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Siemens India (SIEMENS) investor relations material
Siemens India Q2 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 FY27 consolidated orders rose 37.8% YoY to INR 6,228 crore; revenue increased 17.0% to INR 5,734 crore, while operating margin was 9.5%.
Order backlog grew 12.0% YoY to INR 47,034 crore; Q2 continuing-operations PAT was INR 504 crore, versus INR 481 crore a year earlier.
Financial highlights
Consolidated Q2 continuing-operations revenue was Rs 57,340 million, versus Rs 49,004 million YoY; profit from operations was INR 545 crore, versus INR 561 crore.
Consolidated H1 continuing-operations revenue was Rs 104,477 million, versus Rs 90,081 million; PAT was Rs 8,476 million, versus Rs 9,033 million.
H1 total PAT was Rs 26,473 million, including Rs 17,997 million from discontinued operations, primarily reflecting the LVM sale gain.
Outlook and guidance
Management cited continued infrastructure capex and increased private-sector capex as drivers of order and revenue growth; no quantitative forward guidance was included.
- Restructuring restored profitability as orders surged 52%, despite weak markets.SIEMENS
Q4 98/99 - FY08 growth endured, but exceptional charges and a deepening downturn cloud FY09.SIEMENS
Q4 07/08 - Profit rebounded sharply, but weak markets and price pressure tempered the outlook.SIEMENS
Q4 99/00 - Revenue proved resilient, but recession and NSN losses shaped results and FY10 guidance.SIEMENS
Q4 08/09 - Profit held up in recession, but higher taxes cut earnings and orders softened.SIEMENS
Q4 00/01 - FY02 profits rose sharply despite recession; FY03 strategy prioritized profitable growth and cost discipline.SIEMENS
Q4 01/02 - Record FY03 profit and 45% order growth set up expansion, tempered by execution and market risks.SIEMENS
Q4 02/03 - Sales climbed 28%, but costs and delayed projects challenged growth prospects.SIEMENS
Q4 10/11 - Orders surged 80%, while expansion plans positioned the business for continued growth.SIEMENS
Q4 03/04
Next Siemens India earnings date
Next Siemens India earnings date
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