Siemens Energy India Share: Quarter Zabardast, Par HVDC Project Ka Kya Scene Hai?

INDUSTRIAL-GOODSSERVICES

Overview

Siemens Energy India ke liye quarter kaafi accha raha! Company ne revenue mein **26%** ka jump dikhaya, jo ki **₹19.1 billion** tak pahunch gaya. Profitability bhi badhi hai aur order book bhi mast grow hui hai.

Arey, agar details mein jaayein toh company ka Power Transmission segment ne toh kamaal kar diya, iski revenue 34% badhi hai aur ab total revenue ka almost 60% yahi hai. Power Generation bhi 16% upar hai. EBITDA margins bhi 20.5% tak pahunch gaye hain, matlab profitability kaafi strong hai.

Aur suno, company future ke liye bhi ready ho rahi hai. Apni power transformer banane ki capacity ko 30,000 MVA aur badha rahe hain. Order book bhi 38% badh kar ₹176 billion ho gayi hai, matlab aage ka kaam secure hai.

Par bhai, har kahani mein ek twist toh hota hai na? Siemens Energy India ka ek bada problem chal raha hai HVDC projects mein. Pichhle week ek competitor ne ek bada VSC HVDC project jeet liya, jo ki ENRIN ke liye bahut important tha. Market ka trend badal raha hai, ab LCC technology zyada chal rahi hai bade HVDC projects ke liye, aur lagta hai Siemens Energy India ismein thoda piche reh gayi hai competitors ke comparison mein.

Is wajah se, analysts ne thoda cautious hona start kar diya hai. Prabhudas Lilladher ne apna target price ₹3,312 se kam karke ₹3,145 kar diya hai. Woh abhi bhi 'Accumulate' rating de rahe hain, par unka kehna hai ki VSC HVDC mein opportunities kam hone se future growth par thoda asar padega. Waise bhi, stock ka valuation kaafi high hai, P/E around 67x chal raha hai.

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