Siemens Ltd. Share Price

Taril Quarter2 profit rises to ₹789 million.

Transformers and Rectifiers (India) Limited

reported consolidated Q2 net profit of ₹789 million, up from ₹339.1 million year-on-year. Revenue stood at ₹7.39 billion versus ₹4.6 billion a year ago. EBITDA rose to ₹1.28 billion from ₹515 million. EBITDA margin improved to 17.42 percent from 11.2 percent. The results show strong growth in revenue and profit for the quarter. The key numbers are Q2 profit of ₹789 million, revenue of ₹7.39 billion and EBITDA margin of 17.42 percent. This reflects higher sales for the transformer maker. Peers such as CG Power, Siemens and ABB India may face comparison on growth rates. Near-term prices could react to the results. Risks include slower order execution or higher input costs. Competitors listed: CG Power, Siemens, ABB India. We have no financial interest in this news.

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APAR INDUSTRIES FUNDAMENTAL RESEARCH REPORT

Apar Industries (NSE: APARINDS, BSE: 532259), Mumbai, runs three businesses: power conductors (India’s largest maker,including premium HTLS reconductoring and copper conductors), specialty oils (transformer oils - the only supplier of HVDCtransformer oil to Hitachi Energy, GE and Siemens - plus lubricants) and cables (power, solar, railway, defence and US data-centre cables). FY26 revenue was Rs 22,902 Cr and PAT Rs 977 Cr. It is CARE AA/Stable (upgraded from AA- on 9-Sep-2026). Event 1 - a record quarter, but half of it was oil. Q1 FY27 revenue rose 29% to Rs 6,591 Cr and PAT 78% to a record Rs 467 Cr .But the oil division earned Rs 25,482 per KL against a FY26 average of ~Rs 5,943, as low-cost inventory was sold into risingprices; oil was Rs 214 Cr (46%) of Q1 PAT . Management called it inventory-led and CARE says it is “not expected to sustain”. Atnormal oil margins, Q1 PAT would have been roughly Rs 280 Cr (our estimate), about +6% YoY. Conductor volume fell 6.7% ascustomers deferred conventional orders; cables grew 29.5% at a 10.6% margin. Event 2 - Rs 2,500 Cr QIP.

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Orders Are Strong, But Execution Is the Real Story

India’s infrastructure story often looks simple from the outside: more orders should mean more growth. But the real value is created only when those orders are converted into revenue through timely execution. Recent sector commentary highlights an important Q2FY27 theme—**order books remain supportive, but execution pace, project delays and margin pressure are key factors to watch.** Large infrastructure and capital-goods companies continue to benefit from government capex, private-sector investment, power transmission, railways, data centres and renewable-energy projects. Think of it like this: an infrastructure company may have a huge pipeline of projects, but investors should also ask **“How quickly can the company execute?”** Delayed execution can postpone revenue recognition and keep working capital elevated. Earlier sector analysis also highlighted deterioration in working-capital cycles and pressure on margins for several EPC players. For educational tracking, some **Nifty 500 stocks connected with this theme** include **Larsen & Toubro (L&T), KEC International,

, Bharat Heavy Electricals (BHEL), Siemens, ABB India, Thermax, Cummins India, CG Power and Triveni Turbine.** The learning point is simple: **don’t judge an infrastructure company only by its order book. Study order inflow + execution + margins + working capital + debt together.** A strong order book creates opportunity, but consistent execution, healthy margins and working-capital discipline determine sustainable infrastructure-sector growth. **Educational Disclaimer:** This post is strictly for educational purposes and is not a stock tip, recommendation, or investment advice. Investors should conduct independent research and consult a SEBI-registered investment professional before making investment decisions.

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Siemens Ltd sees a sharp bearish breakdown below ₹3,700

closed near ₹3,647 after a 3.9% decline, with the session ending close to its low. The large bearish candle has pushed the stock below ₹3,700 and extended the lower-high, lower-low structure visible since the August peak. The price is below the 20-day average at ₹3,825 and the 55-day average near ₹3,884. Both levels now form a strong overhead resistance band. MACD remains below its signal line and has moved deeper into negative territory, confirming that sellers still control short-term momentum. ₹3,600 is the immediate level to watch. A close below it can extend the decline towards ₹3,500. Any rebound needs to cross ₹3,825 first, while ₹3,884 is the more important level for a trend repair. Siemens remains linked to industrial automation, electrification and capital-expenditure demand, but the daily chart requires clear price recovery before the structure turns constructive.

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TD Power Systems gets ₹192 crore US order

TD Power Systems Limited

received a ₹192 crore order through its US subsidiary, TDPS USA, from a leading multinational corporation for 2-pole generators used in gas turbine applications in the United States. Deliveries are scheduled between August 2027 and January 2028. **What happened** The order is important because it marks TD Power's entry into the global 2-pole generator market using its own in-house design. The company had also signed a 10-year build-to-print framework agreement with Siemens Energy in August, although that agreement did not carry a committed order value. **The numbers** Q1 FY27 consolidated revenue was ₹640.05 crore, up 72.1% year on year. EBITDA rose 71.9% to ₹121.68 crore, while profit after tax increased 72.3% to ₹86.29 crore. Q1 order inflow was ₹734.1 crore and the order book stood at about ₹2,207 crore. **My view** The order strengthens the growth story, but valuation is the key risk. The stock closed at ₹792.15 on October 1, close to its 52-week high of ₹817.55. The company is already discounting strong growth, so future orders need to translate into revenue and margins rather than just headline order-book growth. **What I am watching** Execution of the existing order book, additional 2-pole generator orders, export growth and Q2 FY27 margins. **Stance:** Positive on business momentum, but cautious on chasing the stock near its 52-week high. **Disclosure:** [Holding: I do not hold a position in TD Power Systems Limited.] Its Not investment advice.

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Siemens Energy India (ENRIN) is showing technical setup

Siemens Energy India (ENRIN) is showing an interesting technical setup for the next trading session. The stock has recently displayed strong momentum and is trading above key moving averages, which suggests that buyers are maintaining control. A decisive move above the ₹3,334 zone, preferably accompanied by strong volume, could confirm a fresh breakout. The technical setup points toward an upside objective around ₹3,660, while ₹3,180 can be considered an important risk-management level. The broader market backdrop remains challenging, so chasing the stock immediately after a sharp opening gap may carry additional risk. A better approach would be to watch whether ENRIN sustains the breakout level after the opening volatility and whether volume supports the move. Possible trading setup: 📌 Breakout/Entry: ₹3,334 🎯 Target: ₹3,660 🛑 Stop-loss: ₹3,180 This represents roughly 9.8% potential upside versus about 4.6% downside risk from the stated entry, giving the setup a favorable risk/reward profile. However, breakout trades can fail, particularly when the broader index is weak. Traders should therefore use position sizing and a strict stop-loss rather than treating the target as guaranteed. Watchlist: ENRIN Bias: Bullish above ₹3,334 with volume confirmation

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