SIEMENS

1 deep-dive · 4 policy notes

What has moved SIEMENS

4 dated calls from the policy coverage · 4 positive · 0 negative · 0 watch

Positive2026-10-12inferred
Rail electrification, metro systems and port electricals pull from the listed capital-goods and cables pool
Policy Pulse - Modi / India Govt - 12 Oct 2026
Positive2026-10-01
A 55.1 PMI with the fastest hiring since May and a sharp inventory rebuild is a demand statement for capital goods and industrial equipment. The market did not trade it that way on the day
Policy Pulse - Ministries & Regulators - 01 Oct 2026
Positive2026-10-01inferred
Transformers, switchgear, conductors and grid equipment — the multi-year order pipeline that a 135 GW evacuation programme implies ⚠️ inferred
Policy Pulse - Modi / India Govt - 01 Oct 2026
Positive2026-09-30inferred
135 GW of evacuation plus substation build-out is a multi-year order pipeline for transformers, switchgear, conductors and grid equipment; EY explicitly named "transmission lines, substations, transformers, grid-flexibility solutions and BESS" ⚠️ inferred
Policy Pulse - Modi / India Govt - 30 Sep 2026

Deep-dive research

SIEMENS2026-08-24

Siemens Ltd — Deep Dive Analysis

Deep-dive on Siemens Ltd — industrial giant with ₹45,033 Cr order backlog, 14.6% revenue growth, but P/E ~93x and margin pressures.

deep-divefundamentalcapital-goodsindustrialinfrastructure

Mentioned in Policy Pulse

IOC:BPCL:HINDPETRO:MRPL:RELIANCE:ONGC:OIL:INDIGO:HINDUNILVR:ITC:NESTLEIND:DABUR:MARICO:TORNTPHARM:LT:SIEMENS:ABB:CGPOWER:CUMMINSIND:THERMAX:AIAENG:KAYNES:DIXON:AMBER:SYRMA:UNOMINDA:MOSCHIP:HDFCBANK:ICICIBANK:SBIN:BANKBARODA:PNB:AXISBANK:KOTAKBANK:FEDERALBNK:IDFCFIRSTB:BSE:MCX:ANGELONE:MOTILALOFS:IIFL:IEX:CDSL:KFINTECH:CAMS:PFC:RECLTD:IRFC:HUDCO:IREDA:WELSPUNLIV:TRIDENT:VTL:KPRMILL:ARVIND:GOKEX:PAGEIND:DIVISLAB:LAURUSLABS:SYNGENE:SUNPHARMA:DRREDDY:CIPLA:AUROPHARMA:LUPIN:AJANTPHARM:IPCALAB:MANKIND:EMCURE:NATCOPHARM:GRANULES:NEULANDLAB:HIKAL:JUBLPHARMA:BEL:BHARATFORG:BEML:DATAPATTNS:HAL:SOLARINDS:PREMEXPLN:MTARTECH:MIDHANI:PARAS:ASTRAMICRO:ZENTEC:IDEAFORGE:GRSE:MAZDOCK:COCHINSHIP:BDL:BAJFINANCE:CHOLAFIN:SHRIRAMFIN:FIVESTAR:MUTHOOTFIN:MANAPPURAM:TITAN:KALYANKJIL:SENCO:PAYTM:JSWSTEEL:TATASTEEL:SAIL:JINDALSTEL:APLAPOLLO:COALINDIA:INFY:HCLTECH:TCS:APOLLOHOSP:MAXHEALTH:BAJAJ-AUTO:ESCORTS:IRCON:SANSERA:LUMAXTECH:MPHASIS2026-10-01

Policy Pulse - Ministries & Regulators - 01 Oct 2026

The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted consortia while HAL did not qualify, and the rupee closed at 96.31 into a live RBI hike risk on October 7.

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TARIL:ADANIENSOL:POWERGRID:KEC:KPIL:POWERINDIA:APARINDS:TDPOWERSYS:VOLTAMP:CGPOWER:SIEMENS:ABB:EXIDEIND:ARE&M:HBLENGINE:WAAREEENER:PREMIERENE:SWSOLAR:SUZLON:INOXWIND:NTPC:TATAPOWER:JSWENERGY:NHPC:SJVN:IREDA:NTPCGREEN:TORNTPOWER:ADANIGREEN:NLCINDIA:COALINDIA:LT:NCC:HGINFRA:GRINFRA:PNCINFRA:KNRCON:ULTRACEMCO:AMBUJACEM:SHREECEM:DALBHARAT:INDIACEM:JKCEMENT:RAMCOCEM:BIRLACORPN:GODREJPROP:DLF:OBEROIRLTY:PRESTIGE:THERMAX:VGUARD:HAVELLS:POLYCAB:KEI:INDIGO:HAL:BEL:DATAPATTNS:ASTRAMICRO:IDEAFORGE:ZENTEC:IRCTC:LEMONTREE:BSE:ANGELONE:MOTILALOFS:IIFL:PAYTM:HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:AXISBANK:FEDERALBNK:IDFCFIRSTB:CHOLAFIN:BAJFINANCE:SHRIRAMFIN:FIVESTAR2026-10-01

Policy Pulse - Modi / India Govt - 01 Oct 2026

PM-DHARA's first trading session priced the Rs 1.86 lakh crore transmission and storage programme selectively, with TARIL up 9.29% as the top BSE gainer and ADANIENSOL up 4.31% while the Nifty fell 0.88% to an eighth straight weekly loss. Prime Minister Modi's UPSC centenary address set out a 2047 that is more urban, Captain Smit Machchhar's rescue drew national tribute, and the October 5-7 RBI meeting now carries live hike risk on a rupee near 96.

policy-pulsegreen-energydefenceinfrastructureurbanisation

GAIL:PETRONET:ATGL:IGL:MGL:CONCOR:RVNL:IRCON:RITES:TEXRAIL:TITAGARH:JWL:HBLENGINE:KAYNES:RELIANCE:ADANIPORTS:NTPC:NLCINDIA:SUZLON:IREDA:PAYTM:SBIN:AXISBANK:HDFCBANK:ICICIBANK:KOTAKBANK:BANKBARODA:PNB:IDFCFIRSTB:FEDERALBNK:FIVESTAR:CHOLAFIN:BAJFINANCE:BSE:ANGELONE:MOTILALOFS:IIFL:POWERGRID:KEC:KPIL:POWERINDIA:APARINDS:TDPOWERSYS:VOLTAMP:TARIL:CGPOWER:SIEMENS:ABB:EXIDEIND:ARE&M:WAAREEENER:PREMIERENE:SWSOLAR:JSWENERGY:INOXWIND:NHPC:SJVN:HAL:BEL:BHARATFORG:SOLARINDS:SUNPHARMA:DRREDDY:CIPLA:WELSPUNLIV:TRIDENT:PAGEIND:JSWSTEEL:SAIL:COALINDIA:UPL:WIPRO2026-09-30

Policy Pulse - Modi / India Govt - 30 Sep 2026

The Cabinet approved the Rs 1.86 lakh crore PM-DHARA scheme - 135 GW of renewable evacuation plus 50 GWh of battery storage - as part of a Rs 2.79 lakh crore package with the Rabi MSP policy and a Delhi traffic system, drawing POWERGRID, KEC, KPIL and the transformer and storage complex into focus. Modi also spoke with Trump as Goyal met Greer in Milwaukee on the interim trade deal, the Supreme Court kept the 0.4% UPI MDR on track for October 15, and the Sabarmati LNG train and Kandla e-methanol plant carried the green-fuel push.

policy-pulseupi-mdrfintechgreen-energyrailways

HDFCBANK:ICICIBANK:SBIN:BAJFINANCE:HDFC:LT:SIEMENS:BHEL:MARUTI:TCS:INFY:ITC:COALINDIA2026-08-03

Policy Pulse — Ministries & Regulators — 03 Aug 2026

RBI MPC begins (Aug 5 decision), India PMI at near-5-yr low (53.5), SEBI open-market buybacks live (Aug 1). Watch banks, buyback cash-rich TCS/INFY/ITC.

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