- Siemens India’s net income for the third quarter was 3.69 billion rupees, which is a 30% decrease from the previous year and below the estimated 4.54 billion rupees.
- Total revenue increased by 16% year-over-year to 38.68 billion rupees.
- Smart Infrastructure revenue rose by 23% year-over-year, reaching 19.50 billion rupees, surpassing the estimate of 18.16 billion rupees.
- Mobility revenue increased by 37% year-over-year to 7.76 billion rupees, slightly exceeding the estimate of 7.75 billion rupees.
- Revenue from Digital Industries decreased by 5% year-over-year to 9.16 billion rupees, falling short of the 10.37 billion rupees estimate.
- Other revenue significantly increased to 460 million rupees from 215 million rupees the previous year.
- Total costs rose by 17% year-over-year to 34.85 billion rupees.
- Other income decreased by 24% year-over-year to 1.14 billion rupees.
- Past income figures have been restated to account for the impact of the demerger of the energy business into Siemens Energy India Limited.
- Analyst recommendations include 14 buys, 6 holds, and 6 sells.
Siemens Ltd on Smartkarma
Analyst coverage on Siemens Ltd by Nimish Maheshwari on Smartkarma delves into the impact of the demerger on the company’s strategic focus. In the report “What Will Remain with Demerged Siemens Ltd?”, Maheshwari highlights the company’s concentration on core segments like automation, electrification, and rail transport. Projections suggest a 15% CAGR growth fueled by significant orders and improved margins in the remaining business post-demerger.
In another insightful analysis titled “Siemens Energy India Ltd: Value Unlocking, Demerger“, Maheshwari discusses Siemens’ demerger of its Energy business into SEIL, emphasizing a substantial investment to double transmission capacity. The move aims to create two independent growth engines, one in energy solutions and the other in the remaining business, positioning both entities for strong future growth amidst headwinds faced by Digital Industries.
A look at Siemens Ltd Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 4 | |
| Resilience | 5 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Siemens Ltd. operates across diverse sectors, including transportation, lighting, healthcare, industry, and communication. In transportation, it provides high-speed trains, while in lighting, the company focuses on small light bulb manufacturing. Siemens’ healthcare division offers comprehensive solutions for hospitals, and in the industry sector, it is involved in airport construction and contracts. Additionally, Siemens serves the communication segment by providing public network services for mobile devices.
Looking at Siemens Ltd.’s long-term outlook based on the Smartkarma Smart Scores, the company is rated as having a moderate value and momentum with scores of 2, while garnering higher scores of 3 for dividends, 4 for growth, and an impressive 5 for resilience. This suggests that Siemens Ltd. may have promising prospects for growth and sustainability in the future, supported by its solid performance in dividend payments and resilience in the face of challenges.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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