The power transmission and distribution (T & D) business of Siemens ltd. named Siemens Energy India ltd. (SEIL) has demerged from parent Company and listed on both NSE and BSE today that is 19th June 2025. The Siemens Energy India Ltd share has listed on the price of ₹ 2,840/share on the NSE and ₹ 2,850/share on the BSE today. The demerged equity share was fixed ₹ 2,350/share and it is listed on around 21% above from the fixed price. After listing on NSE the stock hit 5% upper circuit that is ₹ 2,982/share that is around 27% from its fixed demerger price rate per share. The reason behind around 27% rally was that the demerger entity Siemens Energy India Ltd. (SEIL) got a mega order of ₹ 2870 Crore order from Mumbai-Ahmedabad bullet train project whereas Siemens Limited’s got ₹ 1230 Crore with a all total of ₹ 4100 Crore. According to a statement released by Siemens, the company will handle the design, installation, and long-term maintenance of the signaling and telecom systems.
The market cap of the Siemens Energy India Ltd. (SEIL) ₹ 98,289.26 cr. today. So, the Company is large cap one. The traded volume and traded value in its first trading session are 40.80 lakh ₹ 1141.04 Cr. The Company has face value of 2. Siemens Energy India Ltd. closes at ₹ 2735 and ₹ 2738.35 on NSE and BSE respectively.
Jefferies view on Siemens Energy India Share
According to Jefferies, the demerger entity Siemens Energy India Ltd. (SEIL) is expected to become India’s largest pure-play power transmission and distribution (T&D) equipment company, with a market cap of over $10 billion.
Jefferies estimates that between FY24 and FY27, Siemens Energy India Ltd. (SEIL) could deliver a strong 40% EPS CAGR influenced by a robust transmission pipeline and operating leverage benefits. “At current valuations. Jefferies estimates that the entity could be list between Rs 2,995 and Rs 3,711 per share,”
Jefferies also mentioned that, adding that a fair value would be around Rs 3,350/share, based on a 60x PE multiple for FY27 — a 9% premium to Siemens ex-Energy. Siemens Energy India Ltd. (SEIL) is also get a major benefits from India’s $100 billion+ transmission capex pipeline. Power capex is projected to rise 2.5 times to over $300 billion by FY30. Jefferies also maintains a positive view on Siemens Energy India Ltd. (SEIL), with a target price of Rs 3,700, backed by growth in railways and potential order flow surprises.
Siemens Energy Financial view
Jefferies will expect that, Siemens Energy India Ltd. is expected to outperform Hitachi Energy and GE Vernova Transmission and Distribution and other competitor in profitability and scale.
The revenue of the Company should grow from Rs 60,803 million in FY23 to Rs 151,636 million by FY27. EBITDA is set to rise to Rs 29,507 million with margins improving to 19.5%, and profit after tax (PAT) is estimated to grow from Rs 6,514 million in FY23 to Rs 24,045 million in FY27, indicating a robust 40% CAGR from FY24 to FY27. By FY27, Siemens Energy’s PAT is estimated at Rs 19,876 million versus Hitachi’s Rs 12,376 million and GE’s Rs 10,973 million.
Based on FY27 earnings, the stock could list at Rs 3,711 per share if valued like Hitachi, or Rs 2,995 if valued like GE. Jefferies expects a fair value around Rs 3,350, reflecting strong fundamentals and growth prospect show his bullishness about the recently debut stock.
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