Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Investor Day (December 2014)
14 slides from Siemens Aktiengesellschaft's investor day presentation, Dec 9, 2014
Slide 1: Winning in the Asia, Australia and Middle East markets
Roland Busch | Member of the Managing Board Winning in the Asia, Australia and Middle East markets Siemens Capital Market Day | Berlin, December 9, 2014 © Siemens AG 2014
Slide 2: Notes and forward-looking statements
Notes and forward-looking statements This document contains statements related to our future business and financial performance and future events or developments involving Siemens that may constitute forward-looking statements. These statements may be identified by words such as “expect,” “look forw
Slide 3: Siemens in Asia, Australia and Middle East: unparalleled position in growing markets
Siemens in Asia, Australia and Middle East Unparalleled position in growing markets Strong financial performance paced by consistent, long-term investment in manufacturing, R&D and people We are further expanding our localized value chains Deep and broad product and solution portfolio that matches c
Slide 4: The region remains a key growth market
The region remains a key growth market For the world and for Siemens Siemens markets Siemens' offerings match market needs in €bn in all phases of development ~200 Demand for Long-term standard of living Middle East market growth CAGR ~+4% Industrialization Asia, Australia Infrastructure build-up En
Slide 5: Siemens is deeply rooted in Asia, Australia and in the Middle East
Siemens is deeply rooted in Asia, Australia and in the Middle East Middle East Asia, Australia 6,600 60,100 …1,500 …12,300 € … 600 € … 7,800 44 420 2 69 2,000 16,100 … 6,000 1,900 € … 1,400 93 32,700 Employees 18 … 4,500 …therein R&D and Engineering … 4,500 € € …therein Sales 1,500 183 Locations M
Slide 6: Strong performance, outgrowing GDP in the last years
Strong performance, outgrowing GDP in the last 4 years Middle East Asia, Australia CAGR FY 2010-2014 CAGR FY 2010-2014 3.2x 1.5x Orders +10% GDP Orders +7% GDP 1.2x Revenue -2% Revenue +6% GDP In % of Siemens Orders FY 2010-2014 +2pps +3pps 6% 8% 17% 20% Note: Figures include only continued operatio
Slide 7: Globally: Siemens leading in infrastructure automation and well positioned for growth in digitalization
Globally: Siemens leading in infrastructure automation and well positioned for growth in digitalization Power Transmission & Buildings Transportation Generation Distribution incl. data center • Predictive • Grid control and • Building • Condition based maintenance applications/ performance and maint
Slide 8: We tailor our portfolio to local market needs
We tailor our portfolio to local market needs Entry level products are a key lever to exploit growth markets Example – China Motion Control (MC), motors & drives Growing revenue • Total capacity for MC, motors & Products & contribution of entry drives of >1 million units Solutions level products • E
Slide 9: Successful innovative solutions for local and global markets
Successful innovative solutions for local and global markets Riyadh Metro Project ~€1.6bn • Largest metro project worldwide Products & Solutions • Showcase for high-tech mobility solutions • Strong consortium partners with deep local experience E-houses and modules for Oil & Gas Customer • Single po
Slide 10: Expand globally together with our Asian customers and intensify key account management
Expand globally together with our Asian customers and intensify key account management CSR: ~€70m ~28% Share of order intake from Asian, Ankara metro project ~13% Australian key accounts Products & Turkey outside home country Solutions FY 2011 FY 2014 Sinomach: ~€75m Gas turbines Venezuela Power Chi
Slide 11: We continue to invest along the value chain
We continue to invest along the value chain Manufacturing Manufacturing Products & Energy hub Dammam Global manufacturing in Saudi Arabia in Cilegon, Indonesia Solutions • Gas turbine manufacturing, • Production of energy components Oil & Gas applications & 3-20 MW steam turbines • Technology close
Slide 12: We strategically invest in our people
We strategically invest in our people Example Asia, Australia Siemens employees in Asia, Australia Products & Solutions FY 2010 44,000 +37% FY 2014 60,100 Customer +82% R&D and Engineering Relation- +43% Sales ship & Footprint Core Learning Program graduates Certified project managers in Asia, Austr
Slide 13: Strong management on the ground, strong local partners
Strong management on the ground, strong local partners Products & Asia, Australia Solutions 4 CEOs from the region 3 CEOs with average ~90% local management 12 years regional experience Customer Relation- ship & Footprint Strong local shareholders and Middle East focused localization program More th
Slide 14: Siemens in Asia, Australia and Middle East: unparalleled position in growing markets
Siemens in Asia, Australia and Middle East Unparalleled position in growing markets Strong financial performance paced by consistent, long-term investment in manufacturing, R&D and people We are further expanding our localized value chains Deep and broad product and solution portfolio that matches c