Q4 2025 Siemens Energy AG Earnings Call Transcript

Nov 14, 2025 / 10:00AM GMT

Release Date Price: MXN2150.87

Transcript

Key Points

Positve

Siemens Energy AG (SMEGF) reported a record revenue of nearly EUR 40 billion for fiscal year 2025, marking a 15% increase driven by robust demand across core segments.
The company achieved a significant margin improvement of 500 basis points year-over-year, attributed to operational excellence and execution of more profitable orders.
Order backlog reached a record high of EUR 138 billion, providing strong visibility for fiscal year 2026 and beyond.
Gas Services and Grid Technologies both reported record order intakes and revenue, with Gas Services achieving a 31% market share in gas turbines greater than 10 megawatts for power generation.
Siemens Energy AG (SMEGF) proposed a dividend of EUR 0.70 per share for fiscal year 2025, demonstrating a commitment to shareholder returns.

Negative

Siemens Gamesa continues to face challenges, ending fiscal year 2025 with a negative profit before special items of EUR 1.3 billion, impacted by tariffs and operational issues.
The company experienced high-double-digit million euro negative impacts from tariffs, particularly affecting Siemens Gamesa.
Despite improvements, Siemens Gamesa's onshore business remains under pressure, with a significant portion of the fiscal year loss attributed to this segment.
The fiscal year 2026 outlook includes a cautious margin guidance of 9% to 11% at the group level, reflecting potential headwinds and market uncertainties.
Concerns remain regarding the ramp-up and productivity challenges in Siemens Gamesa's offshore business, which could impact future profitability.

Operator

Ladies and gentlemen, welcome to the analyst call Q4 fiscal year 2025. I'm (inaudible), call operator. (Operator Instructions) And the conference is being recorded. (Operator Instructions) The conference must not be recorded for publication or broadcast.

At this time, it's my pleasure to hand over to Tobias Hang. Please go ahead, sir.

Tobias Hang

Siemens Energy AG - Head of Investor Relations

Good morning, and a warm welcome to the Siemens Energy Q4 fiscal year '25 analyst webcast. Today, we are here in the factory in Berlin. First of all, I really have to say that we are sorry that you had to wait for 5 minutes. Of course, we're going to add that one -- the 5 minutes on the end of the call, so that should happen, please excuse for that.

As you probably noticed already, we pre-released our results yesterday night and published all the documents around 9:00 PM on our website. Now, I'm pleased to have with me here, President and CEO of Siemens Energy Christian Bruch; and Maria Ferraro, our CFO. And in the next 30 minutes, Maria and Christian

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