Siemens Energy AG · XETR:ENR
Siemens Energy — Investor Presentation (November 2020)
35 slides from Siemens Energy's investor presentation, November 2020
Slide 1: Siemens Energy Company presentation
Siemens Energy Company presentation November 2020 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
Slide 2: Information and forward-looking statements
Information and forward-looking statements This document contains statements related to our future business and financial Siemens Energy neither intends, nor assumes any obligation, to update or revise performance, and future events or developments involving Siemens Energy that these forward-looking
Slide 3: Our purpose
1 Our purpose 2 Our set up 3 Our businesses 4 Our strategy Company Presentation 3 2020-11-16 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
Slide 4: Climate change and demographic change
Demographic change Climate change are drastically changing our environment. Company Presentation 4 2020-11-16 © Siemens Energy, 2020
Slide 5: Growing electricity generation and access gap
At the same time, we expect a … >50% increase in global electricity generation by 2040 And still … 770 million people are living without access to electricity Source: IEA WEO 2020 IEA report from October 2020 | https://www.iea.org/reports/sdg7-data-and-projections/access-to-electricity Company Prese
Slide 6: How can we meet growing electricity demand?
How can we meet the growing demand for electricity while protecting our climate? This is where we come in. Company Presentation 6 2020-11-16 © Siemens Energy, 2020
Slide 7: We energize society
We energize society by supporting our customers in transitioning to a more sustainable world, based on our innovative technologies and our ability to turn ideas into reality. Company Presentation 7 2020-11-16 © Siemens Energy, 2020
Slide 8: Our set up
1 Our purpose 2 Our set up 3 Our businesses 4 Our strategy Company Presentation 8 2020-11-16 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
Slide 9: We are a world leader in energy
We are a world leader in energy Present in ~1/6 >50% >90 countries of global electricity generation based on our technology decarbonized portfolio 9 2020-11-16 Siemens Energy is a registered Siemens trademark Energy islicensed a registered by Siemens trademark AG.licensed by Siemens AG. © Siemens En
Slide 10: The leading pureplay energy company
Our setup The leading pureplay energy company Our offering Across the value chain Broad technology portfolio Products Generation From Solutions Transmission Conventional Services Storage to Renewables Siemens Energy AG Siemens Gamesa Gas and Power (“GP”) Renewable Energy (“SGRE”) Generation Industri
Slide 11: Innovative products support customers in transitioning
Our setup Innovative products support customers in transitioning to a more sustainable world Industrial New Energy Generation Applications Transmission SGRE Business NET ZERO up to 60% SF6-FREE >260 Mt 100% H2 through hybrid H2 capable gas portfolio that is GHG savings p.a. Enabling hydrogen power p
Slide 12: Solution competence helps to transform entire societies
Our setup Solution competence helps to transform entire societies Egypt Iraq Bolivia Khormala Burullus New Capital 40 m Kirkuk 38 m 11 m people Al-Rashhed people Entre Rios people Beni Suef Al-Sadder De Warnes Mussaib Rumalla Del Sur • >$1 bn annual cost savings • 11 GW being added to national grid
Slide 13: Market-leading services are the core for future value creation
Our setup Market-leading services are the core for future value creation • Growing business with record service backlog Gas & Power €35 bn Service backlog • Key profit contributor • Key focus area for R&D €8 bn Service revenue1 • Expanding digital offering Service • Focus on holistic and profitable
Slide 14: Sustainability is at the core of our actions
Our setup Sustainability is at the core of our actions Our commitments … Climate neutral Gender diversity Green electricity Safety leader in own operations by 2030 25% by 2025 | 30% by 2030 100% of own power leading safety performance (females in management level 1 and 2) consumption by 2023 in our
Slide 15: Our values and behaviors are key
Our setup Our values and behaviors are key Focus on the customer We listen to our customers and adapt our solutions and processes to fit their needs. Caring Decisively move forward We move fast with simplicity, focus, and Respectful ownership for decisions, also under uncertain conditions. Agile Be
Slide 16: A strong management team
Our setup A strong management team Executive Board Christian Bruch Maria Ferraro Tim Holt Jochen Eickholt President and Chief Financial Officer Executive Board Member Executive Board Member Chief Executive Officer Executive Board Member Segment Manager Segment Manager Gas and Power | SGRE Gas and Po
Slide 17: Our businesses
1 Our purpose 2 Our setup 3 Our businesses 4 Our strategy Company Presentation 17 2020-11-16 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
Slide 18: The energy value chain
Our businesses The energy value chain Company Presentation 18 2020-11-16 © Siemens Energy, 2020
Slide 19: Generation
Generation We offer a broad portfolio of products, solutions and services for central and distributed power generation. Our product portfolio comprises gas and steam turbines, generators and gas engines as well as instrumentation & controls and electrical systems. A comprehensive set of services cov
Slide 20: Transmission
Transmission We offer a broad portfolio of products, systems, solutions and services geared around the key market trends of digitalization, decarbonization, grid stability and electrification. The product portfolio comprises air- and gas-insulated switchgear, transformers, digitalized products and o
Slide 21: Industrial Applications
Industrial Applications We offer a broad portfolio of products, integrated systems and solutions, comprising rotating equipment, integrated drive-train systems, electrification, automation and digital solutions for the on- and offshore industry, marine industry and the fiber industry, and water trea
Slide 22: New Energy Business
New Energy Business We complement the portfolio of Siemens Energy by developing new technologies in the field of decarbonized energy systems. The current focus of the New Energy Business is to enable the green hydrogen economy and to promote decarbonization, for instance by developing “power-to-x” t
Slide 23: Siemens Gamesa Renewable Energy
Siemens Gamesa Renewable Energy We focus on the promotion, design, development, manufacture and supply of products, installation and technologically advanced services in the renewable energy sector with a focus on wind power plants; it also provides services including management, operation and maint
Slide 24: Our strategy
1 Our purpose 2 Our set up 3 Our businesses 4 Our strategy Company Presentation 24 2020-11-16 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
Slide 25: Our company program Energy of Tomorrow
Our strategy Our company program Energy of Tomorrow We energize society Leading the energy transformation • Most valued energy technology company Accelerating • Electrifying countries and communities • Act as data-driven company Impact • Focus and deliver on the fundamentals • Co-create innovations
Slide 26: We focus on five areas to accelerate impact
Our strategy We focus on five areas to accelerate impact Performance Operational Portfolio Innovation Customers Excellence Rigorously following Clear accountabilities, Driving an active Clear R&D allocation Customer focus, up on operational lean structures, right portfolio management towards tangibl
Slide 27: Our focus: Operational Excellence and Portfolio
Our focus: Operational Excellence and Portfolio Clear accountabilities, lean structures and active portfolio management Resizing our footprint Supply chain excellence Less complex, more agile and flexible Efficient and better sourcing Portfolio streamlining Sustainable inventory reduction Leaner, le
Slide 28: Our focus: Innovation
Our focus: Innovation Clear R&D allocation towards tangible returns and longer-term potentials Key facts1 Our R&D strategy Strict capital return criteria for allocation ~24,200 single patents and utility models Focus areas: Service and sustainability ~5,000 €1 bn R&D employees R&D spend Co-creation
Slide 29: Our focus: Innovation Examples
Our focus: Innovation Examples We enable society to grow We shape the market We boost productivity We digitalize energy Floating power Electrolyzer Additive SensProductsTM The evolution to floating power Silyzer 300’s modular design Next generation digitally combines state-of-the-art power with uniq
Slide 30: Our focus: Customer Examples
Our focus: Customer Examples We lead the way: Siemens Energy is the partner of choice. Combine turbine competence Oil & Gas industry knowledge leveraged with Unique offshore capability with green hydrogen innovation transmission leadership in transmission and wind Uniper | Decarbonize existing Equin
Slide 31: Digitalization as a value driver
Our strategy Digitalization as a value driver Siemens Energy digitalizes the energy transformation – effectively, efficiently and securely. New digital Increasing the Internal revenue value of our offering digitalization • We create new revenue streams by offering • We combine our domain expertise w
Slide 32: Unlocking growth potentials globally
Our strategy Unlocking growth potentials globally Example Grid development Partner of choice for transmission system Asia Pacific1 development (e.g., UHVDC in China) Industrial growth Growth in Strong position in decentral power energy demand2 generation and grid connection 22,245 TWh Technology Par
Slide 33: We are #TeamPurple #WeEnergizeSociety
We are #TeamPurple #WeEnergizeSociety Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
Slide 34: Partner and Driver of the Energy Transition
Siemens Energy Partner and Driver of the Energy Transition Company Presentation 34 2020-11-16 © Siemens Energy, 2020
Slide 35: Thank you for your time
Thank you for your time Our contacts for further information Siemens Energy AG Otto-Hahn-Ring 6 81739 Munich Germany siemens-energy.com [email protected] Company Presentation 35 2020-11-16 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
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