Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Bernstein Strategic Decisions Conference 2018

13 slides from Siemens Aktiengesellschaft's conference presentation, May 30, 2018

  1. Slide 1: Investments in digital industry making an impact

    Investments in digital industry making an impact Joe Kaeser, President and CEO Siemens AG Bernstein Strategic Decisions Conference | New York, May 30, 2018 Unrestricted © Siemens AG siemens.com

  2. Slide 2: Notes and forward-looking statements

    Notes and forward-looking statements This document contains statements related to our future business and financial performance and future events or developments involving Siemens that may constitute forward-looking statements. These statements may be identified by words such as “expect,” “look forw

  3. Slide 3: Strong performance across all divisions except PG

    Strong performance across all divisions except PG In €bn Q2 FY18 Q2 FY17 Δ y-o-y Δ y-o-y ex. PG Orders 22.3 22.7 -1% comp. flat comp. Revenue 20.1 20.1 flat comp. +6% comp. IB Profit 2.3 11.0% 2.5 12.0% -100bps +80bps1) Net Income 2.0 1.5 +39% EPS (in €) 2.39 1.75 +36% 1) Q2 FY17 excl. positive one-

  4. Slide 4: Siemens portfolio in strong shape

    Siemens portfolio in strong shape Structural challenges in Power and Gas Revenue (IB) H1 FY 2018 Profit margin H1 FY 2018 PD DF DF 20.5% 10% SHS 16.7% 15% PG EM 7.7% 15% H1 2018 16% SHS MO 10.7% % of IB 11% BT 10.3% SGRE 14% SGRE 5.2% 8% 11% PD 7.0% BT EM MO PG 5.8% Most divisions with excellent per

  5. Slide 5: Breakthrough in restructuring achieved

    Breakthrough in restructuring achieved Framework agreement for restructuring Future pact to shape structural transformation  Covers German PG and PD sites  Structural challenges across certain markets  Cost reduction targets retained  Opportunities from digitalization  Job cuts unavoidable  Re

  6. Slide 6: Consistent market share gains – M&A strategy pays off

    Digital Factory leads the way in Digital Enterprise Consistent market share gains – M&A strategy pays off Revenue growth yoy +14 ppt. +7 ppt. +10 ppt. 20% 18% +5 ppt. +4 ppt. 17% 13% 13% 11% 9% +1 ppt. 8% 7% 6% 4% 3% Q1 FY17 Q2 FY17 Q3 FY17 Q4 FY17 Q1 FY18 Q2 FY18 DF competitor basket nominal Siemen

  7. Slide 7: Mentor – more than a great asset

    Mentor – more than a great asset Strong market Excellent fit Profitable growth Electronic Design Automation market DF Software Revenue €bn €bn CAGR: 10-15% ~+7% ~3.4 ~8.9 ~8.4 ~2.6 2017 2018e 2019e 2020e FY17 FY18e FY19e FY20e  Key growth drivers:  Broadest software portfolio with  On track to ac

  8. Slide 8: SGRE with significant customer wins

    SGRE with significant customer wins Stringent execution of roadmap continues Performance highlights Strong share price performance  >84GW installed based Closing: %  Order intake of €10bn in last 12 months €14.24 130  Q2 with strong book-to-bill of 1.4x  Preferred supplier of largest offshore wi

  9. Slide 9: Successful IPO of Siemens Healthineers unlocks value potential

    Successful IPO of Siemens Healthineers unlocks value potential Siemens Healthineers (SHS) Strong share price performance % Closing: 130 €33.50 120 110 Issue price: +19.6% €28.00 100 90 80 16-Mar 15-Mar 29-Mar 12-Apr 26-Apr 10-May 23-May Siemens Healthineers TecDAX  15% share floated at placement pr

  10. Slide 10: Guidance FY 18 raised

    Guidance FY 18 raised Earnings per share (in €) Guidance update We continue to expect geopolitical uncertainties such as trade mid-point restrictions that may affect investment sentiment. +5% Following the strong results achieved in the first half of fiscal 8.00 2018, we raise our outlook for basic

  11. Slide 11: FY 2018 – Delivering results and setting direction for next level

    Siemens Vision 2020 execution well advanced FY 2018 – Delivering results and setting direction for next level Value “Vision 2020+” Scale up • Customer and market focus • Digitalization at work Strengthen core • Innovation push • SGRE - Execution of L3AD2020 • Healthcare IPO • Setting up Siemens Alst

  12. Slide 12: Key considerations for Vision 2020+

    Key considerations for “Vision 2020+” Brand value Business Simplified focus governance Unrestricted © Siemens AG 2018 Page 12 New York, May 30, 2018 Bernstein Strategic Decisions Conference

  13. Slide 13: Financial calendar

    Financial calendar May 30 - 31, 2018 May Bernstein Conference (New York) & Roadshow Canada (Toronto) June 12, 2018 Exane Conference (Paris) June June 15, 2018 JP Morgan Conference (London) August 2, 2018 August Q3 Earnings Release Unrestricted © Siemens AG 2018 Page 13 New York, May 30, 2018 Bernste

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