Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Morgan Stanley Industrial Conference 2019
9 slides from Siemens Aktiengesellschaft's conference presentation, Sep 6, 2019
Slide 1: Sustainable value generation delivering attractive shareholder returns
Sustainable value generation delivering attractive shareholder returns Ralf P. Thomas, CFO Siemens AG Morgan Stanley Industrial Conference | London, September 6, 2019 Unrestricted © Siemens 2019 siemens.com
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: Vision 2020+ Raising the bar
Vision 2020+ Raising the bar Value Ultimate value creation ✓ Leading in all businesses Transformation Anticipate markets and trends #RaisingTheBar Focus Accountability Adaptability 2019 2020 2021 2022 2023 Key: Foster Ownership Culture and strengthen entrepreneurial focus Unrestricted © Siemens 2019
Slide 4: Ambitious targets of Vision 2020+ reflected in updated Financial Framework
Ambitious targets of Vision 2020+ reflected in updated Financial Framework Siemens (targets over the cycle) Growth Siemens Cash conversion (CCR) comparable revenue growth Industrial Businesses margin3) FCF IB / Adj. EBITA IB 4 – 5% 11 – 15% CCR = 1 – comp. growth rate Capital efficiency Capital stru
Slide 5: Further transformation on the path to ultimate value creation
Transformation Further transformation on the path to ultimate value creation Industrial Core Healthcare Operating Companies Strategic Companies POC DI SI GP MO SHS SGRE SI DI SHS IoT CT / Technology Next47 IoT, CT, Next 47 Service Companies Global Business Real Estate Financial MO Services Services
Slide 6: Significant cost measures as base for ambitious margin expansion
Significant cost measures as base for ambitious margin expansion Customer value Risk management Cost efficiency generation Digital Industries Smart Infrastructure Gas and Power ~ €320m ~ €300m ~ €1,000m 1) Cost optimization Operating Companies by FY 2023 by FY 2023 by FY 2023 (50% by 2021) (50% by 2
Slide 7: We are fully committed to sustainable value generation
We are fully committed to sustainable value generation Profitable growth 1 Deliver on our promises on profitable growth Capital allocation Sustainable value generation Cash € generation 2 Drive working capital improvement and cash performance Capital efficiency/ structure 3 Improving capital efficie
Slide 8: Stringent milestones for execution
Stringent milestones for execution New company structure operational as of April 1, 2019 First update on Corporate efficiency measures Q4 FY19, ongoing quarterly GP carve out effective by April 2020 GP partial spin-off by September 2020 Update on Mobility by Q2 FY20 GBS efficiency target achieved: 1
Slide 9: Upcoming capital market communication
Upcoming capital market communication November 7, 2019 November 12, 2019 January 13, 2020 Q4 Results Roadshow Frankfurt Commerzbank Conference, New York November 7 - 8, 2019 November 12 - 14, 2019 [email protected] Roadshow London Roadshow New York, Boston, Toronto www.siemens.com/invest