Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Day (May 2022)
13 slides from Siemens Energy's investor day presentation, May 24, 2022
Slide 1: Capital Market Day 2022 – Grid Technologies Section
Capital Market Day 2022 Grid Technologies Section Tim Holt, Member of the Executive Board of Siemens Energy Siemens Energy is a trademark licensed by Siemens AG. © Siemens Energy, 2022 Confidential
Slide 2: Disclaimer
Disclaimer INFORMATION AND FORWARD-LOOKING STATEMENTS This document contains statements related to our future business and financial performance, and future events or developments involving Siemens Energy that may constitute forward-looking statements. These statements may be identified by words suc
Slide 3: Our target
Our Grid Technologies is a key player in the energy transition target Market grows due to rising share of renewables and ageing infrastructure requiring modernization Leverage market leadership to benefit from Our portfolio and innovations serve fast growing market segments such as HVDC1 and Grid Ac
Slide 4: Grid Technologies
Grid Technologies The most sustainable transmission portfolio in the world We enable a reliable, sustainable and digital grid Being the backbone of the energy transition • HVDC efficient transmission • We enable a resilient transmission network • Sustainable switchgears and transformers • We commit
Slide 5: Grid Technologies delivers on promises with high growth and outstanding cash performance
Grid Technologies delivers on promises with high growth and outstanding cash performance Strong financial performance in our core … Order Intake (€bn) Order Backlog (€bn) Adj. EBITA margin before SI Cumulated Cash Conversion Rate (FY20 – FY21) 10.0 8.4 6.5% 7.2 6.4 1.2 3.4% 1.7 FY20 FY21 FY20 FY21 F
Slide 6: Strategy set to leverage excellent market conditions with agile portfolio management
Strategy set to leverage excellent market conditions with agile portfolio management Grow solutions and Optimize Lead Boost secure delivery product portfolio automation & digital service • HVDC growth to ~6-7 • Address key trends via • Target of double-digit • Growth in key regions, projects per yea
Slide 7: Grid Technologies well set for significant market growth
Grid Technologies well set for significant market growth Renewables and electrification giving massive tailwind Customer requirements drive market growth and investments in the grid Efficient transmission to meet 1 +5% growing electrification demand Addressable CAGR ~€45bn in cross-border market, in
Slide 8: Global investment plans support Grid Technologies business case
Global investment plans support Grid Technologies business case Reference market size: Germany Market size representing cumulative market between 2022 and 2030 1 ~40% of grid ~€90bn ~€55bn infrastructure Grid Technologies investments is potential • Substations systems Grid ~€35bn • • Product Busines
Slide 9: HVDC is a key enabler of the energy transition
HVDC is a key enabler of the energy transition Grid Technologies is global market leader Global HVDC project announcements HVDC with significant growth potential (onshore and offshore) in €bn1 • Stimulus programs announced +10% (~€950bn investments until 2050) CAGR • De-risk business by prioritizing
Slide 10: Offshore won't work without Grid Technologies
Offshore won’t work without Grid Technologies ~130 GW offshore wind additions by 2030 results in ~€45bn cumulated market Grid Technologies scope of delivery for offshore wind 100 Wind Turbines: Offshore Onshore • 100 Transformers Converter or Converter or Service ~30-40% of Transmission • 100 Switch
Slide 11: Storage market provides growth potential for Grid Technologies
Storage market provides growth potential for Grid Technologies A growing market requiring project expertise beyond batteries put us in a leading position to participate in the market Our proven success: Siemens Energy BlueVault™ Storage solutions BlueVault™ Storage is a solution for marine 7% CAGR a
Slide 12: We drive growth with a portfolio suited for the energy transition
xxx We drive growth with a portfolio …for higher margins and strong suited for the energy transition… top line growth by FY25 Revenue Drivers • Maintain leadership in HVDC and Grid Access and strong position Revenue growth1 in products • Grid Stabilization complemented with Storage ramp-up • Grow an
Slide 13: Grid Technologies Our priorities
Grid Technologies Our priorities is uniquely positioned to Maximize participation in growing HVDC and drive and benefit from the Grid Access market and drive project excellence Energy Transition Concentrate on profitability and sustainability of product portfolio, strengthen position in service mark