Siemens Q2 profit seen up 36% but revenue may be flat

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26 Aug, 2025 12:21

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Siemens's second quarter (January-March) profit after tax is seen rising a whopping 36 percent to Rs 120 crore compared to Rs 88.3 crore in December quarter, according to a CNBC-TV18 poll.

The bottomline may be boosted by strong operating performance but revenue may be muted. Total income from operations is likely to rise 0.2 percent year-on-year to Rs 2,713 crore in the quarter ended March 2014.

The company follows October-September as its financial year.

Flattish revenue growth may be on account of weak traction in large projects in the energy & industrial businesses, and a lower starting order backlog. Client related issues in specific projects could pose the risk of muted execution.

Analysts say cost rationalisation measures and management focus on localisation have resulted in better margins in previous quarters, which may continue in March quarter as well.

Operating profit (EBITDA) may climb 18.5 percent on yearly basis to Rs 221 crore and margin may expand by 120 basis points to 8.1 percent in the quarter gone by.

Additionally, raw material imports stand at 55 percent of raw material cost and 82 percent of imports are from the network of Siemens AG. Since the euro has depreciated by a sharp 20 percent against rupee from March 2014, it may help to improve product competitiveness and margin profile of the company, feel analysts.

Order inflows

Over the last 4 quarters, Siemens maintained order inflows in the range of Rs 2,500-3,000 crore, barring the last quarter where order inflows slipped to Rs 2,089 crore.