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Siemens Energy AG (SMNEY) Discusses Market Trends, Demand Outlook and Strategic Updates Ahead of Quarterly Results Transcript
Ananym Capital has built a stake in Germany's Siemens Energy and is pushing the company to spin off its wind business, the Financial Times reported on Tuesday.
Siemens Energy is reiterated as a strong buy, with robust demand, upgraded FY28 margin guidance, and accelerating capital returns. SMEGF's Gas Services segment benefits from surging data center demand, driving long-term service revenue and pricing power through 2028 and beyond. Grid Technologies enjoys structural growth, high backlog, and pricing power, with capacity expansion supporting revenue and margin growth.
I rate Siemens Energy a Strong Buy due to its clear margin expansion, a strong backlog order book and attractive valuation. Core segments are driving consistent, profitable growth while the wind division risks are now contained. 2025 performance beat expectations across all KPIs and management raised guidance for 2026 and 2028 targeting that profit margins will doublr to 14%.
Siemens Energy AG (OTCPK:SMNEY) Analyst/Investor Day November 20, 2025 8:30 AM EST Company Participants Tobias Hang Christian Bruch - CEO, President, Chief Sustainability Officer & Chairman of Executive Board Tim Holt - Member of the Executive Board Maria Ferraro - CFO & Member of Executive Board Karim Amin - Member of the Executive Board Tim Proll-Gerwe Michael Hagmann - Head of Investor Relations Vinod Philip - Member of the Executive Board Anne-Laure Parrical Chammard - Member of the Executive Board Conference Call Participants Philip Buller - JPMorgan Chase & Co, Research Division Benedict Uglow - Oxcap Analytics Limited Alexander Jones - BofA Securities, Research Division Delphine Brault - ODDO BHF Corporate & Markets, Research Division Gael de-Bray - Deutsche Bank AG, Research Division William Mackie - Kepler Cheuvreux, Research Division Richard Dawson - Joh. Berenberg, Gossler & Co. KG, Research Division Max Yates - Morgan Stanley, Research Division Alan Duong Chad Zamarin - The Williams Companies, Inc. Matthew Gardner Marc Bianchi - TD Cowen, Research Division Vivek Midha - Citigroup Inc., Research Division Sean McLoughlin - HSBC Global Investment Research Conversation Tobias Hang So good morning, everybody and also good afternoon to everybody on the webcast who might be joining us from somewhere else around the world because just last week on Friday, we had our Q4 conference call from Berlin.
Shares climbed on the buyback news, coming a week after the company upgraded its financial targets for its fiscal 2028.
Siemens Energy on Thursday said it planned to buy back up to 6 billion euros ($6.9 billion) worth of shares by the end of its fiscal year 2028.
EnergyPathways PLC (AIM:EPP) shares jumped as much as 10% on Wednesday after the company unveiled a partnership with Siemens Energy to develop long-duration energy storage aimed at helping the grid cope with the swings of renewable generation. The AIM-quoted group has signed a non-binding cooperation agreement with the German engineering giant to advance Compressed Air Energy Storage, a technology that uses surplus power to force air into underground caverns, releasing it later to drive turbines when demand is higher.
EnergyPathways PLC (AIM:EPP) has teamed up with Siemens Energy to explore a new generation of long-duration energy storage that could help smooth out the peaks and troughs of renewable power. The company, which is listed on London's junior AIM market, said it had signed a non-binding cooperation agreement with the German engineering group to work on Compressed Air Energy Storage, a system that stores surplus electricity by using it to compress air underground.
Siemens Energy is rated a Strong Buy with a $228 price target, driven by robust demand for gas turbines and grid technology. SMNEY's backlog reached €138b, with strong order coverage for FY26 and FY27, supporting durable revenue growth and margin expansion. Dividend reinstatement at €0.70/share signals operational improvements and a strengthened balance sheet, enhancing shareholder appeal.
Siemens Energy AG (OTCPK:SMNEY) Q4 2025 Earnings Call November 14, 2025 5:00 AM EST Company Participants Tobias Hang Christian Bruch - CEO, President, Chief Sustainability Officer & Chairman of Executive Board Maria Ferraro - CFO & Member of Executive Board Conference Call Participants Sebastian Growe - BNP Paribas, Research Division Ajay Patel - Goldman Sachs Group, Inc., Research Division Max Yates - Morgan Stanley, Research Division Gael de-Bray - Deutsche Bank AG, Research Division Vivek Midha - Citigroup Inc., Research Division Alexander Jones - BofA Securities, Research Division Akash Gupta - JPMorgan Chase & Co, Research Division Benedict Uglow - Oxcap Analytics Limited Sean McLoughlin - HSBC Global Investment Research Vladimir Sergievskiy - Barclays Bank PLC, Research Division Lucas Ferhani - Jefferies LLC, Research Division William Mackie - Kepler Cheuvreux, Research Division Kulwinder Rajpal - AlphaValue SA Alexander Hauenstein - DZ Bank AG, Research Division Presentation Operator Ladies and gentlemen, welcome to the Analyst Call Q4 Fiscal Year 2025. I'm Moritz, the Chorus Call operator.
Demand from AI data centers powered Siemens Energy's grid division to its highest-ever quarterly revenue, with Q4 sales nearing €10.5 billion. CEO Christian Bruch tells CNBC's Silvia Amaro that whether AI is in a bubble or not, its growth is inevitable, as is the need for massive energy capacity to support it.
Shares were up 10% after the company said it would now target a profit margin before special items in fiscal 2028 of between 14% and 16%, up from 10% to 12%.
Siemens Energy expects U.S. import tariffs to deliver a hit of at least 100 million euros ($117 million) next year, but less than the roughly 200 million euros it saw in 2025, the group's finance chief Maria Ferraro said on Friday.
U.S. firm GE Vernova and Germany's Siemens Energy are in talks to supply gas turbines to a $7 billion project aiming to rebuild Syria's war-damaged power sector, three people familiar with the matter told Reuters.
Siemens Energy (SMEGF, SMNEY) is rated a BUY, benefiting from rising global electricity demand driven by AI, data centers, and electrification. SMEGF's diversified segments, strong order backlog, and exposure to SMR nuclear projects position it for robust long-term growth. EBITDA is projected to triple by 2028, with 20% annual earnings and FCF growth, supporting a resumed dividend and potential 50% share price upside.
NEXTCHEM WILL PROVIDE THE FUEL CELL MODULES, WHILE SIEMENS ENERGY WILL PROVIDE ON BOARD SYSTEM INTEGRATION AND ENERGY MANAGEMENT SYSTEM MILAN , Sept. 26, 2025 /PRNewswire/ -- MAIRE (Milan: MAIRE) announces that NEXTCHEM and Siemens Energy signed a Memorandum of Understanding to cooperate on the development and commercialization of a breakthrough methanol high temperature fuel cell, based on a newly designed modularized solution.
The Iraqi Cabinet approved on Tuesday the principles of an energy cooperation framework with Germany's Siemens Energy , according to a statement.
I maintain a strong buy rating on Siemens Energy as all growth engines are firing, with earnings momentum and market re-rating potential. 3Q25 results confirm my bullish thesis: robust revenue growth, record orders, and a dramatic turnaround in profitability and margins. AI-driven power demand is fueling Gas Services, while early signs of a wind segment turnaround add to the long-term upside case.