📈 Live Market Tracking
AI-Powered NSE Corporate Announcements Analysis
Siemens Receives CCI Approval for Sale of Low Voltage and Geared Motors Business
Siemens Limited has received a crucial regulatory clearance from the Competition Commission of India (CCI) for the sale of its Low Voltage Motors and Geared Motors business. The transaction involves divesting this segment to Innomotics India Private Limited, as originally disclosed in December 2025. While the detailed order from the CCI is still awaited, this approval marks a significant milestone in the deal's progression. The final consummation of the transaction will proceed based on the remaining steps agreed upon by both parties.
Key Highlights
CCI granted approval for the business sale on February 12, 2026.
The divestment involves the Low Voltage Motors and Geared Motors business units.
The buyer for this business segment is Innomotics India Private Limited.
This follows the initial transaction announcement made on December 8, 2025.
The detailed regulatory order is awaited before final transaction consummation.
💼 Action for Investors
Investors should view this as a positive regulatory development that brings the company closer to completing its planned business restructuring. Monitor for further updates regarding the final sale proceeds and how the company intends to deploy the capital.
Siemens Q5 Revenue at ₹3,399 Cr; Defers ₹186 Cr Metro Capex & Approves Rail Unit Merger
Siemens Limited reported revenue from continuing operations of ₹3,398.5 crore for the fifth quarter of its transitional 18-month financial year, marking a 15.3% growth over the corresponding previous year period. However, Profit After Tax from continuing operations fell to ₹199.9 crore from ₹311.2 crore YoY, largely impacted by a ₹62.8 crore exceptional item related to demerger costs. The company has decided to indefinitely defer its ₹186 crore capex plan for a metro car assembly facility in Aurangabad due to delays in government tenders. Additionally, the board gave in-principle approval for the merger of its wholly-owned subsidiary, Siemens Rail Automation Private Limited, into the parent company.
Key Highlights
Revenue from continuing operations stood at ₹3,398.5 crore for the quarter ended December 31, 2025.
Profit Before Tax from continuing operations declined to ₹262.5 crore compared to ₹419.3 crore in the same quarter last year.
Indefinite deferment of ₹186 crore capex for the Aurangabad metro car assembly plant citing prudent capital allocation.
Smart Infrastructure segment contributed the highest revenue at ₹1,723.8 crore, followed by Digital Industries at ₹902.4 crore.
Board approved the amalgamation of Siemens Rail Automation Private Limited to streamline the mobility business.
💼 Action for Investors
Investors should exercise caution due to the profit decline and the deferment of the metro capex, which signals near-term headwinds in the rail segment. Monitor the progress of the Energy business demerger as it remains a key value-unlocking event for shareholders.
Siemens Q5 Revenue Up 15% to ₹3,399 Cr; Defers ₹186 Cr Metro Capex & Approves Subsidiary Merger
Siemens Limited reported a 15.3% YoY increase in revenue from continuing operations to ₹3,398.5 crore for the fifth quarter ended December 2025. Total net profit for the period fell to ₹208.9 crore from ₹562.7 crore YoY, primarily due to the demerger of the Energy business and a ₹62.8 crore exceptional charge. The Board has granted in-principle approval for the merger of its subsidiary, Siemens Rail Automation, into the parent company. Crucially, the company has indefinitely deferred a ₹186 crore capex plan for a metro car assembly plant in Aurangabad, citing delays in government tenders.
Key Highlights
Revenue from continuing operations grew 15.3% YoY to ₹3,398.5 crore for the quarter ended December 31, 2025.
Profit before tax from continuing operations stood at ₹262.5 crore, impacted by a ₹62.8 crore exceptional item.
Board approved the amalgamation of wholly-owned subsidiary Siemens Rail Automation Private Limited with the company.
Indefinitely deferred a ₹186 crore capex project for a metro car assembly setup in Aurangabad due to tender delays.
The company is currently in a transitional 18-month financial year ending March 31, 2026.
💼 Action for Investors
Investors should note the steady growth in Smart Infrastructure and Digital Industries, but remain cautious regarding the Mobility segment following the deferred capex. Monitor the finalization of the Energy business demerger and the integration of the Rail Automation subsidiary for operational efficiencies.
Siemens Eyes $1.5 Trillion Manufacturing CapEx Opportunity and Shifts to Solution-Based Model
Siemens Limited is aligning its strategy with India's goal to increase manufacturing's GDP contribution from 15% to 25%, which management estimates will require $1.2 trillion to $1.5 trillion in total CapEx. Following the demerger of its energy business, the company is focusing on Digital Industries, Smart Infrastructure, and Mobility, leveraging Industrial AI and Metaverse technologies. The company is also transitioning its financial year from a September-end to a March-end cycle, with the next fiscal year concluding in March 2026. While private CapEx in traditional sectors like steel remains sluggish, Siemens sees strong momentum in electronics, batteries, and pharmaceuticals.
Key Highlights
Identifies a $1.2 trillion to $1.5 trillion CapEx requirement to meet India's 2047 manufacturing ambitions.
Transitioning financial year-end from September to March to align with Indian fiscal cycles.
Strategic shift from selling individual products to high-value integrated solutions using Industrial AI.
Reports 70-80% conversion rate of government budget infrastructure announcements into actual spending.
Focusing on high-growth verticals including electronics, solar cells, and rail transportation.
💼 Action for Investors
Siemens remains a premier play on India's industrial digitalization and infrastructure growth; investors should monitor the transition to a March-end fiscal year for reporting consistency. The stock is well-positioned to benefit from the anticipated recovery in private sector CapEx and the government's 'Viksit Bharat' initiatives.
Siemens to sell Low Voltage Motors business to Innomotics India for ₹22 billion
Siemens Limited has approved the sale of its Low Voltage Motors business to Innomotics India Private Limited for a cash consideration of ₹22 billion. This sale is structured as a slump sale on a cash-free, debt-free basis. The Low Voltage Motors business contributed ₹9.28 billion to Siemens' revenue from operations in FY 2023-24, representing 4.53% of the company's total revenue. The transaction is expected to be completed in 6 to 8 months, subject to regulatory approvals.
Key Highlights
Siemens will receive ₹22 billion (enterprise value) for the Low Voltage Motors business.
The Low Voltage Motors business contributed ₹9.28 billion to Siemens' revenue in FY23-24.
The sale is expected to close in approximately 6-8 months.
The Low Voltage Motors business recorded a profit from operations of ₹0.35 billion for the 12 months ended 30th September 2025.
The revenue of Business represents 6% of the Company’s revenue from operations (excluding Energy business which got demerged from the Company effective 1st March 2025)
💼 Action for Investors
Investors should monitor the progress of the regulatory approvals for the sale. While the sale price seems reasonable based on revenue contribution, further analysis of the profitability of the divested business is warranted to fully assess the impact on Siemens' future earnings.