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 ₹ 2,36,523 Cr.
- Current Price ₹ 6,642
- High / Low ₹ 8,130 / 3,576
- Stock P/E 96.3
- Book Value ₹ 391
- Dividend Yield 0.15 %
- ROCE 21.0 %
- ROE 15.7 %
- Face Value ₹ 2.00
Pros
- Company is almost debt free.
- Company has been maintaining a healthy dividend payout of 22.5%
Cons
- Stock is trading at 17.0 times its book value
- Company has a low return on equity of 13.7% over last 3 years.
* 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 Capital Goods Nifty Next 50 BSE 100 LargeCap TMC Index Nifty LargeMidcap 250 Nifty100 ESG
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
Sep 2010 | Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
9,620 | 11,955 | 10,678 | 10,563 | 10,837 | 11,065 | 12,795 | 13,084 | 9,946 | 13,198 | 16,138 | 19,554 | 21,586 | |
8,441 | 10,784 | 10,559 | 9,565 | 9,815 | 10,008 | 11,468 | 11,594 | 8,944 | 11,746 | 14,278 | 17,096 | 18,720 | |
Operating Profit | 1,179 | 1,171 | 119 | 998 | 1,021 | 1,056 | 1,327 | 1,490 | 1,003 | 1,452 | 1,860 | 2,457 | 2,866 |
OPM % | 12% | 10% | 1% | 9% | 9% | 10% | 10% | 11% | 10% | 11% | 12% | 13% | 13% |
216 | 299 | 985 | 943 | 3,156 | 818 | 280 | 398 | 315 | 321 | 487 | 526 | 788 | |
Interest | 20 | 26 | 31 | 30 | 11 | 8 | 8 | 12 | 30 | 24 | 36 | 23 | 45 |
Depreciation | 169 | 154 | 229 | 224 | 228 | 198 | 198 | 199 | 252 | 297 | 317 | 321 | 323 |
Profit before tax | 1,207 | 1,290 | 844 | 1,688 | 3,938 | 1,669 | 1,402 | 1,678 | 1,036 | 1,452 | 1,993 | 2,640 | 3,286 |
Tax % | 37% | 33% | 28% | 30% | 26% | 32% | 36% | 34% | 26% | 25% | 23% | 26% | |
757 | 868 | 603 | 1,174 | 2,914 | 1,137 | 901 | 1,099 | 769 | 1,089 | 1,543 | 1,962 | 2,458 | |
EPS in Rs | 16.94 | 32.98 | 81.82 | 31.92 | 25.31 | 30.87 | 21.58 | 30.57 | 43.33 | 55.06 | 68.98 | ||
Dividend Payout % | 22% | 24% | 35% | 30% | 41% | 22% | 28% | 23% | 32% | 26% | 23% | 18% |
Compounded Sales Growth | |
---|---|
10 Years: | % |
5 Years: | 9% |
3 Years: | 25% |
TTM: | 17% |
Compounded Profit Growth | |
---|---|
10 Years: | % |
5 Years: | 17% |
3 Years: | 36% |
TTM: | 39% |
Stock Price CAGR | |
---|---|
10 Years: | 22% |
5 Years: | 35% |
3 Years: | 42% |
1 Year: | 84% |
Return on Equity | |
---|---|
10 Years: | % |
5 Years: | 12% |
3 Years: | 14% |
Last Year: | 16% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
Sep 2010 | Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 67 | 68 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 |
Reserves | 3,212 | 3,748 | 4,304 | 5,046 | 6,732 | 7,619 | 8,228 | 8,978 | 9,421 | 10,276 | 11,539 | 13,016 | 13,845 |
0 | 0 | 0 | 25 | 25 | 0 | 0 | 0 | 0 | 4 | 182 | 175 | 183 | |
6,038 | 6,341 | 5,915 | 5,433 | 5,157 | 5,448 | 6,037 | 6,309 | 6,368 | 7,664 | 8,317 | 9,003 | 9,083 | |
Total Liabilities | 9,318 | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 22,265 | 23,182 |
985 | 1,169 | 1,356 | 1,394 | 1,227 | 1,365 | 1,381 | 1,219 | 1,196 | 3,264 | 3,107 | 3,038 | 3,018 | |
CWIP | 255 | 249 | 41 | 32 | 79 | 143 | 62 | 58 | 88 | 35 | 52 | 50 | 40 |
Investments | 0 | 0 | 8 | 114 | 110 | 0 | 0 | 0 | 0 | 3 | 1 | 1 | 1 |
8,078 | 8,739 | 8,886 | 9,037 | 10,570 | 11,630 | 12,893 | 14,081 | 14,576 | 14,713 | 16,949 | 19,175 | 20,123 | |
Total Assets | 9,318 | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 22,265 | 23,182 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
Sep 2010 | Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
1,009 | 3 | 608 | 574 | 513 | 573 | 100 | 1,273 | 720 | 1,422 | 978 | 1,400 | |
-1,190 | 264 | 130 | 646 | 237 | 1,321 | -174 | -1,135 | 871 | -2,389 | -34 | -759 | |
-201 | -196 | -220 | -245 | -1,614 | -285 | -305 | -312 | -386 | -502 | -392 | -450 | |
Net Cash Flow | -382 | 70 | 517 | 975 | -864 | 1,610 | -379 | -174 | 1,205 | -1,469 | 552 | 191 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
Sep 2010 | Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 129 | 127 | 126 | 105 | 102 | 113 | 105 | 106 | 115 | 102 | 86 | 88 |
Inventory Days | 39 | 34 | 78 | 69 | 69 | 70 | 74 | 73 | 101 | 104 | 99 | 95 |
Days Payable | 164 | 118 | 202 | 173 | 150 | 182 | 196 | 215 | 251 | 214 | 186 | 161 |
Cash Conversion Cycle | 5 | 43 | 3 | 1 | 21 | 1 | -17 | -36 | -36 | -8 | -0 | 22 |
Working Capital Days | 1 | 29 | 24 | 20 | 32 | 34 | 49 | 44 | 42 | 32 | 17 | 29 |
ROCE % | 40% | 36% | 19% | 16% | 15% | 18% | 19% | 11% | 14% | 16% | 21% |
Documents
Announcements
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Board Meeting Intimation for Updates
10h - Board meeting to approve financial results and dividend.
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Updates
10h - Meeting on December 2 for Scheme of Arrangement.
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Format of the Annual Disclosure to be made by an entity identified as a LC - Annexure B2
14 Nov - Confirmation of non-applicability of Large Corporate status.
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Compliances-Reg. 39 (3) - Details of Loss of Certificate / Duplicate Certificate
12 Nov - Issuance of confirmations for lost share certificates.
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Updates
11 Nov - Siemens Innovation Day 2024 on 12th November.
Annual reports
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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
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Financial Year 2011
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Financial Year 2010
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Concalls
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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
Energy Segment (40% of revenues)[1]
The company Provides fully integrated products, solutions and services across the energy value chain of oil and gas production, power generation and transmission for various customers such as utilities, independent power producers and engineering, procurement and construction (EPC) companies.[2]