Siemens Healthineers Ag · XETR:SHL
Siemens Healthineers — J.P. Morgan Healthcare Conference 2025
15 slides from Siemens Healthineers's conference presentation, Jan 14, 2025
Slide 1: J.P. Morgan Healthcare Conference Siemens Healthineers AG
J.P. Morgan Healthcare Conference Siemens Healthineers AG Bernd Montag, CEO January 14, 2025
Slide 2: Safe Harbour Statement
Safe Harbour Statement This webcast has been provided solely for use at this meeting. By attending the meeting or accessing this webcast, you agree to be bound by the following limitations. This webcast is provided in conjunction with an oral presentation and should not be taken out of context. This
Slide 3: Our unique capabilities
Our unique capabilities Patient Twinning Precision Therapy Personalization of diagnosis, Intelligent and image guided therapy selection and monitoring, treatment for the most after care and managing health threatening diseases Digital, Data and AI Leveraging digital, data and AI and advance provider
Slide 4: Leading businesses uniquely combining focus and scale
Leading businesses uniquely combining focus and scale Revenue split FY24 Share of recurring revenues Outlook 2025 Imaging, Varian, AT1 AT1 Imaging Recurring FY2025E €2.1bn Varian ~45% €12.3bn Non-Recurring Comp. €3.9bn revenue APJ China EMEA 11% 33% ~55% growth 5 to 6% 13% (ex antigen) Americas Diag
Slide 5: Crystalizing full potential of growth and profitability
Crystalizing full potential of growth and profitability • Strong product portfolio in an attractive market Transforming to win • Transformation program ongoing to optimize set-up, to right-size structure and to support acceleration of growth • On track to reach €300m cost out by 2025 • Crystalizing
Slide 6: Leveraging the power of our unique, synergistic portfolio and capabilities
Leveraging the power of our unique, synergistic portfolio and capabilities • Unmatched breadth and depth of leading synergistic portfolio Winning together • Unmatched relevance in all major disease states and key clinical departments • Continuously expanding and leveraging of scale advantages in R&D
Slide 7: Sustaining above market growth from multiple sources
Sustaining above market growth from multiple sources Expanding access to care for billions of people Innovating continuously for better diagnosis and treatment The world innovates for us Enabling efficient operations to Novel drugs New theranostic agents improve productivity Robotic treatments More
Slide 8: We grow by innovating cardiac care
We grow by innovating cardiac care Coronary artery disease Innovating … for better diagnosis 13 Million Invasive catheter procedures p.a. continuously… and treatment 60% thereof only for diagnostic • Breakthrough in diagnostic image • Lower costs, faster purposes quality through Photon-Counting CT1
Slide 9: We grow by innovating stroke care
We grow by innovating stroke care Stroke 12 Million new cases p.a. new cases p.a. Innovating … for better diagnosis to more than double continuously… and treatment until 2035 >80% not treated within • First assessment and critical decisions “Time is brain” with mobile head CT1 first hour already in
Slide 10: We grow by innovating cancer care
We grow by innovating cancer care Cancer 20 Million new cases p.a. Innovating … for better diagnosis to grow by 50% continuously… and treatment until 2040 >50% Benefit from radiation • Delivering intuitive and specialized • Decrease time between therapy radiation therapy workflows integrated diagnos
Slide 11: We grow with novel therapies and drugs
We grow with novel therapies and drugs Alzheimer’s disease & dementia impact The world … and our portfolio is 50 impacted million impacted by Alzheimer Alzheimer1 patients by innovates for us… key enabler to cope with growth of novel therapies Disease Disease • Strong long-term growth prospects in n
Slide 12: RSNA 2024: Innovation leadership widened… again!
RSNA 2024: Innovation leadership widened… again! Magnetom Flow. 1.5 Tesla DryCool technology MRI with increased patient comfort: 70 cm bore for larger body regions BIOGRAPH One 38,000+ attendees PET/MR to support theranostics: closer integration of diagnostics and therapy SOMATOM On.site Bringing cr
Slide 13: Growth profile substantiated by long-term partnerships
Growth profile substantiated by long-term partnerships Transformational oncology collaboration with Value Partnership with Ohio State University Ballad Health Wexner Medical Center • 10-year agreement building on long-standing relationship • 10-year agreement building on existing cooperations in bet
Slide 14: Mid-term ambition beyond 2025 unchanged
Mid-term ambition beyond 2025 unchanged Beyond 2025 Revenue growth Mid to high single-digits Adj. EPS growth Double-digits Imaging to grow by at least mid single-digits; continued margin expansion from scale Segment Varian to grow by at least high single-digits; margins advancing towards Imaging-lik
Slide 15: J.P. Morgan Conference, January 14, 2025 Unrestricted © Siemens Healthineers AG, 2025 l 15
J.P. Morgan Conference, January 14, 2025 Unrestricted © Siemens Healthineers AG, 2025 l 15
Siemens Healthineers — J.P. Morgan Healthcare Conference 2025 on 6ix