1Sem.·

💰 Siemens Energy | Q2 FY2024 Earnings

$ENR (+1,69 %)

Result period: until March 31, 2025


- **Turnover** €10.0 billion (+20.7% YoY)

- **Net profit** €501 million (previous year: €108 million)

- **Free cash flow (before taxes):** €1.39 billion

- **Order backlog** Record high at €133 billion


*CEO Christian Bruch:*

"The strong business performance shows how great the demand for reliable energy infrastructure is. Our full order books give us a tailwind for the rest of the year."_


**🌱 Turnover & growth**

- Turnover: €10.0 billion (+20.7% YoY)

- Incoming orders: €14.4 billion (+50% YoY)

- Order backlog: €133 billion (record high)

- Top divisions: 🔥 Gas Services & ⚡ Grid Technology


**💰 Profitability & balance sheet**

- Adjusted EBITA: €906 million (previous year: €170 million)

- Net profit: €501 million

- Free cash flow (before taxes): €1.39 billion

- Operating margin (before special items): expected at 4-6%


**📌 Highlights**

- One of the best quarters in the company's history

- Gas Services: Major orders & stable service business

- Grid Technology: strong project execution & timing

- Siemens Gamesa: losses continue, but offshore sales growth

- New launch of 5.X onshore turbine in 2025

- US tariffs: limited burden (~high double-digit million € amount)


**🔮 Outlook**

- Sales growth: 13-15% (old: 8-10%)

- Net profit target: up to €1 billion

- Free cash flow target (before taxes): ~€4 bn.

- Siemens Gamesa: expected to be in the black by FY 2026

15
2 Commentaires

Still overvalued?... or buy recommendation
@wealth_strategist_3701 kgv is 270, which is extremely high
1
Participez à la conversation