Siemens Healthineers Ag · XETR:SHL
Siemens Healthineers — Berenberg European Conference 2020
14 slides from Siemens Healthineers's conference presentation, Dec 2, 2020
Slide 1: Berenberg European Conference 2020
Berenberg European Conference 2020 Siemens Healthineers AG 2 December 2020 1 Unrestricted © Siemens Healthineers, 2020
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation has been prepared solely for use at this meeting. This material is given in conjunction with an oral presentation and should not be taken out of context. By attending the meeting where this presentation is held or accessing this presentation, you agree to be
Slide 3: FY2020 – resilient performance in unprecedented times
FY2020 – resilient performance in unprecedented times Key achievements in FY2020 Guidance achieved Comparable revenue growth1 • Our team successfully masters the challenges of the pandemic: from outstanding service to securing supply chain, to rapidly innovating tests Broadly flat revenue -0.2% grow
Slide 4: Healthcare trends unchanged… …and with them our growth drivers
Healthcare trends unchanged… …and with them our growth drivers Healthcare trends Procedure growth Transforming providers Demographic shift +8% in lung cancer1 Managing health Population growth Staff shortage Increase in chronic diseases +20% in stroke1 Increasing cost pressure Growing access in emer
Slide 5: Four important pillars support resilient revenue performance
Four important pillars support resilient revenue performance Regional – diversification as stabilizing factor Value Partnerships – significant contribution in 2020 • Business in Europe and China grew mid-single digit • Significantly increased order backlog from Value in FY20 counterbalancing tempora
Slide 6: Testing and examination volumes are further stabilizing despite volatility in COVID-19 incidence
Testing and examination volumes are further stabilizing despite volatility in COVID-19 incidence Central lab test volumes1 Magnetic resonance exams2 China China Typical COVID-19 cases exam level COVID-19 cases Typical test level # of exams # of tests 0 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov3
Slide 7: Outlook for FY2021 (ex Varian)
Outlook for FY2021 (ex Varian) Comparable revenue growth1,3 Adj. basic EPS2,3 (€) Comp.4 adj. EPS growth: +10 to +18% 5 - 8% 1.61 1.58 to 1.72 0% 2020 2021E 2020 2021E • Growth in FY21 subject to both recovery and opportunities • Adj. EBIT margin2 for the group to improve >100 bps y-o-y • Imaging re
Slide 8: Imaging will continue outperforming and shaping the market
Imaging will continue outperforming and shaping the market Meet the Management 2020 IM Recent highlights are substantial to … … our Upgrading ambition CT SOMATOM X.cite YSIO X.pree with myExam Companion Intelligent A new era of X-ray Intelligent user guidance, Imaging imaging, recently >5% 90% of th
Slide 9: Digitalization is driving our innovation strategy and continuously creating value …
Digitalization is driving our innovation strategy and continuously creating value … Meet the Management 2020 IM Syngo Carbon The connecting Photon Counting element that gives Introducing a new era of rise to knowledge Computed Tomography Today MAGNETOM Free.Max AI-Rad Companion Breaking Barriers Bri
Slide 10: Global healthcare trends are shaping the evolution of Diagnostics market
Global healthcare trends are shaping the evolution of Diagnostics market Meet the Management 2020 DX Bifurcation of the market Customer pain points Customer pain points Increasing demand for • Form factor/menu • Productivity diagnostic tests • Holistic data management • Space efficiency • Time to in
Slide 11: COVID-19 impacted performance – improvement expected in FY21
COVID-19 impacted performance – improvement expected in FY21 Meet the Management 2020 DX Grow Expand Elevate Delivering on the promise of Atellica COV2T antibody test1 Development of adjusted EBIT margin (illustrative) COV2 Rapid Antigen Test2 FY19 Volume COVID-19 Atellica Other FY20 FY21 SARS-CoV-2
Slide 12: Upgrading ambitions confirmed
Upgrading ambitions confirmed Meet the Management 2020 AT Defining the next level of image-guidance Comparable by integrating robotics and imaging and improving clinical relevance revenue growth1 New generation of Image-Guidance >5% • Connected and digital interventional suite revenue growth • Maxim
Slide 13: Establishing the foundation to advance stroke treatment
Establishing the foundation to advance stroke treatment Meet the Management 2020 AT 20% Procedure growth1 Only 10% of thrombectomy eligible population in the US receive mechanical thrombectomy2 FY19 FY20 FY21 FY21 FY22 First in-human remote First transcontinental remote First clinical trial on Begin
Slide 14: Unrestricted © Siemens Healthineers, 2020
14 Unrestricted © Siemens Healthineers, 2020
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