SIEMENS - Fundamental Analysis: Financial Health & Valuation
Back to ListFundamental Rating: 3.4
| Stock Code | SIEMENS | Market Cap | 1,35,618 Cr. | Current Price | 3,808 ₹ | High / Low | 3,901 ₹ |
| Stock P/E | 88.6 | Book Value | 366 ₹ | Dividend Yield | 0.00 % | ROCE | 14.9 % |
| ROE | 11.4 % | Face Value | 2.00 ₹ | DMA 50 | 3,390 ₹ | DMA 200 | 3,237 ₹ |
| Chg in FII Hold | -0.05 % | Chg in DII Hold | 0.24 % | PAT Qtr | 248 Cr. | PAT Prev Qtr | 415 Cr. |
| RSI | 68.0 | MACD | 176 | Volume | 4,91,886 | Avg Vol 1Wk | 3,27,306 |
| Low price | 2,787 ₹ | High price | 3,901 ₹ | PEG Ratio | 43.4 | Debt to equity | 0.01 |
| 52w Index | 91.7 % | Qtr Profit Var | -20.4 % | EPS | 47.0 ₹ | Industry PE | 37.9 |
📊 SIEMENS demonstrates moderate fundamentals with ROCE (14.9%) and ROE (11.4%), supported by a debt-free balance sheet (Debt-to-equity: 0.01). EPS of ₹47.0 provides earnings visibility, but profitability has weakened with PAT declining (₹415 Cr. → ₹248 Cr. QoQ). Valuations are stretched with P/E (88.6) compared to industry average (37.9), and PEG ratio (43.4) highlights poor growth efficiency. Current price ₹3,808 is near its 52-week high (₹3,901), suggesting limited immediate upside. Entry zone is attractive near ₹3,500–3,650 for accumulation.
💡 Long-term investors may hold with a 3–5 year horizon if profitability stabilizes. Exit strategy: partial profit booking near ₹3,850–3,900 resistance or full exit if earnings continue to decline and ROE remains stagnant.
Positive
- 📈 Strong industry presence with diversified business lines.
- 💰 Debt-to-equity ratio of 0.01 shows virtually debt-free balance sheet.
- 📊 EPS of ₹47 supports earnings visibility.
Limitation
- ⚠️ ROCE (14.9%) and ROE (11.4%) are moderate compared to premium valuations.
- 📉 Dividend yield of 0.00% offers no passive income.
- 📊 PEG ratio (43.4) indicates expensive valuation relative to growth.
Company Negative News
- 📉 PAT declined from ₹415 Cr. to ₹248 Cr. QoQ, showing earnings pressure.
- 📊 FII holding decreased (-0.05%), reflecting reduced foreign investor confidence.
Company Positive News
- 📈 DII holding increased (+0.24%), showing domestic institutional support.
- 📊 Technicals: RSI at 68 and MACD positive (176), indicating strong momentum despite overbought levels.
Industry
- 🏭 Industry PE at 37.9 is much lower than SIEMENS’s 88.6, suggesting relative overvaluation.
- ⚡ Electrical & industrial equipment sector benefits from infrastructure growth and renewable energy demand.
Conclusion
⚖️ SIEMENS is a moderately strong candidate for long-term investment with solid fundamentals and debt-free status, but valuations are stretched. Ideal entry is near ₹3,500–3,650. Long-term investors may hold for compounding benefits, but cautious monitoring of profitability and valuation multiples is essential. Exit near ₹3,850–3,900 or on deterioration of earnings.
This structured HTML report captures SIEMENS’s fundamentals, valuation risks, and sector context with clear entry/exit guidance. Would you like me to extend this into a peer benchmarking overlay against ABB India, CG Power, and Schneider Electric to highlight relative positioning in the electrical equipment sector?