In today’s briefing:
- What Will Remain with Demerged Siemens Ltd?
- Siemens Energy India Ltd: Value Unlocking, Demerger
- CXW: 1Q25 Highlights
- Fluence Corp Ltd – Business re-based and set for growth
- Maersk Q125 Results: Solid Q1 Numbers | But Mgmt Retains Negative View on FY25, Citing Uncertainty
- Takara Standard (7981 JP): Full-year FY03/25 flash update
- Tokai Holdings (3167 JP): Full-year FY03/25 flash update
What Will Remain with Demerged Siemens Ltd?
- Post-Demerger, Siemens Ltd (SIEM IN) continues with Digital Industries, Smart Infrastructure, and Mobility, focusing on core segments like automation, electrification, and rail transport.
- The company is getting significant orders in each segment with strong tailwind across all segment.
- Siemens Limited’s remaining business is projected to grow at a 15% CAGR, supported by strong order backlogs and improved margins.
Siemens Energy India Ltd: Value Unlocking, Demerger
- Siemens is demerging its Energy business into SEIL, focusing on energy solutions and doubling transmission capacity with a INR 3.6 billion investment over 2–3 years.
- SEIL’s energy transition initiatives drive growth, with a 29.9% YoY increase in orders. Siemens Ltd.’s Digital Industries faced headwinds but remains optimistic about turnover.
- The demerger creates two independent growth engines, with Siemens Ltd. investing ₹4 billion in Smart Infrastructure, positioning both entities for strong future growth.
CXW: 1Q25 Highlights
- Zacks Small-Cap Research Note for CoreCivic, Inc. (CXW)
Fluence Corp Ltd – Business re-based and set for growth
- Fluence Corporation (ASX:FLC) specialises in the delivery of water and wastewater solutions in industrial, municipal and commercial industries across the globe.
- The company has released its quarterly 4C cash-flow statement and a Q1FY25 financial and operating update (December year-end).
- The Q1 result showed a continuation of momentum from Q4FY24 and sets the company up for the remainder of the year.
Maersk Q125 Results: Solid Q1 Numbers | But Mgmt Retains Negative View on FY25, Citing Uncertainty
- Maersk’s Q125 results slightly beat expectations, but earnings momentum continues to wane
- Financial guidance for FY25 unchanged, but there are notable tweaks to key assumptions
- Q125 likely carriers’ best financial period of FY25 (by far), profits set to erode rest of year
Takara Standard (7981 JP): Full-year FY03/25 flash update
- Revenue increased by 3.7% YoY to JPY243.4bn, with operating profit rising 25.8% YoY to JPY15.6bn.
- New housing complex market revenue grew 10.7% YoY, driven by urban demand and price hikes.
- Medium-term management plan targets remain unchanged, with a focus on achieving an 8% ROE by FY03/27.
Tokai Holdings (3167 JP): Full-year FY03/25 flash update
- The company reported record-high sales of JPY243.5bn (+5.2% YoY) and operating profit of JPY16.8bn (+8.6% YoY).
- Segment sales and operating profits increased YoY, with notable growth in LP gas, construction, and Aqua services.
- The company forecasts FY03/26 sales of JPY253.0bn (+3.9% YoY) and net income of JPY10.0bn (+8.5% YoY).
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