Siemens Ltd
Siemens Limited offers products, integrated solutions for industrial applications for manufacturing industries, drives for process industries, intelligent infrastructure and buildings, efficient and clean power generation from fossil fuels and oil & gas applications, transmission and distribution of electrical energy for passenger and freight transportation, including rail vehicles, rail automation and rail electrification systems.[1]
- Market Cap ₹ 1,11,384 Cr.
- Current Price ₹ 3,128
- High / Low ₹ 4,662 / 2,450
- Stock P/E 59.3
- Book Value ₹ 346
- Dividend Yield 0.38 %
- ROCE 23.6 %
- ROE 17.6 %
- Face Value ₹ 2.00
Pros
- Company has reduced debt.
- Company is almost debt free.
- Company has delivered good profit growth of 18.7% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 19.0%
Cons
- Stock is trading at 9.04 times its book value
- Earnings include an other income of Rs.1,442 Cr.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Capital Goods - Electrical Equipment Industry: Electric Equipment
Part of BSE 500 BSE Capital Goods BSE 100 BSE 200 Nifty Next 50
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
11,955 | 10,678 | 10,563 | 10,837 | 11,065 | 12,795 | 13,084 | 9,946 | 13,198 | 16,138 | 19,554 | 22,240 | 17,507 | |
10,784 | 10,559 | 9,565 | 9,815 | 10,008 | 11,468 | 11,594 | 8,944 | 11,746 | 14,278 | 17,067 | 19,136 | 15,402 | |
Operating Profit | 1,171 | 119 | 998 | 1,021 | 1,056 | 1,327 | 1,490 | 1,003 | 1,452 | 1,860 | 2,487 | 3,104 | 2,105 |
OPM % | 10% | 1% | 9% | 9% | 10% | 10% | 11% | 10% | 11% | 12% | 13% | 14% | 12% |
299 | 985 | 943 | 3,156 | 818 | 280 | 398 | 315 | 321 | 487 | 496 | 925 | 1,442 | |
Interest | 26 | 31 | 30 | 11 | 8 | 8 | 12 | 30 | 24 | 36 | 23 | 60 | 29 |
Depreciation | 154 | 229 | 224 | 228 | 198 | 198 | 199 | 252 | 297 | 317 | 321 | 330 | 285 |
Profit before tax | 1,290 | 844 | 1,688 | 3,938 | 1,669 | 1,402 | 1,678 | 1,036 | 1,452 | 1,993 | 2,640 | 3,639 | 3,232 |
Tax % | 33% | 28% | 30% | 26% | 32% | 36% | 34% | 26% | 25% | 23% | 26% | 25% | |
868 | 603 | 1,174 | 2,914 | 1,137 | 901 | 1,099 | 769 | 1,089 | 1,543 | 1,962 | 2,718 | 2,606 | |
EPS in Rs | 16.94 | 32.98 | 81.82 | 31.92 | 25.31 | 30.87 | 21.58 | 30.57 | 43.33 | 55.07 | 76.29 | 73.14 | |
Dividend Payout % | 24% | 35% | 30% | 41% | 22% | 28% | 23% | 32% | 26% | 23% | 18% | 16% |
Compounded Sales Growth | |
---|---|
10 Years: | 8% |
5 Years: | 11% |
3 Years: | 19% |
TTM: | -6% |
Compounded Profit Growth | |
---|---|
10 Years: | 25% |
5 Years: | 19% |
3 Years: | 32% |
TTM: | -10% |
Stock Price CAGR | |
---|---|
10 Years: | 15% |
5 Years: | 40% |
3 Years: | 32% |
1 Year: | -25% |
Return on Equity | |
---|---|
10 Years: | 13% |
5 Years: | 14% |
3 Years: | 16% |
Last Year: | 18% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 68 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 |
Reserves | 3,748 | 4,304 | 5,046 | 6,732 | 7,619 | 8,228 | 8,978 | 9,421 | 10,276 | 11,539 | 13,016 | 15,286 | 12,255 |
0 | 0 | 25 | 25 | 0 | 0 | 0 | 0 | 4 | 182 | 175 | 279 | 135 | |
6,341 | 5,915 | 5,433 | 5,157 | 5,448 | 6,037 | 6,309 | 6,368 | 7,664 | 8,317 | 8,384 | 9,663 | 9,486 | |
Total Liabilities | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 21,646 | 25,299 | 21,947 |
1,169 | 1,356 | 1,394 | 1,227 | 1,365 | 1,381 | 1,219 | 1,196 | 3,264 | 3,107 | 3,038 | 3,112 | 2,646 | |
CWIP | 249 | 41 | 32 | 79 | 143 | 62 | 58 | 88 | 35 | 52 | 50 | 103 | 58 |
Investments | 0 | 8 | 114 | 110 | 0 | 0 | 0 | 0 | 3 | 1 | 1 | 1 | 1 |
8,739 | 8,886 | 9,037 | 10,570 | 11,630 | 12,893 | 14,081 | 14,576 | 14,713 | 16,949 | 18,556 | 22,082 | 19,243 | |
Total Assets | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 21,646 | 25,299 | 21,947 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
3 | 608 | 574 | 513 | 573 | 100 | 1,273 | 720 | 1,422 | 978 | 1,400 | 1,670 | |
264 | 130 | 646 | 237 | 1,321 | -174 | -1,135 | 871 | -2,389 | -34 | -759 | -502 | |
-196 | -220 | -245 | -1,614 | -285 | -305 | -312 | -386 | -502 | -392 | -450 | -523 | |
Net Cash Flow | 70 | 517 | 975 | -864 | 1,610 | -379 | -174 | 1,205 | -1,469 | 552 | 191 | 644 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 127 | 126 | 105 | 102 | 113 | 105 | 106 | 115 | 102 | 86 | 71 | 72 |
Inventory Days | 34 | 78 | 69 | 69 | 70 | 74 | 73 | 101 | 104 | 99 | 95 | 93 |
Days Payable | 118 | 202 | 173 | 150 | 182 | 196 | 215 | 251 | 214 | 186 | 152 | 166 |
Cash Conversion Cycle | 43 | 3 | 1 | 21 | 1 | -17 | -36 | -36 | -8 | -0 | 14 | -1 |
Working Capital Days | 29 | 24 | 20 | 32 | 34 | 49 | 44 | 42 | 32 | 17 | 32 | 30 |
ROCE % | 36% | 19% | 16% | 15% | 18% | 19% | 11% | 14% | 16% | 21% | 24% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
11h - Audio recording of Siemens' May 20, 2025 analyst call now available online.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
17h - Listing Regulations, please find enclosed the presentation for the Analysts / Institutional Investors call to be held today i.e. Tuesday, May 20, 2025.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
15 May - The Company has scheduled an Analysts / Institutional Investors call on Tuesday, May 20, 2025.
- Newspaper Publication - Financial Results For Q2 And Half-Year Ended 31St March 2025 15 May
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Board Meeting Outcome for Outcome Of The Board Meeting Held On 13 May 2025
13 May - Siemens Q2 FY25: Orders +44%, revenue +3%, PAT INR 408 Cr, Energy business demerged effective Mar 2025.
Annual reports
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2012
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Financial Year 2011
from nse
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Financial Year 2011
from bse
Concalls
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May 2025TranscriptNotesPPT
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Dec 2024Transcript PPT REC
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May 2024Transcript PPT REC
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Jul 2023TranscriptPPT
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May 2023TranscriptPPTREC
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Dec 2022Transcript PPT
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Jun 2022TranscriptPPT
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Dec 2021Transcript PPT
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Aug 2021TranscriptPPT
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Jun 2021Transcript PPT
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Nov 2020Transcript PPT
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Aug 2020TranscriptPPT
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Nov 2019TranscriptNotesPPT
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May 2019TranscriptNotesPPT
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Nov 2017TranscriptNotesPPT
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May 2017TranscriptNotesPPT
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Dec 2016TranscriptNotesPPT
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May 2016TranscriptNotesPPT
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Mar 2016Transcript PPT
Strong Promoter
Siemens AG, Germany indirectly holds a 75% stake in the company.[1] It is a global technology company that focuses on intelligent infrastructure for buildings and decentralized energy systems, on automation and digitalization in the process and manufacturing industries, and smart mobility solutions for rail and road transport.[2]