Siemens Energy AG (SMNEY) Discusses Market Trends, Demand Outlook and Strategic Updates Ahead of Quarterly Results Transcript
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SA Transcripts157.41K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Siemens Energy AG (SMNEY) Discusses Market Trends, Demand Outlook and Strategic Updates Ahead of Quarterly Results December 18, 2025 12:00 PM EST Company Participants Conference Call Participants Kulwinder Rajpal - AlphaValue SAGael de-Bray - Deutsche Bank AG, Research DivisionSebastian Growe - BNP Paribas, Research DivisionSean McLoughlin - HSBC Global Investment Research Presentation Operator Good afternoon, and thank you for joining Siemens Energy's Pre-close Group Call for the First Quarter of Fiscal Year 2026. Before we begin, please note that today's call is being recorded. The recording will be available on our website until our quarterly results are published on February 11, 2026. [Operator Instructions] As a reminder, we are in the markets pre-close period and will not provide guidance on quarterly KPIs. Please refer to the information and forward-looking statements notice on screen, which applies to all comments made today. The purpose of this call is to remind investors of prior statements and guidance, recap information previously disclosed at quarterly results calls, conferences, roadshows and our recent Capital Market Day and to answer contextual questions. We plan to publish our Q1 fiscal year '26 results at 7 CET on Wednesday, February 11, and the webcast will be scheduled for 10:30 CET same day. Our silent period will begin on December 19. As always, we will share company compiled consensus 1 week ahead of the earnings release on Wednesday, February 4, after market close. I will begin today's call with a recap of the key messages from our main investor event in Q1, our Capital Market Day. This overview will cover our perspective on the market, demand and pricing trends, backlog margin expansion as well as our updated short- and midterm guidance and capital allocation framework. After these topics, I will address seasonality, capacity expansion, tariffs and additional updates for Q1 before opening the floor for your questions.