Siemens Energy to debut on Indian stock exchanges June 19. Jefferies sees 40% EPS CAGR; strong T&D order book, bullish outlook, and big upside potential.
Siemens Energy to List on June 19: Poised to Become India’s Largest T&D Entity
Mumbai, India — June 2025
Siemens Energy India, recently demerged from Siemens Ltd., will be listed on the Indian stock exchanges on June 19, 2025. Analysts project that it could become India’s largest listed transmission and distribution (T&D) player. The company, now a standalone entity, is backed by robust fundamentals, industry tailwinds, and significant investor interest.
Brokerage firm Jefferies has highlighted a bullish outlook for Siemens Energy India, projecting a 40% compound annual growth rate (CAGR) in earnings per share (EPS) from FY24 to FY27. The listing is poised to open between ₹2,995 to ₹3,711 per share, with Jefferies maintaining a “Buy” rating and assigning a 12-month target price of ₹3,700.
📊 Latest Updates: SE Demerger and Listing Timeline
- Demerger Effective Date: March 25, 2025
- Board Appointments Finalized: April 2025
- Expected Listing Date: June 19, 2025
- Ex-Energy Stock Opened At: ₹2,450 on demerger
- Implied Siemens Energy Valuation: ₹2,478 per share
Listing Details
- Stock Exchanges: BSE and NSE
- Special Pre-Open Session: 9:15 to 9:45 AM IST
- Trading Commencement: From 10:00 AM IST
📈 Growth Prospects: What Makes SE a Powerhouse?
According to Jefferies, SE is likely to become India’s largest pure-play T&D equipment firm, with a market capitalization crossing $10 billion, ahead of competitors like Hitachi and GE Vernova T&D.
Key Drivers for Growth:
- Robust T&D Pipeline: ₹1.5 lakh crore in bids awarded in FY25 vs ₹39,500 crore in FY24
- Capex Investment: ₹460 crore to double transformer capacity
- Operating Leverage: Facilities currently running at <60% capacity
- Order Flow (FY25): ₹5,100 crore in first 5 months
- Total Order Book (March 2025): ₹15,100 crore — 2.4x FY24 revenue
Jefferies estimates that Siemens Energy India could trade at 60x FY27 PE, reflecting a premium valuation compared to industry peers like Hitachi (66x) and GE Vernova (54x).
🌍 Industry Tailwinds & Infrastructure Boom
Despite moderation in overall infrastructure capex from 22% CAGR (FY21-24) to 11% CAGR (FY24-27), Power transmission remains a strong segment with an expected 21% CAGR.
The company is well-positioned to benefit from the $100+ billion capex pipeline in India’s energy infrastructure, supported by government-led initiatives toward decarbonization, power generation, and grid modernization.
“Growth Prospects: What Makes Siemens Energy a Powerhouse?”, after Jefferies EPS comment.
🔍 Siemens Energy Board & Leadership Updates
Key Leadership Appointments:
- Chairman: Sunil Mathur
- MD & CEO: Guilherme Mendonca
- CFO: Harish Shekar
Board Members:
- Ketan Dalal (Independent)
- Subodh Kumar Jaiswal (Independent)
- Swati Salgaocar (Independent)
- Karl-Heinz Seibert (Non-Exec)
- Juergen Wagner (Non-Exec)
- Tim Holt (Non-Exec)
These appointments mark the company’s transition into a new era of autonomous, innovation-led growth.
🔢 Investment Insights: Should You Buy Siemens Energy Shares?
Jefferies View:
“Siemens Energy offers a healthy upside if it lists under ₹3,000. The strong order pipeline and underutilized capacity make it a rare high-growth, undervalued T&D opportunity.”
HDFC Securities View:
HDFC also maintains a “Buy” rating with a target of ₹3,000, highlighting Siemens Energy’s wide-ranging portfolio in decarbonization, power evacuation, and clean energy.
Risk Factors:
- Capex delays
- Margin pressure from global raw material costs
- Execution risks in large EPC orders
❓ FAQs: Siemens Energy India Listing Explained
1. When will Siemens Energy India list?
June 19, 2025, on both BSE and NSE.
2. What is the expected listing price?
Analysts expect it between ₹2,995 to ₹3,711 per share.
3. Will existing Siemens shareholders get shares?
Yes, as part of the demerger process. Shareholders have received a proportionate allocation.
4. What are Siemens Energy’s main business areas?
T&D equipment, power infrastructure, decarbonization, grid automation, and green energy.
5. Is Siemens Energy a good investment?
Analysts at Jefferies and HDFC Securities maintain a “Buy” rating due to strong fundamentals and sector tailwinds.
⚡ Conclusion: A Bright Future for Siemens Energy India
Siemens Energy India is poised to play a central role in India’s energy transformation. Backed by a strong order book, under-leveraged operations, and visionary leadership, the company is entering the market with strong momentum. As infrastructure shifts toward clean and efficient energy systems, Siemens Energy offers both strategic importance and attractive investment potential.
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