Siemens Energy India (ENRIN) Investor presentation summary

Global electricity trends

• Electricity demand is projected to grow globally, with India leading at 6.4% annual growth from 2026-2030.

• Electricity's share of final energy is expected to rise from 21% in 2025 to 24% by 2030.

• Electrification, decarbonization, digitalization, and energy security are key drivers.

• Grids are becoming a bottleneck as demand outpaces growth.

India's energy landscape and growth

• Peak power demand in India is expected to rise from 271 GW to 459 GW by 2035-36.

• Generation capacity is projected to double to 1,121 GW, with 786 GW from non-fossil sources.

• Solar PV, coal, and wind will be the largest contributors to capacity.

• Economic growth, industrialization, urbanization, and electrification of transport are driving demand.

Grid investment and modernization

• Grid transformation capacity must grow to over 2,300 GVA by 2035-36, nearly doubling current levels.

• Non-fossil share of the grid is targeted to increase from 54% to about 70%.

• Estimated $250-300 billion investment needed for grid expansion, stabilization, and storage.

• Strategic priorities include expanding, modernizing, stabilizing, and digitalizing the grid.