Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (January 2019)

33 slides from Siemens Aktiengesellschaft's shareholder meeting presentation, Jan 30, 2019

Slide 3: Fiscal 2018: We've kept our promises
Fiscal 2018 We‘ve kept our promises © Siemens AG 2019 Page 3 January 30, 2019 siemens.com
Slide 4: Annual forecast met
Annual forecast met Annual forecast Actual figures for for 2018 fiscal 2018 Met? Revenue Modest growth +2% Book-to-bill ratio Above 1 1.10 Profit margin 11%–12% 11.3% Industrial Business* Earnings per share* €7.70–€8.00 €7.88 * Excluding severance charges © Siemens AG 2019 Page 4 January 30, 2019 si
Slide 6: Record order backlog €132 billion
Record order backlog €132 billion © Siemens AG 2019 Page 6 January 30, 2019 siemens.com
Slide 8: Siemens Healthineers – Initial public offering creates options and value
Siemens Healthineers – Initial public offering creates options and value Market capitalization MDAX +1% in billions of euros +35% 38 28 IPO in March 2018 Sept. 28, 2018 © Siemens AG 2019 Page 8 January 30, 2019 siemens.com
Slide 10: Digital Factory – Thought leader and global market leader for Industrie 4.0
Digital Factory – Thought leader and global market leader for Industrie 4.0 Revenue +7.3% CAGR* +14% EBITDA in billions of euros, “as reported” 12.9 11.4 9.2 1.8 2.3 2.8 Sept. 30, 2014 Sept. 30, 2017 Sept. 30, 2018 * Compound annual growth rate © Siemens AG 2019 Page 10 January 30, 2019 siemens.com
Slide 11: Dividend rises for the fifth year in a row
Dividend rises for the fifth year in a row 3.70€ 3.80€ 2 3.50€ 3.60€ 3.30€ FY 2018 FY 2017 1 FY 2016 3.00€ FY 2015 FY 2014 FY 2013 1 Not including the effect of the distribution of the Osram shares to the shareholders to the amount of €2.40 per share 2 Proposal to the Annual Shareholders’ Meeting ©
Slide 12: Stock performance in fiscal 2018
Stock performance in fiscal 2018 100% Siemens -7.4% Competitor avg. -10.2% October 17 January 18 April 18 July 18 October 18 Source: Thomson Reuters; share prices at close of trading from Sept. 29, 2017 to Sept. 28, 2018; competitor average includes ABB, Eaton, GE, MHI, Schneider © Siemens AG 2019 P
Slide 13: Total return on the Siemens share – July 2013 to September 2018
Total return on the Siemens share – July 2013 to September 2018 Sept. 28, 2018 110.34€ Total return +66%* DAX: +48% Ø Wettbewerb: +13% July 25, 2013 78.62€ July 13 July 14 July 15 July 16 July 17 July 18 * Total return with dividends reinvested Source: Thomson Reuters; closing price from July 25, 20
Slide 14: New hires worldwide
~41,000 ~4,700 New hires worldwide, New hires including: in Germany As of September 30, 2018; continuing operations © Siemens AG 2019 Page 14 January 30, 2019 siemens.com
Slide 15: Investment in training and education
~€510m ~11,000 Invested in training and Apprentices and students education in work-study programs As of September 30, 2018; continuing operations © Siemens AG 2019 Page 15 January 30, 2019 siemens.com
Slide 17: Research and development – innovations of the future
Research and development – innovations of the future in billions of euros +~40% 5.6 4.0 FY 2014 FY 2018 © Siemens AG 2019 Page 17 January 30, 2019 siemens.com
Slide 18: Most admired industrial company
Siemens Most admired industrial company © Siemens AG 2019 Page 18 January 30, 2019 siemens.com
Slide 19: Most admired industrial company ranking
1 Siemens 2 Emerson Electric 5 ABB 11 Mitsubishi Heavy Industries 12 General Electric © Siemens AG 2019 Page 19 January 30, 2019 siemens.com
Slide 22: Climate change: customer CO2 emissions curbed
Climate change In FY 2018, Siemens helped customers curb CO2 emissions by 609 million tons © Siemens AG 2019 Page 22 January 30, 2019 siemens.com
Slide 23: Climate change: Siemens CO2 emissions reduced
Climate change Since 2014, Siemens has reduced its CO2 emissions by about 33 percent © Siemens AG 2019 Page 23 January 30, 2019 siemens.com
Slide 24: Forecasts met five years in a row
Forecasts met five years in a row FY 2013 FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 © Siemens AG 2019 Page 24 January 30, 2019 siemens.com
Slide 25: We've achieved a lot with Vision 2020
We‘ve achieved a lot with Vision 2020 Profit margin Industrial Business1,2 Basic earnings per share1 in percent in euros +290 basic points +40% 10.4 7.5 7.12 5.08 FY 2013 FY 2018 FY 2013 FY 2018 1 Including severance charges 2 2013: Total Sectors © Siemens AG 2019 Page 25 January 30, 2019 siemens.co
Slide 26: Project charges
Project charges in billions of euros, net ~0.7 ~0.2 0 ~0.2 0 Average FY 2015 FY 2016 FY 2017 FY 2018 FY 2007– FY 2014 © Siemens AG 2019 Page 26 January 30, 2019 siemens.com
Slide 27: Number of employee shareholders has more than doubled since 2014
Number of employee shareholders has more than doubled since 2014 in thousands ~300 153 165 135 140 144 114 125 105 92 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 © Siemens AG 2019 Page 27 January 30, 2019 siemens.com
Slide 29: New setup as of April 1, 2019
New setup as of April 1, 2019 Operating Companies Strategic Companies Gas and Smart Digital 1 Power Infrastructure Industries 1 Subject to regulatory approval Service Companies Financial Services Global Business Services Real Estate Services © Siemens AG 2019 Page 29 January 30, 2019 siemens.com
Slide 30: Our purpose: We make real what matters
Our purpose We make real what matters © Siemens AG 2019 Page 30 January 30, 2019 siemens.com

Siemens — Shareholder Meeting (January 2019) on 6ix

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (January 2019)

Slide 1: 2019 Annual Shareholders' Meeting

Slide 2: Report to the Shareholders – Joe Kaeser

Slide 3: Fiscal 2018: We've kept our promises

Slide 4: Annual forecast met

Slide 5: © Siemens AG 2019 Page 5 January 30, 2019

Slide 6: Record order backlog €132 billion

Slide 7: © Siemens AG 2019 Page 7 January 30, 2019

Slide 8: Siemens Healthineers – Initial public offering creates options and value

Slide 9: © Siemens AG 2019 Page 9 January 30, 2019

Slide 10: Digital Factory – Thought leader and global market leader for Industrie 4.0

Slide 11: Dividend rises for the fifth year in a row

Slide 12: Stock performance in fiscal 2018

Slide 13: Total return on the Siemens share – July 2013 to September 2018

Slide 14: New hires worldwide

Slide 15: Investment in training and education

Slide 16: © Siemens AG 2019 Page 16 January 30, 2019

Slide 17: Research and development – innovations of the future

Slide 18: Most admired industrial company

Slide 19: Most admired industrial company ranking

Slide 20: © Ed Hawkins

Slide 21: #NoPlanetB

Slide 22: Climate change: customer CO2 emissions curbed

Slide 23: Climate change: Siemens CO2 emissions reduced

Slide 24: Forecasts met five years in a row

Slide 25: We've achieved a lot with Vision 2020

Slide 26: Project charges

Slide 27: Number of employee shareholders has more than doubled since 2014

Slide 28: Vision 2020+

Slide 29: New setup as of April 1, 2019

Slide 30: Our purpose: We make real what matters

Slide 31: Siemensstadt Berlin

Slide 32: Siemensstadt 2.0

Slide 33: 2019 Annual Shareholders' Meeting