Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Merger or Acquisition (April 2025)
16 slides from Siemens Aktiengesellschaft's merger presentation, Apr 2, 2025
Slide 1: Creating a world-leading AI-powered Life Sciences PLM software business
Creating a world-leading AI-powered Life Sciences PLM software business Acquisition of Dotmatics: A Leader in Life Sciences R&D Software April 2, 2025
Slide 2: Notes and forward-looking statements
Notes and forward-looking statements This document contains statements related to our future business and or not at all or assumptions prove incorrect, actual results, performance or financial performance and future events or developments involving achievements of Siemens may (negatively or positive
Slide 3: Quote from Dr. Roland Busch, CEO of Siemens AG
"By combining Dotmatics' top-tier scientific applications with Siemens’ complementary simulation and AI capabilities, software portfolio, and manufacturing expertise, customers can accelerate innovation with the industry's first AI-powered research-to-production digital thread in Life Sciences." Dr.
Slide 4: Quote from Cedrik Neike, CEO Digital Industries
"Siemens has a long history of connecting leading design tools with cutting-edge design-to- manufacturing data management, unlocking massive customer value in discrete manufacturing. Now, we’re bringing that winning formula to Life Sciences, driving the next wave of innovation and efficiency." Cedri
Slide 5: Key investment highlights
Key investment highlights Dotmatics: A leader in Life Sciences R&D software with a highly profitable portfolio of scientific applications 1 and multi-modal bio-informatics data platform Extends Siemens' market-differentiating Digital Twin Technology to Life Sciences, expanding Siemens 2 TAM by ~$11
Slide 6: Dotmatics: A leader in Life Sciences R&D software
1 : A leader in Life Sciences R&D software A market leading SaaS platform that unites best-in-class scientific applications with advanced lab informatics, driving next-gen, AI-powered collaboration, efficiency, and innovation in Life Sciences. Product portfolio overview Key financials Scientific app
Slide 7: Expanding Siemens Digital Twin Technology and Industrial Software offering into Life Sciences
2 Expanding Siemens Digital Twin Technology and Industrial Software offering for R&D into Life Sciences Global Industrial R&D spend1 Today, Siemens accelerates customers’ innovation through combining the real and digital worlds across two of the top three industries with highest R&D spend Discre
Slide 8: Combined with Dotmatics, Siemens expands TAM by ~$11bn
2 Combined with Dotmatics, Siemens expands TAM by ~$11bn Today, Siemens industrial software TAM of $68bn Combined with Dotmatics Siemens expands TAM by ~$11bn (+16%) Life Sciences 68 Adjacencies beyond pharma Split into software segments ($bn) Low Code 11 Pharma (e.g., biofuels, chemicals, CPG1, agr
Slide 9: Attractive pharma R&D software market driven by structural shifts and long-term trends
2 Attractive pharma R&D software market for drug discovery & pre-clinical research, driven by structural shifts and long-term industry trends Structural factors driving need for Digital transformation opportunity: Why attractive? digitization in drug discovery Software spending to double in next 5 y
Slide 10: Dotmatics tackles fundamental challenges in drug development through collaboration and AI enablement
3 Dotmatics tackles fundamental challenges in drug development through next-generation collaboration and AI enablement Dotmatics' solution: Integrating data from leading in-house Eroom’s Law for drug development: scientific applications, third-party tools, and lab instruments to Development costs do
Slide 11: Dotmatics enables AI-powered in-silico multimodal drug-discovery
3 Dotmatics enables AI-powered in-silico multimodal drug-discovery through seamlessly connecting scientific applications and data across modalities Multimodal drug Combining of leading scientific applications, simulation …enables multimodal development challenge and AI capabilities and data platform
Slide 12: Siemens' manufacturing expertise creates an AI-powered research to manufacturing digital thread
4 Utilizes Siemens’ manufacturing expertise and foundational technologies to create a first of its kind AI-powered research to manufacturing digital thread for Life Sciences and other process industries Industry's first seamless AI-powered research-to-manufacturing digital thread R&D Manufacturing A
Slide 13: Expands Siemens' #1 position in industrial software creating a leading Life Sciences PLM business
5 Expands Siemens’ #1 position in industrial software creating a leading Life Sciences PLM software business Siemens Digital Industries Software portfolio Select products Strategic vision Revenue Developing a sizable Life Sciences PLM software business in the medium term Solid Edge Applying Siemen
Slide 14: Attractive growth and synergy potential, underpinning stringent capital allocation
Attractive growth and synergy potential, underpinning Siemens’ stringent capital allocation towards sustainable value creation Areas of growth? ▪ Expanding Siemens' TAM by ~$11bn with resilient double-digit market growth driven by structural need to digitalize drug discovery + ~$11bn TAM ✓ Potential
Slide 15: Key transaction summary
Key transaction summary Accelerating value generation for strong and sustainable shareholder return ▪ Acquisition of Dotmatics for $5.1bn Enterprise Value Key terms ▪ Implied EBITDA multiple of ~39x (FY25E), in line with precedent transactions for premium software assets ▪ Medium-term revenue synerg
Slide 16: Financial calendar and Investor Relations Contacts
Financial calendar May 15, 2025 May 15, 2025 May 21, 2025 May 27/28, 2025 May 28, 2025 Q2 Earnings Roadshow UK Roadshow GER Roadshow US Roadshow FR Release (virtual) (Frankfurt) (Boston, New York) (Paris) Investor Relations Contacts Tobias Atzler Nikola Petrovic Martin Bacherle tobias.atzler@siemens