Siemens Ltd Institutional Investor Meeting Transcript - Thomson StreetEvents

Siemens Ltd Institutional Investor Meeting Transcript

Siemens Ltd Institutional Investor Meeting Transcript - Thomson StreetEvents
Siemens Ltd Institutional Investor Meeting Transcript
Published Dec 12, 2025
28 pages (19864 words) — Published Dec 12, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of SIEM.NS corporate analyst meeting

  
Brief Excerpt:

...Good morning, everyone. It's a pleasure to welcome you all to the Analysts and Investor Meet for Siemens Limited. I'm Radhika Arora, Head of Investor Relations. It's wonderful to see so many of you here today, especially as this is our in-person gathering after a long time. The past couple of years have brought significant change and progress for our company, as many of you would have seen. A major development during this period has been the demerger of Siemens Energy India Limited, which is now a separately listed pure-play energy company. Many of you would have attended their Analyst and Investor Meet just a few days ago. Today, our focus is firmly on Siemens Limited, our business and financial performance and our future. I'm delighted to introduce our management team, Mr. Sunil Mathur, Managing Director and Chief Executive Officer, who will share insights into our strategic direction; Mr. Wolfgang Wrumnig, Executive Director and Chief Financial Officer, who will present a detailed financial...

  
Report Type:

Transcript

Source:
Company:
Siemens Ltd
Ticker
SIEM.NS
Time
10:59am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Mohit Kumar - ICICI Securities Ltd - Analyst : This is Mohit Kumar from ICICI Securities. My first question on the Mobility. Given the strong order book of maybe more than in [INR 50 billion] and 1.8 book-to-bill ratio, even excluding the 9,000 HP loco order and the expected supply ramp-up in the 9,000 loco HP, I think there are 35 trains loco which is supposed to be delivered in the near term, right? My question is, should we expect greater than 20% CAGR in the revenue in the next couple of years and double-digit margin with improvement in the revenues.


Question: Mohit Kumar - ICICI Securities Ltd - Analyst : The growth in the margin,


Question: Mohit Kumar - ICICI Securities Ltd - Analyst : Question on Smart Infrastructure. It has done pretty well for us for the last 5 years. Do you think we can sustain the double-digit growth? And the question is, is it -- can you see the margin improvement given the fact that the global (inaudible) reports 18% EBIT margin, if I'm not LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. DECEMBER 12, 2025 / NTS, SIEM.NS - Siemens Ltd Institutional Investor Meeting wrong, in the same segment, right? And we -- I think we have almost localized almost, I think, 65% is the localization level, which is pretty high.

Table Of Contents

Siemens Ltd Q2 2025 Earnings Call Transcript – 2025-05-20 – US$ 54.00 – Edited Transcript of SIEM.NS earnings conference call or presentation 20-May-25 4:30am GMT

Siemens Ltd Q4 2024 Earnings Call Transcript – 2024-12-20 – US$ 54.00 – Edited Transcript of SIEM.NS earnings conference call or presentation 20-Dec-24 5:00am GMT

Siemens Ltd Institutional Investor Meeting Transcript – 2024-05-14 – US$ 54.00 – Edited Transcript of SIEM.NS corporate analyst meeting</ 14-May-24 10:59am GMT

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MLA:
Thomson StreetEvents. "Siemens Ltd Institutional Investor Meeting Transcript" Dec 12, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Siemens-Ltd-Institutional-Investor-Meeting-T16606284>
  
APA:
Thomson StreetEvents. (2025). Siemens Ltd Institutional Investor Meeting Transcript Dec 12, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Siemens-Ltd-Institutional-Investor-Meeting-T16606284>
  
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