Siemens Limited stands at the intersection of India's industrial expansion, balancing robust public infrastructure demand against the cyclical recovery of private capital expenditure. Investors will be looking for signs of margin stabilization in the Digital Industries segment and updates on the execution of large-scale mobility projects.
| Results date | May 26, 2026 |
|---|---|
| Quarter | Q4 FY 2025-2026 |
| Previous quarter revenue | Rs. 42.6 B |
| Previous quarter PAT | Not available |
| Previous quarter EBITDA margin | 12.4% |
| Market cap | Rs. 132,710.56 Cr |
| CMP | Rs. 3,724.9 |
The board meeting is scheduled for May 26, 2026, to consider and approve standalone and consolidated audited financial results for FY26 ended March 31, 2026, and to consider dividend recommendation on equity shares.
In its most recently reported quarter, Siemens posted revenue of Rs. 42.6 B, PAT of Not available, and an EBITDA margin of 12.4%. The Smart Infrastructure segment continues to lead performance with a 13.6% margin in FY25, supported by a book-to-bill ratio of 1.12. Mobility revenue saw a significant boost with the 9K HP locomotive project growing approximately 60% compared to the prior year. Digital Industries remains in a normalization cycle with margins at 7.3%, and management is monitoring the recovery of private sector CapEx which is expected to show initial signs post-April 2026. The upcoming call will likely address the impact of ongoing currency volatility and the execution status of the Rs. 1,825 crore rail components order received in April 2026.
Performance vs Guidance Tracking
Strategic execution and M&A
Risks and headwinds to monitor
Siemens will announce its Q4 FY 2025-2026 results on May 26, 2026.
The board meeting scheduled for May 26, 2026, includes an agenda item to consider a dividend recommendation on equity shares.
Siemens reported revenue of Rs. 42.6 B in the second quarter of FY25.
Management expects to see initial signs of private sector CapEx recovery starting in the April-June 2026 period. This recovery is anticipated to be supported by recent income tax and GST rate revisions.
The sale of the Low Voltage Motors business to Innomotics India was approved by the board and received CCI clearance on February 12, 2026. The transaction is expected to be consummated by mid-FY27.
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