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Siemens Energy Listing on June 19: Poised to Become India’s Largest Power T&D Company, Says Jefferies
Siemens Energy, the demerged entity from Siemens India, is set to make its debut on the Indian stock exchanges on June 19, 2025. Global investment firm Jefferies believes that this move positions Siemens Energy as India’s largest listed pure-play power transmission and distribution (T&D) company, with a market capitalization expected to exceed $10 billion.
With a bullish outlook on India’s energy infrastructure, Jefferies maintains a ‘Buy’ rating on the stock and projects strong long-term growth driven by robust sector tailwinds and operational expansion.
Siemens Energy Share Listing: Expected Price Range
Jefferies estimates the Siemens Energy listing price to range between ?2,995 and ?3,711 per equity share. Following the April 2025 demerger, Siemens India’s post-demerger price opened at ?2,450, which implied a valuation of around ?2,478 per share for Siemens Energy.
Key Highlights of Jefferies’ Outlook on Siemens Energy
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Estimated CAGR: 40% earnings per share (EPS) growth between FY24 and FY27
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Target Price: ?3,350 per share, with a 60x PE ratio for March 2027
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Sector Position: Poised to become India’s largest T&D equipment provider, ahead of Hitachi and GE Vernova
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Order Flow: ?5,100 crore orders in first five months of FY25; ?15,100 crore order book as of March 2025
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Capacity Expansion: ?460 crore capex to double power transformer production
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Operating Leverage: Current T&D margins reflect <60% utilization, suggesting upside potential
Power Sector Momentum Favors Siemens Energy
The broader Indian infrastructure sector may moderate to 11% capex CAGR during FY24–27 (from 22% in FY21–24), but power transmission remains a high-growth sub-sector. Jefferies projects a 21% CAGR for the power segment, supported by policy-led investment momentum.
The ?1.5 lakh crore worth of transmission bids awarded in FY25, a massive increase from ?39,500 crore in FY24, reflects strong government commitment to the energy transition. Siemens Energy, as a specialized player, is positioned to benefit significantly from this shift.
Order Book Strength and Margin Outlook
Siemens Energy's Rs 15,100 crore order backlog stands at 2.4x of its FY24 revenue, indicating visibility for future earnings. With a current plant utilization of less than 60%, the company has ample operating leverage to improve profitability as volumes ramp up.
Compared to peers like Hitachi Energy (66x PE) and GE Vernova (54x PE), Siemens Energy is competitively placed. Jefferies suggests a 60x PE for March 2027 valuation is achievable, reflecting investor confidence and growth potential.
Jefferies’ Target and Investment Advice
Jefferies maintains a ‘Buy’ recommendation on Siemens Energy and Siemens India, citing:
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Strong T&D and railway order visibility
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Capex-driven expansion across sectors
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Strategic benefit from the Siemens Energy demerger
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Pricing and valuation re-rating potential
Siemens Energy vs. Competitors: Market Capitalization Outlook
| Company | Market Cap (USD Billion) |
|---|---|
| Siemens Energy (Est.) | $10+ |
| Hitachi Energy | $6.8–9.6 |
| GE Vernova | ~$7.5 |
SEO Keywords to Target
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Siemens Energy listing date
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Siemens Energy share price target
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Siemens Energy IPO price
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Siemens Energy Jefferies report
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Siemens Energy T&D growth
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Siemens Energy vs Hitachi vs GE
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Power sector stocks India 2025
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Siemens India demerger news
Conclusion
The June 19 listing of Siemens Energy marks a significant milestone in India's energy and infrastructure landscape. With a strong order book, expanding capacity, and a dominant position in the transmission and distribution sector, Siemens Energy is well-placed for long-term value creation. Investors and market watchers will be closely tracking its debut and post-listing performance, especially amid positive commentary from analysts like Jefferies.
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