Siemens Energy AG · XETR:ENR
Siemens Energy — Investor Presentation (February 2023)
29 slides from Siemens Energy's investor presentation, February 2023
Slide 1: Company Presentation
Company Presentation February 2023 Siemens Energy is a trademark licensed by Siemens AG. © Siemens Energy, 2023
Slide 2: Siemens Energy is a global leader in the energy business
Siemens Energy is a global leader in the energy business ~ 1/6 92,000 of global electricity generation employees work as a team is based on our technology. to energize society.1 We are present in We invest around > 90 countries. €1bn annually in research and development. 1 Number of employees as of
Slide 3: We energize societies across the globe
We energize societies across the globe based on Decarbonization through Technology 01 We have the technologies to support our customers in transitioning to a more sustainable world. People with Responsibility 02 We have the people that turn ideas into reality to provide reliable, affordable and sust
Slide 4: Decarbonization through Technology
01 Decarbonization through Technology Honestly, we cannot wait for the perfect solution: We have technologies to shape the energy transition now. February 2023 © Siemens Energy, 2023 4
Slide 5: We support our customers along the energy value chain
Low- or zero-emission As an integrated energy power generation technology company Gas Services we support our Siemens Gamesa Renewable Energy customers along the energy value chain Transport and storage of energy Grid Technologies Reducing GHG emissions and energy consumption in industrial processes
Slide 6: Gas Services: Low- or zero-emission power generation
Gas Services Low- or zero-emission power generation through service and decarbonization In 2021, CO2 emissions from electricity and heat production reached an all-time high of more than 14 gigatons. If every coal-fired power plant were to switch to natural gas, CO2 emissions could be cut in half. Ou
Slide 7: World-record performance: HL class gas turbine Charlotte
Gas Services in action World-record performance: Our HL class gas turbine Charlotte North Carolina, U.S. • Together with Duke Energy we have achieved the GUINNESS WORLD RECORDSTM title for the “most powerful simple cycle gas power plant” and “highest ramp rate by a 60Hz gas turbine power plant”. • O
Slide 8: Siemens Gamesa Renewable Energy: leading position in wind
Siemens Gamesa Renewable Energy A leading position along the entire spectrum of wind Wind energy will provide up to 20% of the world’s electricity by 2030.1 Our offerings • Leading supplier of wind turbine technology and service solutions for onshore and offshore wind. • Versatile product portfolio,
Slide 9: The world's first recyclable wind turbine blade
Siemens Gamesa Renewable Energy in action The world’s first recyclable wind turbine blade Aalborg Denmark • RecyclableBlade is the world’s first recyclable blade ready for commercial use offshore and onshore. • Together with its partner Aditya Birla Advanced Materials, Siemens Gamesa has developed a
Slide 10: Grid Technologies: Enabling a reliable, sustainable and digital grid
Grid Technologies Enabling a reliable, sustainable and digital grid The rising share of renewables, growing energy demand, ageing infrastructure and increasing complexity require new connections but also upgrade and renewal of existing grids. Our offerings • The power grid is the backbone of the ene
Slide 11: Connecting New York's first utility-scale offshore wind farm
Grid Technologies in action Connecting New York’s first utility- scale offshore wind farm to the grid New York State United States • First offshore HVDC grid connection project in the U.S., deploying a technology that will reduce transmission losses over long distance. • Green energy for nearly 600,
Slide 12: Transformation of Industry: Decarbonizing the industrial sector
Transformation of Industry Decarbonizing the industrial sector The industrial sector globally accounts for 30% of emissions and ~38% of energy consumption.1 Industry needs to reduce emissions by 5 Gigatons per year. Our offerings • Increasing electrification and efficiency are key and demand for gre
Slide 13: Producing green fuel from wind and water
Transformation of Industry in action Producing green fuel from wind and water Punta Arenas Chile • In December 2022, production started at the first commercial facility to produce climate-neutral fuels. • Electrolyzers from Siemens Energy will produce CO2-neutral fuel using low-cost green wind power
Slide 14: People with Responsibility
02 People with Responsibility Honestly, technology alone will not make the difference: It is our people who put sustainability into action. February 2023 © Siemens Energy, 2023 14
Slide 15: Sustainability is a business opportunity and core part of our strategy
Sustainability is a business opportunity and a core part of our strategy Highlights within our Sustainability is integrated We honestly Sustainability Program in business decisions disclose progress • Decarbonization approach along • Regular progress review in Executive Annual disclosure of progress
Slide 16: Our Sustainability Program is underpinned by ambitious targets
Our Sustainability Program is underpinned by ambitious targets Our targets Our focus Decarbonization Decarbonizing our business • Climate-neutral in own operations by 2030 • Decarbonized products, services and • Aspiration of Net zero value chain in line with 1.5°C solutions for customers • 2030 tar
Slide 17: Our people are our most important asset
Our people are our most important asset 92,000 colleagues working in over 90 countries 1 women in top leadership 22% positions2 €69m were invested in continuing education in FY 2022 ~1,900 trainees and working students in Germany alone 1 Status: September 30, 2022 2 In our former reporting segment G
Slide 18: Partnerships for Innovation
03 Partnerships for Innovation Honestly, we cannot do it alone. Innovating the energy future is too important to be left in silos. February 2023 © Siemens Energy, 2023 18
Slide 19: Driving innovation with our partners
We are driving innovation with Innovation Centers Four global Innovation Centers established our partners to drive partnerships & co-creation: Orlando, United States of America Berlin, Germany R&D net spending Abu Dhabi, United Arab Emirates ~ €1.1bn 1 Shenzhen, China Employees in R&D Key R&D partne
Slide 20: 5 fields of action to shape the energy world of tomorrow
Decarbonized Energy Storage We focus on Heat and Industrial Processes 5 fields of action to shape the energy world of tomorrow Find out more Power-to-X Resilient Grids Condition-based and Reliability Service Interventions
Slide 21: Closing the gap in energy infrastructure: Ndiob
Innovation in action Closing the gap in energy infrastructure Ndiob Senegal • In Sub-Saharan Africa, close to 600 million people lack access to affordable, reliable and clean electricity. Most people without electricity live in rural areas far away from the main grid. • While solutions exist for dec
Slide 22: Profitability as a Foundation
04 Profitability as a Foundation Honestly, good ideas are not enough. Energy security requires a strong, secure and profitable business. February 2023 © Siemens Energy, 2023 22
Slide 23: Our company structure
Our company structure supporting our customers along the entire energy value chain Gas Services Grid Technologies Transformation Siemens Gamesa of Industry Renewable Energy1 Therein: Independently Managed Businesses • Sustainable Energy Systems • Electrification, Automation, Digitalization • Industr
Slide 24: As an integrated energy technology company
As an integrated energy technology company we aim to increase customer focus, transparency and accountability Our operating model is focusing on Clear structures Unified go to market Operational excellence Focused innovation This is reflected in our new company structure Anne-Laure Christian Bruch M
Slide 25: Our financial performance in Fiscal Year 2022
Our financial performance in Fiscal Year 20221 Orders Revenue Europe, C.I.S., Middle East, Africa: €.14.7bn €38.3bn €29.0bn (of which Germany: €2.7bn) Order backlog €97.4bn Basic earnings per share €(0.56) Profit before Special Items Americas: €8.5bn €265m (of which USA: €4.4bn) Profit margin before
Slide 26: Our financial performance in the first quarter of Fiscal Year 2023
Our financial performance in the first quarter of Fiscal Year 2023 Orders Revenue Order backlog €12.7bn €7.1bn €98.8bn Basic earnings Profit before Profit margin per share Special Items before Special Items €(0.60) €(282)m (4.0)% Q1 FY 2023 Earnings Release February 2023 Restricted © Siemens Energy,
Slide 27: Our financial outlook for Fiscal Year 2023
Our financial outlook for Fiscal Year 20231 FY 2023 Siemens Energy Outlook FY 2023 Business Area Assumptions Revenue Profit3 Margin Revenue Profit3 Margin Growth2 before SI Growth2 before SI 3 – 7% 1 – 3% Gas Services 0 – 4% 9 – 11% We expect Net loss to be on prior Grid Technologies 5 – 9% 6 – 8% f
Slide 28: We energize society
We energize society Mg 2 | ‘= b “
Slide 29: Thank you!
Thank you! Stay in contact with us: Siemens Energy on social media: Siemens Energy AG Otto-Hahn-Ring 6 81739 Munich contact@siemens-energy.com For questions about our company presentation: CompanyPresentation@siemens-energy.com More information can be found on our website: siemens-energy.com Siemens
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