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 ₹ 1,87,866 Cr.
- Current Price ₹ 5,275
- High / Low ₹ 8,130 / 4,566
- Stock P/E 82.6
- Book Value ₹ 431
- Dividend Yield 0.23 %
- ROCE 23.6 %
- ROE 17.6 %
- Face Value ₹ 2.00
Pros
- Company is almost debt free.
- Company has delivered good profit growth of 18.7% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 19.0%
Cons
- Stock is trading at 12.2 times its book value
- Earnings include an other income of Rs.1,437 Cr.
* 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 Nifty 100 Equal Weight BSE Allcap Nifty 200 BSE Dividend Stability Index Nifty Next 50
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
11,955 | 10,678 | 10,563 | 10,837 | 11,065 | 12,795 | 13,084 | 9,946 | 13,198 | 16,138 | 19,554 | 22,240 | 18,998 | |
10,784 | 10,559 | 9,565 | 9,815 | 10,008 | 11,468 | 11,594 | 8,944 | 11,746 | 14,278 | 17,067 | 19,136 | 16,482 | |
Operating Profit | 1,171 | 119 | 998 | 1,021 | 1,056 | 1,327 | 1,490 | 1,003 | 1,452 | 1,860 | 2,487 | 3,104 | 2,515 |
OPM % | 10% | 1% | 9% | 9% | 10% | 10% | 11% | 10% | 11% | 12% | 13% | 14% | 13% |
299 | 985 | 943 | 3,156 | 818 | 280 | 398 | 315 | 321 | 487 | 496 | 925 | 1,437 | |
Interest | 26 | 31 | 30 | 11 | 8 | 8 | 12 | 30 | 24 | 36 | 23 | 60 | 58 |
Depreciation | 154 | 229 | 224 | 228 | 198 | 198 | 199 | 252 | 297 | 317 | 321 | 330 | 297 |
Profit before tax | 1,290 | 844 | 1,688 | 3,938 | 1,669 | 1,402 | 1,678 | 1,036 | 1,452 | 1,993 | 2,640 | 3,639 | 3,598 |
Tax % | 33% | 28% | 30% | 26% | 32% | 36% | 34% | 26% | 25% | 23% | 26% | 25% | |
868 | 603 | 1,174 | 2,914 | 1,137 | 901 | 1,099 | 769 | 1,089 | 1,543 | 1,962 | 2,718 | 2,827 | |
EPS in Rs | 16.94 | 32.98 | 81.82 | 31.92 | 25.31 | 30.87 | 21.58 | 30.57 | 43.33 | 55.06 | 76.28 | 79.33 | |
Dividend Payout % | 24% | 35% | 30% | 41% | 22% | 28% | 23% | 32% | 26% | 23% | 18% | 16% |
Compounded Sales Growth | |
---|---|
10 Years: | 8% |
5 Years: | 11% |
3 Years: | 19% |
TTM: | -1% |
Compounded Profit Growth | |
---|---|
10 Years: | 25% |
5 Years: | 19% |
3 Years: | 32% |
TTM: | 19% |
Stock Price CAGR | |
---|---|
10 Years: | 14% |
5 Years: | 37% |
3 Years: | 31% |
1 Year: | -2% |
Return on Equity | |
---|---|
10 Years: | 13% |
5 Years: | 14% |
3 Years: | 16% |
Last Year: | 18% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 68 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 | 71 |
Reserves | 3,748 | 4,304 | 5,046 | 6,732 | 7,619 | 8,228 | 8,978 | 9,421 | 10,276 | 11,539 | 13,016 | 15,286 |
0 | 0 | 25 | 25 | 0 | 0 | 0 | 0 | 4 | 182 | 175 | 279 | |
6,341 | 5,915 | 5,433 | 5,157 | 5,448 | 6,037 | 6,309 | 6,368 | 7,664 | 8,317 | 8,384 | 9,663 | |
Total Liabilities | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 21,646 | 25,299 |
1,169 | 1,356 | 1,394 | 1,227 | 1,365 | 1,381 | 1,219 | 1,196 | 3,264 | 3,107 | 3,038 | 3,112 | |
CWIP | 249 | 41 | 32 | 79 | 143 | 62 | 58 | 88 | 35 | 52 | 50 | 103 |
Investments | 0 | 8 | 114 | 110 | 0 | 0 | 0 | 0 | 3 | 1 | 1 | 1 |
8,739 | 8,886 | 9,037 | 10,570 | 11,630 | 12,893 | 14,081 | 14,576 | 14,713 | 16,949 | 18,556 | 22,082 | |
Total Assets | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 21,646 | 25,299 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
3 | 608 | 574 | 513 | 573 | 100 | 1,273 | 720 | 1,422 | 978 | 1,400 | 1,670 | |
264 | 130 | 646 | 237 | 1,321 | -174 | -1,135 | 871 | -2,389 | -34 | -759 | -502 | |
-196 | -220 | -245 | -1,614 | -285 | -305 | -312 | -386 | -502 | -392 | -450 | -523 | |
Net Cash Flow | 70 | 517 | 975 | -864 | 1,610 | -379 | -174 | 1,205 | -1,469 | 552 | 191 | 644 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
Sep 2011 | Sep 2014 | Sep 2015 | Sep 2016 | Sep 2017 | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 127 | 126 | 105 | 102 | 113 | 105 | 106 | 115 | 102 | 86 | 71 | 72 |
Inventory Days | 34 | 78 | 69 | 69 | 70 | 74 | 73 | 101 | 104 | 99 | 95 | 93 |
Days Payable | 118 | 202 | 173 | 150 | 182 | 196 | 215 | 251 | 214 | 186 | 152 | 166 |
Cash Conversion Cycle | 43 | 3 | 1 | 21 | 1 | -17 | -36 | -36 | -8 | -0 | 14 | -1 |
Working Capital Days | 29 | 24 | 20 | 32 | 34 | 49 | 44 | 42 | 32 | 17 | 32 | 30 |
ROCE % | 36% | 19% | 16% | 15% | 18% | 19% | 11% | 14% | 16% | 21% | 24% |
Documents
Announcements
- Closure of Trading Window 18h
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Clarification - Increase In Volume
1d - Clarification on increase in trading volume.
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Clarification sought from Siemens Ltd
1d - Exchange has sought clarification from Siemens Ltd on March 27, 2025, with reference to Movement in Volume.
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Announcement under Regulation 30 (LODR)-Change in Management
25 Mar - Management changes following the transfer of Energy Business to Siemens Energy India.
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Announcement under Regulation 30 (LODR)-Scheme of Arrangement
25 Mar - NCLT sanctions demerger of Siemens Energy India from Siemens Limited.
Annual reports
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Financial Year 2024
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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
from nse
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Financial Year 2011
from bse
Concalls
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Dec 2024Transcript PPT REC
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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]