# Siemens AG

> Siemens has a concrete circularity case inside electrical infrastructure. It reports that a switchgear retrofit can extend operating life by up to 15 years while reducing material use by up to 80% versus new equipment. That is the right standard for this brief: a named product, a performance baseline, a service decision and a recovery route, not a company-wide circularity narrative.

- Industry: Industrial Equipment & Automation
- Collection: Active
- Materials: Aluminum, Plastics, Steel
- Processes: Recycling
- Evidence through: 2026-09-18
- Canonical URL: https://www.materialtransition.com/library/siemens-ag

## Material inputs to resolve

Industrial technology, electrification, buildings, grids, mobility and healthcare

Siemens reported EUR 78.9 billion in fiscal 2025 revenue. Smart Infrastructure reported EUR 23.0 billion in revenue and a EUR 19 billion order backlog at September 30, 2025. Company disclosures describe circular product design, secondary-material use, lifecycle extension and customer-circularity tools. Public sources do not establish a single product BOM, recovered-material allocation or named downstream buyer.

**EUR 78.9B** FY2025 group revenue

**EUR 23.0B** Smart Infrastructure FY2025 revenue

**EUR 19B** Smart Infrastructure order backlog

**Evidence** Product-level material loop needs qualification

- Copper, aluminum, steel, engineering plastics and electronics in switchgear, controls and building systems
- Digital components, sensors and power electronics
- Packaging, service parts and returned equipment

### Outputs and residuals to resolve

- Grid control, power distribution, switching, building automation and energy-management systems
- Retired electrical equipment and service-return streams
- Recovery, reuse and secondary-material allocation are not disclosed as one product-level mass balance

**First decision:** Choose one Smart Infrastructure product family and one customer lifecycle. Request the BOM, material declarations, service-return pathway, replacement interval and recovered-material accounting before making a circularity claim.

## Control

Siemens AG is the public parent across industry, infrastructure, mobility and healthcare.

#### Operating wedge

Smart Infrastructure spans buildings, electrification, grids, automation, power distribution and energy management.

#### Circularity evidence

Siemens describes three levers: circular products, circular business and customer circularity. Its FY25 reporting says 67% of its relevant portfolio was covered by Robust Eco Design. Its FY25 reporting says 67% of its relevant portfolio was covered by Robust Eco Design.

#### Evidence boundary

The company-level direction is clear. A product-level material flow, recovery route and buyer specification remain open.

### Decision boundary

The public record supports one bounded next move: Choose one Smart Infrastructure product family and one customer lifecycle. Request the BOM, material declarations, service-return pathway, replacement interval and recovered-material accounting before making a circularity claim. It does not establish a buyer, commercial approval or supply agreement.

## Material flow map

| Material or stream | Qualification gate | Process or destination | Evidence still needed |
|-|-|-|-|
| Copper, aluminum and steel | Grade, recycled content, safety and performance | Electrical product BOM | Supplier, mass balance and test evidence |
| Returned equipment | Asset identity and condition | Service, refurbishment or recovery | Take-back volume, routing and yield |
| Electronics and plastics | Substance, durability and end-of-life rules | Control or building system | Material declaration and recovery pathway |

This is a public screening map. It separates company-disclosed flows from open qualification work. It does not convert a destination into a buyer or an announced ambition into operating capacity.

## Three defensible entry lanes

#### Prove circularity in one electrical product family

The product must carry the story through a BOM, a performance test and a recovery route.

**Next evidence:** Select a product, site, supplier set and end-of-life pathway.

#### Connect service data to material value

Lifecycle extension can keep equipment in use. Siemens gives switchgear retrofit as a public example, but service records still need to identify what can be repaired, upgraded or recovered.

**Next evidence:** Map serial-level service events, replacement parts and disposition rules.

#### Build a customer-facing circularity map

Smart Infrastructure serves grids, buildings and industry. A named installation creates a credible first case.

**Next evidence:** Choose one site and show input materials, installed asset, maintenance, upgrade and recovery decisions.

## Evidence register

- **Annual Report 2025** Siemens AG, fiscal year ended September 30, 2025 https://www.siemens.com/nl-nl/company/investor-relations/annual-reports/ [1]
- **Smart Infrastructure** Siemens, FY2025 business overview https://www.siemens.com/en-us/company/about/businesses/smart-infrastructure/ [2]
- **Resource efficiency and circularity** Siemens, current sustainability page https://www.siemens.com/en-us/company/sustainability/resource-efficiency-circularity/ [3]

Source hierarchy: filings and company disclosures first. The brief states what those sources support and leaves the unresolved plant, grade, permit, buyer and mass-balance questions explicit.

## Material Transition editorial interpretation

Siemens is already selling the digital and electrical infrastructure that makes a more resource-efficient physical economy possible. The useful question is where one product line can prove the material loop, not whether the company has a circularity narrative. The next useful working session starts with: Choose one Smart Infrastructure product family and one customer lifecycle. Request the BOM, material declarations, service-return pathway, replacement interval and recovered-material accounting before making a circularity claim.

## Sources

- [1] Annual Report 2025 - https://www.siemens.com/nl-nl/company/investor-relations/annual-reports/
- [2] Smart Infrastructure - https://www.siemens.com/en-us/company/about/businesses/smart-infrastructure/
- [3] Resource efficiency and circularity - https://www.siemens.com/en-us/company/sustainability/resource-efficiency-circularity/

From the Material Transition company brief library: https://www.materialtransition.com/library/siemens-ag
