Cedrik Neike talks about impact of AI on manufacturing, Physical AI and jobs
Thus far in the financial year 2026-27, Siemens outperformed the market by soaring 40 per cent, against a 7.5 per cent rise in the BSE Sensex.
Siemens' Q1FY27 revenue met estimates, but commodity inflation, currency fluctuations and elevated input costs weighed on margins and profitability across segments
Siemens Ltd on Tuesday reported an over 18 per cent decline in its net profit to Rs 343 crore in the June quarter, mainly due to volatility in commodity prices, foreign exchange and an increase in material costs. The net profit was Rs 422 crore in the year-ago quarter, a company statement said. Its revenue from operations increased to Rs 4,714 crore in the quarter from Rs 4,108 crore a year ago. The company said profitability was impacted by volatility in commodity prices, foreign exchange, and an increase in material costs. New orders increased to Rs 6,328 crore in the quarter from Rs 5,431 crore a year ago. Sunil Mathur, Managing Director and Chief Executive Officer, Siemens Ltd, said, "Domestic demand continues to be strong during the quarter, with ordering by both the private and public sectors. This was reflected in the company's strong new order growth during the quarter, primarily driven by the Smart Infrastructure business. Our focus continues to be on profitable growth ac
Q1FY27 company results: Firms including Manappuram Finance, Ashiana Housing, Ashoka Buildcon, Bata India, Balrampur Chini Mills, and Finolex Cables are also to release their April-June earnings today
Motilal Oswal's Chandan Taparia recommends Hero MotoCorp, Siemens, and Laurus Labs as technical buy ideas, citing bullish chart patterns, breakout formations, and strong sectoral momentum.
Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)
IFC, Siemens Financial Services and Fullerton Carbon Action Fund back Hygenco with $105 million to accelerate green hydrogen and green ammonia projects in India
Q4FY26 company results: Firms including Bayer CropScience, AIA Engineering, Aequs, Astra Microwave Products, and Balaji Telefilms are also to release their January-March earnings today
Ruchit Jain on Motilal Oswal recommends buying the shares of Manappuram Finance, Angle One, and Siemens Energy today
The T&D value chain, particularly segments focused on high voltage transformers, continues to benefit from a robust capex outlay, say analysts at Motilal Oswal.
Siemens Limited MD Sunil Mathur spoke about AI adoption, opportunities in India's data centre market, and the outlook for industrial technology
The sector's outlook remains anchored in rising public capital expenditure and sustained investments across defence, renewables, transmission and data centre infrastructure
According to Hitachi Energy, the Union Budget lays out a strong roadmap for technology-led growth with higher public capital expenditure and a clear push for AI data centers and advanced manufacturing
Siemens Energy's December-quarter results show strong revenue and profit growth, a rising order book, and major capex plans across transmission and generation as demand momentum builds
Q3FY26 company results: Firms including MRF, Sun TV Network, Procter & Gamble Health, BEML, Crompton and Kalyan Jewellers are also to release their October-December earnings today
Motilal Oswal reiterated its 'Buy' rating on Siemens Energy with an unchanged target price of ₹3,800, an upside of 27 per cent from Wednesday's closing price
JM Financial has a 'Add' rating and raised its target price on Siemens "modestly" to ₹3,480, reflecting higher expected other income
The gross margin improved 100 basis points (bps) Y-o-Y to 35.6 per cent, while operating profit margin came in at 18.1 per cent, lower than the previous three quarters
The upgrade by Nomura comes on the back of a strong operational performance in Q4FY25, where Siemens delivered a meaningful beat despite pockets of muted demand.