Siemens Energy AG · XETR:ENR
Siemens Energy — Q2 2021 Earnings Presentation
15 slides from Siemens Energy's earnings presentation, May 5, 2021
Slide 1: Siemens Energy with solid operational performance and strong order intake
Siemens Energy with solid operational performance and strong order intake Q2 2021 Press Call Munich, May 5, 2021 Christian Bruch, President and CEO Siemens Energy AG Maria Ferraro, CFO Siemens Energy AG Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2021
Slide 2: Information and forward-looking statements
Information and forward-looking statements This document contains statements related to our future business and financial Siemens Energy neither intends, nor assumes any obligation, to update or revise performance, and future events or developments involving Siemens Energy that these forward-looking
Slide 3: Christian Bruch
Christian Bruch President and CEO Siemens Energy AG Press Call Q2 2021 3 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2021
Slide 4: Siemens Energy: Second quarter of Fiscal 2021
Siemens Energy: Second quarter of Fiscal 2021 Orders Revenue Adj. EBITA before (in €bn) (in €bn) Special Items +39% +43%1 (4)% €288m 0%1 7.6 10.5 6.8 6.5 Free Cash Flow Financial figures pre tax Q2 FY20 Q2 FY21 Q2 FY20 Q2 FY21 €433m • DAX-30 entry on March 22 Highlights • ESG initiatives rated posit
Slide 5: COVID-19 update
COVID-19 update • Health and safety of employees and customers remains top priority • Free testing for employees at sites Employees • Mobile working regulations continue to be implemented (office occupancy rate at 5-35%) • All fabrication sites operating, some with slightly reduced capacity Business
Slide 6: ESG update – sustainability as integral part of the strategy
ESG update – sustainability as integral part of the strategy, positive evaluation of performance Climate protection seal from the Science Based Targets Initiative (SBTi) • Reduction targets confirmed on a scientific basis in line with Paris agreement • Gas and Power segment: CO2-emissions of product
Slide 7: Executing our strategy
Executing our strategy • Global: Measures to improve competitiveness are being implemented Focus and deliver on • Germany: Ongoing negotiations with employee representatives on the fundamentals implementation of measures communicated in February; agreement reached on a Voluntary Leaver Program • Lau
Slide 8: Low- or zero-emission power generation, Transport, Reducing CO2 footprint
Transport Reducing CO2 footprint Low- or zero-emission of electricity and energy consumption in power generation and storage industrial processes Telefonkonferenz Q2 2021 8 05. Mai 2021 © Siemens Energy, 2021
Slide 9: Q2 FY21 awards & milestones
Q2 FY21 awards & milestones Cyprus: 50% lower CO2 China: Support for emissions in power gen decarbonization plans • Supply of technology and • Supply of 22 distribution long-term service for Cyfield transformers for the first Mari 260 MW power plant commercial 66kV offshore wind power project in • S
Slide 10: Maria Ferraro
Maria Ferraro CFO Siemens Energy AG Press Call Q2 2021 10 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2021
Slide 11: Siemens Energy Group at a glance Q2 FY21
Siemens Energy Group at a glance Q2 FY21 Adj. EBITA before Orders (in €bn) Revenue (in €bn) Special Items (in €m) +39% +43% (comp.1) 10.5 (4)% 7.6 0% (comp.1) +44% 6.8 6.5 2.3 2.2 (5)% 288 Services Services 200 4.5 4.3 (4)% New unit New unit Q2 FY20 Q2 FY21 Q2 FY20 Q2 FY21 2.9% 4.4% Q2 FY20 Q2 FY21
Slide 12: Gas and Power at a glance Q2 FY21
Gas and Power at a glance Q2 FY21 Adj. EBITA before Orders (in €bn) Revenue (in €bn) Special Items (in €m) (6)% (2)% (comp.1) (10)% (6)% 5.4 (6)%1 5.0 4.6 199 187 4.2 1.9 1.7 (8)% Services Services 2.7 2.4 (10)% New unit New unit Q2 FY20 Q2 FY21 Q2 FY20 Q2 FY21 4.3% 4.5% Q2 FY20 Q2 FY21 Order Backlo
Slide 13: Financial outlook and framework – Narrowing of revenue guidance range
Financial outlook and framework – Narrowing of revenue guidance range Actuals Profit forecast 3-year guidance Mid-term target FY19 FY20 FY20 FY21 FY23 Revenue €18.7bn €18.1bn (5)%-(3)% 2%-6% Gas and Power % Growth y-o-y2 (1.4)% (3.1)% (prev. 2%-11%) Adj. EBITA before Special Items €836m €254m 0%-2%
Slide 14: Questions & Answers
Questions & Answers Christian Bruch and Maria Ferraro Press Call Q2 2021 14 May 5, 2021 Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2021
Slide 15: Financial calendar and press contacts
Financial calendar 2021 May 5 August 4 November 10 Q2 FY21 Q3 FY21 Annual press conference FY21 Press contacts Tim Proll-Gerwe Annette von Leoprechting Head of Media Relations Spokesperson Finance siemens-energy.com Mobile: +49 152 2283 5652 Mobile: +49 174 330 3977 tim.proll-gerwe@siemens-energy.co