Siemens Energy India Limited · NSE:ENRIN
Siemens Energy India — H1 FY26 Earnings Presentation
23 slides from Siemens Energy India's earnings presentation, May 15, 2026
Slide 1: Earnings Call with Investors | H1 FY26
Earnings Call with Investors | H1 FY26 Siemens Energy India Limited Guilherme Mendonca, MD & CEO Harish Shekar, ED & CFO Virtual | 15.05.2026 May 2026 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2026 | Earnings Call with Investors, H1 FY26
Slide 2: Disclaimer
Disclaimer This presentation has been prepared solely for use at the investor / analyst call/ meet. By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations: a. Siemens Energy India Limited ("SEIL" or the "Com
Slide 3: We met in last December…
We met in last December… May 2026 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2026 | Earnings Call with Investors, H1 FY26 3
Slide 4: We are a pureplay Energy company
We are a pureplay Power Generation Power Transmission Energy Low-or zero- emission power company, generation and we serve customers across the entire Reducing GHG emissions Transport and and energy consumption in storage of industrial processes energy energy value chain Key Verticals Power Metal & O
Slide 5: Our Generation portfolio
Our Generation portfolio serves customers Central Power Generation Distributed Power Generation Transformation of Industry from Utilities, • Large Gas Turbines (upto 600 MW) • Industrial Gas Turbines (upto 100 MW) • Electrification and Automation Solutions O&G, • Services for Large Gas Turbines • Ind
Slide 6: Our Transmission portfolio
Our Transmission portfolio Grid Solutions Transformers Switchgears Grid Services supports a • Substations- AIS, GIS • Power Transformers & • Air Insulated Switchgears • Spares for HV and EHV Reactors (upto 765 kV) (upto 800 kV) substation reliable, • Flexible AC transmission • Traction Transformers
Slide 7: Large footprint close to our customers
Gurugram Greenfield With a Vadodara Transformer factory large Chhatrapati Sambhajinagar New Announcement footprint Mumbai in India, Kolkata Pune we are always Raipur close to our Goa Bengaluru Hyderabad customers… 08 Factories 04 Engineering/R&D Centres 06 Sales Offices 04 Service Centres Sales Righ
Slide 8: Strengthened our position in a transforming energy landscape
…and since then, we have further strengthened our position in a Transforming energy landscape May 2026 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2026 | Earnings Call with Investors, H1 FY26 8
Slide 9: India is exhibiting resilience
Economic Survey 25-26 India’s Stability… • Political – Strengthened central-state leverage through successful state elections • Economic – Strong macros, global alignments through FTAs In the current • Domestic Consumption and Public CAPEX geopolitical turmoil, Economic…supports Survey 25-26 Resilie
Slide 10: Energy Market
Niti Aayog outlined the long-term outlook (upto 2050 and 2070) Viksit Bharat and Net Zero1 projection …with more clarity The geopolitics on the situation may accelerate: Energy Market • Energy security and - Long term and electrification Mid term • Advanced planning – Generation and Grid CEA upgrade
Slide 11: Market visibility and Opportunities for SEIL
Market Drivers Opportunities for Siemens Energy Generation Transmission Non-fossil 2.3x - ~3200 GVA 2.4x - 1215 GW from ~786 GW by 2036 • Upkeep of existing fleet from 1407 GVA by 514 GW by 2036 with ~65% Solar • Modernization & Upgrades 2036 • Flexibilization ..which creates Generation • Nuclear Po
Slide 12: Increased order backlog and major orders
Order Backlog (in ₹ Bn) Major Orders Services for gas turbines for large Indian offshore oil field Power Generation Keeping critical oil & gas infrastructure running In line, in H1 we Capital spare supply to large thermal power plant in Maharashtra +22.2% Upkeep of base load power have increased 184
Slide 13: Delivered projects on ground
…and we have delivered Ensuring Resilient Generation Refurbishment of large 210 MW turbine for Large Transformer Supply Large order of multiple 765 kV Power Transformers Supporting Grid Balancing 7 x 400 kV SVC1 Coupling Transformer order for projects thermal plant in Odisha – base load support for
Slide 14: New investment in addition to current expansions
Ongoing Expansions Announced in Q1 ₹7.4 Bn ₹20.6 Bn …we have also Kalwa Greenfield Transformer factory Transformer Expansion announced new investment in addition to our current Chhatrapati Sambhajinagar expansions Switchgear Expansion Pictures for illustration only May 2026 | Siemens Energy is a tra
Slide 15: ESG agenda: sustainability leader
Committed to… We continue to Climate neutral in own operation by 2030 execute our A Sustainable CO2 equivalent emissions reduced1 in H1 (tCO2e): World ~2,000 (Scope 1) + ~5,500 (Scope 2) ESG agenda A thriving work 15.3% Gender diversity, SHinE - Women driven by our environment Development Program un
Slide 16: We have delivered excellent financial results
…we have delivered excellent financial results May 2026 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2026 | Earnings Call with Investors, H1 FY26 16
Slide 17: Robust financial performance
Overall Financial Performance in ₹ Bn Robust Order Backlog Revenue Profit from Operations (% of Revenue) financial +22.2% +26.8% 17.2% 18.9% 184.3 43.1 performance 150.8 34.0 20.7% supported by a 19.1% 8.1 strong order pipeline and 6.5 disciplined execution, driving H1 FY25 H1 FY26 H1 FY25 H1 FY26 H
Slide 18: Well diversified revenue mix
Revenue Mix Well Segment Mix Geographic Mix Business Mix diversified PT PG Domestic Export Products Solutions Services revenue mix across business 23.5% 28.5% 26.5% 26.9% 45.4% 44.2% segments, geographies and 33.2% 35.5% offerings 76.5% 71.5% 54.6% 55.8% 40.3% 37.6% Exports contribution H1 FY25 H1 F
Slide 19: Strong contribution from Power Transmission
Segment wise Financial Performance in ₹ Bn Strong Power Transmission Power Generation contribution Order Backlog Revenue Order Backlog Revenue from Power +27.5% +29.7% +12.4% +23.3% Transmission 125.2 24.0 52.6 59.2 19.0 with robust long-term 98.2 18.5 15.4 market outlook 20.3% 20.3% 17.7% 21.3% Ste
Slide 20: Value for You
And, we continue to create Value for You 1 Zero Harm 2 Profitable Growth 3 Empower People 4 Customer Delight May 2026 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2026 | Earnings Call with Investors, H1 FY26 20
Slide 21: We are #TeamPurple #WeEnergiseSociety
We are #TeamPurple #WeEnergiseSociety Remove STA photo – add People Photo – connect with Comms December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy, 2025 | SEIL Analyst Meet 21
Slide 22: Q&A
Q&A May 2026 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2026 | Earnings Call with Investors, H1 FY26 22
Slide 23: Contact Investor Relations
Contact Investor Relations Viral Raval Head of Investor Relations viral.raval@siemens-energy-india.com May 2026 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2026 | Earnings Call with Investors, H1 FY26 23