Siemens Energy India's shares have surged, reaching a 52-week high, following the announcement of exceptional Q3 earnings and a substantial ₹280 crore investment plan. The company's stock rallied, hitting a new 52-week high of ₹3,400 on the BSE. This positive market reaction reflects strong investor confidence in the company's performance and future prospects.

For the third quarter of FY26, Siemens Energy India reported an impressive 80% year-on-year (YoY) increase in net profit, climbing to ₹263 crore from ₹146 crore in the same period last year. This significant growth in profit was primarily driven by a remarkable 94% surge in new orders, demonstrating robust demand in both domestic and export markets. The company's revenue from operations also saw a healthy 20% YoY increase, reaching ₹1,785 crore. Siemens Energy India's strong Q3 performance is particularly noteworthy as it represents the first earnings report since the company's listing in June.

In addition to its stellar financial results, Siemens Energy India announced a ₹280 crore investment to expand its manufacturing capacity for high-voltage switchgear products at its Aurangabad facility. This investment aims to meet the increasing demand for power transmission equipment, both in India and globally. The expansion project will be implemented in a phased manner, bolstering the company's supply capabilities and reinforcing its commitment to supporting India's energy transition and the government's "Make in India" and "Aatmanirbhar Bharat" initiatives.

The company's robust order backlog, valued at ₹15,000 crore, provides strong visibility for medium-term revenue growth. New orders in Q3 jumped 94% to ₹3,290 crore, driven by strong demand in domestic and export markets. Siemens Energy India's Q3 profit margin stood at 17.6%, aligning with normalized margins seen in the first half of the fiscal year and increasing from 13.3% in the previous year.

Motilal Oswal has reiterated a "Buy" rating for Siemens Energy India, with a revised target price of ₹3,600. The brokerage firm acknowledged the company's strong Q3 FY25 results, highlighting the 20% YoY revenue growth and strong EBITDA margin of 19.1%, which was driven by robust margins in the power transmission segment.

Siemens Energy India is well-positioned to capitalize on the global energy transition and capacity build-up, with its high-quality transmission equipment offerings. The company's commitment to sustainability and innovation further strengthens its position in the energy sector. With a focus on delivering sustainable and innovative energy technologies, Siemens Energy India is dedicated to meeting the evolving demands of the market and supporting the transition to a more sustainable world.