Siemens Pakistan Engineering Co. Limited · PSX:SIEM
Siemens Pakistan Engineering — Siemens Medical Solutions — Merger or Acquisition (July 2007)
19 slides from Siemens Pakistan Engineering's merger presentation, Jul 30, 2007
Slide 1: Siemens Medical Solutions
Siemens Medical Solutions Erich R. Reinhardt July 30th, 2007
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 as “expects,” ”looks forward to,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “will
Slide 3: Our Vision
Our Vision We help our partners to provide … …high quality and patient-centered care ... ... along the healthcare continuum… ... with best processes… … and with proven outcomes. Prevention Prevention // Early Early detection detection Diagnosis Therapy Care Page 2 Siemens Medical Solutions © 2007 Ju
Slide 4: Our Strategy
Our Strategy Two words: Improve Workflow through Innovation Process- Quality Cost optimization of Healthcare delivery s Proven Outcome Prevention / Early detection Diagnosis Therapy Care Page 3 Siemens Medical Solutions © 2007 July 30th, 2007
Slide 5: Global Mega Trends Support Our Strategy
Global Mega Trends Support Our Strategy Relevant Major Major Diagnostic Mega Trend Implication Challenges Opportunities Demographic Growing Capturing of Screen and change demand for efficiency evaluate risk pre- healthcare potential in disposition i.e. aging healthcare Earlier diagnosis an
Slide 6: Strong Track Record in Business Performance
Strong Track Record in Business Performance Med Sales and Profit Margin Highlights Margin: 11.2 % 13.4 % 15.1 %1) 14.8 %2) 12.8 % 12.3 %4) Shaping the market with “trendsetting” innovations, Growth:5) 9% 6% 6 %3) 10 % 6% e.g., Somatom Definition 8.2 Consistently gaining market share6) €bn 7.2 7.
Slide 7: Recent Acquisitions Created the First Integrated Diagnostics Company
Recent Acquisitions Created the First Integrated Diagnostics Company Workflow Oriented IT Diagnosis Prevention, Ongoing Early detection Therapy Care In Vitro In Vivo Diagnostics Diagnostics (IVD) (Imaging) Screening Solutions In Vitro Diagnostics Imaging Solutions Treatment Systems Monitoring for •
Slide 8: Dade Behring – a Unique Opportunity to Reach the #1 Position in IVD
Dade Behring – a Unique Opportunity to Reach the #1 Position in IVD Worldwide IVD market(1) overview 2006 IVD market position 2006 €bn CAGR 29.4 CAGR 2006-12E: 2006-12E €bn 6% p.a. Siemens & 4.3 2.4% 1.4 1.9 3.3 Dade Behring Roche 3.2 20.5 7.8 6% Abbott 2.3 Clinical 3.8 Chemistry 1.9 Siemens 2.1 5%
Slide 9: Portfolios of Siemens and Dade Behring are highly Complementary
Portfolios of Siemens and Dade Behring are highly Complementary Therein: Clinical Immuno- Total IVD market(1) Coagulation Microbiology chemistry diagnostics €20.5 bn €3.8 bn €5.5 bn €0.8 bn €1.4 bn #1 Roche 16% Roche Abbott Dade Behring Biomerieux #2 Abbott 11% Dade Behring Siemens Instr. Labs Beckt
Slide 10: Dade Behring is a Strong Player in the Central Laboratory
Dade Behring is a Strong Player in the Central Laboratory Revenue and EBIT Key strengths $m +7.9% p.a. Leader in providing seamlessly 1,739 1,658 integrated analyzer platforms for 1,560 1) 1,436 15.7% 1,281 chemistry and immuno testing 11.7% 12.3% 12.8% 1) 940 Large installed base 10.4% (~ 40.00
Slide 11: Dade Behring Has a Unique Product Offering
Dade Behring Has a Unique Product Offering Revenue split 2006 Clinical chemistry & Immunodiagnostics • First fully integrated platform (chemistry + immuno) • Cardiac Point-of-Care testing (immuno) • Number 2 position in Clinical chemistry Infectious diseases Other (1%) Hemostasis / coagulation Micro
Slide 12: Acquisition of Dade Behring Offers Significant Synergies
Acquisition of Dade Behring Offers Significant Synergies Synergies Synergies Productivity Revenue synergies Assumptions 2010 2014 improvement • Benefiting from Siemens' market EBIT impact presence in high volume segment ~20 €m ~60 €m from revenue synergies • Cross-selling of Siemens platforms to Dad
Slide 13: Acquisition of Dade Behring Further Strengthens Our Portfolio
Acquisition of Dade Behring Further Strengthens Our Portfolio • Achieving leadership in attractive In Vitro Diagnostics market Strategic • Highly complementary product and technology portfolios and excellent fit of rationale lab customer base • Complementary approach in laboratory workflow optimizat
Slide 14: 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) Near Immuno- Nucleid Acid Clinical Hematology Urinalysis Lab Patien
Slide 15: Key Take Aways
Key Take Aways Strengthening Siemens’ role as innovation and cost leader in healthcare – net present value of synergies of €1.8 bn Siemens Med and Dade Behring have highly complementary product portfolios and strong technology position IVD is an attractive market with high margins and high gro
Slide 16: Reconciliation and Definitions for Non-GAAP Measures (I)
Reconciliation and Definitions for Non-GAAP Measures (I) Group profit from Operations is reconciled to Income before income taxes of Operations under Reconciliation to financial statements on the table Segment information. See our Financial Publications at our Investor Relations website under www.si
Slide 17: Reconciliation and Definitions for Non-GAAP Measures (II)
Reconciliation and Definitions for Non-GAAP Measures (II) Our cash target is based on the Cash Conversion Rate (CCR), which serves as a target indicator for the Company’s or the Group’s cash flow. For the Company, CCR is defined as the ratio of Free cash flow to Net income, where Free cash flow equa
Slide 18: Financial calendar
Financial calendar July 25 July Third quarter financial results FY07 – conference call November 8 Preliminary figures for FY07 November November 9 Annual analyst conference, Munich January 24 January Annual General Meeting, first quarter financial results FY08 – conference call Page 17 Siemens Medic
Slide 19: Siemens Investor Relations Team
Siemens Investor Relations Team Marcus Desimoni +49-89-636-32445 Michael Sen +49-89-636-33780 Florian Flossmann +49-89-636-34095 Irina Pchelova +49-89-636-33693 Christof Schwab +49-89-636-32677 Susanne Wölfinger +49-89-636-30639 Webpage: http://www.siemens.com/investorrelations e-mail: investorrelat
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