Archive · 26 Jan 2026
MOFSL Recommends Siemens Energy for 60% Upside
MOFSL, a brokerage firm, thinks Siemens Energy is a good stock to buy.
They say it's currently cheaper than other similar companies and has a lot of room to grow.
Siemens Energy is expanding its business in making transformers and high-voltage switchgear, which are important for electricity transmission.
MOFSL believes that the company's power transmission segment will grow faster than its power generation segment.
They also think that even though there might be some competition from Chinese companies, it won't happen immediately.
MOFSL has set a target price for the stock that is 60% higher than its current price, which means they think the stock could make a lot of money for investors.
MOFSL recommends buying Siemens Energy stock, which is currently trading at a 25% discount to Hitachi Energy.
The brokerage has set a target price of Rs 3,400, suggesting a 60% potential upside from the current market price of Rs 2,123.
Siemens Energy is expanding its capacity in transformers and high-voltage switchgear, targeting both domestic and export markets.
MOFSL expects the power transmission segment to grow at a 13% CAGR over FY25-28, while the power generation segment is expected to grow at a 10% CAGR.
The company has highlighted a strong total addressable market (TAM) of Rs 9.2 lakh crore by FY32, driven by an increase in installed power generation capacity.
- Who
- MOFSL (domestic brokerage) and Siemens Energy India Ltd
- What
- MOFSL recommends buying Siemens Energy stock for a potential 60% upside
- When
- The recommendation is based on the latest note and annual report 2025
- Where
- India and export markets
- Why
- Due to strong growth prospects in transformation capacity and a healthy outlook for export markets
- Current Market Price
- Rs 2,123
- Target Price
- Rs 3,400
- Potential Upside
- 60%
- Valuation Discount
- 25% compared to Hitachi Energy
- Expected Growth in Power Transmission
- 13% CAGR over FY25-28
- Expected Growth in Power Generation
- 10% CAGR over FY25-28
- Total Addressable Market (TAM)
- Rs 9.2 lakh crore by FY32