

Decoding the Siemens Energy demerger
Apr 1, 2025
Dive into the strategic decision behind Siemens India's energy demerger. Explore the formation of Siemens Energy India and the historical context driving this move. Discover the potential benefits and risks associated with the demerger. Understand how this decision could shape the company's future market position and its impact on the energy sector.
AI Snips
Chapters
Transcript
Episode notes
Siemens' First Footprint in India
- In the 1800s, messages between countries took weeks, like a month from Britain to India.
- Werner von Siemens built an 11,000 km telegraph line, cutting this time to 28 minutes.
Siemens India's Growth
- Siemens expanded aggressively in India after 1922, setting up its first manufacturing unit in Bombay in 1955.
- Today, Siemens India is a giant with five business segments, the largest being smart infrastructure and energy.
Siemens India's Ambitions
- Siemens India aims to become the third or fourth-largest revenue contributor for Siemens AG within three years.
- Following its parent company's 2020 demerger of its energy business, Siemens India is pursuing a similar strategy.