Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (February 2020)

34 slides from Siemens Aktiengesellschaft's shareholder meeting presentation, Feb 5, 2020

Slide 4: Our contribution to sustainability
Our contribution to sustainability 2030 41% 637 latest year by which decline in million tons of Siemens will be CO2 emissions CO2 emissions carbon neutral since fiscal 2014 abated at customers in fiscal 2019 © Siemens 2020 Page 4 Feb 5, 2020 siemens.com
Slide 5: Sustainability along the entire value chain
Sustainability along the entire value chain €1 billion © Siemens 2020 Page 5 Feb 5, 2020 siemens.com
Slide 7: Siemens Gamesa Renewable Energy 67% stake
Siemens Gamesa Renewable Energy 67% stake © Siemens 2020 Page 7 Feb 5, 2020 siemens.com
Slide 8: Full-year forecast achieved at all points
Full-year forecast achieved at all points Forecast for Actual figures fiscal 2019 for fiscal 2019 Achieved? Revenue Moderate growth +3% Book-to-bill Greater than 1 1.13 Profit margin 11% –12% 11.5% Industrial Businesses* Earnings per share* €6.30 – €7.00 €6.93 * Not including severance charges © Sie
Slide 9: Our winning streak continues
Our winning streak continues FY 2013 FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 FY 2019 © Siemens 2020 Page 9 Feb 5, 2020 siemens.com
Slide 10: We're growing again
We‘re growing again Revenue (adjusted) in billions of euros 87 87 87 84 83 83 78 77 77 77 80 74 75 75 73 73 71 76 72 69 69 60 55 48 43 45 40 42 37 32 2013 2019 1990 1995 2000 2005 2010 2015 © Siemens 2020 Page 10 Feb 5, 2020 siemens.com
Slide 12: New hires worldwide including in Germany
~43,400 ~5,300 including new hires worldwide in Germany As of September 30, 2019; continuing operations © Siemens 2020 Page 12 Feb 5, 2020 siemens.com
Slide 13: ~€515 million invested in training and education
~€515 million ~10,900 invested in training and apprentices and education university students in work-study programs As of September 30, 2019; continuing operations © Siemens 2020 Page 13 Feb 5, 2020 siemens.com
Slide 14: Employee survey: applying skills and abilities
“I can fully apply my skills and abilities in my 81% work.” +3pp Change from 2017 to 2019 © Siemens 2020 Page 14 Feb 5, 2020 siemens.com
Slide 15: Employee survey: I know what's expected of me
“I know what‘s expected of me at work.” 91% Change from 2017 to 2019 +3pp © Siemens 2020 Page 15 Feb 5, 2020 siemens.com
Slide 16: Partner of choice for customers
Partner of choice >+70% for customers Net Promoter Score FY 2013 FY 2019 © Siemens 2020 Page 16 Feb 5, 2020 siemens.com
Slide 18: We're investing in the future
We‘re investing +40% in the future 5.7 ~5.8 Research and development in billions of euros 4.0 FY 2013 FY 2019 FY 2020e © Siemens 2020 Page 18 Feb 5, 2020 siemens.com
Slide 19: Dividend increases sixth year in a row
Dividend increases sixth year in a row €3.80 €3.90 2 €3.60 €3.70 €3.50 €3.30 FY 2018 FY 2019 FY 2017 1 FY 2016 €3.00 FY 2015 FY 2014 FY 2013 1 Not including the effect of the distribution to shareholders of Osram shares at €2.40 per share 2 Proposal to Annual Shareholders‘ Meeting in 2020 © Siemens
Slide 20: Total return on Siemens share beats DAX and competitors
Total return on Siemens share beats DAX and competitors July 2013 to December 2019 +82% Dec. 30, 2019 €116.54 DAX: +60% Competitor average: +29% July 25, 2013 €78.62 With dividends reinvested Source: Thomson Reuters; prices at close of trading on July 25, 2013 to December 30, 2019 © Siemens 2020 Pag
Slide 22: Siemens No. 1 in its industry
Siemens No. 1 in its industry #1 #1 #1 #1 #1 2016 2017 2018 2019 2020 © Siemens 2020 Page 22 Feb 5, 2020 siemens.com
Slide 25: Focus pays off
Focus pays off Share price performance since IPO in 2018 EV / EBITDA 14.6x €43 Siemens Healthineers EV / EBITDA +53% 10.7x MDAX €28 +10% März 18 March 2018 März 19 Dec. 2019 Source: Thomson Reuters © Siemens 2020 Page 25 Feb 5, 2020 siemens.com
Slide 26: Siemens Energy
Siemens Energy Fossil Efficient Erneuerbare Oil & gas New generation transmission Energien Increased efficiency businesses Lower emissions Hydrogen Synthetic fuels Storage technologies © Siemens 2020 Page 26 Feb 5, 2020 siemens.com
Slide 27: Siemens Energy: Milestones to public listing
Siemens Energy Milestones to public listing February March / April May July September 2020 2020 2020 2020 2020 Road- show Today Completion of carveout Spinoff Extraordinary Capital Leadership report Shareholders‘ Meeting Market Day Portfolio team Prospectus Carveout concepts Company name Public list
Slide 29: Electrification Automation Digitalization
Electrification Automation Digitalization © Siemens 2020 Page 29 Feb 5, 2020 siemens.com
Slide 30: The new Siemens AG
The new Siemens AG Digital Smart Siemens Industries Infrastructure Mobility © Siemens 2020 Page 30 Feb 5, 2020 siemens.com
Slide 34: Annual Shareholders' Meeting in 2020
Annual Shareholders‘ Meeting in 2020 © Siemens 2020 Page 34 Feb 5, 2020 siemens.com

Siemens — Shareholder Meeting (February 2020) on 6ix

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (February 2020)

Slide 1: Annual Shareholders' Meeting in 2020

Slide 2: Joe Kaeser: Report to shareholders

Slide 3: © Siemens 2020 Page 3 Feb 5, 2020

Slide 4: Our contribution to sustainability

Slide 5: Sustainability along the entire value chain

Slide 6: © Siemens 2020 Page 6 Feb 5, 2020

Slide 7: Siemens Gamesa Renewable Energy 67% stake

Slide 8: Full-year forecast achieved at all points

Slide 9: Our winning streak continues

Slide 10: We're growing again

Slide 11: © Siemens 2020 Page 11 Feb 5, 2020

Slide 12: New hires worldwide including in Germany

Slide 13: ~€515 million invested in training and education

Slide 14: Employee survey: applying skills and abilities

Slide 15: Employee survey: I know what's expected of me

Slide 16: Partner of choice for customers

Slide 17: © aena.es © GNA © Siemens 2020

Slide 18: We're investing in the future

Slide 19: Dividend increases sixth year in a row

Slide 20: Total return on Siemens share beats DAX and competitors

Slide 21: We make real what matters.

Slide 22: Siemens No. 1 in its industry

Slide 23: Vision 2020+

Slide 24: © Siemens 2020 Page 24 Feb 5, 2020

Slide 25: Focus pays off

Slide 26: Siemens Energy

Slide 27: Siemens Energy: Milestones to public listing

Slide 28: © Siemens 2020 Page 28 Feb 5, 2020

Slide 29: Electrification Automation Digitalization

Slide 30: The new Siemens AG

Slide 31: The Siemens ecosystem

Slide 32: © Siemens 2020 Page 32 Feb 5, 2020

Slide 33: © Siemens 2020 Page 33 Feb 5, 2020

Slide 34: Annual Shareholders' Meeting in 2020