct-Dec 2025) consolidated revenue rose to ₹3,830.7 Cr compared with ₹3,360.1 Cr in Q3 FY2025 driven by Smart Infrastructure and Digital Industries. Consolidated Profit after Tax (PAT) for Q3 FY2026 was ₹277.8 Cr versus ₹614.6 Cr in Q3 FY2025 reflecting higher finance/forex impacts and a one‑off labour code charge. Management highlighted a strong order intake and backlog alongside commodi…

Question 2

What were Siemens Limited's key financial metrics?

Accepted Answer

Revenue (Consolidated) Q3 FY2026: ₹3,830.7 Cr (vs ₹3,360.1 Cr in Q3 FY2025); Profit after Tax (Consolidated) Q3 FY2026: ₹277.8 Cr (vs ₹614.6 Cr in Q3 FY2025); Profit from Operations (Consolidated) Q3 FY2026: ₹353.3 Cr (vs ₹335.0 Cr in Q3 FY2025); New Orders (reported) Q3 FY2026: ₹4,829 Cr (vs ₹4,044 Cr in Q3 FY2025)

Question 3

What were the highlights of Siemens Limited?

Accepted Answer

Smart Infrastructure revenue in Q3 FY2026 was ₹2,123.0 Cr (₹21,230 million consolidated) and was the largest segment contributor to consolidated revenue. Digital Industries reported revenue of ₹902.4 Cr (₹9,024 million consolidated) in Q3 FY2026, supporting overall revenue growth quarter-on‑year. Mobility revenue in Q3 FY2026 was ₹815.4 Cr (₹8,154 million consolidated) with the segment reporting a forex loss impact mentioned by management. Profit from Operations improved to ₹353.3 Cr in Q3 FY20…

Question 4

What is the outlook or guidance for Siemens Limited?

Accepted Answer

Management expects macro support from India‑EU Free Trade Agreement and US trade deal to open opportunities for exports and technology collaboration (company commentary). Company highlighted a book‑to‑bill of 1.26x in Q3 FY2026 indicating order intake momentum to support near‑term revenue conversion. Siemens expects continued focus on metro rail opportunities while deferring the Aurangabad metro capex decision indefinitely to preserve capital allocation discipline.

Question 5

What are the key risks or concerns for Siemens Limited?

Accepted Answer

One‑off charge of ₹743 million in Q3 FY2026 for New Labour Codes increased employee benefit provisions and reduced PAT for the quarter. Forex volatility and Euro appreciation materially increased costs at Digital Industries and caused forex losses in Mobility, pressuring margins in Q3 FY2026. Profit after Tax declined to ₹277.8 Cr in Q3 FY2026 from ₹614.6 Cr in Q3 FY2025, signaling earnings volatility despite revenue growth.

Siemens Limited

Quarterly Results 15

Annual Reports 15

Concalls 21

Siemens Limited

Quarterly Results 15

Annual Reports 15

Concalls 21