Siemens: Bottoming Out, Capex Recovery. Maintain BUY
The impact of tariff on exports continues to be an overhang and conclusion of the trade deal with the US will improve sentiment for incurring capex
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Siemens Energy (Initiating Coverage): Play on decarbonization. BUY
Over the years, this has been a highly profitable business for Siemens India which has clocked 22.6% EBITDA margin during H1FY25 (5 months)
255 Views
Siemens - Near-Term Patchy on Slow Private Capex!
Siemens (SIEM) in its FY24 annual report emphasized its strategy to capitalize on the opportunity potential that exists in India from diverse...
233 Views
Siemens Energy India Ltd: Value Unlocking, Demerger
Siemens Energy India received approvals from BSE and NSE for the listing and trading of its equity shares, effective today on June 19, 2025. Opened...
917 Views
Event Driven: Deep Dive into Siemens Limited's Energy Demerger
Siemens Ltd is spinning off its Energy Business into Siemens Energy India Limited, creating two focused entities for growth and shareholder value.
380 Views