Siemens Bets Big on India: Rail Upgrades, Data Centers, AI Fuel Industrial Boom
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CNBC TV1813-02-2026, 18:14

Siemens Bets Big on India: Rail Upgrades, Data Centers, AI Fuel Industrial Boom

  • Siemens positions India as a central hub for its AI-led industrial strategy, driven by infrastructure upgrades, data center investments, and localization policies.
  • India recorded 15% revenue growth for Siemens, making it one of the company's strongest-performing markets.
  • India's infrastructure expansion, including 30,000 km of electrified railway lines and 1,200 electric locomotives from Siemens, is a core growth lever.
  • The company sees strong growth from India's emerging data center ecosystem, requiring energy-efficient buildings, grid stability, and automation.
  • Siemens' 'local-for-local' model aligns with India's manufacturing push, focusing on local content, supply ecosystems, and engineering capabilities.

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