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 – Gas Services
Capital Market Day 2025 Gas Services Karim Amin 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: Gas leads the way
Gas leads the way Gas additions1 AI build-out, grid stability and coal Quick to deploy in GW p.a. phase-out drive country programs 2x total US electricity +40% 100+ generation to be added Upside until FY30 85 United States >250 GW Saudi Arabia Reliable 61 and UAE ~50 GW 24/7 reliable power critical
Slide 4: Doubled orders to ~200 GTs in one year
Doubled orders to ~200 GTs in one year Orders by frames Large Medium Aero Small Williams Data Centers, US Powering AI – 5 GW across multiple frames ~2x # GT units, GW # of GT sold 16 GW 26 GW 36 GW FY25 vs. FY24 >200 194 51 100 39 108 #1 in FY25 47 Mai Liao and Kuo Kuang, TW Market share1 FY24 FY25
Slide 5: A growth engine built for scale, profitability and longevity
A growth engine built for scale, profitability and longevity ~20 years FY25 insights rvice lifecyc Total Se le €23 bn orders (+43%2 vs. FY24) ~€30 bn New unit (~40%) revenue potential +5 pp (~ €400 m/GW) backlog margin (vs. FY24) ~78 GW backlog 1 Service (~60%) +1 pp New units backlog margin (vs. FY
Slide 6: Raising the bar to new horizons
Raising the bar to new horizons FY25 FY26 FY28 Revenue growth (%)1 14% 16 – 18% Mid-teens Profit margin before SI (%) 13% 14 – 16% 18 – 20% 1 Comparable revenue growth (excluding currency translation and portfolio effects); FY28 compound annual revenue growth rate (FY25-based) November 2025 Siemens
Slide 7: Turning ambition into reality
Turning ambition into reality Leading Dynamic capacity Execution Long-term portfolio expansion excellence value creation November 2025 Siemens Energy is a trademark licensed by Siemens AG. © Siemens Energy, 2025 | Karim Amin | Gas Services 7
Slide 8: Leading with a comprehensive portfolio
Leading with a comprehensive portfolio Small gas turbines 10 MW Future-fit portfolio with diverse applications >1,000 MW up to 20 MW SGT-800 F-class HL-class Nuclear steam (62 MW) (260/385 MW) (440/593 MW) Aero gas turbines up to 65 MW Medium gas turbines 20 – 100 MW Industry standard Best in class
Slide 9: Leveraging a dynamic capacity expansion
Leveraging a dynamic capacity expansion The four golden rules Capacity # GT units, GW1 Scale-up within +30% existing footprint 17 GW 22 GW >30 GW 210 – 230 High service relevance ~160 Premium pricing ~110 Short payback period FY24 Ø FY25 – 27 Ø FY28 – 30 Capacity sold-out until FY28 1 Including stea
Slide 10: Driving execution excellence
Driving execution excellence ▪ New unit orders with >85% product scope Healthy ▪ Multi-unit deals to optimize execution order mix ▪ Regional and frame diversification ▪ +45% manufacturing hours/sqm in Charlotte Resilient ▪ Capital Injection Ceramics (CIC) acquisition >€400 m manufacturing productivi
Slide 11: An opening act to an even greater story
An opening act to an even greater story Gas Services installed fleet1 Fleet additions Service order backlog (FY24 – 30) in € bn 78 GW ++ secured >700 GW ~180 GW >50 ~50% 41 >80% baseload 34 baseload +2 pp ▪ Data centers, nuclear, offshore applications value extreme availability fleet utilization (vs
Slide 12: FY28 targets
FY28 targets Market leader, secured ~78 GW (>500 GTs) Revenue growth1 across multiple frames, geographies, applications Mid-teens ~180 GW fleet additions by 2030 with a disciplined focus and proven track record Profit margin before SI2 Accelerating long-term value creation by turbocharging our servi
Slide 13: Capital Market Day 2025 – Backup
Capital Market Day 2025 Backup Siemens Energy is a trademark licensed by Siemens AG.
Slide 14: Gas Services in a nutshell
Gas Services in a nutshell Orders and revenue Profit margin before SI FY25 (in € bn) (in %) Order backlog Revenue 23.0 16.4 Mid-teens2 18 – 20 23% 34% 11.8 12.9 16 – 14 – 16 66% 18%1 77% 13.0 12.2 10.9 10.8 9.5 9.5 9.5 New unit Service 6.6 Market position #1 >90% FY22 FY23 FY24 FY25 FY26 FY28 FY22 F