Reunert Limited · JSE:RLO
Reunert — Jan Mrosik: Siemens
29 slides from Reunert's investor presentation, July 2005
Slide 1: Reunert Presentation July 2005
REUNERT PRESENTATION © Siemens AG, October 2004 JULY 2005 Communications
Slide 2: Global Business Overview
GLOBAL BUSINESS OVERVIEW Siemens Telecommunications Siemens Com Devices Carriers Enterprise Market € 94” (4%), € 96” (5%), € 90” (7%) Total Turnover € 17.688” Employees 60 000 worldwide © Siemens AG, October 2004 Worldwide presence >160 Countries Page 2 Communications
Slide 3: The LifeWorks@Com vision enables universal access to applications and services
The LifeWorks@Com vision enables universal access to applications and services Unified User Experience Home On the Go Hotspot Office Access Fixed Networks Mobile Networks Enterprise Networks LifeWorks@COM © Siemens AG, October 2004 Siemens Communications with its expertise in Mobile and Fixed Networ
Slide 4: Global Business Overview – Market Position 2004
GLOBAL BUSINESS OVERVIEW – MARKET POSITION 2004 CARRIERS Fixed Networks Nr. 3 Mobile Networks Nr. 3 ENTERPRISES Enterprise Networks – Nr. 2 © Siemens AG, October 2004 Page 4 Communications
Slide 5: Global Highlights
GLOBAL HIGHLIGHTS Mobile Networks ØMost 3G/UMTS contracts won in 2004; ØTrendsetter in IPbased Multimedia Subsystem (IMS), the fixed/mobile convergence application platform ØBestinclass wireless portfolio CARRIER Fixed networks ØNo 1 in central office switching ØNo 2 in soft switching ØLeader in
Slide 6: Shareholding in South Africa
SHAREHOLDING IN SOUTH AFRICA Siemens Business Siemens Germany Services Germany 74% 51% Sekunjalo Investment 13% Siemens 13% AFRICOM * Siemens Holdings Southern Africa Business Reunert Services Holdings 40% 60% 100% 35% 49% 70% Siemens Siemens Siemens Siemens Business Sifikile Telecommunications Real
Slide 7: Siemens in SADC Regions
SIEMENS IN SADC REGIONS q ±3200 employees in the region § Offices in more than q Head office: Siemens Park, Midrand 20 of the total of 53 Angola R R countries Botswana S S § Direct representation D.R. Congo in six of the Southern Lesotho R R African Development Malawi R R Community countries, Maurit
Slide 8: Corporate Citizenship
CORPORATE CITIZENSHIP Transformation § 26% of Siemens Southern Africa owned by Blackowned companies § Diversity Management Policy in place; employee representivity has improved from 26% to 45% over the last six years 48% of goods and services procured from Blackowned and Black empowered suppliers
Slide 9: Siemens Telecommunications
SIEMENS TELECOMMUNICATIONS § End to end solutions provider of fixed and mobile voice and data networks, infrastructure solutions for carriers and enterprises § Support of full Siemens Communications portfolio § Siemens South Africa Training Institute § Global Development Center for Mobile Core and I
Slide 10: Sietel Organisation
SIETEL ORGANISATION Siemens Telecommunications (Pty) Ltd Mrosik Koutny Carriers Carriers Enterprise Carriers Fixed Networks Mobile Networks Networks Operations © Siemens AG, October 2004 Goncalves Rowlings Sanne Van Vuuren Bezuidenhout Hoefner McKibbin Hill Page 10 Communications
Slide 11: Southern Africa Historic Overview
SOUTHERN AFRICA HISTORIC OVERVIEW § 1860 1st Telegraph line (Cape Town to Simons Town) § 1896 Foundation of Siemens & Halske South Africa § 1958 1st EMD electromechanical telephone exchange (Windhoek) § 1981 1st EWSD, electronic digital telephone exchange worldwide (Sunninghill Park) § 1986 Introduc
Slide 12: Development at Sietel
DEVELOPMENT AT SIETEL § One of 5 Siemens offshore development centers worldwide § Development activities for Siemens starting with EWSD in 1989 and evolving into GSM, UMTS, IN, VAS, OSS and Mobile Data development projects. § 100 engineers, computer scientists and technicians involved in Software de
Slide 13: Sietel African References
SIETEL AFRICAN REFERENCES Burkina Faso Zambia Celtel Celtel Gambia Tanzania Africell Vodacom Sierra Leone Malawi Lintel Celtel Telecom Congo Mauritius Celtel Mauritius Telecom Namibia Madagascar MTC Madacom Telekom Zimbabwe Mozambique NetOne Vodacom TDM © Siemens AG, October 2004 Econet TelOne Botsw
Slide 14: Recent Successes – Mobile Networks
RECENT SUCCESSES – MOBILE NETWORKS § Vodacom: Ongoing business in 4 countries: § South Africa, Mozambique, Tanzania, Lesotho § Sole Supplier for Core 2G/3G, GPRS, UTRAN, IN PrePaid § Vodacom RSA 3G Launched 20.12.2004; network being grown § CellC: Ongoing business in SA § Siemens sole supplier for
Slide 15: Recent Successes – Fixed Networks
RECENT SUCCESSES – FIXED NETWORKS § TELKOM System Care Contract § TELKOM Softswitch project (NGN) § TDM Mozambique backbone § Malawi Telecom § Telecom Namibia ISC © Siemens AG, October 2004 Page 15 Communications
Slide 16: Markets – Enterprise Networks
MARKETS – ENTERPRISE NETWORKS © Siemens AG, October 2004 Page 16 Communications
Slide 17: Recent Successes
RECENT SUCCESSES § LEGACY HOTELS (MICHELANGELO LUXURY APARTMENTS) § NELSON MANDELA / PE TECHNIKON : 7 NODE NETWORK §POTCHEFSTROOM UNIVERSITY : 5 NODE VOIP NETWORK § TRACKER : HQ & 220 AGENT CALLCENTRE § TELKOM : 1200 AGENT NETWORKED CALLCENTRE § BP : CORPORATE HEAD OFFICE WATERFRONT CAPE TOWN § DEPT
Slide 18: Focus & Development
FOCUS & DEVELOPMENT § CORPORATE ACCOUNTS § VERTICAL SOLUTIONS § MANAGED SERVICES § PROFESSIONAL SERVICES © Siemens AG, October 2004 Page 18 Communications
Slide 19: Turnover & Operating Profit per Year
TURNOVER & OPERATING PROFIT PER YEAR 2002 2003 2004 2005 (Half Yr) Turnover 5,128 3,534 3,302 1,764 Total Operating Profit EBIT 544 162 320 142 © Siemens AG, October 2004 In Million Rand Page 19 Communications
Slide 20: Key Market Trends
KEY MARKET TRENDS Convergence Managed and Professional Services Technology shifting from voice centric to data centric Growth in Africa © Siemens AG, October 2004 Page 20 Communications
Slide 21: Convergence of Networks, Services and Applications
CONVERGENCE OF NETWORKS, SERVICES AND APPLICATIONS Mobile Fixed Networks Networks Enterprise Home Networks Networks © Siemens AG, October 2004 Page 21 Communications
Slide 22: Convergence of Networks, Services and Applications
CONVERGENCE OF NETWORKS, SERVICES AND APPLICATIONS Mobile Fixed Networks Networks Home Entertainment Enterprise Home Networks Networks © Siemens AG, October 2004 Page 22 Communications
Slide 23: Convergence of Networks, Services and Applications
CONVERGENCE OF NETWORKS, SERVICES AND APPLICATIONS Mobile Fixed Networks Networks Home Mobile Enterprise Entertainment Enterprise Home Networks Networks © Siemens AG, October 2004 Page 23 Communications
Slide 24: Convergence of Networks, Services and Applications
CONVERGENCE OF NETWORKS, SERVICES AND APPLICATIONS Fixed/Mobile convergence Mobile Fixed Networks Networks Home Mobile Enterprise entertainment Enterprise Home Networks Networks © Siemens AG, October 2004 Page 24 Communications
Slide 25: Data & Services Will Dominate the Enterprise Market
DATA & SERVICES WILL DOMINATE THE ENTERPRISE MARKET COM focus areas € bn €112 CAGR 0407 Enterprise services €90 5% Services Applications 8% Applications Voice communication platforms, data Platforms/ 6% networks, clients and devices devices Security 16%* IT security 2004 2007 © Siemens AG, October
Slide 26: Enterprise Market Trend – Hosting
ENTERPRISE MARKET TREND HOSTING Voice line shipment total market forecast Shipments (000) 25,000 20032008 CAGR 7.9% 20,000 Hosted IPPBX 15,000 Centrex 34.6% Managed IPPBX 10,000 IPPBX (purchase) 5,000 KTS PBX 2003 2004 2005 2006 2007 2008 © Siemens AG, October 2004 Page 26 Communications
Slide 27: Data & Services Will Dominate the Carriers Market
DATA & SERVICES WILL DOMINATE THE CARRIERS MARKET € billion COM focus areas CAGR 0407 Carrier services (professional services 910%) 96 8% Services Hosted office, mobile enterprise, 1220% home entertainment Applications Nextgen equipment for fixed and mobile 04% network operators: CAGR 3545% Equ
Slide 28: Africa Fixed Line & Mobile Subscriber Growth
AFRICA FIXED LINE & MOBILE SUBSCRIBER GROWTH 2004 – 2009 (millions) Subscriber Growth Africa 180 160 13% p.a. 140 Subscribers (Millions) 120 100 80 60 40 20 © Siemens AG, October 2004 0 2004 2005 2006 2007 2008 2009 Page 28 Communications
Slide 29: Key Strategic Goals
Key strategic goals Maintain and further strengthen Position in RSA Focus on Managed and Professional Services Focus on Data solutions Growth in Africa © Siemens AG, October 2004 Page 29 Communications