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Siemens Surges Over 4% Despite Weak Q2 Results: Why Is Stock Price Rising Today?
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Shares of Siemens on Monday surge by over 4.3% to trade at Rs 3,218.10 apiece on the NSE despite a 7% y-o-y decline in consolidated net profit to Rs 485 crore in Q2.
Siemens Share Price.
Siemens Share Price Today: Shares of Siemens on Monday surged by over 4.3% to trade at Rs 3,218.10 apiece on the NSE despite weak Q2 results. The heavy electrical equipment maker has reported a 7 per cent year-on-year (y-o-y) decline in consolidated net profit to Rs 485 crore for the quarter ended September 30, 2025.
On the BSE, the stock traded at Rs 3,220.85 apiece as of 1:10 pm, which is nearly 4.5% higher than the previous close of Rs 3,082.95.
Siemens’ net profit (or profit after tax) had stood at Rs 523 crore in the July-September period a year ago.
However, the company saw its revenue from operations grow 16 per cent to Rs 5,171 crore during the quarter under review from Rs 4,457 crore in the year- ago period.
Siemens MD and CEO Sunil Mathur said, “We delivered a robust performance this quarter, with a surge in revenue, driven by strong performance in our mobility and smart infrastructure businesses while digital Industries volumes were impacted due to a lower reach in the order backlog from the previous year and muted private sector capex.”
He added that the profit was impacted by a one-time gain of Rs 69 crore from the sale of property in Q4 FY 2024. On August 8, 2025, the board approved changing the company’s financial year from October-September to April-March.
The current financial year is changed to October 1, 2024-March 31, 2026 (18 months). Thereafter, the financial year will be April 1 to March 31, every year.
What Brokerages Say
JM Financials in its note said Siemens’ revenue exceeded its estimates by 8%. However, its EBITDA beat was smaller at 5% on demerger-linked costs. PAT beat was a modest 2% on higher tax and lower other income. Order inflows continue to be robust relative to peer ABB India at 10% though missed our estimate by 5%.
“We resume with ADD as we value the stock at similar multiples to ABB at 50x P/E Sep-27 as Digital Industries (DI) margin challenge still persist. We note change on FY end to March end vs Sep earlier makes direct comparison superfluous for FY26E numbers,” JM Financial said.
Motilal Oswal has maintained its ‘Neutral’ stance on the stock, saying it wants to see a more broad-based ramp-up in scale before turning more positive. The firm noted that its current forecasts already bake in margin gains across divisions. It expects the smart infrastructure vertical to continue delivering strong growth, with a gradual pickup likely in the digital industries and mobility businesses as well.
Antique Stock Broking highlighted how Siemens has consistently reshaped its business model, moving away from being a pure industrial products player to becoming a technology-driven company aligned with investment themes across industry, infrastructure and transportation. The brokerage believes Siemens is well-positioned to ride the country’s ongoing capital expenditure cycle.
Haris is Deputy News Editor (Business) at news18.com. He writes on various issues related to personal finance, markets, economy and companies. Having over a decade of experience in financial journalism, Haris h…Read More
Haris is Deputy News Editor (Business) at news18.com. He writes on various issues related to personal finance, markets, economy and companies. Having over a decade of experience in financial journalism, Haris h… Read More
November 17, 2025, 13:18 IST
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