Q3 2025 Siemens Energy AG Earnings Call Transcript
Key Points
- Siemens Energy AG (SMEGF) achieved a record-breaking order intake of EUR16.6 billion, reflecting a 65% increase compared to the previous year.
- The company's order backlog reached a new high of EUR136 billion, demonstrating strong demand across all business segments.
- Revenue grew by 13.5% year-over-year, reaching EUR9.7 billion, driven by strong performances in Grid Technologies, Gas Services, and Transformation of Industry.
- Profit before special items increased significantly to EUR497 million, with a profit margin of 5.1%, an improvement of 450 basis points year-over-year.
- Siemens Energy AG (SMEGF) exited bond guarantees, allowing the company to pay a dividend for fiscal year 2025, pending approval at the Annual General Meeting in February 2026.
- The company faced macroeconomic uncertainties, including US tariff discussions and geopolitical tensions, impacting operations.
- Currency translation effects negatively impacted the order backlog by almost EUR4 billion.
- Cash flow stood at EUR419 million, lower than the previous year, due to changes in operating working capital and timing shifts.
- Siemens Gamesa reported a negative profit before special items of EUR138 million, with ongoing challenges in the onshore wind business.
- The EU-US agreement on 15% tariffs is expected to have an additional negative impact of up to a mid-double-digit million euro amount in quarter 4.
Good morning, ladies and gentlemen, and welcome to the Siemens Energy's Q3 fiscal-year 2025 analyst call. As a reminder, this call is being recorded.
Before we begin, I would like to draw your attention to the Safe Harbor statement on page 2 of the Siemens Energy presentation. This conference call may include forward-looking statements. These statements are based on the company's current expectations and certain assumptions and are, therefore, subject to certain risks and uncertainties.
At this time, I would like to turn the call over to your host today, Mr. Tobias Hang. Please go ahead, sir.
Good morning, and a warm welcome to the Siemens Energy Q3 analyst call. My name is Tobias Hang, and I'm very excited to host this analyst call for the first time in my role as the Head of Investor Relations. As always, all documents were released at 7:00 AM on our website. Our President and CEO, Christian Bruch; and our CFO, Maria Ferraro, are here with me.
Christian and Maria will take you
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