Siemens Limited · NSE:SIEMENS
Siemens — Q2 & H1 FY2025 Earnings Presentation
15 slides from Siemens's earnings presentation, May 20, 2025
Slide 1: Intimation letter to stock exchanges
May 20, 2025 National Stock Exchange of India Limited BSE Limited Scrip Code – National Stock Exchange of India Limited: SIEMENS EQ BSE Limited: 500550 Information pursuant to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”) Dear Sir / Madam, Pursu
Slide 2: Analyst Meet | Mumbai | 20.05.2025
Analyst Meet | Mumbai | 20.05.2025 Siemens Limited | Q2 & H1 FY 2025 | Consolidated Results Sunil Mathur, Managing Director & Chief Executive Officer Wolfgang Wrumnig, Executive Director & Chief Financial Officer Page 1 Unrestricted | © Siemens 2025 | 2025-05-20 | Q2 & H1 FY25 Analyst Meet
Slide 3: Disclaimer
Disclaimer This presentation has been prepared solely for use at the investor/analyst call. By attending the call where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations: a. Siemens Limited ("Siemens" or "Company") cannot give assura
Slide 4: Q2 FY25 Highlights: Resilient Performance amid Global Uncertainties
Q2 FY25 Highlights: Resilient Performance amid Global Uncertainties Global economy: Moderating domestic growth: Moderate GDP growth, FY25 – 6.5% 1 Geopolitical uncertainty & escalating trade tensions IIP 164.8 1, Manufacturing PMI 58.1 1 Siemens Limited (excluding Energy business) New Orders Order b
Slide 5: Vertical markets – Short Term Outlook
Vertical markets – Short Term Outlook Largely driven by public capex and emerging verticals Public capex driven verticals Conventional verticals Power Utilities (T&D) Commercial Buildings Railways & Metros Pharma Cement Water Chemicals Emerging verticals Food & Beverage Electronics, Semiconductor Au
Slide 6: Siemens Limited | Key Q2 updates of businesses
Siemens Limited | Key Q2 updates of businesses Digital Industries Smart Infrastructure Mobility Normalisation of inventories Good traction in Robust pipeline continues Electrification • Strong market development: New age • Strong market development: Power • Steady flow of opportunities in Rolling te
Slide 7: Digital Industries (DI): Destocking ongoing; sequential growth in orders and revenue
Digital Industries (DI): Destocking ongoing; sequential growth in orders and revenue New Orders Value in INR billion • Book-to-bill at 1.0 (H1 FY25) +1.2% +6.1% • Positive order growth in Q2 FY25 17.5 17.7 9.0 9.5 • Profitability impacted due to reduced cost absorption on lower revenue, negative pro
Slide 8: Smart Infrastructure (SI): Strong performance driven by low & medium voltage businesses
Smart Infrastructure (SI): Strong performance driven by low & medium voltage businesses New Orders Value in INR billion +11.4% • Book-to-bill at 1.18 (H1 FY25) +13.7% 44.3 49.3 • Growth in Orders and Revenue primarily driven 22.2 25.2 by Electrification and Automation • Stringent execution and favor
Slide 9: Mobility (MO): Strong Order Growth, Continued Investments
Mobility (MO): Strong Order Growth, Continued Investments New Orders Value in INR billion +296.1% • Book-to-bill at 1.77 (H1 FY25) +379.4% 24.2 • Key Orders in H1 FY25: propulsion 16.0 equipment, bogies for Metro projects in Asia, and railway signaling, 9k HP maintenance 6.1 3.3 • Revenue reflecting
Slide 10: Low Voltage Motors (LVM): Continued softness in performance
Low Voltage Motors (LVM): Continued softness in performance New Orders Value in INR billion • Book-to-bill at 0.96 (H1 FY25) -6.6% -6.9% 4.7 4.4 • Order growth impacted due to weak demand 2.5 2.3 and price pressure • Revenue from order backlog execution Q2 FY24 Q2 FY25 H1 FY24 H1 FY25 • Profitabilit
Slide 11: Revenue Mix: Diversified Geographic and Business mix; increase in exports
Revenue Mix: Diversified Geographic and Business mix; increase in exports Domestic & Export % of Revenue Business Mix % of Revenue 2.8% 11.4% 26.6% 28.8% 97.2% 88.6% 73.4% 71.2% H1 FY24 H1 FY25 H1 FY24 H1 FY25 Export Domestic Project Product and Service Page 10 Unrestricted | © Siemens 2025 | 2025-0
Slide 12: Q2 FY2025: Financials for Siemens Ltd.
Q2 FY2025: Financials for Siemens Ltd. Values in INR Billion Siemens Ltd. (continuing operations) Q2 FY24 Q2 FY25 % (y-o-y) Order Backlog 1 386.9 414.6 +7.2% New Orders 37.0 53.1 +43.5% Revenue 41.5 42.6 +2.6% EBITDA 6.4 5.3 -17.2% EBITDA Margin % 15.3% 12.4% -289bps Reported PBT 8.8 5.5 -37.6% Exce
Slide 13: H1 FY2025: Financials for Siemens Ltd. and Energy Business
H1 FY2025: Financials for Siemens Ltd. and Energy Business Values in INR Billion Siemens Ltd. Energy Business 2 (continuing operations) (discontinued operations) H1 FY24 H1 FY25 % H1 FY24 H1 FY25 (6 months) (6 months) (y-o-y) (6 months) (5 months) Order Backlog 1 386.9 414.6 +7.2% 97.4 150.5 New Ord
Slide 14: In summary
In summary 1. Notwithstanding global economic uncertainty, Siemens Limited profitability on track 2. Capex spending continues to be largely driven by public capex and emerging verticals 3. Mobility and Smart Infrastructure businesses continue to be growth drivers 4. Management exploring options for
Slide 15: SIEMENS
SIEMENS