On June 19, 2025, Siemens Energy India Limited was officially listed on both BSE and NSE following its demerger from Siemens Limited. The company’s strong market debut reflects rising investor confidence, robust sectoral demand, and encouraging views from top brokerages. It is positioned as a key player in India’s growing power transmission and distribution (T&D) space. Here’s what you need to know.
With a market capitalization of Rs. 104,094.02 crores, the shares of Siemens Energy India Limited hit a 5 percent upper circuit of Rs. 2,992.45 per share on Thursday, up from its opening price today of Rs. 2,850 per share. Since then, the stock has retreated and is currently trading at Rs. 2,826 per equity share.
What is the news?
Siemens Energy India has officially received approval from both BSE and NSE for the listing and trading of its equity shares, starting today, June 19, 2025. This listing follows the recent demerger from its parent company, Siemens Limited, which was approved by the National Company Law Tribunal (NCLT).
The demerger was undertaken to separate the energy business from Siemens Limited, allowing each entity to focus on its core operations. Siemens Energy India Limited will now independently handle the energy portfolio, especially in power transmission and distribution (T&D).
As part of the demerger, Siemens shareholders received one equity share of Siemens Energy India for every share they held in Siemens Limited, based on a 1:1 allotment ratio. The record date to determine shareholder eligibility was April 7, 2025.
A special pre-open session was held from 9:15 to 9:45 AM, and regular trading began at 10 AM. Siemens Energy India is expected to play a key role in supporting the country’s energy infrastructure and clean energy goals.
Analyst Opinion
Brokerage firms like Jefferies, Motilal Oswal, and HDFC Securities are positive on Siemens Energy India following its listing. They have set price targets ranging from Rs. 3,000 to Rs. 3,350, which is an upside potential of 19.55, reflecting strong confidence in the company’s growth and leadership in the power transmission and distribution (T&D) sector.
Further, Jefferies has also maintained a ‘Buy’ rating on Siemens Limited, with a target price of Rs. 3,700. This optimistic outlook is driven by strong growth potential in its railways segment and opportunities for margin expansion across key business verticals.
Siemens Energy India is expected to become the largest listed pure-play T&D equipment company in India, highlighting its strong market presence and leadership in the sector, even ahead of global players like Hitachi Energy and GE Vernova.
A report by PL Capital dated April 7, 2025, estimates that Siemens Energy India will record a revenue CAGR of 19.6 percent from SY24 to SY27E, supported by consistent capital investment in the country’s T&D sector. The company’s operating margins are also expected to improve by 130 basis points, rising from 15.7 percent to 17 percent.
Additionally, Jefferies highlights that the company is still operating at less than 60 percent plant utilisation, which means there is plenty of room to improve profits as operations ramp up.
In just the first five months of FY25, Siemens Energy India has booked orders worth Rs. 5,100 crore, almost 60 percent of its total orders for FY24. By March, the order book had grown to Rs. 15,100 crore, which is about 2.4 times its FY24 revenue.
The company is also investing Rs. 460 crore to double its power transformer manufacturing capacity. This move shows strong confidence in future demand. Government support is also helping, with Rs. 1.5 lakh crore worth of T&D projects are expected in FY25, four times more than last year.
Business Overview: Siemens Energy India Limited (SEIL) operates across the entire energy spectrum in India, from conventional to renewable power, including grid technology, energy storage, and electrification of industrial processes. The company boasts over ten state-of-the-art factories in India, enabling it to capitalize on business opportunities across India and South Asia.
The company’s mission is to support customers and countries in reducing greenhouse gas emissions while ensuring energy reliability, affordability, and sustainability. SEIL leverages over 150 years of engineering expertise and has a pan-India presence, providing products, solutions, and services that cover nearly the entire energy value chain from power and heat generation to transmission and storage.
Written By – Nikhil Naik
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