Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Investor Day (March 2010)

19 slides from Siemens Aktiengesellschaft's investor day presentation, Mar 26, 2010

  1. Slide 1: Siemens Industry – Industry Automation Division

    Siemens Industry – Industry Automation Division Anton S. Huber CEO Industry Automation Division Capital Market Days 'Industry' Munich, March 26, 2010 © Siemens AG 2010. All rights reserved

  2. Slide 2: Safe Harbour Statement

    Safe Harbour Statement This document contains forward-looking statements and information – that is, statements related to future, not past, events. These statements may be identified by words such as "expects," "looks forward to", "anticipates", "intends", "plans", "believes", "seeks", "estimates",

  3. Slide 3: How the economic crisis unfolded for IA

    How the economic crisis unfolded for IA − Sitting in one boat with machine builder OEMs Daily order intake (60% of total product business) -30% 30.09.2009 01.10.2008 CMD 2008 Page 3 March 26, 2010 Capital Market Days 'Industry' © Siemens AG 2010. All rights reserved

  4. Slide 4: Getting costs and assets in line with new reality

    Getting costs and assets in line with new reality – highest priority for fast execution of cost-reduction measures Immediate measures ƒ Froze all discretionary spending for entire organization ƒ Decreased plant capacity by reducing temporary and permanent employed staff ƒ Initiated short-time work f

  5. Slide 5: Full-year numbers underscore severity of crisis

    Full-year numbers underscore severity of crisis – Impact of cost measures clearly visible in Q1 2010 Fiscal Year1) First Quarter €bn New Orders 7.3 5.6 1.6 1.4 2008 2009 Q1 2009 Q1 2010 €bn Revenue 7.2 5.8 1.6 1.4 2008 2009 Q1 2009 Q1 2010 €m 19.9% 16.7% 16.8% Profit 11.8% (% of Rev.) 1,424 2) 268 2

  6. Slide 6: Well-balanced regional sales and distribution

    Well-balanced regional sales and distribution − Tapping full potential of emerging markets Regional revenue distribution 2009 Regional employee distribution 2009 External revenue 2009 1) Total employees 1) 32,700 18% 19% Americas 18% Asia / Australia / 19% 64% Middle East 62% Europe / Africa / CIS i

  7. Slide 7: All business segments beyond trough

    All business segments beyond trough − Strongly positioned to gain market share in upturn Manufacturing Process Industry Automation Automation Software Market Position: # 1 Market Position: # 5 Market Position: # 2 Key product: PLC Key product: DCS Key product: CAx / cPDM Serving only 30% of total ma

  8. Slide 8: Expanding leadership of PLC business

    Expanding leadership of PLC business − Launch of new entry-level PLC for emerging markets Manufacturing Automation ƒ Key product for emerging markets ƒ Entry-level SIMATIC S7-1200 ƒ Focus on ease-of-use ƒ Highly modular and scalable ƒ Very competitive price point Page 8 March 26, 2010 Capital Market

  9. Slide 9: Continuing success of Process Automation

    Continuing success of Process Automation − New version of PCS7 to further pick up market share Process Automation More than 9,000 SIMATIC PCS7 references today DuPont Ronsen DIOKI group Fayetteville Chengdu Krk island USA China Croatia ƒ Fully integrated support of PROFIBUS and Foundation Fieldbus ƒ

  10. Slide 10: Industry Software - strong portfolio, great growth opportunities

    Industry Software - strong portfolio convincing value proposition, great growth opportunities Industry Software from product design Industry Software to production and beyond Key process improvements: 1. Enabling product design without physical prototypes 2. Enabling collaborative work within large

  11. Slide 11: Innovation at work − DMG chose Siemens technology

    Innovation at work − DMG, market leader in machine tools, chose Siemens technology Siemens CAD (Computer-Aided Design) Siemens CNC (Computer Numeric Control) NX SINUMERIK 40% reduction of overall development and production planning time through CAx-CNC integration Page 11 March 26, 2010 Capital Mark

  12. Slide 12: Teamcenter − fast growing strong installed base

    Teamcenter − fast growing strong installed base Page 12 March 26, 2010 Capital Market Days 'Industry' © Siemens AG 2010. All rights reserved

  13. Slide 13: Teamcenter connects 20,000 Siemens engineers globally

    Innovation at work – Teamcenter connects 20,000 SIEMENS engineers globally SIEMENS in-house IT Project ƒ Divisions involved: BT,DT,IA ƒ 50 locations worldwide ƒ >20,000 users ƒ >7 TeraBytes of data Page 13 March 26, 2010 Capital Market Days 'Industry' © Siemens AG 2010. All rights reserved

  14. Slide 14: Ready and committed to further expand global leadership

    Ready and committed to further expand global leadership Well positioned for benchmark profitability through structural adjustments of business setup Strong product portfolio to drive global growth supported by market introduction of over 50 innovations Aggressively pursue market share in emerging ec

  15. Slide 15: Reconciliation and Definitions for Non-GAAP Measures (I)

    Reconciliation and Definitions for Non-GAAP Measures (I) To supplement Siemens’ Consolidated Financial Statements presented in accordance with International Financial Reporting Standards, or IFRS, Siemens presents the following supplemental financial measures: ƒ New orders and order backlog ƒ Adjust

  16. Slide 16: Reconciliation and Definitions for Non-GAAP Measures (II)

    Reconciliation and Definitions for Non-GAAP Measures (II) New orders and order backlog (continued) New orders are generally recognized immediately when the relevant contract becomes legally effective and binding. The only exception are orders with short overall contract terms. In this case, a separa

  17. Slide 17: Reconciliation and Definitions for Non-GAAP Measures (III)

    Reconciliation and Definitions for Non-GAAP Measures (III) Return on equity, or ROE In line with common practice in the financial services industry, Siemens Financial Services (SFS) uses return on equity, or ROE, as one of its key profitability measures. Siemens defines ROE as annualized Income befo

  18. Slide 18: Reconciliation and Definitions for Non-GAAP Measures (IV)

    Reconciliation and Definitions for Non-GAAP Measures (IV) EBITDA (adjusted) and EBIT (adjusted) Siemens defines EBITDA (adjusted) as EBIT (adjusted) before amortization (which in turn is defined as Amortization and impairments of intangible assets other than goodwill) and Depreciation and impairment

  19. Slide 19: Reconciliation and Definitions for Non-GAAP Measures (V)

    Reconciliation and Definitions for Non-GAAP Measures (V) Limitations Associated with Siemens’ Supplemental Financial Measures The supplemental financial measures reported by Siemens may be subject to limitations as analytical tools. In particular: ƒ With respect to adjusted or organic growth rates o

Siemens — Investor Day (March 2010) on 6ix