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Investor Presentation
Siemens Energy India Limited · ENRIN
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Siemens Energy India Limited has informed the Exchange about Investor Presentation at the J.P. Morgan India Conference.
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Siemens Energy India Limited has informed the Exchange about Investor Presentation
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ENRIN_22092026103118_SEDisclosureInvestorPresentation22092026.pdf
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September 22, 2026
BSE Limited National Stock Exchange of India Limited
Scrip Code: 544390 Symbol: ENRIN
Sub.: Information pursuant to the SEBI (Listing Obligations and Disclosure
Requirements) Regulations, 2015 (‘SEBI Listing Regulations’)
Dear Sir / Madam,
Pursuant to Regulation 30, 46 and other applicable regulations of the SEBI Listing Regulations
and with reference to our letter dated September 16, 2026, please find enclosed the
presentation proposed to be made at the J.P. Morgan India Conference, scheduled to be held
today i.e. September 22, 2026.
The said presentation is also available on the website of the Company at:
www.siemens-energy-india.com/analyst-meet.html
Kindly take the same on record.
Yours faithfully,
For Siemens Energy India Limited
Vishal Tembe
Company Secretary
Encl.: As above
Siemens Energy India Limited
Registered Office: Birla Aurora, Level 21, Plot No. 1080, Dr. Annie Besant Road, Worli, Mumbai – 400030; Corporate Identity Number: L28110MH2024PLC418770;
Tel.: +91 22 6251 7000; E-mail: contact@siemens-energy-india.com; Website: www.siemens-energy-india.com
Siemens Energy is a registered trademark licensed by Siemens AG.
J.P. MORGAN INDIA CONFERENCE
Powering India’s
next phase of growth
Guilherme Mendonca, MD & CEO
Siemens Energy India Limited
22 September, 2026
J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG
Disclaimer
This presentation has been prepared solely for use at the investor / analyst call/ meet. By attending the meeting where this presentation is
made, or by reading the presentation slides, you agree to be bound by the following limitations:
a. Siemens Energy India Limited ("SEIL" or the "Company") cannot give assurance as to the correctness of such information and
statements. These forward-looking information and statements can generally be identified by the fact that they do not relate only to
historical or current facts. Forward-looking statements sometimes use terminology such as "targets", "believes", "expects", "aims",
"assumes", "intends", "plans", "seeks", "will", "may", "anticipates", "would", "could", "continues", "estimate", "milestone" or other words
of similar meaning and similar expressions or the negatives thereof;
b. By their nature, forward-looking information and statements involve known and unknown risks, uncertainties, and other important
factors that could cause the actual results, performance, or achievements of the Company to differ materially from any future results,
performance, or achievements that may be expressed or implied by the forward-looking information and statements in this
presentation. Should one or more of these risks or uncertainties materialize, or should any underlying assumptions prove to be
incorrect, the Company’s actual financial condition or results of operations could differ materially from those described herein as
anticipated, believed, estimated, or expected;
c. Given the aforementioned uncertainties, prospective or present investors are cautioned not to place undue reliance on any of these
forward-looking statements;
d. This presentation does not constitute a recommendation regarding the securities of the Company. No part of this presentation, nor the
fact of its distribution, should form the basis of, or be relied on in connection with, any contract, commitment, or investment decision
whatsoever. Investors / prospective investors must seek advice on their specific situations from well-informed legal, investment, tax,
financial, and management professionals; This presentation does not constitute a recommendation regarding the securities of the
Company;
e. This presentation and its contents must not be copied, distributed, published, or reproduced in whole or in part.
J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 2
GLOBAL | THE ALL-ELECTRIC ERA
Electricity is becoming the backbone
of economic growth globally
Electricity-demand growth Electricity’s share of final energy
Average annual growth, 2026–2030
21% → 24%
US 2.0%
2025 2030 forecast
Europe (EU) 2.3%
Global 3.6%
Electrification, Decarbonization
China 4.9%
AI, Digitalization
India 6.4%
Energy Security, Independence
Demand is outpacing overall electricity growth, Grids becoming a bottleneck
Sources: IEA Electricity 2026; Internal Analysis
J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 3
INDIA | ELECTRIFICATION UNDERPINING ECONOMIC GROWTH
India’s power demand is growing sharply
while moving to a renewable supply mix
PEAK DEMAND GENERATION CAPACITY
271 → 459 GW 1,121 GW
Today → 2035–36
By 2035–36 | Today: 552 GW
Economy, domestic consumption Solar PV 509 GW
Continued GDP growth, consumption expansion Coal 315 GW
Wind 155 GW
Industrialisation
Large hydro 78 GW
Reliable, high-quality industrial loads
Nuclear 22 GW
Urbanisation + cooling
Gas 20 GW
Sharper peaks and seasonal demand
Biomass 16 GW
Railways, EVs + electrification Small hydro 6 GW
Wider dependence on electricity
Data centres + AI 786 GW non-fossil generation
Concentrated, high-availability power + 174 GW / 888 GWh storage
J.P. Morgan India Conference | September 2026 Sources: CEA reports; Internal Analysis Siemens Energy is a trademark licensed by Siemens AG 4
TRANSMISSION | THE BACKBONE OF THE ENERGY TRANSITION
Electricity availability and reliability demands
greater and faster grid investment
INDIA | GRID READINESS REQUIREMENTS BY 2035-36
~ 2× growth 54% → ~70% USD 250 - 300 bn
830 GVA+ add transformation Non-fossil share growth - Estimated investment required for grid
achieving 2,300+ GVA more grid stabilization expansion, stabilization, storage
WAY FORWARD | STRATEGIC PRIORITIES
Expand Modernize Stabilise Digitalize
High-Voltage Upgrade outdated Statcom, Syncon, Digital substations,
substations, HVDC assets Storage Asset Management, AI
Sources: CEA reports, Internal Analysis
J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 5
SIEMENS ENERGY INDIA | LONG STANDING PARTNER OF INDIA’S POWER JOURNEY
Enabling India’s energy future across
the entire energy value chain
100+ years > 300 million USD Local for Global
of presence and commitment to India Capex investment committed for Global Hub - Make in India for India
Manufacturing capacity expansion and for the World
Low-emission Generation Power Transmission Industrial Decarbonization
Highly efficient gas-fired power HVDC VSC, High Voltage equipment, Industrial electrification, energy
generation and lifecycle services solutions, grid stabilization, services efficiency, green hydrogen
J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 6
Thank you
Powering India’s growth towards Viksit Bharat
J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG
Contact Investor Relations
Viral Raval
Head of Investor Relations
viral.raval@siemens-energy-india.com
J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG