SIEMENS ANALYST MEET TAKEAWAYS : 02.06.2021
* Siemens analyst meet highlights: #Demand environment vibrant across sectors led by recovery in economic activity.
• Demand Environment Vibrant Across Sectors Led By Recovery in Economic Activity
• Seeing Pick Up In Private Capex Cycle, Short Cycle Orders And Sharp Recovery In
Economic Activity
* Export Markets Saw Good Ordering Traction From Developed Western Markets
* Domestic Markets Saw Decent Traction in Industries Such As Cement, Chemicals, Pharma Etc
* Data Centre, E-Comm, Smart Infra, Digitalisation, Automation To Help Drive Growth
Going Ahead
* Tender Pipeline For Both Short & Long Cycle Orders Continues To Remain Robust
* Entered Into Various Agreements To Offer Innovative And Customaries Solutions Via
New Age Technologies
• Cost Rationalisation Measures To Continue Thereby Improving Margins
• Recent Steep Rise In Raw Material Cost Has Been Offset By Hike In Realisation
