Demerger complete, Siemens Energy India to list on June 19 with strong bullish projections from Jefferies and HDFC Securities
June 19, 2025:
📈 What’s Happening?
Siemens Energy India, the power transmission and distribution (T&D) arm recently demerged from Siemens, is all set to list on the BSE and NSE today, June 19, 2025. A special pre-open session will be held from 9:15 to 9:45 AM, followed by regular trading from 10 AM.
The demerger was finalized on April 7. Since then, the Siemens ex-energy stock traded at ₹2,450 per share, implying a valuation of ₹2,478 for Siemens Energy as per Jefferies.
💹 What Are Analysts Expecting?
Jefferies:
- Listing Range Estimate: ₹2,995 to ₹3,711
- Valuation Basis: Peer companies like Hitachi Energy (66x P/E) and GE Vernova (54x P/E) based on March 2027 earnings
- Growth Forecast: Siemens Energy India could post a 40% CAGR in EPS from FY24 to FY27
- Bullish Factors:
- Large and expanding T&D order pipeline
- Low current utilization (<60%) leaves room for margin expansion and operational leverage
- India’s $100 billion power transmission capex pipeline
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HDFC Securities:
- Target Price: ₹3,000
- Buy Rating Rationale:
- Extensive product portfolio (power generation, grid automation, EPC, clean energy)
- Early mover advantage in green hydrogen and battery storage
- Positioned to capture maximum value among peers
🔍 Key Highlights:
- Industry Position: Set to become India’s largest listed pure-play T&D equipment company
- Valuation at Demerger: ₹2,350 per share
- Market Opportunity: Driven by India’s energy transition, renewables, and infrastructure spending boom
- Investor Outlook: Positive sentiment due to strong fundamentals, strategic growth levers, and global benchmarks
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📢 Investor Note:
If Siemens Energy lists under ₹3,000, both Jefferies and HDFC see significant upside potential, especially for long-term investors focused on India’s clean energy infrastructure expansion.
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