Skip to content

Siemens to Reveal Healthineers Strategy, Exploring Stake Sale or Spin-off

Siemens' capital market day will shed light on the future of its healthcare unit. Stake sale or spin-off could unlock potential for Siemens and its shareholders.

In this picture it looks like a pamphlet of a company with an image of a cup on it.
In this picture it looks like a pamphlet of a company with an image of a cup on it.

Siemens to Reveal Healthineers Strategy, Exploring Stake Sale or Spin-off

Siemens is set to unveil its strategic plans for Siemens Healthineers at a capital market day on November 13. The company is exploring options for its majority stake in the healthcare unit, which is currently valued at 52 billion euros.

Siemens is considering retaining a minority stake in Siemens Healthineers and selling it later to mitigate potential tax implications. The company currently holds around 71 percent of the shares in the healthcare unit.

Siemens Healthineers' share price has been impacted by the overhang of shares from its parent company. A direct spin-off in Germany could have tax implications for investors. However, a spin-off would require shareholder approval and is unlikely to happen before 2026. As an alternative, Siemens is exploring the possibility of paying out its shares in Siemens Healthineers as a dividend to its own shareholders.

Siemens is also considering focusing more on the software sector by potentially spinning off a large portion of Siemens Healthineers, particularly its diagnostics business. A decision on this matter is expected at the capital market day on November 17, 2025.

Siemens' share is performing well, trading just below its record high in the current strong stock market environment. The company's exploration of options for its stake in Siemens Healthineers could unlock potential for Siemens and its shareholders. The capital market day on November 13 is expected to provide more clarity on the company's future strategy.

Read also:

Latest