Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Day (November 2025)
14 slides from Siemens Energy's investor day presentation, November 2025
Slide 1: Capital Market Day 2025 – Grid Technologies
Capital Market Day 2025 Grid Technologies Tim Holt Member of the Executive Board 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: Market leader with unprecedented order backlog
Market leader with unprecedented order backlog Global installations serving ~2,000 customers ~20% ~30% of all power of all HVDCs transformers Solutions Products Digital & Service Order backlog €24 bn €16 bn €2 bn €42 bn ~2x (order backlog increase FY23 vs. FY25) Note: Power transformer and HVDC (Hig
Slide 4: Strong demand supported by structural market drivers
Strong demand supported by structural market drivers 2025 – 2040 Core drivers Serving through GT’s core scope grid investments #1 #1 #2 Solutions Products Service ~25% of the grid in advanced economies Replacement >50% to be replaced by 2040 ~15% conventional generation to be Energy transition ~5,00
Slide 5: Market doubled and further growth expected across all regions
Market doubled and further growth expected across all regions Addressable market 7% 2x FY22 FY24 FY30 United States Europe Middle East China & India 10% 2% Regional market split 9% 8% United States 16% 25% Europe FY24 FY30 FY24 FY30 FY24 FY30 FY24 FY30 13% Middle East Data center build-out China & I
Slide 6: Solutions with further market momentum, healthy backlog & leading execution competence
Solutions with further market momentum, healthy backlog & leading execution competence Market volumes Solutions order backlog Execution priorities FY22 – 24 → FY28 – 30 Project standardization HVDC & 2x €24 bn offshore Balanced terms & conditions ~€45 bn → ~€95 bn Substations 2x Supply chain deriski
Slide 7: Dynamic products market requiring further investments to strengthen our #1 position
Dynamic products market requiring further investments to strengthen our #1 position Market remains tight… …despite our investments and example: power transformers1 operational improvements: ~10% FY23 – 25: 200% Achieved milestones ~40% ~€600 m investments2 (~20% additional capacity) Enhanced supply
Slide 8: Resilient portfolio beyond core – Unlocking further growth in Service and Digital
Resilient portfolio beyond core – Unlocking further growth in Service and Digital Today’s profitable core Tomorrow’s growth fields 2030 ambition #1 Solutions Service • High cross-selling potential due Doubling current to the increased installed base orders HVDC & Substations Grid • Proactive and pre
Slide 9: Innovating for the future and strengthening our partnerships
Innovating for the future and strengthening our partnerships Latest innovations Forging strong partnerships eSTATCOM Multi- terminal HVDC Hier kommt ein neues foto Dynamic SF6-free asset rating Switchgear (Blue) Note: eSTATCOM: SVC Plus FS = Static var compensator plus with frequency stabilizer Nove
Slide 10: FY28 targets
FY28 targets Advance leadership in growing market Revenue growth1 by securing record high order intakes & revenues High-teens Execute profitable order backlog while investing in core portfolio & innovation Profit margin before SI2 Safeguard and enhance profit margins by driving operational excellenc
Slide 11: Capital Market Day 2025 – Backup
Capital Market Day 2025 Backup Siemens Energy is a trademark licensed by Siemens AG.
Slide 12: Grid Technologies in a nutshell
Grid Technologies in a nutshell Orders and revenue Profit margin before SI FY25 (in € bn) (in %) Order backlog Revenue3 20.9 21.4 5% ~5% High- 15.8 teens2 16 – 18 – 20 19 – 18 38% ~50% 10.4 15.8 57% ~45% 21%1 11.3 9.3 10.5 Solutions Products Digital & Service 7.2 7.6 6.3 3.6 Market Position #1 #1 FY
Slide 13: Deep-dive into Grid Technologies' portfolio
Deep-dive into Grid Technologies’ portfolio Portfolio Description Applications Revenue share FY25 Interregional connections, renewable corridors Long distance bulk power transmission at low losses, HVDC & offshore offshore grid connection solutions (AC+DC) (e.g., EU DC Grid), offshore wind integrati
Slide 14: Global factory network to serve regional demands
Global factory network to serve regional demands Zwoenitz, DE Kirchheim, DE Berlin, DE Dresden, DE Nuremberg, DE Trois-Riviéres, CA Budapest, HU Zagreb, HR New factory Trento, IT 34 factories2 Jackson, US Charlotte, US Jinan, CN 25 locations2 Preding, AT New factory Damman, KSA1 Wuhan, CN Guangzhou,