Siemens to Dispose of Shareholdings in Siemens Energy Corporation
Here's a fresh take:
Siemens is gearing up to unload a chunk of its Siemens Energy shares to finance its eye-popping buyout of US software firm Altair. Ralf Thomas, Finance Director at Siemens, revealed to Bloomberg News that the company plans to sell off approximately 6% of its Siemens Energy stake by the end of September, valuing it around 2.5 billion euros. Siemens still retains a substantial 17% stake in the energy tech giant, following the 2020 spin-off.
In the same interview, Thomas hinted at the possibility of offloading the rest of their shares in Siemens Energy, but there's no rush for that. He also shared that flooding the market with the entire stake wouldn't be prudent at the moment.
The deal of the century - Siemens’ acquisition of Altair - was announced in October for a staggering 10 billion dollars. To fund this mega-acquisition, Siemens' plan is to sell off non-core businesses such as Innomotics for 3.5 billion euros, plus the share sales. Thomas also left the door open for share sales in Siemens Healthineers and Siemens Energy. He noted that liquidating 5% of Siemens Healthineers could be an ideal size.
Midday saw a 2% surge in Siemens Energy shares. This year, Siemens Energy has been a DAX top performer, skyrocketing its value more than fourfold. Siemens shares climbed by 1.3%.
Recent managerial share sales have occurred, with a significant transaction on May 9, 2025, and a smaller sale by manager Robert Kensbock. Additionally, the energy behemoth Siemens Energy has initiated the process to spin off its energy business in India, creating a separate entity, Siemens Energy India Limited.
While the sale of shares and spin-offs could impact Siemens' direct stake in certain energy-related assets, it doesn't necessarily mean a decrease in the company's overall commitment to the energy sector. Siemens Energy's focus on sustainable energy solutions and strong performance in core markets indicate it will continue to play a crucial role in Siemens' strategy. However, the impact on Siemens Healthineers remains unclear unless as part of broader corporate realignments yet to be announced.
Siemens' decision to sell a portion of its Siemens Energy shares indicates a shift in the company's finance strategy, aiming to finance the acquisition of US software firm Altair, and possibly other non-core businesses. The energy sector, including Siemens Energy, remains a key industry for Siemens, with a focus on sustainable solutions and strong performance.
