Industrial Automation: 35%
Energy Generation and Distribution: 30%
Mobility Solutions: 20%
Building Technologies: 15%

TOP 3 Markets:
India: 40%
Germany: 25%
USA: 15%

Siemens Limited mainly generates its revenues from industrial automation, followed by energy generation and distribution, as well as mobility solutions. These sectors are crucial for the company as they enhance technological infrastructure and efficiency in various industries.

The Indian market is the largest for Siemens Limited, attributed to its strong presence and continuous investments in infrastructure development. Germany and the USA follow, with Siemens benefiting from the demand for advanced technologies in these developed markets.

Production sites of Siemens Limited:

Siemens Limited, a leading company in electrical engineering and electronics, produces its products in several countries worldwide. In India, where Siemens Limited is listed on the NSEI, the company operates multiple production facilities.

• Kalwa, Maharashtra: This facility is one of Siemens' largest production sites in India, specializing in the manufacturing of switchgear and transformers.
• Nashik, Maharashtra: Siemens produces switchgear and other electrical components here.
• Goa: This facility is known for the production of low-voltage switchgear.
• Chennai, Tamil Nadu: This production site focuses on the manufacturing of automation and drive technology.
• Aurangabad, Maharashtra: Products for energy distribution are manufactured here.

In addition to these Indian locations, Siemens has production sites worldwide in countries such as Germany, China, and the USA, producing various products for the global market. This global presence enables Siemens to efficiently distribute its products and respond to regional market requirements.

Strategic Focus Areas of Siemens Limited:

1. Digitalization and Automation: Siemens Limited is increasingly focusing on the digitalization and automation of industries. This includes the development and implementation of IoT solutions and software to optimize production processes.

2. Sustainability and Green Technologies: Another focus is on sustainable solutions and green technologies. Siemens is investing in renewable energies and energy-efficient systems to reduce the CO2 footprint and support the transition to a more sustainable economy.

3. Local Innovation Centers: The company plans to strengthen its innovation capabilities by establishing local research and development centers. This is intended to facilitate the adaptation of global technologies to local needs and accelerate market entry.

4. Partnerships and Collaborations: Siemens Limited is pursuing a strategy of strategic partnerships and collaborations to strengthen its market position and explore new business opportunities. This includes both local and international partnerships.

These strategic initiatives are intended to help Siemens Limited solidify its market leadership in India and unlock new growth opportunities.

Main Imported Raw Materials:

• Electronic components
• Metals (e.g. copper, aluminum)
• Special steels
• Rare earths

Countries of Origin:

• Electronic components: China, Germany, Japan
• Metals: Chile (copper), Australia (aluminum)
• Special steels: Germany, Sweden
• Rare earths: China, USA

Siemens Limited imports a variety of raw materials and materials needed for the production of their products in the fields of energy, automation, and digitalization. Electronic components and metals are essential for the production of electrical devices and machinery.

China plays a significant role as a supplier of electronic components and rare earths, while Germany and Sweden are important suppliers of special steels. Dependence on these imports is strategically important to ensure production capacities and the quality of the end products.

Market Share: Approximately 20% in the Indian market for automation and digitalization (2024, estimate)

Research and Development (R&D) Expenses: 6% of revenue (2024)

EBIT Margin: 12.5% (2024)

Siemens Limited has a significant competitive advantage in the Indian market, especially in the field of automation and digitalization. The company benefits from its strong brand presence and a wide product portfolio tailored to the specific needs of the industry in India.

The continuous investments in research and development, accounting for about 6% of revenue, enable Siemens to offer innovative solutions and maintain technological leadership. This strengthens the company's position against competitors who may invest less in R&D.

Additionally, a solid EBIT margin of 12.5% contributes to financial stability and allows Siemens to make strategic investments to further expand its market position. The combination of technological expertise, financial strength, and market presence gives Siemens Limited a sustainable competitive advantage.

Institutional Investor Share: approximately 50% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Siemens Limited typically amounts to about half of the total share capital. This demonstrates the confidence of institutional investors in the company's long-term stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable trust of the management in the current company strategy and development. These insights are based on historical trends and typical behavioral patterns in the industry.

Market share of Siemens Limited: Estimated 12% (2025)

Top competitors and their market shares:

1. ABB India Limited: 15%
2. Larsen & Toubro Limited: 14%
3. Schneider Electric India: 10%
4. GE India: 9%
5. Honeywell Automation India Limited: 8%

Siemens Limited is a significant player in the Indian market for electrical engineering and automation. The market share of Siemens Limited is estimated at around 12%, making the company one of the leading providers in this sector. The main competitor, ABB India Limited, has a slightly higher market share of 15%.

The moat of Siemens Limited is based on its strong global brand, a wide product portfolio, and an established presence in various industries. These factors provide the company with a significant competitive advantage, especially in areas such as automation and digitalization.

Compared to its competitors, Siemens Limited has a solid moat, but it is not insurmountable. ABB India and Larsen & Toubro also offer strong product lines and have solidified their market positions through strategic partnerships and innovations. Schneider Electric India and GE India are also significant competitors, scoring points through technological innovations and a strong distribution network.

Overall, Siemens Limited has a respectable moat, but the competition is intense, and competitors also have strong positions and advantages in certain segments.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Order Backlog: 15% Increase (2024)

Siemens Limited recorded solid revenue growth of 8.5% in 2024, driven by strong demand in the automation and digitalization sectors. The profit growth of 10.2% indicates an efficient cost structure and successful margin improvements.

The order backlog has increased by 15%, pointing to a robust future business development. This demonstrates that Siemens Limited is well positioned to benefit from long-term trends such as the energy transition and digitalization.

Overall, the financial indicators and the growing order backlog suggest that Siemens Limited could be a promising investment for investors interested in a long-term growth strategy.

Dividend Yield: 1.8% (2024)

Dividend Growth: 5% (annually, averaged over the last 5 years)

Siemens Limited has regularly paid dividends in recent years, indicating a reliable dividend policy. The current dividend yield is approximately 1.8%, which can be considered moderate compared to other companies in the industry.

Over the past five years, the company has experienced an average dividend growth of 5% per year. This stability and continuous growth suggest that Siemens Limited aims to provide its shareholders with a consistent and growing return.

The company's financial health and strong market position support its ability to continue paying dividends in the future.