Siemens posted a net profit of INR 202 billion for the second quarter of 2025, surpassing analyst forecasts and marking a robust year-on-year increase. Revenue climbed to INR 1885 billion, driven by strong demand across its core sectors, including industrial automation, digital industries, energy, and mobility solutions.
Siemens reported a record order backlog, especially in digital industries and smart infrastructure. Streamlined supply chains and cost-control measures helped offset inflationary and tariff-related pressures. A balanced global footprint allowed Siemens to mitigate localized disruptions and capitalize on growth in emerging markets.
Despite ongoing trade tensions and tariffs affecting the global industrial landscape, Siemens experienced only a marginal impact on its bottom line. CEO Roland Busch highlighted several factors behind this resilience:
Localized Production: Siemens’ strategy of manufacturing close to key markets reduced exposure to cross-border tariffs.
Flexible Sourcing: The company’s agile supply chain allowed for quick adjustments to sourcing and logistics, minimizing cost increases.
Value-Added Solutions: By focusing on high-tech, value-driven offerings, Siemens maintained pricing power and customer loyalty.
“Our ability to adapt quickly to changing trade dynamics has kept us ahead of the curve. We continue to see strong demand for our digital and sustainable solutions worldwide,” Busch said during the earnings call.
Digital Industries remained a standout performer, with double-digit growth in automation, software, and digital twin solutions. Increased investment in smart manufacturing and Industry 4.0 initiatives fueled demand. Siemens saw robust order intake for smart grid, building automation, and energy management systems, particularly in Europe and Asia. The mobility division benefited from major rail and metro contracts, as governments accelerated infrastructure spending to boost economic recovery.
Siemens raised its full-year guidance, projecting continued revenue and profit growth despite ongoing geopolitical and economic uncertainties. The company expects:
Sustained demand for digital transformation and sustainability solutions
Stable margins through operational efficiency and innovation
Opportunities in emerging markets as global infrastructure investment rises
However, Siemens cautioned that persistent supply chain disruptions, inflation, and evolving trade policies could pose challenges in the coming quarters.
Investors responded positively to the earnings report, with Siemens’ shares rising over 3% in early trading. Analysts praised the company’s proactive risk management and ability to deliver consistent growth in a volatile environment.
