Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Investor Day (December 2014)
12 slides from Siemens Aktiengesellschaft's investor day presentation, Dec 9, 2014
Slide 1: Capturing growth in the Americas
Lisa Davis | Member of the Managing Board Capturing growth in the Americas 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: Three priorities drive growth in Siemens Americas
Three priorities drive growth in Siemens Americas Strengthen Top line 1 growth… our portfolio Improve sales and 2 customer offer 3 Drive innovation … and bottom line results © Siemens AG 2014 Page 3 Berlin, December 9, 2014 Capital Market Day Vision 2020 | Lisa Davis, Member of the Managing Board
Slide 4: Already a strong Siemens presence in the Americas
Already a strong Siemens presence in the Americas Canada Americas 4,500 USA € ~19bn >25% of Siemens revenue € 1.8bn 46,400 ~70,000 >20% of Siemens employees 10 € 12.9bn Footprint 29 >200 regional key accounts 62 major manufacturing facilities1) Mexico & 10 global Division/BU headquarters Central Ame
Slide 5: Common market themes underpin growth in the Americas
Common market themes underpin growth in the Americas Oil & Gas Unconventional fuels ~100 mboe/day of capacity Annual investment of added in North America through ~€130bn expected from 2030, CAPEX growth at ~8% 2014 till 2020 Decentralized energy (Re)-Industrialization Goal of 40 GW new industrial Ca
Slide 6: Providing major growth opportunities for Siemens
Providing major growth opportunities for Siemens Sustainable Wind I Leverage new onshore turbine to strengthen position in North America and gain market share in growing Latin American markets Decentralized Energy II Capture market potential of transition to distributed generation Oil & Gas III Comp
Slide 7: New technologies and cost reduction are key in Wind
I New technologies and cost reduction are key in Wind Global Global wind market grows sustainably wind market1) at ~7% annually until 2023 What our • Increasing annual energy production customers • High equipment availability and reliability want • Lower capital expenditures • LCoE approaching compe
Slide 8: Increase market share in growing decentralized energy market
Increase market share in growing decentralized II energy market Global de- Decentralized energy with ~8% annual growth until 2020 centralized exceeding overall energy market growth energy market1) What our • Increased demand for energy resiliency customers • Reforms create opportunity for private in
Slide 9: Acquisitions take Siemens Oil & Gas to the next level
III Acquisitions take Siemens Oil & Gas to the next level Global Oil & Gas market provides continuous growth Oil & Gas potential with ~6% annually until 2020 market1) Unconventional Oil & Gas shows growth at ~8% p.a. until 2020 What our • Solutions focused on creating value customers • New technolog
Slide 10: Integration of acquisitions on track, synergies to exceed acquisition estimates
Integration of acquisitions on track, synergies to exceed acquisition estimates Targets are a perfect fit • Complementary ADGT and compressor portfolio and geographic footprint • Oil & Gas brand strength, customer pull and references • Large installed fleet with secured service revenues Step up in
Slide 11: Acquisitions add to our solid rotating equipment installed base
Acquisitions add to our solid rotating equipment installed base as backbone of our business Combined serviceable fleet (small turbines and compressors) Small/medium Aero-derivative Steam Compressors gas turbines gas turbines turbines 2,500 1,600 1,500 62,000 32,500 2,250 10,000 10,000 Six-fold incre
Slide 12: Three priorities drive growth in Siemens Americas
Three priorities drive growth in Siemens Americas Strengthen our portfolio • Introduce new technology Top line 1 • Deliver acquisitions with above plan synergies • Pull-through broader Siemens portfolio growth… Improve sales and customer offer • Increase customer proximity and capability 2 • Drive c