Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Bank of America Conference 2023
9 slides from Siemens Aktiengesellschaft's conference presentation, Mar 21, 2023
Slide 1: Strong momentum for value creation
Strong momentum for value creation Ralf P. Thomas, CFO Siemens AG Unrestricted | © Siemens 2023 | Investor Relations | Bank of America Conference | 2023-03-21
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: Siemens Group – a leading technology company
Siemens Group – a leading technology company Strong momentum to deliver value creating growth in % of revenue1 11.2% 13.2% 11.3% +8% Outlook FY 23: Strong performance +11.5% 8.2 8.2 7 - 10% growth in FY 23 expected 62.3 72.0 6.4 55.3 FY 2020 FY 2021 FY 2022 FY 2020 FY 2021 FY 2022 SE- +17% Further i
Slide 4: Leveraging secular growth trends and excellent execution
Leveraging secular growth trends and excellent execution Electrification, Automation and Digitalization to drive Sustainability 6.0 8.0 Orders 6.0 Orders 5.5 Orders 5.4 Revenue 7.1 Revenue Revenue 7.0 5.5 6.3 4.9 4.6 3.0 5.0 6.0 2.7 5.1 4.5 3.8 5.0 4.3 3.8 2.4 2.4 4.1 +15% 4.0 +15% 2.5 4.0 y-o-y y-o
Slide 5: Order backlog at record level underpins growth expectations
Order backlog at record level underpins growth expectations Easing supply chains and operational excellence providing confidence €bn • Further easing of supply chain frictions with 102 40 improved component and material availability DI 14 10 10 • Still constraints in industrial electronics SI 16 7 •
Slide 6: Macroeconomic outlook has improved from lows in autumn, geopolitical volatility remains
Macroeconomic outlook has improved from lows in autumn, geopolitical volatility remains Siemens businesses focus on execution to deliver profitable growth Real GDP, growth forecast 2023, in % y/y • Further normalization of demand patterns in World US China Eurozone DI on easing supply chain constrai
Slide 7: Outlook FY 2023
Outlook FY 2023 Book-to-bill >1 Comparable Profit margin revenue growth Digital Industries 12 – 15% 20 – 22% Revenue growth 7 – 10% (Comparable) Smart Infrastructure 9 – 12% 13.5 – 14.5% EPS pre PPA €8.90– €9.40 Mobility 6 – 9% 8 – 10% This outlook excludes burdens from legal and regulatory matters
Slide 8: Questions and Answers
Questions and Answers Page 8 Unrestricted | © Siemens 2023 | Investor Relations | Bank of America Conference | 2023-03-21
Slide 9: Financial calendar and Investor Relations Contacts
Financial calendar March 21, 2023 March 24, 2023 March 27, 2023 April 19, 2023 May 17, 2023 Bank of America Roadshow Roadshow Hanover Fair Q2 Earnings Conference Munich Switzerland Release Investor Relations Contacts Eva Scherer Tobias Atzler Nikola Petrovic Head of Investor Relations tobias.atzler@