Siemens Q4 profitability hit by higher costs, weak rupee; Stock up 2%

Siemens receives ₹1,825 crore internal order for bogies, traction motors and gearboxes


Shares of Siemens Ltd. gained on Wednesday, May 27, as the stock reacting to their fourth quarter earnings.

The company’s revenue grew 14.6% in the March quarter to ₹4,617 crore from ₹4,029 crore last year. This was marginally higher than Street estimates of ₹4,365 crore.

However, its profits and margins were below estimates.

Its profit after tax (PAT) declined 9.4% to ₹355 crore from ₹392 crore last year. A CNBC-TV18 poll had pegged the figure at ₹406 crore.

Higher commodity cost and rupee depreciation impacted the company’s profitability during the quarter.

Earnings before interest, tax, depreciation and amortisation (EBITDA) stood at ₹444.1 crore, marginally lower than last year’s ₹445.1 crore. The figure was also lower than the poll estimate of ₹491 crore, while margins narrowed to 9.62% from 11.05% last year. The street was hoping for margins to expand to 11.25%.

Siemens’ margins in the smart infrastructure and digital industries segments were a drag.

Its EBIT margin for the former contracted to 11.13% from 15.19% last year and for the latter, they were down to 2.32% from 4.55% in the year-ago period.

Its revenue for smart infrastructure business increased 14.6% to ₹2,594 crore from ₹2,264 crore in the fourth quarter last year, while for digital industries it was up 14.7% to ₹1,175 crore from ₹1,024 crore.

The company’s mobility segment’s EBIT margin expanded marginally to 6.57% from 6.24% in the year-ago period. Its revenue increased 13.95% to ₹833 crore from ₹731 crore.

Siemens reported a 32.6% increase in its order inflow to ₹6,731 crore compared to ₹5,074 crore last year. This included the order from its parent group worth ₹1,830 crore in the mobility segment.

Its order backlog was up 9.3% to ₹45,933 crore as on March 31, 2026.

Shares of Siemens Ltd. were trading 2% higher at ₹3,754.70 apiece on Wednesday. The stock is up 22% so far this year.

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