Professional
Added to YB: 2025-07-18
Pitch date: 2025-06-30
ENR.DE [neutral]
Siemens Energy AG
Author Info
No bio for this author
Company Info
Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments.
Market Cap
EUR 73.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Electrical Equipment
Category
growth
Munro Climate Change Leaders Fund Portfolio Holding: Siemens Energy AG
ENR.DE (holding update): Power equipment company seeing 50%+ YoY order growth from critical grid/power infrastructure demand. Expecting upgraded earnings guidance at Nov Capital Markets Day. Gas segment profitable due to coal-to-gas switching. Wind segment recovering from unprofitable contracts. Clean Energy play with 50%+ revenue enabling decarbonization.
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