Siemens Limited · NSE:SIEMENS
Siemens — H1 FY2010 Earnings Presentation
17 slides from Siemens's earnings presentation, April 2010
Slide 1: Half Yearly Analyst Meet 2010
Half Yearly Analyst Meet 2010
Slide 2: Presentation Overview
Presentation Overview Financial Highlights & Sector Performances : Dr Armin Bruck Financial Analysis : Mr. Sunil Mathur Future Outlook : Dr Armin Bruck Page 2 April 2010 © Siemens Ltd.
Slide 3: Last six months were crucial..
Last six months were crucial.. • First visit of the 30-member Siemens AG global management team to India • Siemens India entrusted with dual responsibilities • Focus on the domestic market & contribute to cater to the global demand • Committed investment of Rs 1600 crore up to 2012 • Foray in renewa
Slide 4: Financial Highlights - Siemens Ltd.
Financial Highlights - Siemens Ltd. Rs. in million 2009 2010 +/- % New Orders 38,392 74,066 93% Turnover 39,971 40,795 2% Profit from Operations 4,826 6,075 26% Profit Before Tax 7,348 6,350 -14% Profit After Tax 5,561 4,196 -25% UOV 97,047 134,452 39% Page 4 April 2010 © Siemens Ltd.
Slide 5: Siemens Portfolio
Siemens Portfolio Energy Industry Healthcare Industry Automation & Fossil Healthcare Drive Technologies Oil & Gas Industry Solutions Power Transmission Mobility Siemens Building Power Distribution Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 5 April 2010 © Siemens Ltd.
Slide 6: Siemens Portfolio
Siemens Portfolio Energy Industry Healthcare Industry Automation & Fossil Healthcare Drive Technologies Oil & Gas Industry Solutions Power Transmission Mobility Siemens Building Power Distribution Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 6 April 2010 © Siemens Ltd.
Slide 7: Highlights: Energy Sector
Highlights: Energy Sector • Successful business in the last six months • Won a large order from Qatar and repeat orders from Power Grid corporation of India • Introduced breakthrough products such as compact 145 KV GIS, 400 KV dis-connector • Continued localization strategy - Introduced energy effic
Slide 8: Siemens Portfolio
Siemens Portfolio Energy Industry Healthcare Industry Automation & Fossil Healthcare Drive Technologies Oil & Gas Industry Solutions Power Transmission Mobility Siemens Building Power Distribution Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 8 April 2010 © Siemens Ltd.
Slide 9: Highlights: Industry Sector
Highlights: Industry Sector • Industry Automation & Drives Technology – impressive Orders & Revenue; Currency fluctuation impacted profitability • Industry Solutions – Slow pick up due to deferred investments in Steel sector; good Q2 2010 • Excellent performance by Mobility division • Overall Indust
Slide 10: Siemens Portfolio
Siemens Portfolio Energy Industry Healthcare Industry Automation & Fossil Healthcare Drive Technologies Oil & Gas Industry Solutions Power Transmission Mobility Siemens Building Power Distribution Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 10 April 2010 © Siemens Ltd.
Slide 11: Highlights: Healthcare Sector
Highlights: Healthcare Sector • Phenomenal results by the Healthcare Sector • Order volume growth higher than the market growth rate • Introduced high end products. e.g. MAGNETOM Skyra MRI, etc. • Commissioned world’s most advanced imaging technologies at Medanta hospital • Plans to expand portfolio
Slide 12: Presentation Overview
Presentation Overview Financial Highlights & Sector Performances : Dr Armin Bruck ` Financial Analysis : Mr. Sunil Mathur Future Outlook : Dr Armin Bruck Page 12 April 2010 © Siemens Ltd.
Slide 13: Presentation Overview
Presentation Overview Financial Highlights & Sector Performances : Dr Armin Bruck Financial Analysis : Mr. Sunil Mathur Future Outlook : Dr Armin Bruck Page 13 April 2010 © Siemens Ltd.
Slide 14: To sum up…
To sum up… • Excellent Order position • All three sectors are on growth path • Continued investment to expand environmental portfolio Page 14 April 2010 © Siemens Ltd.
Slide 15: India – a major centre for value priced products
India – a major centre for value priced products • Establish additional six hubs for value priced products • Responsibility to design, develop, produce and sell value priced products to the domestic and global markets • Expected to generate revenue of €1 billion (Rs 6,500 crore) until 2020 • Value p
Slide 16: Outlook for Siemens
Outlook for Siemens • Pace of economic recovery is expected to continue • Sectors like metals, cement, paper, real estate still in a correction phase • Price pressures to continue • Clear vision to cater to the domestic market & contribute to the global demands • Emphasis on expansion of the environ
Slide 17: Thank you
Thank you Page 17 April 2010 © Siemens Ltd.