Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Bank of America Conference 2021
7 slides from Siemens Aktiengesellschaft's conference presentation, Mar 18, 2021
Slide 1: Siemens AG: A focused technology company
Siemens AG A focused technology company Roland Busch, CEO Ralf P. Thomas, CFO Bank of America Conference | March 18, 2021 Unrestricted | © Siemens 2021 | Investor Relations | Bank of America Conference | 2021-03-18
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: Substantial value creation through re-rating of Siemens share after Energy spin-off
Substantial value creation through re-rating of Siemens share after Energy spin-off Siemens Energy to be included in DAX on March 22 March 11, 2021 New all-time High €136.70 Siemens Energy Sept. 28, 2020 +47% Spin-off Siemens Energy +9% Siemens +36% DAX +17% Sep 28, March 11, 2020 2021 Page 3 Unrest
Slide 4: Siemens Businesses: Technology with purpose creating sustainable value
Siemens Businesses Technology with purpose creating sustainable value Smart Siemens Digital Industries Mobility Infrastructure Healthineers (79%) FY 2020 Revenue €15.0bn €14.3bn €9.1bn €14.5bn Adj. EBITA 21.7% 9.1% 9.1% 15.1% margin Employees 71,700 69,600 38,500 54,300 Page 4 Unrestricted | © Sieme
Slide 5: Transformation and step-change in business profile after Siemens Energy spin-off
Transformation and step-change in business profile after Siemens Energy spin-off Siemens AG – Shift in P&L Siemens AG – Improved business profile Gross Margin +540bps • De-risked business model • Lower project and solution revenue share 35.3% • Structurally improved profitability level 29.9% • Highe
Slide 6: Leverage R&D investments and partner ecosystems to drive growth
Leverage R&D investments and partner ecosystems to drive growth Competitive edge through innovation… … combined with strong ecosystem deliver results R&D intensity FY 2020 (in % of revenue) Partnership SAP - Siemens Integrated end-to-end software solutions across product lifecycle, supply chain and
Slide 7: Outlook FY 2021
Outlook FY 2021 FY 2021 Siemens Group FY 2021 Framework Businesses • Book-to-bill >1 Comparable Adj. EBITA margin • Mid- to high-single-digit revenue growth expectation comparable revenue growth • Net income of €5.0 – 5.5bn Digital Industries Clear 19 – 20% €bn 5.5 Smart Infrastructure Moderate 10.5