Synopsis:
Jefferies gave a ‘buy’ rating with a ₹3,500 target. Backed by strong growth prospects, robust financials, and recent listing post-demerger, the company is well-positioned to benefit from India’s power capex cycle.
The Heavy Electrical Equipment sector in India is rapidly expanding, driven by infrastructure growth and energy demand. In 2025, the market size is projected at over $70 billion, with a compound annual growth rate of 15.6%. The sector supports more than 2.2 million jobs and is expected to reach $130 billion by 2030, reflecting robust domestic and export opportunities.
With a market capitalization of Rs 1.09 lakh crore, the shares of Siemens Energy India Ltd were trading at Rs 3,064.55 per share, increasing around 2.12 percent as compared to the previous closing price of Rs 3,000.05 apiece.
The shares of Siemens Energy India Ltd have seen positive movement after Jefferies, one of the well-known brokerages globally, gave a ‘buy’ rating on this energy stock with a target price of Rs 3,500 apiece, indicating a potential upside of 17 percent from the previous closing price of Rs 3,000 per share.
Jefferies views Siemens Energy as a major beneficiary of India’s ongoing power capex cycle, expecting further margin expansion. With a $12 billion market cap, it stands as the largest listed power equipment company in India, ahead of global peers like GE Vernova and Hitachi Energy, valued at $7–10 billion.
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Siemens Energy, with eight manufacturing units in India, provides solutions across power transmission, generation, and industrial segments. Jefferies projects strong growth, expecting a 50% EPS CAGR and 30% revenue CAGR over FY24–27. Margin improvement of 460 basis points is likely, driven by operating leverage amid rising infrastructure and energy investments.
Looking forward to the company’s financial performance, revenue increased by 24 percent from Rs 1,517 crore in Q3FY25 to Rs 1,880 crore in Q4FY25. Further, during the same time frame, net profit increased by 6 percent from Rs 232 crore to Rs 246 crore.
Recently, Siemens Energy India Limited was listed on the BSE and NSE on June 19, 2025, following its demerger from Siemens Limited. The listing ceremony took place on June 19, 2025, according to the company’s website.
Siemens Energy India Ltd. is a technology company that provides a wide range of products, solutions, and services across the energy value chain, including power generation, transmission, and industrial energy management.
Written by Abhishek Singh
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