Motilal Oswal Recommends 'Buy' on Siemens Energy India, Sets Rs 3800 Target

• Motilal Oswal recommends 'BUY' for Siemens Energy India with a target price of Rs 3800.
• Siemens Energy highlighted significant opportunity in power transmission across domestic and international markets.
• Management projects 10-15% YoY growth for the power transmission segment and anticipates margin improvement.
• Strong enquiry levels suggest adequate utilization of new capacities coming online by FY27.
• The power generation business is expected to grow slower than power transmission, with limited near-term domestic HVDC order inflows.

Why It Matters: It offers an investment recommendation for Siemens Energy India with a target price.