Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Investor Day (June 2016)
17 slides from Siemens Aktiengesellschaft's investor day presentation, Jun 29, 2016
Slide 1: Siemens Energy and Oil & Gas
Siemens Energy and Oil & Gas Lisa Davis, Member of the Managing Board, Siemens AG Capital Market Day – Energy and Oil & Gas | Houston, June 29, 2016 Unrestricted © Siemens AG 2016 siemens.com/investor
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
Slide 3: Leading market positions along the entire energy value chain
Siemens Energy and Oil & Gas – Leading market positions along the entire energy value chain Oil & Gas Power Generation Power Transmission & Distribution Consumption # 2 # 1 # 2 # 1 # 2 # 1 in Oil & Gas in Offshore Wind in Fossil Power in Power in Power in Automation Power Generation Transmission Dis
Slide 4: A strong portfolio in Electrification, Automation and Digitalization
A strong portfolio in Electrification, Automation and Digitalization with a focus on Innovation Oil & Gas Power Generation Power Transmission & Distribution Consumption Portfolio Oil & Gas Power Generation Power Transmission Power Distribution Automation & Drives highlights • Compression and drives
Slide 5: A strong portfolio in Electrification, Automation and Digitalization
A strong portfolio in Electrification, Automation and Digitalization with a focus on Innovation Oil & Gas Power Generation Power Transmission & Distribution Consumption Portfolio Oil & Gas Power Generation Power Transmission Power Distribution Automation & Drives highlights • Compression and drives
Slide 6: Our sizeable installed base and service excellence delivers sustainable and growing revenue
Our sizeable installed base and service excellence delivers sustainable and growing revenue Installed Units Drivers for Future Growth Large Gas Turbines ‒ Grow serviceable installed Large Steam Turbines > 2,800 units base through strong integration with new unit sales Small Steam Turbines ‒ Increase
Slide 7: Rolls-Royce Energy and Dresser-Rand acquisitions complete our portfolio for Oil & Gas
Rolls-Royce Energy and Dresser-Rand acquisitions complete our portfolio for Oil & Gas Upstream Midstream Downstream Exploration/Development/Production Pipeline/Storage/LNG/FLNG Refinery/Chemicals Drill-Rig Drive Large Mechanical Customer applications Electrical Stimulation Regasification Pipeline Pu
Slide 8: Rolls-Royce Energy and Dresser-Rand acquisitions complete our portfolio for Oil & Gas
Rolls-Royce Energy and Dresser-Rand acquisitions complete our portfolio for Oil & Gas Upstream Midstream Downstream Exploration/Development/Production Pipeline/Storage/LNG/FLNG Refinery/Chemicals Drill-Rig Drive Large Mechanical Customer applications Electrical Stimulation Regasification Pipeline Pu
Slide 9: Acquisitions complete our portfolio and deliver €365m in total synergy
Rolls-Royce Energy and Dresser-Rand acquisitions complete our portfolio for Oil & Gas - and deliver €365m in total synergy Upstream Midstream Downstream Exploration/Development/Production Pipeline/Storage/LNG/FLNG Refinery/Chemicals Drill-Rig Drive Large Mechanical Customer applications Electrical S
Slide 10: A tough Oil & Gas market requires clear strategy and new solutions
A tough Oil & Gas market requires clear strategy and new solutions Oil & Gas customer requirements Siemens Lead digital O&G Increased Oil & Gas Strategy to turn data into value HSSE requirements (Health, Safety, Security, Environment) Leverage automation experience to drive productivity Increased pr
Slide 11: Example: Modularization and Standardization – Onshore E-House
Example: Modularization and Standardization – Modularized and standardized solutions reduce risk and cost up to 20% Onshore E-House Offshore E-House Power Generation Compression Yamal LNG (Russia) Module Module P-76 FPSO (Brazil) Champion 7 Platform (Brunei) P-54 FPSO (Brazil) Client: TT76 (Technip
Slide 12: Example: Remote Monitoring and Simulation
Example: Remote Monitoring and Simulation – Maximized operational availability for the SGT-750 gas turbine Turning Data Into Value • Fully integrated 3D design and Project: Nord Stream Landing Station – manufacturing based on Siemens PLM Wingas pipeline transportation Software NX and Teamcenter • Vi
Slide 13: Tomorrow's energy market requires us to leverage existing strengths
Tomorrow’s energy market requires us to leverage existing strengths and develop new capabilities Trends Siemens’ strengths Growing investment in renewables • Leadership position in Wind Shift to decentralized energy systems • Complete decentralized portfolio Natural gas is the favored fossil fuel •
Slide 14: A promising opportunity pipeline across the globe
A promising opportunity pipeline across the globe Cumulative power generation market Middle East China Orders (in GW) in FY16-18 vs. FY13-15 -27% +29% Europe 244 GW North America -8% 110 GW 85 GW 621 GW +2% 179 GW 613 GW 75 GW 68 GW 62 GW 63 GW 24% +20% 29% Wind FY13-15 FY16-18 FY13-15 FY16-18 FY13-
Slide 15: Project excellence is a must for delivering value in today's markets
Project excellence is a must for delivering value in today’s markets – Lessons learned built into our largest, current project Example: Egypt megaproject • 14.4 GW from CCPP What we are doing Total deal • 2 GW in Wind • Senior sponsorships Volume: • Localization of blade manufacturing ~ €8bn • Train
Slide 16: Our Siemens team is delivering
Our Siemens team is delivering Drive Competitiveness Deliver Profitable Growth My • Focus on customer-first by being closer to the market and • Deliver integrated value fast priorities ensuring one Siemens • Realize our full potential of digitalization • Strong focus on technology leadership and cos
Slide 17: Value chain strength focused on profitable growth
Siemens Energy and Oil & Gas Business – Value chain strength focused on profitable growth Key takeaways End-to-End • Leadership across the entire energy value chain Strength #1 / #2 leading positions market • Broad presence - enhanced ability to capture margin total installed • Diversified and growi