< Back to all clusters
[BUSINESS] · Germany · 14 sources

started · updated

Siemens Energy to spin off Transformation of Industry division

Siemens Energy is moving forward with plans to spin off its Transformation of Industry (ToI) division, a move aimed at increasing entrepreneurial flexibility and fostering growth. The division, which includes steam turbines, compressors, and hydrogen electrolyzers, employs approximately 17,000 people and generated roughly 5.7 billion euros in revenue during the last fiscal year.

To facilitate this transition, Siemens Energy has engaged Goldman Sachs to advise on a potential sale of a majority stake in the unit. Analysts estimate the division's value could exceed 10 billion euros. Several private equity firms, including CVC Capital Partners, EQT AB, Bain Capital, Brookfield, and KKR & Co., are reportedly exploring potential bids.

While the company intends to de-consolidate the division, it plans to retain a significant minority stake to support its ongoing development. CEO Christian Bruch noted that the restructuring allows the company to focus its investment priority on power generation and transmission, which offer higher short-term returns. RBC has maintained an 'Outperform' rating on Siemens Energy with a price target of 200 euros, citing the strategic logic of the separation.

Entities

Bain Capital · CVC Capital Partners · Christian Bruch · Goldman Sachs · KKR & Co. · RBC · Siemens Energy · Transformation of Industry

Claims

What the coverage asserts, and how many sources carry each claim.