Siemens Energy India listing: Stock surges 5%, hits upper circuit; here's what brokerages recommend

Siemens Energy India listing: Market experts anticipate potential gains of up to 30% in the stock value, with price targets reaching Rs 3,700. (AI image)
Siemens Energy India share price: The stock of Siemens Energy India, which demerged from Siemens Ltd, reached its upper limit of Rs 2,992.45 on the BSE during early trading on Thursday, rising 5% from its initial listing price of Rs 2,850.
Following this listing, market experts anticipate potential gains of up to 30% in the stock value, with price targets reaching Rs 3,700.
According to an ET report, experts believe that this newly independent entity will significantly benefit from India's growing investments in power transmission and distribution (T&D) infrastructure.
Siemens Energy India Brokerage recommendations:
Motilal Oswal: Buy with a Target price of Rs 3,000. Stock has upside potential of 5.3%
According to Motilal Oswal, the company is positioned to gain robust market opportunities in the transmission and distribution sector. The brokerage has developed pro-forma financial projections for the energy division based on FY24 financial data.
Their analysis suggests a revenue/PAT CAGR of 25%/31% during FY25-27, alongside EBITDA margin growth reaching 21.4% by FY27. The initial five months of FY25 have already demonstrated margin improvements.
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Jefferies: Buy with a Target price of Rs 3,700. Stock has upside potential of 29.8%
Upon its market entry, Siemens Energy is positioned to become India's largest listed company focusing exclusively on power T&D equipment, with a market capitalisation exceeding $10 billion, surpassing Hitachi and GE, which are valued between $6.8-9.6 billion.
According to Jefferies' analysis, the company is expected to achieve a 40% EPS CAGR during FY24-27E, supported by substantial T&D projects and operational efficiency, suggesting significant growth potential at prices below Rs 3,000 per share.
HDFC Securities: Buy with a Target price of Rs 3,000. Stock has upside potential of 5.3%
Siemens Energy India stands as a prominent force in decarbonisation, delivering comprehensive solutions across power generation, grid automation, green hydrogen and battery storage sectors. The organisation holds exclusive distribution rights for multiple South Asian nations and has successfully established fresh business ventures in PEM electrolysers, hydrogen blend gas turbines and battery storage systems.
The organisation demonstrates promising financial prospects with substantial cash flow and an anticipated 30% PAT CAGR. The positive assessment from the brokerage firm stems from SEL's expanding market footprint and advanced technological capabilities.
Antique Broking: Buy with a target price of Rs 3,179. Stock has an upside potential of 11.5%
Siemens Energy India delivers comprehensive solutions across the energy sector, encompassing oil and gas production, power generation, and transmission systems.
The organisation supports its clientele in their journey towards decarbonisation and achieving net-zero objectives.
The company maintains more than ten advanced manufacturing facilities across India, whilst holding exclusive regional rights in South Asia (Bhutan, Nepal, Sri Lanka, and Maldives). With a projected capex of Rs 9.2 trillion until FY32, the organisation stands to benefit from industrial decarbonisation initiatives and transmission and distribution investments.
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