Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Merger or Acquisition (June 2006)
17 slides from Siemens Aktiengesellschaft's merger presentation, Jun 30, 2006
Slide 1: Acquisition of Bayer Diagnostics
Acquisition of Bayer Diagnostics In the mainstream of molecular medicine June 30th, 2006
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation contains forward-looking statements and information – that is, statements related to future, not past, events. These statements may be identified either orally or in writing by words as “expects”, “anticipates”, “intends”, “plans”, “believes”, “seeks”, “estim
Slide 3: Fit4More Program progressing solidly – Focus on achieving our 2007 targets
Fit4More Program progressing solidly– Focus on achieving our 2007 targets Fit4More: Profit & Growth Program Performance Operational People Corporate and Portfolio Excellence Excellence Responsibility Solve Mobile Execute Siemens Achieve high per- Achieve best-in- Devices Management formance culture
Slide 4: Megatrends generate major business opportunities
Megatrends generate major business opportunities Megatrends Consequences Increasing scarcity of natural resources Demographic Growing need for change environmental protection Growing demand for healthcare Increasing mobility Growing demand for safety Urbanization and security Regional shift of econo
Slide 5: Opportunities from global Megatrends drive our long term strategy
Opportunities from global Megatrends drive our long term strategy… Energy & Environmental Care Automation & Control, Industrial & Public Infrastructures Healthcare 4
Slide 6: … our acquisitions reflect this well
… our acquisitions reflect this well Major acquisitions VA Tech Wheelabrator Energy & Sustec Environmental Care Bonus US Filter Flender Robicon Automation & Control, Berwanger Industrial & Public Infrastructures VA Tech Electrium CTI Healthcare DPC Bayer Diagnostics 5
Slide 7: Acquisition of Bayer Diagnostics creates significant shareholder value
Acquisition of Bayer Diagnostics creates significant shareholder value Impact of the Bayer Diagnostics acquisition on Siemens EPS, excluding one-time expenses, expected to be accretive from FY 2007, assuming a closing by the end of CY 2006 The acquisition is expected to increase Siemens Medical Solu
Slide 8: Bayer Diagnostics – Specialized in in-vitro diagnostics
Bayer Diagnostics – Specialized in in-vitro diagnostics Near Patient Testing Immunodiagnostics Name: Bayer Diagnostics Lab Automation Headquarters: Tarrytown, NY (USA) Sales1): €1.43 bn Employees: ~5,400 Nucleid Acid Market position2): No. 3 Testing Urinalysis Clinical Chemistry Hematology 1) as of
Slide 9: Bayer Diagnostics is strongly positioned in key markets
Bayer Diagnostics is strongly positioned in key markets IVD Market 2004 Bayer Diagnostics 2005 Latin America/ Latin America/ Other 5% 6% 3% Other 8% Asia/ Pacific 8% 8% Asia/ Pacific 5% Japan 13% 9% Japan Europe 29% 39% 37% Europe North America 45% 38% 47% North America Regional sales Employees 100%
Slide 10: Bayer Diagnostics is accelerating growth
Bayer Diagnostics is accelerating growth Nominal sales growth p.a., all values in Euro million; fiscal year ends Dec. 31 1,427 1,306 1,320 378 317 303 + 19 %3) + 8 %2) + 1%1) +5% FY 2003 FY 2004 FY 2005 Q1 2004 Q1 2005 Q1 2006 Currency adjusted growth rates of : 1) 6%; 2) 7%; 3) 13% 9
Slide 11: Creating the world's first integrated diagnostics company
Med expands into high growth and high margin field Creating the world‘s first integrated diagnostics company Establishing leadership position in high growth/ high margin in-vitro diagnostics Closing ranks with No. 2 in IVD, Abbott. Roche remains clear market leader Establishing No. 2 position in imm
Slide 12: First integrated diagnostics company
First integrated diagnostics company In-vivo diagnostics (major medical imaging systems) X-Ray Computed Magnetic Molecular Ultrasound Tomography Resonance Imaging Healthcare IT In-vitro diagnostics (major medical laboratory systems) Immunodiagnostics Nucleid Acid Clinical Chemistry Hematology Urinal
Slide 13: Great potential to improve healthcare efficiency
Great potential to improve healthcare efficiency … in the U.S. every year: $ ‘Adverse Events’ 90,000 deaths 2,000,000 adverse drug events ‘Adverse Events’ Actual (without ‘Adverse Events‘) Actual (without ‘Adverse Events‘) Ideal Prevention / Diagnosis Therapy Care Early Detection Source: Institute o
Slide 14: In-vitro-diagnostics improve healthcare efficiency and quality of life
In-vitro-diagnostics improve healthcare efficiency and quality of life Our overall strategy: Molecular medicine, especially in-vitro diagnostics, will benefit patients and Improve healthcare efficiency… healthcare providers alike: … by enabling early detection and treatment … by enabling monitoring
Slide 15: DPC and Bayer Diagnostics strengthen our diagnostic offering
DPC and Bayer Diagnostics strengthen our diagnostic offering Total IVD Market2) Integrated Diagnostics Shared Medical Workflow-oriented IT Systems Others 18% Diagnosis Prevention, Early Therapy Care Becton Dick. 4% Detection In-vitro-diagnostics In-vivo-diagnostics J&J 4% (IVD) (Imaging) BioMerieux
Slide 16: Significant synergies in the first two years
Significant synergies in the first two years Synergies of integration of DPC and Bayer 60% Diagnostics with Med: of synergies €100m 40% of synergies Rev. Costs. Costs Rev. Costs Revenues e.g.: e.g.: Purchasing power Regional coverage Functional costs Cross selling IT infrastructure Mutual extension
Slide 17: Siemens Investor Relations
Siemens Investor Relations Marcus Desimoni +49-89-636-32445 Roland Bischofberger +49-89-636-36165 Frank Heffter +49-89-636-34095 Irina Pchelova +49-89-636-33693 Christina Schmöe +49-89-636-32677 Susanne Wölfinger +49-89-636-30639 Webpage: http://www.siemens.com Investor Relations e-mail: investorrel