Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Day (November 2025)
17 slides from Siemens Energy's investor day presentation, November 2025
Slide 1: Capital Market Day 2025
Capital Market Day 2025 Christian Bruch President and CEO November 2025 November 2025 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: Safety focus
Safety focus Improved safety performance ~30% ~40% Reduction in total injury Reduction in high rate (TRIR)1 consequence injuries2 Zero Harm framework Continuous improvement Zero <1.0 Striving towards zero Ambition to reduce TRIR year- fatalities and zero high over-year and achieve a rate consequence
Slide 4: We delivered FY25 above our commitments
We delivered FY25 above our commitments Profit margin before SI Revenues Order backlog Backlog margin increase 6.0% €39.1 bn €138 bn +220 bps 500 bps 15.2%1 12.3%2 Net Promoter Score Credit rating outlook3 Gas turbines sold Transformers capacity increase 62 8 From negative to positive 194 units +15%
Slide 5: As a global leader in energy technology, we energize society
As a global leader in energy technology, we energize society We benefit from electricity growth and electrification. We act in areas where we can achieve a #1 or #2 market position. We target financial performance in top quartile of industrials in each business. We implement effective corporate stru
Slide 6: We operate in a growing market
We operate in a growing market ~2x ~€1.3 tn ~45% global electricity demand grew world investment in power increase in global electricity twice as fast as total energy generation and grids in 2025 demand by 2035 demand in 2025 Source: Siemens Energy analysis based on IEA World Energy Outlook 2025, IE
Slide 7: Investment programs align with our portfolio
Investment programs align with our portfolio Energy security Grid build-out Infrastructure replacement Renewables ramp-up >50% ~2x ~80% ~70% increase in annual gas global transmission of installed transformer share of renewables in capacity additions until networks by 2035 capacity in advanced globa
Slide 8: In a turbulent world, we elevate performance and upgrade our targets
In a turbulent world, we elevate performance and upgrade our targets FY25 FY26 FY28 Revenue growth1 15.2% 11 – 13% Low-teens Profit margin before SI 6.0% 9 – 11% 14 – 16% Free Cash Flow pre-tax €4.7 bn €4 – 5 bn 1 Comparable revenue growth (excluding currency translation and portfolio effects); FY28
Slide 9: November 2025 © Siemens Siemens Energy
November 2025 ©Siemens SiemensEnergy Energy,is2025 a trademark | Christian licensed Bruchby | CEO Siemens AG. 9
Slide 10: Build the transforming energy world; enhance resilience; transform how we operate
Build the transforming Enhance resilience in Transform the energy world a transforming world way we operate ▪ Develop production infrastructure ▪ Build robust supply chains ▪ Continuously optimize our for fast-growing business ▪ Optimize financial resilience operating model ▪ Evolve business portfol
Slide 11: Build the transforming energy world
Build the transforming energy world Capacity expansion Talent pool to deliver Evolve portfolio +30 – 50% ~7,000 +20% In power transformers and medium Net headcount additions between Sustained investment in CAPEX and and large gas turbines respectively1 FY23 – 25 R&D from FY23 – 25 to FY26 – 28 ▪ Sho
Slide 12: Enhance resilience in a transforming world
Enhance resilience in a transforming world Supply diversification Access to critical components Local-for-local Example Example Example Rare earths and magnets Capital Injection Ceramics Grid Technologies local supply base ▪ Long-term deals signed ▪ Elimination of bottlenecks ▪ >95% of total purchas
Slide 13: Transform the way we operate
Transform the way we operate Decentralization of operating model Leverage data and digitalization ▪ Clear focus of business areas on operational excellence ▪ Real-time monitoring and AI-driven production control ▪ Smaller P&L incentivized on profitable growth to boost productivity ▪ Decentralization
Slide 14: We allocate capital with clear priorities
We allocate capital with clear priorities Backlog execution and organic growth Return to shareholders R&D and portfolio ~€6 bn up to €10 bn ~2.4% of R&D intensity1, clear investment FY26 – 28 FY26 – 28 return criteria in place ▪ Effective use of capital ▪ Based on dividends2 and ▪ Gradual shift to G
Slide 15: We execute our ESG agenda
We execute our ESG agenda Committed to a sustainable energy world Committed to a thriving working environment Climate neutrality target by 2030 for Scope 1 and 2 emissions 79% People engagement factor2 Scope 1 and 2 GHG emissions Employees proud to work 55% reduction achieved since 2019 >90% for Sie
Slide 16: Advancing to 2030
Advancing to 2030 Sustained margin expansion continuously growing beyond 2028 Driving continuously Profit margin before SI (%) EPS growth Execution of orders with 14 – 16% high margins Operational excellence and focus on costs optimization 6.0% Portfolio amendments and capital allocation on most pro
Slide 17: Advancing to 2030
Advancing to 2030 Guided by our North Star Enabled by November 2025 © Siemens Energy, 2025 | Christian Bruch | CEO 17