Siemens Energy Share Listing at ₹2,850 on BSE: Bullish Growth Outlook Post Demerger

Siemens Energy Share Listing Debuts Strong on BSE at ₹2,850: Analysts See Bullish Growth Ahead

The much-anticipated Siemens Energy share listing took place on June 19, 2025, marking a significant milestone after its demerger from Siemens Limited. The shares made an impressive debut on the Bombay Stock Exchange (BSE) at ₹2,850 and on the National Stock Exchange (NSE) at ₹2,840, representing a sharp 14% gain from the demerger value of ₹2,478.20. Within minutes, the stock hit the upper circuit limit of ₹2,992.45 on BSE, underlining strong investor confidence.

Strong Market Debut of Siemens Energy Share Listing

The Siemens Energy share listing has positioned the company as India’s largest listed pure-play power transmission and distribution (T&D) equipment firm. With a market capitalization potentially crossing USD 10 billion, the company now stands in competition with global giants like Hitachi Energy and GE Vernova.

Jefferies, a leading global brokerage, projects a 40% compound annual growth rate (CAGR) in Siemens Energy’s earnings between FY24 and FY27. The optimistic forecast is fueled by India’s ambitious T&D expansion plans and increasing investments in infrastructure development.

Government Support and Order Book Strength Fuel Optimism

One of the major reasons behind the positive reception of the Siemens Energy share listing is the company’s solid order pipeline. Siemens Energy India recorded ₹5,100 crore in order inflows during the first five months of FY25 alone. With an order backlog of ₹15,100 crore as of March 1, 2025—2.4x its FY24 revenue—the company is well-positioned for sustained growth.

Government-backed T&D initiatives also offer strong tailwinds. In FY25, the Indian government awarded ₹1.5 lakh crore worth of transmission projects—a fourfold increase compared to FY24. These infrastructure investments are expected to drive strong demand for Siemens Energy’s products and solutions.

Capex Plans and Margin Expansion Enhance Growth Prospects

The company’s Rs 460 crore capex to double its power transformer capacity signals strong confidence in future growth. With current capacity utilization under 60%, Siemens Energy has considerable room for operating leverage. Analysts believe this could unlock significant margin upside in the coming years.

Brokerages, including Motilal Oswal and HDFC Securities, have given a ‘Buy’ rating on the stock, citing growth potential and strong fundamentals. Motilal Oswal projects a 25% revenue CAGR and 31% PAT CAGR for FY25–27, with EBITDA margins expected to rise to 21.4% by FY27.

Siemens Energy Share Listing: Analysts’ Bullish Projections

The Siemens Energy share listing has attracted bullish forecasts from several top brokerages:

• Jefferies: Predicts 40% EPS CAGR between FY24 and FY27 and values the stock at up to ₹3,711 per share.
• Motilal Oswal: Assigns a ₹3,000 target price, citing margin expansion and order execution strength.
• Antique Stock Broking: Expects revenue, EBITDA, and PAT CAGR of 22%, 30%, and 35%, respectively.
• HDFC Securities: Initiates coverage with a ₹3,000 target, modeling 30% PAT CAGR and citing Siemens Energy’s dominant market share.

Peer Comparison: Siemens Energy vs. Global T&D Leaders

When compared to global competitors, Siemens Energy India stands out for its balanced portfolio, strong local infrastructure, and high-margin business segments. While Hitachi Energy and GE Vernova trade at high P/E multiples (74x and 58x respectively for FY27 estimates), Siemens Energy’s valuation remains attractive, offering room for upside.

Analysts note that Siemens Energy has a better margin profile and a higher likelihood of winning future high-voltage direct current (HVDC) projects in India and abroad, further solidifying its growth trajectory.

Should You Invest After the Siemens Energy Share Listing?

Given its strong fundamentals, robust order book, aggressive capacity expansion, and favorable policy environment, the Siemens Energy share listing presents an appealing opportunity for long-term investors. The company is expected to benefit significantly from the $100+ billion transmission capex pipeline that is underway in India.

Moreover, the post-demerger strategy enables Siemens Energy to focus solely on the high-growth T&D segment. This specialization, combined with advanced technology and project execution capabilities, makes the stock a strong contender for portfolio inclusion.

Final Verdict on Siemens Energy Share Listing

The successful Siemens Energy share listing has not only unlocked value for existing Siemens shareholders but also opened new avenues for fresh investors. With high expectations for financial growth, a strong industry position, and bullish sentiments from major brokerages, Siemens Energy India appears to be on a steady upward path.

Investors looking for exposure to India’s booming energy and infrastructure sectors may find Siemens Energy to be a valuable addition. However, as always, it’s advisable to consult with financial advisors and perform individual risk assessments before investing.

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