Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Day (November 2025)
18 slides from Siemens Energy's investor day presentation, November 2025
Slide 1: Capital Market Day 2025 – Transformation of Industry
Capital Market Day 2025 Transformation of Industry Anne-Laure de Chammard Member of the Executive Board November 2025 Siemens Energy is a trademark Siemens Energy licensed is a bytrademark Siemens AG. licensed by Siemens AG. Siemens Energy is a trademark licensed by Siemens AG.
Slide 2: Disclaimer
Disclaimer Information and forward-looking statements This document contains statements related to our future business and financial at a later date or not at all, or should assumptions prove incorrect, Siemens performance, and future events or developments involving Siemens Energy that Energy’s act
Slide 3: Our portfolio – Serving energy-intensive industries
Our portfolio – Serving energy-intensive industries Products and solutions Products and solutions Compressors Steam turbines Electrification, automation, Electrolyzers and generators digitalization Compressing, transporting Providing process steam and Electrifying industrial Providing clean hydrogen
Slide 4: From turnaround to double-digit profit – Exceeding 2023 CMD goals
From turnaround to double-digit profit – Exceeding 2023 CMD goals TI profit margin1 FY21 – 23 levers Double-digit profit achieved ▪ Footprint optimization ▪ Portfolio streamlining +620 bps ▪ Operational excellence Turnaround delivered 11.3% +710 bps 7 – 9% + FY23 – 25 levers 7.4% ▪ +25% Service reve
Slide 5: Maintaining momentum – Elevating our ambition to 2028
Maintaining momentum – Elevating our ambition to 2028 FY25 FY26 FY28 Revenue growth (%)1 13.5% 5 – 7% M/HSD Profit margin before SI (%) 11.3% 11 – 13% 12 – 14% 1 Comparable revenue growth (excluding currency translation and portfolio effects); FY28 Compound annual revenue growth rate (FY25-based) No
Slide 6: Diversified markets, Service growth, Execution excellence
Execution excellence Service Delivering profit through resilience growth and productivity Diversified Unleashing value markets across the asset lifecycle Ensuring resilience across industries, applications and regions November 2025 Siemens Energy is a trademark licensed by Siemens AG. Siemens Energy
Slide 7: Diversified markets – Ensuring resilience across industries, applications and regions
Diversified markets – Ensuring resilience across industries, applications and regions Key market trends Our market1 (€ bn) Industries Applications5 Energy affordability +80% industrial energy efficiency +7%2 10% Conventional investment by 2030 Hydrogen upside3 Electrification 15% Energy efficiency E
Slide 8: Diversified markets – Portfolio positioned for further growth
Diversified markets – Portfolio positioned for further growth Maritime Data center Digital Hydrogen picture >40% >4x >3x >1 GW increase in maritime revenue1 data center orders1 digital orders1 under construction or in operation On-board power generation and Load stabilization for Asset and plant per
Slide 9: Service growth – Unleashing value across the asset lifecycle
Service growth – Unleashing value across the asset lifecycle Customers need service Capturing fleet potential >50 years 20 – 40% vice lifecyc Repairs, field service, spare parts Increasing availability and reliability r le of total operating expenses in metals production related Se to energy costs M
Slide 10: Service growth – Our installed base is a service growth engine
Service growth – Our installed base is a service growth engine High impact – lasting value Our actions Our ambition until 20281 30% Increase fleet penetration Downtime savings by AI revitalize legacy assets +20% Fleet penetration accelerated service outages ~2 years Win more on our fleet modernizati
Slide 11: Execution excellence – Delivering profit through resilience and productivity
Execution excellence – Delivering profit through resilience and productivity We are resilient and continue to drive productivity Robust supply chain Lean operations ▪ 3x supplier base diversification1 ▪ Increase output by 25% in existing manufacturing footprint2 ▪ Selective insourcing for speed and
Slide 12: FY28 targets
FY28 targets Increase resilience Revenue growth1 through diversified markets across industries, applications and regions Mid-/high single digit Leverage 85,000 fleet for profitable service growth Profit margin before SI2 Drive execution excellence for resilience and productivity 12 – 14% 1 Compound
Slide 13: Backup
Capital Market Day 2025 Backup Siemens Energy is a trademark Siemens Energy licensed is a bytrademark Siemens AG. licensed by Siemens AG. Siemens Energy is a trademark licensed by Siemens AG.
Slide 14: Transformation of Industry in a nutshell
Transformation of Industry in a nutshell Revenue and orders Profit margin before SI FY25 (in € bn) (in %) Order backlog Revenue 6.4 6.0 M/HSD2 12 – 14 5.6 5.6 11 – 13 32%3 5 – 7%1 44% 11.3 5.7 56% 68% 5.1 4.4 7.4 4.1 New Unit Service 5.1 Market position4 1.1 FY22 FY23 FY24 FY25 FY26 FY28 FY22 FY23 F
Slide 15: Our products and solutions portfolio
Our products and solutions portfolio Compressors ▪ Compression solutions for all gases Steam turbines ▪ Steam turbine and generator packages for incl. H2 and CO2 and generators combined cycle power generation or industrial captive power production with steam conditioning ▪ Unique portfolio of turbo,
Slide 16: We serve all energy-intensive industries
We serve all energy-intensive industries Oil and gas Chemicals Industrial power generation Maritime Glass and ceramics Reliably compressing and Electrifying rotating equipment Generating more power from Generating and distributing Optimizing heat and power for transporting gases to to enhance effici
Slide 17: Our offerings in selected growing markets (1/2)
Our offerings in selected growing markets (1/2) Data center Digital offering offering ▪ Onsite power solutions with steam turbines, generators, ▪ Asset and plant performance management to improve reliability, batteries, power distribution for reliable power generation boost production, and cut opera
Slide 18: Our offerings in selected growing markets (2/2)
Our offerings in selected growing markets (2/2) Maritime Hydrogen offering offering ▪ Shaft generators and motors ▪ Electrolyzer system, Power-to-X reducing fuel consumption and emissions (BlueDrive) ▪ Hydrogen compression ▪ Propulsion and on-board power generation ▪ Process control, digital solutio