Brokerages are neutral-to-positive on Siemens Energy India following the company's analyst meet, where it highlighted the opportunity pipeline across domestic and international markets for power transmission business.

The management said it is optimistic about 10-15 per cent YoY growth on a sustainable basis for power transmission segment. It sees margin improvement, aided by pricing power and operating leverage benefits. The adequate capacity utilisation of new capacities is seen in FY27 as enquiry levels remain strong. Advertisement

MOFSL said Siemens Energy India is focusing on VSC-based HVDC projects, and, in the near term, limited opportunities in these projects can limit domestic HVDC order inflows for the company. This is ven as addressable market remains strong for non-HVDC pro

See Full Page