Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Investor Day (July 2008)

14 slides from Siemens Aktiengesellschaft's investor day presentation, Jul 1, 2008

  1. Slide 1: Siemens Energy: Oil & Gas Division

    Siemens Energy: Oil & Gas Division Frank Stieler, CEO Oil & Gas Division Capital Market Days “Energy” Munich, July 1, 2008 Copyright © Siemens AG 2008. All rights reserved.

  2. Slide 2: Safe Harbour Statement

    Safe Harbour Statement This document contains forward-looking statements and information – that is, statements related to future, not past, events. These statements may be identified by words such as “expects,” “looks forward to,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,”

  3. Slide 3: We serve the hydrocarbon and industrial energy markets

    We serve the hydrocarbon and industrial energy markets Markets Products ƒ Onshore ƒ Turbo Upstream compressors ƒ Offshore ƒ Electrical drives ƒ Transportation Midstream ƒ Liquefaction ƒ Gas turbines ƒ Storage ƒ Steam turbines Downstream ƒ Refining ƒ Automation & ƒ Petrochemicals control ƒ Life-cycle

  4. Slide 4: Current trends change the industry

    Current trends change the industry Size of relevant markets, in € bn Major trends +6% ƒ Strong growth in energy demand, CAGR 43.9 driven by emerging countries 37.0 ƒ Easy oil is out – resulting in more “technology per barrel” ƒ Increasing power of National Oil Companies (NOCs) ƒ Energy efficiency Si

  5. Slide 5: Siemens answers industry trends by creating unique competencies for Oil & Gas

    Siemens answers industry trends by creating unique competencies for Oil & Gas Industry Energy Oil & Gas set-up Market position 2007 Globally #2 Large motors Integration of Rotating Transmission and electrical and equipment and distribution Europe #1 automation automation equipment Americas #2 equipm

  6. Slide 6: Oil & Gas drives us – and we respond with proven technologies

    Oil & Gas drives us – and we respond with proven technologies ƒ New compressor technology for mature fields ƒ Example Groningen – NAM Depletion Compression ƒ 75% of NL's consumption - 330M m³ a day ƒ Supplying 3 x 20 units – valued at €540 m ƒ Prerequisite for production beyond 2010 ƒ Highly demandi

  7. Slide 7: Oil & Gas drives us – and we shape the industry's future

    Oil & Gas drives us – and we shape the industry's future ƒ High reliability, lowers CO2 emissions by up to 35% ƒ Fast track development of new LNG plants E - LNG ƒ Modular standardized designs (0,5MTPA) ƒ 1st small E-LNG reference in Indonesia (EWC1)) ƒ 6 projects expected mid term (up to €350 m eac

  8. Slide 8: We make more money by taking proven technologies to new markets

    We make more money by taking proven technologies to new markets ƒ An alternative to photovoltaics Steam ƒ Application of mature steam turbine products Turbines for ƒ Market growth 40-60% p.a. by 2010, 30% thereafter ƒ Clear market leader with a market share of > 90% Solar Thermal ƒ Projects include

  9. Slide 9: Siemens owns and expands a unique manufacturing and know-how network

    Siemens owns and expands a unique manufacturing and know-how network Global footprint Major elements Duis- burg Gör- ƒ Lead plants serve high litz end markets Oslo Frankenthal ƒ EM plants serve Finspong emerging markets and Moscow Lincoln Brno are suppliers for Huludao standardized Houston Beijing c

  10. Slide 10: We have built a strong, growing, profitable business

    We have built a strong, growing, profitable business Top line in € bn Division profit 10–14% 4.7 2.9 2.3 8.0% 3.4 7.2% 1.8 1.5 5.0% FY 07 FY 07 FY 08 FY 07 FY 07 FY 08 Target Q1&Q2 Q1&Q2 Q1&Q2 Q1&Q2 2010 Order intake Revenue Leverage pricing power Bring costs down Strengthen competencies Continue in

  11. Slide 11: Clear priorities going forward

    Clear priorities going forward We will continue to grow faster than Revenue Growth: the market > 2x market We will continuously improve our margin through productivity gains and scale Profit Margin Range: We exploit our new developments in the O&G industry 10-14% We push our proven technologies into

  12. Slide 12: Reconciliation and Definitions for Non-GAAP Measures (I)

    Reconciliation and Definitions for Non-GAAP Measures (I) Profit Total Sectors is defined as the sum of the profits of each of the three new Sectors that Siemens uses for purposes of reporting IFRS segment results commencing with the third quarter of fiscal 2007. For a reconciliation of Profit Total

  13. Slide 13: Reconciliation and Definitions for Non-GAAP Measures (II)

    Reconciliation and Definitions for Non-GAAP Measures (II) Average calculation for CE*: Year-to-Date Q1 2 Point average: (CE ending Q4 Prior year + CE ending Q1) / 2 Q2 3 Point average: (CE ending Q4 Prior year + CE ending Q1 + CE ending Q2) / 3 Q3 4 Point average: (CE ending Q4 Prior year + CE endin

  14. Slide 14: Siemens Investor Relations Team

    Siemens Investor Relations Team Michael Sen +49-89-636-33780 Gerald Brady +1-408-492-4439 Florian Flossmann +49-89-636-34095 Sabine Groß +49-89-636-35755 Dr. Martin Meyer +49-89-636-33693 Christof Schwab +49-89-636-32677 Dr. Gerd Venzl +49-89-636-44144 Webpage: http://www.siemens.com/investorrelatio

Siemens — Investor Day (July 2008) on 6ix