Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (February 2017)

37 slides from Siemens Aktiengesellschaft's shareholder meeting presentation, Feb 1, 2017

Slide 3: Performance of DAX and Siemens
Performance of DAX and Siemens % Siemens +30.0% DAX 100 +6.9% December 30, 2015 December 30, 2016 © Siemens AG 2017 Page 3 Feb 1, 2017 siemens.com
Slide 4: Basic earnings per share in fiscal 2016
Earnings per share €6.74 Basic earnings per share +30 %* in fiscal 2016 * Excluding €3.66 per share in portfolio gains from the divestments of the hearing aid business and our stake in BSH © Siemens AG 2017 Page 4 Feb 1, 2017 siemens.com
Slide 5: Profit of Divisions
Profit of Divisions in billions of € PG WP EM BT MO DF PD HC SFS 1.9 0.5 0.9 0.6 0.7 1.7 0.2 2.3 0.7 FY 2016 Change versus FY 2015 © Siemens AG 2017 Page 5 Feb 1, 2017 siemens.com
Slide 6: On a growth trajectory: Orders and Revenue
On a growth trajectory Orders Revenue in billions of € in billions of € +6%* +6%* 82.3 86.5 75.6 79.6 FY 2015 FY 2016 FY 2015 FY 2016 *excluding currency conversion effects © Siemens AG 2017 Page 6 Feb 1, 2017 siemens.com
Slide 9: Cost reduction with impact
Cost reduction with impact €1 billion €400 million FY 2015 FY 2016 © Siemens AG 2017 Page 9 Feb 1, 2017 siemens.com
Slide 10: Profit margin of underperforming businesses
Profit margin of underperforming businesses +6%* +3% -3% -1% FY 2014 FY 2015 FY 2016 FY 2017e * for 85% of the entire range © Siemens AG 2017 Page 10 Feb 1, 2017 siemens.com
Slide 11: Project charges reduced
Project charges reduced Industrial Business, in billions of € ~1.2 ~0.7 No negative ~0.2 net effect FY 2012 Ø 2007-2014 FY 2015 FY 2016 © Siemens AG 2017 Page 11 Feb 1, 2017 siemens.com
Slide 18: Attractive dividend
Attractive dividend €3.30 €3.50 €3.60* €3.00 €3.00 2012 2013 2014 2015 2016 * proposed at Annual Shareholders’ Meeting © Siemens AG 2017 Page 18 Feb 1, 2017 siemens.com
Slide 19: I will not sell the future for short-term gain
„I will not sell the future for short- term gain.“ © Siemens AG 2017 Page 19 Feb 1, 2017 siemens.com
Slide 20: Capital expenditures
Capital expenditures in billions of €* ~+20% 2.3 2.6 ~2.7 2.2 FY 2014 FY 2015 FY 2016 FY 2017e * Includes access to assets leased to third parties through operating leases © Siemens AG 2017 Page 20 Feb 1, 2017 siemens.com
Slide 21: Plant in Cuxhaven
Plant in Cuxhaven 1,000 jobs, investment of €200 million © Siemens AG 2017 Page 21 Feb 1, 2017 siemens.com
Slide 22: Investment in markets and customers
Investment in markets and customers in billions of € ~+15% 8.2 9.1 9.5 ~9.6 FY 2014 FY 2015 FY 2016 FY 2017e © Siemens AG 2017 Page 22 Feb 1, 2017 siemens.com
Slide 23: Investment in research and development
Investment in research and development in billions of € ~+25% 4.5 4.7 ~5.0 4.0 FY 2014 FY 2015 FY 2016 FY 2017e © Siemens AG 2017 Page 23 Feb 1, 2017 siemens.com
Slide 24: Turbine blade produced by a 3D printer
Turbine blade produced by a 3D printer © Siemens AG 2017 Page 24 Feb 1, 2017 siemens.com
Slide 27: Electrification – Automation – Digitalization
Electrification – Automation – Digitalization © Siemens AG 2017 Page 27 Feb 1, 2017 siemens.com
Slide 28: Digitally enhanced electrification and automation
Digitally enhanced electrification and automation © Siemens AG 2017 Page 28 Feb 1, 2017 siemens.com
Slide 32: Contribution to climate protection: carbon neutral by 2030
Contribution to climate protection Carbon neutral by 2030 © Siemens AG 2017 Page 32 Feb 1, 2017 siemens.com
Slide 33: Siemens Wind Power
Leading provider of Siemens Wind Power + = renewable energy © Siemens AG 2017 Page 33 Feb 1, 2017 siemens.com
Slide 35: Employee shareholders
Employee shareholders >200,000 165,000 165.000 153,000 144,000 140,000 2014 2015 2016 2017 2018 2020 © Siemens AG 2017 Page 35 Feb 1, 2017 siemens.com

Siemens — Shareholder Meeting (February 2017) on 6ix

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (February 2017)

Slide 1: Annual Shareholders' Meeting 2017

Slide 2: Joe Kaeser: Report to Shareholders

Slide 3: Performance of DAX and Siemens

Slide 4: Basic earnings per share in fiscal 2016

Slide 5: Profit of Divisions

Slide 6: On a growth trajectory: Orders and Revenue

Slide 7: © Siemens AG 2017 Page 7 Feb 1, 2017

Slide 8: Net Promoter Score

Slide 9: Cost reduction with impact

Slide 10: Profit margin of underperforming businesses

Slide 11: Project charges reduced

Slide 12: © Siemens AG 2017 Page 12 Feb 1, 2017

Slide 13: © Siemens AG 2017 Page 13 Feb 1, 2017

Slide 14: © Siemens AG 2017 Page 14 Feb 1, 2017

Slide 15: © Siemens AG 2017 Page 15 Feb 1, 2017

Slide 16: © Siemens AG 2017 Page 16 Feb 1, 2017

Slide 17: © Siemens AG 2017 Page 17 Feb 1, 2017

Slide 18: Attractive dividend

Slide 19: I will not sell the future for short-term gain

Slide 20: Capital expenditures

Slide 21: Plant in Cuxhaven

Slide 22: Investment in markets and customers

Slide 23: Investment in research and development

Slide 24: Turbine blade produced by a 3D printer

Slide 25: © Siemens AG 2017 Page 25 Feb 1, 2017

Slide 26: © Siemens AG 2017 Page 26 Feb 1, 2017

Slide 27: Electrification – Automation – Digitalization

Slide 28: Digitally enhanced electrification and automation

Slide 29: Siemens Software

Slide 30: Siemens Digital Services

Slide 31: siemens.com/mindsphere

Slide 32: Contribution to climate protection: carbon neutral by 2030

Slide 33: Siemens Wind Power

Slide 34: © Siemens AG 2017 Page 34 Feb 1, 2017

Slide 35: Employee shareholders

Slide 36: Social Market Economy 2.0

Slide 37: Annual Shareholders' Meeting 2017