Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (January 2015)
20 slides from Siemens Aktiengesellschaft's shareholder meeting presentation, Jan 27, 2015
Slide 1: Annual Shareholders' Meeting
Annual Shareholders’ Meeting January 27, 2015 © Siemens AG 2015 All rights reserved. siemens.com
Slide 2: Joe Kaeser: Report to Shareholders
Joe Kaeser Report to Shareholders © Siemens AG 2015 All rights reserved. siemens.com
Slide 3: We created value in fiscal 2014
We created value in fiscal 2014 FY 2014 Change in billions Orders of € 78.4 +1%* in billions Revenue of € 71.9 +1%* in billions Net income of € 5.5 +25% Employees 357.000 * Adjusted for currency conversion and portfolio effects © Siemens AG 2015 All rights reserved. Page 3 January 27, 2015 Siemens A
Slide 4: Successes in 2014 – light rail in San Francisco
Successes in 2014 – light rail in San Francisco © Siemens AG 2015 All rights reserved. Page 4 January 27, 2015 Siemens AG
Slide 5: Successes in 2014 – progress in North Sea projects
Successes in 2014 – progress in North Sea projects © TenneT © Siemens AG 2015 All rights reserved. Page 5 January 27, 2015 Siemens AG
Slide 6: Successes in 2014 – continuous and material improvement
Successes in 2014 – continuous and material improvement Infrastructure In € billions & Cities Revenue Profit Building Technologies +1.0 >200% Low & Medium Voltage 18.9 1.49 17.9 Mobility and Logistics Rail Systems 0.29 Smart Grid 2013 2014 2013 2014 © Siemens AG 2015 All rights reserved. Page 6 Janu
Slide 7: It's worth investing in Siemens
It’s worth investing in Siemens Payout ratio +10% 3.00 € 3.00 € 3.00 € 3.30 € 48% 57% 49% 42% 2011 2012 2013 2014 © Siemens AG 2015 All rights reserved. Page 7 January 27, 2015 Siemens AG
Slide 8: First quarter performance as expected
First quarter performance as expected Q1 FY 2015 Change Orders in billions of € 18.0 -13%* Revenue in billions of € 17.4 +3%* Net income in billions of € 1.1 -25% * Adjusted for currency conversion and portfolio effects © Siemens AG 2015 All rights reserved. Page 8 January 27, 2015 Siemens AG
Slide 9: Turnaround after years of decline
Turnaround after years of decline EBIT margin 13% Competitors 10% 7% 2011 2012 2013 2014 © Siemens AG 2015 All rights reserved. Page 9 January 27, 2015 Siemens AG
Slide 10: Our concept for the future and for growth
Our concept for the future and for growth © Siemens AG 2015 All rights reserved. Page 10 January 27, 2015 Siemens AG
Slide 11: Our aspiration: Always act as if it were your own company
Our aspiration: Always act as if it were your own company Leadership Equity Ownership Behaviors Values culture People orientation © Siemens AG 2015 All rights reserved. Page 11 January 27, 2015 Siemens AG
Slide 12: Electrification – Automation – Digitalization
Electrification – Automation – Digitalization © Siemens AG 2015 All rights reserved. Page 12 January 27, 2015 Siemens AG
Slide 13: Focusing and prioritizing the Siemens portfolio
Focusing and prioritizing the Siemens portfolio Hospital Information Systems Aero-derivative gas turbines and Logistics and Airport Solutions (LAS) compressors Water Technologies Metals Technologies B/S/H Compressors, turbines and engines for Oil & Gas Audiology © Siemens AG 2015 All rights reserved
Slide 14: Next generation healthcare
Next generation healthcare © Siemens AG 2015 All rights reserved. Page 14 January 27, 2015 Siemens AG
Slide 15: Virtual and real worlds converge
Virtual and real worlds converge © Siemens AG 2015 All rights reserved. Page 15 January 27, 2015 Siemens AG
Slide 16: Digital factory in Amberg – our path to Industrie 4.0
Digital factory in Amberg – our path to Industrie 4.0 © Siemens AG 2015 All rights reserved. Page 16 January 27, 2015 Siemens AG
Slide 17: Timeline for the implementation of Vision 2020
Timeline for the implementation of Vision 2020 Value Scale up Strengthen core Drive performance Ownership culture 2015 2016 2017 2018 2019 2020 Strategic Operational Accelerated growth direction consolidation Optimization and outperformance © Siemens AG 2015 All rights reserved. Page 17 January 27,
Slide 18: Installed base – growth factor for our service business
Installed base – growth factor for our service business 120,000 turbines and compressors 280,000 machines remote-serviced 530,000 systems Page 18 medical technology © Siemens AG 2015 All rights reserved. January 27, 2015 Siemens AG
Slide 19: © Siemens AG 2015 All rights reserved. Page 19 January 27, 2015
© Siemens AG 2015 All rights reserved. Page 19 January 27, 2015 Siemens AG
Slide 20: Notes and Forward Looking Statement
Notes and Forward Looking Statement 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 forwa