Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Investor Day (December 2014)
13 slides from Siemens Aktiengesellschaft's investor day presentation, Dec 9, 2014
Slide 1: Capturing opportunities in Europe and Africa
Klaus Helmrich | Member of the Managing Board Capturing opportunities in Europe and Africa Siemens Capital Market Day | Berlin, December 9, 2014 © Siemens AG 2014
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: Strong base in Europe
Strong base in Europe We will continue to exploit opportunities in our core market Europe We have a huge installed base and a unique customer base We target and exploit opportunities in electrification, automation, digitalization and service We are sharpening our customer focus and improve our go-to
Slide 4: Europe is our core market
Europe is our core market Revenue by region FY 2014 (€72bn) Market development Europe 2014-2020 in €bn Asia, 145 Europe Australia (excl. Long-term 20% Germany) market growth 28% +3% CAGR 43% • Opportunities vary across Europe • Productivity and 26% 15% innovation as key Americas Germany drivers in c
Slide 5: 700,000 customers
We have a huge installed base which we will harvest with our deep know-how 700,000 customers Trusted partner for customers and countries Strong network Domain know-how Local presence and strong installed base • 394 sales offices Siemens technology for • 541 service hubs • >80% of automobile factorie
Slide 6: Productivity pressure drives increase in automation market by 2 to 3% per year
Productivity pressure drives increase in automation market by 2 to 3% per year … Audi (Hungary) • Higher productivity Fully-automatic body buffer stores >400 car bodies • Complete solution incl. 30m high warehouse and 2km conveyor system • Products: Simatic S7, Integrated Drive System, RFID system •
Slide 7: Mass customization drives industrial software and digitalization market growth
Mass customization drives industrial software and digitalization market growth at 6 to 8% per year ... Stöckli Swiss Sports (Switzerland) • 3D construction Modelling, integrated data management, production planning, analysis with PLM software • Product: PLM Solid Edge • Time for development of indiv
Slide 8: Expanding cross-selling to maximize potential of customer base
Expanding cross-selling to maximize potential of customer base Rolls-Royce (UK) • Focused account plan to leverage complete portfolio (PLM/MES/automation/ service) across aerospace business – Siemens as lead partner for the Digital Factory • Partnering in strategic research projects • Increased shar
Slide 9: Service agreements secure solid long-term customer relations and ongoing business
Service agreements secure solid long-term customer relations and ongoing business • Airbus, Spain: Technology- • Gemini offshore project, • Tüpras, Turkey: based services for the Netherlands: 150 wind Service contracts for 5,000 aerospace production facilities turbines (4 MW each) motors in oil refi
Slide 10: More targeted go-to-market through all sales channels
More targeted go-to-market through all sales channels … … ensures continuous tapping of European potential Industrial • Cross-selling via all sales Key Utilities, Grid Buil- Trans- Health- customer O&G IPP (T&D) dings port Discrete Process, care channels Hybrid • Account Management in focus Sales En
Slide 11: Focus is key for Africa in both countries and verticals
Focus is key for Africa in both countries and verticals: We are on the spot to seize opportunities 5% Morocco 8% Ethiopia Market volume FY 2014 4% Algeria €15bn 5% Ghana 7% Kenya Revenue FY 2014 7% Nigeria 7% Tanzania ~€1.6bn 6% Angola 9% Mozambique 4% South Africa Focus countries Africa GDP growth
Slide 12: We target opportunities in the countries and accompany our customers worldwide
We target opportunities in the countries and accompany our customers worldwide BMW Rosslyn plant, South Africa GR 5 Pipeline, Algeria • Average production capacity: 50,000 cars/year • Scope: 3 compressors and 3 gas turbines • Technology: SIMATIC S7-1500 hardware, (SGT-600) Scalance switches, enginee
Slide 13: Summing up
Summing up We will continue to exploit opportunities in our core market Europe We have a huge installed base and a unique customer base We target and exploit opportunities in electrification, automation, digitalization and service We are sharpening our customer focus and improve our go-to-market app