Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (July 2020)
27 slides from Siemens Aktiengesellschaft's shareholder meeting presentation, July 2020
Slide 1: Extraordinary Shareholders' Meeting 2020
Extraordinary Shareholders’ Meeting 2020 © Siemens 2020 siemens.com
Slide 2: Joe Kaeser: Report to shareholders
Joe Kaeser Report to shareholders © Siemens 2020 siemens.com
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Slide 4: Long, successful tradition in the energy business
Long, successful tradition in the energy business 1913 Nuremberg plant 2018 HVDC record: 1,100 kilovolts 1866 Dynamo 1982 Itaipu hydroelectric plant in Brazil 1975 Mozambique 2019 Megaproject in Egypt 2017 Merger of Siemens 1898 Power station in Mexico Wind Power and Gamesa
Slide 5: Preparations completed as planned
Preparations completed as planned 2020 FEB MARCH APRIL MAY JUNE JULY AUG SEP OCT • Portfolio setup • Carve-out largely Spin-off Report Extraordinary Listing defined completed published Shareholders’ Meeting Roadshow • Brand name • New organization announced launched Capital Market Day • Leadership t
Slide 6: Vision 2020+
Vision 2020+ Long-term increase of company value Value Ultimate value creation Transformation Leading in all businesses and Anticipating markets shaping the transformation Focus and trends Putting focus ahead of scale effects 2019 2020 2021 2022 Fostering Ownership Culture and sharpening the company
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Slide 8: Focus pays off
Focus pays off About €15 billion increase Siemens in value since IPO Healthineers +~50% MDAX +/-0% March 2018 June 2020 Source: Refinitiv
Slide 9: The Siemens Ecosystem
The Siemens Ecosystem Customers Siemens AG Partners Shareholders Employees Siemens Siemens Healthineers Energy AG AG Society
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Slide 11: The new Siemens AG
The new Siemens AG Digital Smart Siemens Industries Infrastructure Mobility
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Slide 13: Valuation components of the Siemens Group and comparison with competitors
Valuation components of the Siemens Group and comparison with competitors Siemens Market value1 €42 billion Market value1 of the Siemens Group €85 billion Healthineers Revenue (FY19) €15 billion 85% stake in Siemens Healthineers (SHS) – €36 billion Net income (FY19) €1.6 billion Net book value of Si
Slide 14: Vision 2020+ Medium-term financial targets
Vision 2020+ Medium-term financial targets REVENUE GROWTH Value +2 PPT Ultimate value creation EBITA FOR Transformation INDUSTRIAL Leading BUSINESSES in all businesses and Anticipating markets shaping the transformation Focus and trends +2 PPT Putting focus ahead of scale GROWTH IN EARNINGS PER SHAR
Slide 15: A market in transformation
A market in transformation Urbanization Demographic change Climate change Globalization Digitalization
Slide 16: A market in transformation
A market in transformation 50% By 2040, global power generation to increase by
Slide 17: A market in transformation
A market in transformation 850 million people have no access to electricity
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Slide 19: Siemens Energy's business fields
Siemens Energy’s business fields Siemens Energy in a leading role in the energy industry Transmission Generation Renewables New Energy Business Industrial Applications
Slide 20: SIEMENS
SIEMENS CNCi6Y
Slide 21: Siemens Energy Executive Board
Siemens Energy Executive Board Christian Bruch Maria Ferraro Chief Executive Officer Chief Financial Officer Jochen Eickholt Tim Holt Executive Board Member Executive Board Member
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Slide 23: Siemens Energy Supervisory Board
Siemens Energy Supervisory Board Christine Sigmar Joe Hubert Bortenlänger Gabriel Kaeser Lienhard Hildegard Laurence Matthias Ralf Müller Mulliez Rebellius Thomas Geisha Jimenez Randy Williams Zwirn
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Slide 25: Unternehmenspräsentation Juli 2020
Unternehmenspräsentation 25 Juli 2020 © Siemens Energy 2020
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Slide 27: Extraordinary Shareholders' Meeting 2020
Extraordinary Shareholders’ Meeting 2020 © Siemens 2020 siemens.com