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 ₹ 2,44,616 Cr.
- Current Price ₹ 6,869
- High / Low ₹ 8,130 / 3,945
- Stock P/E 90.0
- Book Value ₹ 431
- Dividend Yield 0.15 %
- ROCE 25.6 %
- ROE 19.1 %
- Face Value ₹ 2.00
Pros
- Company is almost debt free.
- Company has delivered good profit growth of 20.6% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 19.0%
Cons
- Stock is trading at 15.9 times its book value
* 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 Nifty200 Alpha30 BSE Dividend Stability Index Nifty 500 Multicap 50:25:25 Nifty India Manufacturing Nifty200 Momentum 30
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
11,955 | 10,678 | 10,563 | 10,837 | 11,065 | 12,795 | 13,084 | 9,946 | 13,198 | 16,138 | 19,554 | 22,240 | |
10,784 | 10,559 | 9,565 | 9,815 | 10,008 | 11,468 | 11,594 | 8,944 | 11,746 | 14,278 | 17,096 | 19,136 | |
Operating Profit | 1,171 | 119 | 998 | 1,021 | 1,056 | 1,327 | 1,490 | 1,003 | 1,452 | 1,860 | 2,457 | 3,104 |
OPM % | 10% | 1% | 9% | 9% | 10% | 10% | 11% | 10% | 11% | 12% | 13% | 14% |
299 | 985 | 943 | 3,156 | 818 | 280 | 398 | 315 | 321 | 487 | 526 | 925 | |
Interest | 26 | 31 | 30 | 11 | 8 | 8 | 12 | 30 | 24 | 36 | 23 | 60 |
Depreciation | 154 | 229 | 224 | 228 | 198 | 198 | 199 | 252 | 297 | 317 | 321 | 330 |
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 |
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 | |
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 | |
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: | 14% |
Compounded Profit Growth | |
---|---|
10 Years: | 26% |
5 Years: | 21% |
3 Years: | 36% |
TTM: | 40% |
Stock Price CAGR | |
---|---|
10 Years: | 23% |
5 Years: | 35% |
3 Years: | 42% |
1 Year: | 74% |
Return on Equity | |
---|---|
10 Years: | 13% |
5 Years: | 14% |
3 Years: | 16% |
Last Year: | 19% |
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 | 9,003 | 9,772 | |
Total Liabilities | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 22,265 | 25,408 |
1,169 | 1,356 | 1,394 | 1,227 | 1,365 | 1,381 | 1,219 | 1,196 | 3,264 | 3,107 | 3,038 | 3,113 | |
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 | 19,175 | 22,191 | |
Total Assets | 10,158 | 10,290 | 10,576 | 11,986 | 13,138 | 14,336 | 15,358 | 15,860 | 18,015 | 20,109 | 22,265 | 25,408 |
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 | -505 | |
-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 | 641 |
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 | 88 | 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 | 161 | 166 |
Cash Conversion Cycle | 43 | 3 | 1 | 21 | 1 | -17 | -36 | -36 | -8 | -0 | 22 | -1 |
Working Capital Days | 29 | 24 | 20 | 32 | 34 | 49 | 44 | 42 | 32 | 17 | 29 | 30 |
ROCE % | 36% | 19% | 16% | 15% | 18% | 19% | 11% | 14% | 16% | 21% | 26% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
1d - Audio recording of analysts call available on website.
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Announcement under Regulation 30 (LODR)-Investor Presentation
2d - Presentation for Analysts/Institutional Investors call on December 20, 2024.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
17 Dec - Analysts/Institutional Investors call scheduled on 20th December.
- Compliances-Reg. 39 (3) - Details of Loss of Certificate / Duplicate Certificate 17 Dec
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TDS Communication On Dividend For FY 2023-24
16 Dec - Communication on TDS deduction for dividend FY 2023-24.
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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Dec 2024TranscriptNotesPPT
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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]