Siemens Limited · NSE:SIEMENS
Siemens — Q6 FY2026 Earnings Presentation
19 slides from Siemens's earnings presentation, May 28, 2026
Slide 1: Exchange filing cover letter
May 28, 2026 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 28.05.2026 - Siemens Limited Q6 FY2026
Analyst Meet | Mumbai | 28.05.2026 Siemens Limited Q6 FY 2026 (01.01.2026 - 31.03.2026) Sunil Mathur, Managing Director & Chief Executive Officer Wolfgang Wrumnig, Executive Director & Chief Financial Officer Page 1 Unrestricted | © Siemens 2026 | 2026-05-28 | FY26 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: Business Highlights, Financial Highlights, Summary
Business Highlights Financial Highlights Summary Page 3 Unrestricted | © Siemens 2026 | 2026-05-28 | FY26 Analyst Meet
Slide 5: India's structural growth momentum on track despite global volatility
India’s structural growth momentum on track despite global volatility 1 West Asia conflict • Sharp depreciation (INR / USD) Indian economy largely resilient from strong macro management • Impact on commodities, inflation • Private capex uptick continues 2 Robust domestic growth Reforms and policy ce
Slide 6: Siemens Limited demonstrating performance and commitment to Sustainability
Siemens Limited demonstrating performance and commitment to Sustainability Rating Score 61.0 ( + 2 points YoY ) Category Strong Rating Score 71.0 (+ 4 points YoY) Category Aspiring India’s #1 Sustainable Company Engineering, Electricals & Electronics sector Rating Score 61.5 ( + 0.9 points YoY) Busi
Slide 7: Milestones
Milestones SMO SI / DI SMO 1) 9000 HP: Dispatch of 40 locos from Leading Semiconductor OSAT INR 18 bn order for supply of bogies, Dahod in record time! plant at Gujarat: traction motors and gearboxes to ‘Global mobility factory’ Power distribution, facility management systems, Automation systems, IT
Slide 8: Business Highlights, Financial Highlights, Summary
Business Highlights Financial Highlights Summary Note: The Company changed its financial year, and the last financial year was an 18-month period ended 31.03.2026. Q2 FY26 refers to quarter ending 31.03.25 and Q6 FY26 refers to quarter ending 31.03.26. Page 7 Unrestricted | © Siemens 2026 | 2026-05-
Slide 9: Q6 FY2026: Key Financial Highlights
Q6 FY2026: Key Financial Highlights 1 ORDERS +32.6% REVENUE +14.6% Strong order and revenue growth amidst challenging macro environment 2 EBITDA INR 4.5bn Profitability impacted mainly due to high material cost on account of higher commodity prices and depreciating INR 3 PORTFOLIO Sale of Low Voltag
Slide 10: Q6 FY2026 Summary of Consolidated Financials
Q6 FY2026 Summary of Consolidated Financials In billion INR Siemens Limited (Continuing operations) Q2 FY 2026 Q6 FY 2026 % (y-o-y) 412.1 450.3 +9.3% Order Backlog 50.7 67.3 +32.6% New Orders 40.3 46.2 +14.6% Revenue +5.1 +4.5 -11.5% EBITDA +12.6% +9.7% -287 bps EBITDA Margin % 5.3 4.6 -13.6% Profit
Slide 11: Q6 FY2026 Financial Statement Overview
Q6 FY2026 Financial Statement Overview In billion INR Q2 FY2026 Q6 FY2026 INR bn % Revenue INR bn % Revenue 40.3 100% 46.2 100% Revenue 27.9 69% 34.1 74% (-) Material Cost 7.3 18% 7.6 17% (-) Other Costs1) 5.1 13% 4.5 10% EBITDA 1.5 4% 1.0 2% (+) Other Income 0.7 2% 0.7 2% (-) Dep. and amortization
Slide 12: Digital Industries (DI): Moderate order intake; underlying profitability normalizing
Digital Industries (DI) Moderate Order intake; underlying profitability normalizing New Orders Value Value in in billion billion INR INR Q6 FY2026 +17.1% +1.4% 20.7 • Book-to-bill at 0.84 (Q6 FY 2026) 9.5 9.7 17.6 • Orders driven by Metals & Mining, Cement and F&B • Revenue growth driven by factory
Slide 13: Smart Infrastructure (SI): Strong topline; margins impacted by commodity headwinds
Smart Infrastructure (SI) Strong topline; margins impacted by commodity headwinds New Orders Value in billion INR Q6 FY2026 +22.9% +17.6% 60.6 • Book-to-bill at 1.15 (Q6 FY 2026) 49.3 29.6 • Order growth driven by Power Utilities, Renewables and 25.2 Data center • Growth in revenue from Electrificat
Slide 14: Mobility (MO): Business momentum continues, 9K HP Loco project on track
Mobility (MO) Business momentum continues, 9K HP Loco project on track New Orders Value in billion INR Q6 FY2026 +41.7% +74.9% 34.3 • Book-to-bill at 3.37 (Q6 FY 2026) 28.0 24.2 • Key orders in Q6 FY2026 16.0 • Supply allocation of bogies & components from parent • 9K HP Loco order value adjustment
Slide 15: 6M ended 31st March 2026 Summary of Consolidated Financials
6M ended 31st March 2026 Summary of Consolidated Financials In billion INR Siemens Limited (Continuing operations) 6M ended 6M ended % (y-o-y) Mar 2025 Mar 2026 412.1 450.3 +9.3% Order Backlog 91.2 115.6 +26.8% New Orders 73.9 84.5 +14.3% Revenue +9.1 +8.7 -3.9% EBITDA +12.3% +10.3% -196 bps EBITDA
Slide 16: 12M ended 31st March 2026 Revenue Mix
12M ended 31st March 2026 Revenue Mix Segment mix % of Revenue Geographic Mix % of Revenue Business Mix % of Revenue 12.7% 12.8% 30.4% 30.9% 55.3% 55.5% 87.3% 87.2% 24.7% 22.7% 69.6% 69.1% 18.8% 20.6% 12M ended 12M ended 12M ended 12M ended 12M ended 12M ended Mar 2025 Mar 2026 Mar 2025 Mar 2026 Mar
Slide 17: Business Highlights, Financial Highlights, Summary
Business Highlights Financial Highlights Summary Page 16 Unrestricted | © Siemens 2026 | 2026-05-28 | FY26 Analyst Meet
Slide 18: In summary
In summary 1 Economy resilient amid geo-political tensions 2 Sustained domestic demand supported growth of all businesses; Large export order in MO 3 Record order backlog 4 EBITDA impacted by commodity prices & FX 5 Sustainability and Digitalization offerings increasingly relevant for customers Page
Slide 19: SIEMENS
SIEMENS