Siemens Energy India Limited · NSE:ENRIN
Siemens Energy India — Investor Presentation (December 2025)
35 slides from Siemens Energy India's investor presentation, Dec 10, 2025
Slide 1: Analyst and Investor Meet | FY2025
Analyst and Investor Meet | FY2025 Siemens Energy India Limited Guilherme Mendonca, MD & CEO Harish Shekar, ED & CFO Mumbai | 10.12.2025 December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet
Slide 2: Disclaimer
Disclaimer This presentation has been prepared solely for use at the investor / analyst 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 "Company")
Slide 3: Agenda
Agenda 1 2 3 4 Introduction About the Financial Looking company Performance Ahead December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 3
Slide 4: Aspiration to be a Developed Nation by 2047 is drastically changing India
Digitalization Demographic Dividend Urbanization Viksit Bharat Aspiration to be a Developed Nation by 2047 Technology Sovereignty is drastically changing INDIA December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 4
Slide 5: India's per capita electricity consumption is one-third of global average
While currently… India’s per capita electricity consumption is only one-third of global average There will be… ~100% increase in India’s electricity infrastructure over the next decade December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL An
Slide 6: How can we meet the growing demand for electricity while protecting our climate?
How can we meet the growing This is where demand for electricity while WE protecting come in our climate? December December 2025 |2025 | Siemens Siemens Energy Energy is a trademark is a trademark licensed licensed by Siemens by Siemens AG AG © © Siemens Siemens Energy Energy India India Limited, Li
Slide 7: 150+ years in business, 100+ years in India
150+ years in Business 100+ years in India 1st year in Stock Exchange December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 7
Slide 8: With a Purpose and Mission
With a Purpose and Mission … by supporting our customers in transitioning to a more sustainable world, based on our innovative technologies and our ability to turn ideas into reality. December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Ana
Slide 9: Agenda
Agenda 1 2 3 4 Introduction About the Financial Looking company Performance Ahead December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 9
Slide 10: India's Energy Sector for 100+ years
2 We are serving India’s 1910 Turbogenerator1 at 1950 onwards 2003 India’s longest 2011 World’s first 2021 India’s first 2023 Equipment for 1500+ Turbines Energy the Tata Iron & Steel power plant multiple power plants (hydro and steam) HVDC line (East – West, >1400km) 1200 kV SF6 circuit breaker HVD
Slide 11: As a pureplay Energy company, we serve customers across the energy value chain
2 As a pureplay Power Generation Power Transmission Energy Low-or zero- emission power Order Entry FY2025 company, generation we serve 36% customers across the entire Reducing GHG emissions 64% Transport and and energy consumption in storage of industrial processes energy energy value chain Key Vert
Slide 12: With strong fundamentals we are shaping a more reliable, affordable and sustainable energy system
2 With Leading Pureplay Energy Company across the energy value chain strong fundamentals Serving the core & growing pillars of the economy: Utilities, Industries, Infrastructure we are shaping a more Large footprint in India with continued investments in new facilities reliable, affordable and Resil
Slide 13: Our Generation portfolio
2 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 • I
Slide 14: Our Transmission portfolio
2 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 Transformer
Slide 15: Large footprint close to our customers
2 Gurgaon With a Vadodara large Aurangabad 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 Rights in India, Bhutan, Nepal, Maldives & Sri Lanka December 2025
Slide 16: Making in India for the World
2 Product Sourcing Competence Centre … also, • Generation and • Engineering we have been transmission equipment • Research and Development Making in India for the World December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor
Slide 17: Board of Directors
2 Board of Directors We have professional and Sunil Dass Mathur Ketan Arvind Dalal Subodh Kumar Jaiswal Swati Shivanand Salgaocar Chairman Independent Director Independent Director Independent Director experienced minds steering the company… Karl-Heinz Andreas Juergen Michael Tim Oliver Holt Guilher
Slide 18: Marquee projects on the ground
2 … and a strong team Resilient Power Generation Efficient Energy Transmission Decarbonizing the Industry delivering Restoration of a critical power plant for a large metropolitan in record time Large order – STATCOM’s for grid resilience and stability 1 x 4.35 MW WHR project - first of kind in Ferro
Slide 19: Innovation as a key lever for growth
2 •Access to a strong global Innovation ecosystem and IP portfolio With a deep foundation, •30+ years of local R&D / Engineering we drive capabilities Innovation •1500+ heads contributing to global as a Engineering and R&D key lever for •140+ Technology experts deeply growth connected with Global Ex
Slide 20: ESG agenda: sustainability leader
2 Committed to… We execute our A Sustainable Climate neutral in own operation by 2030, 100% Green electricity for own power consumption, ESG agenda World Zero waste to landfill driven by our A thriving work 15% Gender diversity, 37 Learning Hours1, All environment women production line2 ambition to
Slide 21: Recognitions strengthen our commitment
2 Gold Award – Quality circle at BALCO Platinum Award in 7th ICC National OHS Award and, the recognitions for our work, further strengthens our Low-Cost Automation - Platinum Passion for Energy Awards - Project Pratibandh FGI Industrial Safety & Compliance commitment December 2025 | Siemens Energy i
Slide 22: Agenda
Agenda 1 2 3 4 Introduction About the Financial Looking company Performance Ahead December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 22
Slide 23: Consistently delivered strong metrics over the last 3 years
3 figures in INR 0.0 Billion Orders Revenue EBITDA We have (% of Revenue) consistently +39% +14% delivered +49% +25% +360bps strong +30% 131.1 +5% 62.8 78.3 +300bps 19.3% 59.9 metrics over 67.7 88.0 12.7% 15.7% 15.1 the last 3 years 9.8 7.6 FY231 FY241 FY25 FY231 FY241 FY25 FY231 FY241 FY25 Order ba
Slide 24: Q4 FY2025 with strong revenue and sustained EBITDA margin
3 Q4 FY2025 Orders1 Revenue EBITDA Ended the last (y-o-y) (y-o-y) (% of Revenue) quarter of FY25, +1% +27% -40bps with strong Revenue and sustained EBITDA margin Advancement Healthy order Higher mix of of orders into backlog and diligent project business; Q3 FY2025 project execution 150bps one-time
Slide 25: Power Generation: double-digit topline growth with sustained profitability
3 New Orders In FY25 for +17% -13% figures in INR 0.0 Billion Power 40.0 46.8 10.5 9.1 Q4 FY2025 Generation, • Advancement of a large Gas we had a service order in Q3 FY25 double-digit FY241 FY25 Q4 FY 24 Q4 FY 25 • Revenue growth supported by order backlog execution topline Revenue • Higher profita
Slide 26: Power Transmission: new orders favorably impacted by sector tailwind
3 Orders In FY25 for figures in INR 0.0 Billion +76% +12% Power 84.3 14.4 12.8 Q4 FY2025 Transmission 48.0 • Order growth in Switchgears New orders and Transformers favorably • Solid Revenue growth driven FY241 FY25 Q4 FY 24 Q4 FY25 by robust and efficient impacted by Revenue project execution secto
Slide 27: Revenue mix is well diversified
3 % of revenue Y-o-Y comparison Segment Mix Geographic Mix Business Mix In FY25 Transmission Generation Domestic Export Products Projects Services Revenue mix is well 20.1% 23.0% 25.7% 25.6% diversified 52% 46% 47.0% 42.4% 79.9% 77.0% 48% 54% 27.3% 32.0% FY241 FY25 FY241 FY25 FY241 FY25 1 | Comparab
Slide 28: Agenda
Agenda 1 2 3 4 Introduction About the Financial Looking company Performance Ahead December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 28
Slide 29: India's growth, electrification is fueling a major long-lasting cycle
4 India Aspirations Fastest growing large economy Growth in Indian Power Sector India’s % GDP growth (2025)1 Power generation3 in GW • Developed Nation by 2047 Renewables growth, • Self-reliant, energy independent • Global manufacturing hub 6.6% 4.8% Nuclear Thermal 501 997 669 247 is fueling a majo
Slide 30: We operate in a growing market
4 Key Drivers With Opportunities for Siemens Energy Electrification, Generation 2x - 997 GW from Transmission 2x - 2412 GVA from Renewable >600 GW by 2032 • Upkeep of existing fleet • Modernization & Upgrades 501 GW by 2032 1337 GVA by 2032 with 60% Solar Industrialization & Generation • Flexibiliza
Slide 31: With this tailwind, we continue to build the transforming energy
4 With this tailwind, we continue to build the 1 2 3 transforming energy Partner for Expand India as Evolve portfolio India’s growth the Global Hub for the sustainable World future © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet December 2025 | Siemens Energy is a trademark licen
Slide 32: We continue to invest strategically to cater to customer's needs
4 Kalwa (Navi Mumbai) Aurangabad We continue to Invest Strategically to cater to our Expansion of Power Transformer factory Expansion of high voltage Switchgear factory customer’s Raipur Bengaluru needs New Service Centre for Steam Turbines New Global Engineering Centre December 2025 | Siemens Energ
Slide 33: We continue to create Value for You
4 And, we continue to create Value for You 1 Zero Harm 2 Profitable Growth 3 Empower People 4 Customer Delight December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 33
Slide 34: 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 34
Slide 35: Q&A
Q&A December 2025 | Siemens Energy is a trademark licensed by Siemens AG © Siemens Energy India Limited, 2025 | SEIL Analyst & Investor Meet 35
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