Key Quantitative Figures and Projections

  • India's Peak Power Demand: Projected to grow from 271 GW today to 459 GW by 2035-36.
  • Generation Capacity Target: India aims to reach 1,121 GW by 2035-36 (current capacity: 552 GW), including 786 GW from non-fossil sources and 174 GW / 888 GWh of storage.
  • Grid Investment Requirement: An estimated USD 250-300 billion is required for grid expansion, stabilization, and storage.
  • Grid Transformation: Requires adding over 830 GVA of transformation capacity to achieve a total of 2,300+ GVA.
  • Non-Fossil Share: Expected to grow from 54% to approximately 70%, increasing grid stabilization needs.
  • Company Capex: Siemens Energy India has committed over USD 300 million for manufacturing capacity expansion.

Strategic Priorities and Business Focus

The presentation outlines four strategic priorities for India's grid:

1. Expand: High-Voltage substations and HVDC infrastructure.

2. Modernize: Upgrade outdated grid assets.

3. Stabilize: Implement solutions like Statcom, Syncon, and Storage.

4. Digitalize: Deploy digital substations, asset management systems, and AI.

The company operates across three key business segments:

  • Low-emission Generation: Highly efficient gas-fired power generation and lifecycle services.
  • Power Transmission: HVDC VSC, High Voltage equipment, grid stabilization solutions, and services.
  • Industrial Decarbonization: Industrial electrification, energy efficiency, and green hydrogen solutions.

Company Background and Positioning

  • Siemens Energy India has over 100 years of presence in India.
  • The company employs a "Local for Global" strategy, positioning India as a global manufacturing hub ("Make in India for India and for the World").
  • The presentation emphasizes enabling India's energy future across the entire energy value chain.

Regulatory and Contact Information

The disclosure was filed with BSE Limited and the National Stock Exchange of India Limited. The presentation is available on the company's website at www.siemens-energy-india.com/analyst-meet.html. Viral Raval, Head of Investor Relations, is listed as the contact person (viral.raval@siemens-energy-india.com).