Siemens Limited · NSE:SIEMENS
Siemens — FY2025 Earnings Presentation
35 slides from Siemens's earnings presentation, Dec 12, 2025
Slide 1: Intimation of presentation to stock exchanges
December 12, 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,
Slide 2: Analyst and Investor Meet, Mumbai 12.12.2025
Analyst and Investor Meet Mumbai | 12.12.2025 Siemens Limited | Q4 & 12M FY2025 Sunil Mathur, Managing Director & Chief Executive Officer Wolfgang Wrumnig, Executive Director & Chief Financial Officer
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: Promising momentum in Indian economy
Promising momentum in Indian economy Advanced Infrastructure & Make in India 1 6.5-7.0% FY26 GDP Forecast IT relief & GST rate cuts boost consumption; GDP ~ +1.0% 2 $3.9 Tn FY25 GDP Optimism in private capex investment due to higher demand 3 4th Largest economy Headwinds from trade tariffs & geopoli
Slide 5: Viksit Bharat @ 2047: Transformative reforms across all relevant verticals for Siemens
Viksit Bharat @ 2047: Transformative reforms across all relevant verticals for Siemens A robust economy: > $30 Tn | 7-10% annual growth Siemens relevant verticals Innovation Anusandhan India AI Atal 1 & AI Leadership ₹ 50k Cr, ₹ 10.3k Cr Innovation 2.0 Automotive Life Rail 23-28 24-29 ₹ 2.8k Cr Scie
Slide 6: Siemens strategy aligns with thrust areas of economy
Siemens strategy aligns with thrust areas of economy Our Growth 1 2 3 4 Levers Customer Vertical Products & Localization & Centricity Focus Portfolio expansion 1 Industry Metaverse & Digitalization 1 of 3 controllers installed from Siemens 2 Upgradation in Power Utilities >75% of distribution util
Slide 7: Siemens has delivered profitable growth in FY21-25
Siemens has delivered profitable growth in FY21-25 Siemens Limited Digital Industries Smart Infrastructure Mobility 4.9x 3.6x 2.9x 2.0x 2.3x 1.9x 1.3x 1.2x Revenue EBIT Revenue EBIT Revenue EBIT Revenue EBIT Revenue growth, FY21-25 EBIT growth, FY21-25 Page 6 Unrestricted | © Siemens 2025 | 2025-12-
Slide 8: Siemens consistently delivering strong revenue and EBIT
Siemens consistently delivering strong revenue and EBIT Revenue Growth 1.9x Portfolio Expansion & Strong Verticals Comparable 160.8 173.6 revenue 135.2 89.3 107.8 Fig. in bn INR 18.8 18.3 14.8 Operational 8.8 6.3 EBIT DI Normalization cycle Fig. in bn INR FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 EBIT
Slide 9: Siemens delivered strong shareholder returns amidst global headwinds
Siemens delivered strong shareholder returns amidst global headwinds Global Pandemic Geopolitical Conflict Trade uncertainties Share Price Movement 3129 (01.10.2020-30.09.2025) (376%) Siemens Peer Index1) NIFTY 100 1440 (119%) 1313 (100%) 7/1/2020 7/1/2021 7/1/2022 7/1/2023 7/1/2024 7/1/2025 1) Weig
Slide 10: Siemens leadership in Governance and Sustainability is recognized by external institutions
Siemens leadership in Governance and Sustainability is recognized by external institutions ‘MNC of the Year 2025' award Heavy Electrical Award in Manufacturing at BT All India Management Association India’s Most Sustainable Companies 2025 Page 9 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M
Slide 11: Digital Industries
Digital Industries Accelerating digital transformation Page 10 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 12: Automation solutions serve major applications in key verticals; strong market outlook
Digital Industries Our Automation solutions serve major applications in Key verticals; strong market outlook Key % Orders Market CAGR1) Market CAGR 1) Applications Verticals share 1) (FY21-25) (FY25-30) Served 20-25% 5-8% 5-8% Metal Packaging Printing Industrial Machinery Cutting Process Process (Ma
Slide 13: Well aligned portfolio and capabilities to leverage vertical opportunities
Digital Industries Well aligned portfolio and capabilities to leverage vertical opportunities Key Verticals Products / Solutions basket COMOS Plant engineering software Industrial Machinery (Machine building) CNC Automation Industrial SCADA Metals Distributed Control System - PCS 7 Programmable logi
Slide 14: Digital Industries: Way forward
Digital Industries: Way forward 1 Unified DI sales with vertical focus 2 Focused partner management approach to enhance reach and market penetration 3 Leverage installed base; Grow service business Page 13 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 15: Smart Infrastructure
Smart Infrastructure Creating environments that care Page 14 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 16: Penetrating every major application of key verticals
Smart Infrastructure Penetrating every major application of key verticals Key % Orders Market CAGR1) Market CAGR 1) Applications Verticals share 1) (FY21-25) (FY25-30) Served ➔ ➔ 15-20% >10% >10% Power Distribution Substation Automation Smart Grids Power T&D (MV & LV) & Control (T&D) (Distribution)
Slide 17: Wide portfolio basket at the center of key verticals
Smart Infrastructure Wide portfolio basket at the center of key verticals Key Verticals Products / Solutions Basket MV Protection Substation Grid Power Power T&D Switchgear Devices Automation Software Quality devices We create technology … ✓ to transform buildings Data Centre Building X ✓ to transfo
Slide 18: Smart Infrastructure: Way forward
Smart Infrastructure: Way forward 1 1 Focus on vertical markets e.g. T&D, Data centers, Commercial buildings, Ports 2 Localization & Capacity expansion in factories e.g. MV GIS & Components, Vacuum interrupter 3 Strategic partnerships (including M&A) to strengthen portfolio Page 17 Unrestricted | ©
Slide 19: Mobility
Mobility Transform mobility in India Page 18 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 20: Mobility increased addressed market (2021-25) through new & broadened portfolio
Mobility Increased addressed market (2021-25) through new & broadened portfolio Mobility Offerings CAGR FY21-25: >8% 1) Growth Drivers (FY21-25) Portfolio until 2021 1. Strong Budget allocation: Average 5-year annual CAPEX: INR 2.6 L Cr. 2. Enhancing mainline Signaling systems Electrification Propul
Slide 21: Mobility: Well positioned portfolio; potential to be volume growth engine
Mobility Well positioned portfolio; Potential to be volume growth engine 1 2 3 4 5 Segments ` Full Electric Semi & High Speed Commuter rail / Mainline Metros Locomotives Trainsets Portfolio Siemens Signalling & Auto Electronic Advanced signalling Locos Electrification Propulsion systems Signalling I
Slide 22: Mobility: Way forward
Mobility: Way forward 1 Address increasing Rolling Stock & Signaling opportunities 2 Continued Transfer of Technology to India 3 Continued focus on project excellence Page 21 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 23: Low Voltage Motors
Low Voltage Motors Page 22 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 24: Proactive divestment of Low Voltage Motors to mitigate risk of uncertainty
Proactive divestment of Low Voltage Motors to mitigate risk of uncertainty 1 Global LVM business (Innomotics GmbH) has been sold by Siemens AG to KPS Capital Partners, LP a 3rd party in Oct’24 2 Siemens itself does not have requisite intellectual property or other capabilities without support from I
Slide 25: Low Voltage Motors business transaction update
Low Voltage Motors business transaction update Approach: Sale and Transfer on slump sale basis Next steps: • Transaction approved by Board on 8th Dec’25 Buyer: Innomotics India Pvt. Ltd. (Not a related party) • Expected to close in June’26, subject to customary conditions and Purchase price: Enterpr
Slide 26: Sustainability
Sustainability Page 25 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 27: We help our customers to achieve a positive sustainability impact
We help our customers to achieve a positive sustainability impact By combining the real >90% and the digital worlds, we support our customers of Siemens’ business along 3 key impact areas enables customers to achieve a positive sustainability impact Decarbonization & Resource efficiency & People cen
Slide 28: Siemens scaling customer impact across 3 sustainability pillars
Siemens scaling customer impact across 3 sustainability Pillars Decarbonization & Energy Efficiency Resource Efficiency & Circularity People Centricity & Societal Impact IHCL (Taj Hotels) Leading vehicle wash company Sivok Rangpo Rail Line 1. 18 properties 1. Automation, IoT and water conservation 1
Slide 29: Financial performance
Financial performance Page 28 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 30: Digital Industries (DI): Normalized business, growth in orders
Digital Industries (DI): Normalized business, growth in orders New Orders CAGR in billion INR +6% +13% ➢ FY 25 – Book to bill at 1.02 46 38 34 38 30 ➢ FY25 began with muted orders, followed by a strong 34% growth in Q4 ➢ FY25 Order growth driven by Chemical, Pharma and FY21 FY22 FY23 FY24 FY25 Metal
Slide 31: Smart Infrastructure (SI): Strong performance across all metrics
Smart Infrastructure (SI): Strong performance across all metrics New Orders CAGR in billion INR +21% +15% ➢ FY 25 – Book to bill at 1.12 103 82 90 65 ➢ FY25 - Order growth driven by Power Utilities, 48 Semiconductors, Battery and EV’s ➢ Growth in revenue driven by Electrification & FY21 FY22 FY23 FY
Slide 32: Mobility (MO): Business momentum continues, strong backlog supports future revenue
Mobility (MO): Business momentum continues, strong backlog supports future revenue New Orders CAGR in billion INR +34% ➢ FY 25 – Book to bill at 1.49 285 +49% ➢ Key orders in FY25: 50 ➢ Mum-Ahm ETCS Signaling 35 33 15 9K HP ➢ Nagpur Metro Signaling ➢ 6k HP E-Loco - Propulsion system FY21 FY22 FY23 F
Slide 33: 12M FY25: Summary of Consolidated Financials
12M FY25: Summary of Consolidated Financials in billion INR SIEMENS Ltd. (continuing operations) FY 24 (12 months) FY 25 (12 months) % (y-o-y) Order Backlog 1 397.7 422.5 +6.2% New Orders 166.3 200.4 +20.5% Revenue 160.8 173.6 +8.0% EBIT 18.8 18.3 -2.5% EBIT Margin % 11.7% 10.5% -114bps 1) Order Bac
Slide 34: To summarize…
To summarize… Page 33 Unrestricted | © Siemens 2025 | 2025-12-12 | Q4 & 12 M FY25 Analyst and Investor Meet
Slide 35: Summary
Summary 1 Siemens has delivered consistent performance over 5 years 2 Siemens strategy & portfolio well aligned to leverage opportunities from Viksit Bharat 2047 3 Sustainability and Digitalization offerings increasingly relevant for customers Near term priorities: 4 • Deeper and broader focus on Go