New orders for the quarter came in at Rs 2,351 crore, broadly flat, with the company attributing the muted sequential trend to several orders being moved to Q3 FY25. This shift, SEIL noted, is also reflected in the strong expansion of the order book from September 2025 compared to the previous year. Margins during the quarter were impacted by a change in revenue mix, with a greater contribution from project activities.
The company remains optimistic about sector tailwinds. Rising demand for electricity in India – fueled by higher household consumption, accelerated public investment, growing industrial activity and the rapid growth of data centers – is expected to create sustainable opportunities across the energy infrastructure ecosystem. In response, SEIL is ramping up the capacity of its transformer and switchgear manufacturing facilities and has inaugurated a new industrial steam turbine service center in Raipur to strengthen after-sales and life cycle support.
Guilherme Mendonca, Managing Director and Chief Executive Officer of SEIL, said the company’s performance in the September quarter marked “another strong year”, supported by disciplined execution and a growing order book. “A healthy order book and continued operational excellence have helped us improve profitability for the fourth quarter of 2025 and for the financial year ending September 30, 2025. We appreciate the trust our customers place in Siemens Energy India as a partner in their energy transition,” he said, adding that the company remains committed to contributing to the vision of Aatmanirbhar Bharat.
The stock is up 16% this year. (Disclaimer: Recommendations, suggestions, views and opinions expressed by the experts are their own. These do not represent the views of The Economic Times)
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