Siemens Energy India Ltd. Share Price

India’s Power Grid Story: One HVDC Order, A Much Bigger

As renewable power grows in Rajasthan and other regions, the next challenge is moving that electricity efficiently to where it is needed. That is where **HVDC transmission** enters the story. GE Vernova T&D India has emerged as L1 for the **Barmer II–South Kalamb 6,000 MW HVDC project**. The proposed GE Vernova contract is estimated around ₹13,000 crore, while the overall project is expected to be much larger. The development could significantly improve long-term revenue visibility. As renewable generation, data centres, electrification and industrial demand expand, India needs transformers, substations, transmission lines, grid automation and HVDC equipment. 📌 **Nifty 500 stocks to study around this theme:** • **

** — HVDC & grid equipment • **Hitachi Energy India** — HVDC, transformers & grid solutions • **CG Power & Industrial Solutions** — electrical equipment • **Siemens Energy India** — transmission & power technology • **ABB India** — electrification & grid solutions • **Apar Industries** — conductors & power transmission products • **KEC International** — transmission & EPC • **Kalpataru Projects International** — power transmission EPC • **Power Grid Corporation of India** — transmission infrastructure Several of these companies have exposure to India's expanding T&D ecosystem, although the benefit will differ by business mix, order wins, execution and valuations. **When renewable capacity rises, study the entire transmission chain because equipment makers, EPC firms, and grid owners can benefit differently.** 📚 **Educational purpose only:** This is sectoral learning, not a stock tip, recommendation, or investment advice. Do your own research and follow applicable SEBI regulations.

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Siemens Energy India Limited Results Analysis-Q1FY27

Financial performance and key Operating Metrics (Consolidated) : Operating Revenue for Q3FY26 is Rs. 2,486 Crs., 39.28% growth YoY, Total Income is Rs. 2,542 Crs., 38.42% growth YoY, Gross Profit is Rs. 2071 Crs., 66.31% growth YoY, EBITDA is Rs. 586 Crs., 72.11% growth YoY, EBITDA Margin is 23.56% improved by 450 basis points YoY, PBT Rs. 593 Crs., 68.58% growth YoY, PAT Rs. 441 Crs. 67.83% growth YoY. On QoQ basis Operating Revenue is up by 3.82%, Total Income is also up by 4.22%, Gross Profit is up by 2.7%, EBITDA is up by 17.54%, PBT is up by 18.16% and PAT is also up by 17.7%. Revenue witnessed solid growth increasing 39.3%, primarily supported by robust order backlog and execution. Profit from operations (%) also improved by 430 bps year-on-year, primarily driven by better operating leverage, higher export contributions, and disciplined order execution. Order Backlog is Rs. 19,331 Crs., 16.4% growth YoY, Power Transmission Revenue for Q3FY26 is Rs. 1,386 Crs., 41.98% growth YoY, Power Generation Revenue for Q3FY26 is Rs. 1,099 Crs., 36.02% growth YoY.

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Stocks With Strong Future Guidance — Worth Tracking

• V-Marc • RR Kabel • Finolex • HFCL

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Close crossing last Month High Strategy

Close crossing last Month High Strategy

is trading near its previous month high. • This strategy focuses on stocks that close above the previous month’s high, which often signals fresh momentum and strong buying interest. • A decisive close above this level indicates that the stock is breaking a key resistance zone,potentially starting a new upward trend. • Traders usually look for strong volume, market support, and the stock trading above important moving averages to confirm the breakout strength. • For risk management, many traders place a stop loss slightly below the breakout level while aiming to capture short to medium-term momentum moves. Disclaimer: Investments in the securities market are subject to market risks, read all the related documents carefully before investing

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Siemens Energy AG – SWOT Analysis

Strengths Global energy-technology leadership: Siemens Energy has a broad portfolio spanning power generation, transmission, grid infrastructure, industrial energy systems and wind power. Exceptional order visibility: Q2 FY2026 orders reached a record €17.7 billion, taking backlog to €154 billion. Weaknesses Siemens Gamesa remains the major weak point: Although the wind business is improving, management still targets only break-even profitability for FY2026. Wind-turbine quality problems and restructuring have historically caused substantial losses and cash requirements. Large projects require significant capital, working capital and long execution cycles. Exposure to global supply chains and commodity prices can affect project margins. Opportunities Global electricity demand: Electrification, AI/data centres and industrial digitalisation are creating a major need for new generation and grid infrastructure. Siemens Energy specifically expects data-centre growth to support investment in power infrastructure. Grid expansion: This is arguably the company's strongest structural opportunity. Siemens Energy has raised FY2026 Grid Technologies revenue-growth guidance to 25–27%, with a targeted 18–20% profit margin before special items. Renewable-energy integration: Increasing renewable capacity requires transformers, transmission networks, storage and grid-stability solutions. Siemens Gamesa turnaround: Achieving sustainable break-even and improving margins in wind could materially improve group profitability. Energy transition: Hydrogen-ready turbines, electrification, energy efficiency and industrial Threats Wind industry execution risk: Further quality problems, warranty claims or delays at Siemens Gamesa could negatively affect earnings and cash flow. Strong competition from GE Vernova, Hitachi Energy, Schneider Electric, ABB and other global

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