Siemens Limited

6.5%

al uncertainty & escalating trade tensions Moderating domestic growth: Moderate GDP growth, FY25 – 6.5% 1 IIP 164.8 1, Manufacturing PMI 58.1 1 Siemens Limited (excluding Energy business) New Orders

43.5%

4.8 1, Manufacturing PMI 58.1 1 Siemens Limited (excluding Energy business) New Orders (y-o-y) +43.5% INR 53.1 Bn Order backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITD

INR 53.1

Manufacturing PMI 58.1 1 Siemens Limited (excluding Energy business) New Orders (y-o-y) +43.5% INR 53.1 Bn Order backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of r

7.2%

mited (excluding Energy business) New Orders (y-o-y) +43.5% INR 53.1 Bn Order backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT

INR 414.6

(excluding Energy business) New Orders (y-o-y) +43.5% INR 53.1 Bn Order backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenu

2.6%

Orders (y-o-y) +43.5% INR 53.1 Bn Order backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenue) 9.6% INR 4.1 Bn • Grow

INR 42.6

s (y-o-y) +43.5% INR 53.1 Bn Order backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenue) 9.6% INR 4.1 Bn • Growth in all

12.4%

backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenue) 9.6% INR 4.1 Bn • Growth in all major segments; LVM down • Hea

INR 5.3

og (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenue) 9.6% INR 4.1 Bn • Growth in all major segments; LVM down • Healthy book

9.6%

Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenue) 9.6% INR 4.1 Bn • Growth in all major segments; LVM down • Healthy book-to-bill at 1.25x • DI dem

INR 4.1

ue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenue) 9.6% INR 4.1 Bn • Growth in all major segments; LVM down • Healthy book-to-bill at 1.25x • DI demand • D

1.25x

revenue) 9.6% INR 4.1 Bn • Growth in all major segments; LVM down • Healthy book-to-bill at 1.25x • DI demand • DI volume and cost • Extraordinary gain in normalization normalisation Q2FY2

“(continuing operations) Q2 FY24 Q2 FY25 % (y-o-y) 386.9 37.0 41.5 6.4 15.3% 8.8 -1.9 2 6.9 414.6 53.1 42.6 5.3 12.4% 5.5 +0.6 3 6.1 +7.2% +43.5% +2.6% -17.2% -289bps -37.6% - -11.0% 1) Order Backlog refers to Total Outstanding Orders as of the respective period 2) Gain on sale of property 3) SE Demerger related expenses Page 11 Unrestricted | © Siemens 2025 | 2025-05-20 | Q2 & H1 FY25 Analyst Meet H1 FY2025: Financials for Siemens Ltd.”

“1st Mar 25; numbers for H1FY25 are for 5-month period 3) Gain on sale of property 4) SE Demerger related expenses Page 12 Unrestricted | © Siemens 2025 | 2025-05-20 | Q2 & H1 FY25 Analyst Meet In summary 1.”

“Management exploring options for the Low Voltage Motors business Page 13 Unrestricted | © Siemens 2025 | 2025-05-20 | Q2 & H1 FY25 Analyst Meet”

Global economy

1

Moderating domestic growth

1

Moderating domestic growth

Moderate GDP growth, FY25 – 6.5% 1 IIP 164.8 1, Manufacturing PMI 58.1 1 Siemens Limited (excluding Energy business) New Orders (y-o-y) +43.5% INR 53.1 Bn Order backlog (y-o-y) +7.2% INR 414.6 Bn Revenue (y-o-y) +2.6% INR 42.6 Bn EBITDA (% of revenue) 12.4% INR 5.3 Bn PAT (% of revenue) 9.6% INR 4.1 Bn • Growth in all major segments; LVM down • Healthy book-to-bill at 1.25x • DI demand • DI volume and cost • Extraordinary gain in normalization normalisation Q2FY24 • MO project delivery • Higher material cost • Demerger expenses schedules Siemens Energy demerger completed, effective 1 March 2025 Page 3 Unrestricted | © Siemens 2025 | 2025-05-20 | Q2 & H1 FY25 Analyst Meet 1) Mar 2025 Vertical markets – Short Term Outlook Largely driven by public capex and emerging verticals Public capex driven verticals Conventional verticals Power Utilities (T&D) Commercial Buildings Railways & Metros Water Emerging verticals Electronics, Semiconductor Batteries Data Centres Page 4 Unrestricted | © Sie