Siemens Energy India (ENRIN) investor relations material

Executive summary

• Achieved strong revenue and profit growth for the nine months ended FY26, supported by a robust order backlog and operational excellence.

• Unaudited financial results for the quarter and nine months ended June 30, 2026, were approved by the Board on August 6, 2026.

• Completed a major demerger from Siemens Limited, with shares allotted to eligible shareholders and listing on BSE and NSE in June 2025.

• Continued to strengthen position in the transforming energy landscape, delivering major projects across power generation and transmission.

• Advanced ESG agenda with significant progress in sustainability, diversity, and social responsibility initiatives.

Financial highlights

• Revenue increased by 31.1% year-over-year to ₹67,906 million for 9M FY26, driven by strong order execution.

• Profit from operations rose to ₹14,400 million, with margin improving by 260bps to 21.2% compared to 17.1% in 9M FY25.

• Order backlog grew by 16.4% year-over-year to ₹193,300 million, providing strong future visibility.

• Net profit for 9M FY26 was ₹11,284 million, up from ₹7,405 million year-over-year.

• Basic and diluted EPS for 9M FY26 was ₹31.70, up from ₹20.80 year-over-year.

Outlook and guidance

• Long-term outlook remains positive, supported by a healthy order pipeline and continued demand from utilities and industries.

• Export contribution continues to rise, diversifying revenue streams and supporting growth.

• The company continues to monitor regulatory changes, especially regarding the new Labour Codes, and will adjust accounting as needed.