SESiemens Energy India544390Power technology, transmission

Money Control Pro flagged Siemens Energy India as an attractive long-term buy after a recent correction, citing a multi-year T&D capex cycle and strong order book

By ScoutQuest · Tue 13 Oct 2026, 10:31 AM IST · 1 min read

Order book

18,000 crore rupees

Order book to revenue ratio

2.3 times

Capex for expansion

2,800 crore rupees

Export contribution to revenue

30 percent

Valuation multiple

45 times FY28 estimated earnings

Heard on business television between 10:37:19 - 10:40:19 IST.

• Jitendra Gupta said recent correction in Siemens Energy India offers an attractive opportunity for long-term investors as it is India's largest listed pure-play energy and power technology player.
• Cited India's multi-year T&D capex cycle with close to 9-11 lakh crore investment expected through 2030 and a 500 GW renewable capacity target.
• Noted additional growth drivers from data centers and nuclear power.
• Said order book stands at 18,000 crore, 2.3 times revenue, giving healthy visibility; company investing 2,800 crore in capacity expansion including doubling transformer capacity.
• Exports contribute almost 30% of revenue and are gaining momentum; stock trades at 45 times FY28 estimated earnings, which was seen as justified given technology leadership.

The call above is Jitendra Gupta, Moneycontrol Pro's, reported here as they made it. Nothing here is a view, opinion or recommendation of ScoutQuest, its parent, directors or employees. ScoutQuest is a technology company: this page was assembled automatically from public sources using artificial intelligence, and may contain errors or omissions. Confirm everything against the original source before you act on it. Any use of this page is at your own risk, and neither ScoutQuest nor its parent, directors or employees accepts liability for it.

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