Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — Investor Day (June 2021)
31 slides from Siemens Aktiengesellschaft's investor day presentation, Jun 24, 2021
Slide 1: Siemens – A focused technology company accelerating high value growth
Siemens – A focused technology company accelerating high value growth Roland Busch, President and CEO Siemens AG Unrestricted | © Siemens 2021 | Capital Market Day | 2021-06-24
Slide 2: Notes and forward-looking statements
Notes and forward-looking statements This document contains statements related to our future business and incorrect, actual results, performance or achievements of Siemens financial performance and future events or developments involving may (negatively or positively) vary materially from those desc
Slide 3: Why to invest in Siemens
Why to invest in Siemens to master their like no addressing highly attractive digital transformation and other company can growth markets with sustainability challenges our global footprint with our technologies including profit, cash, stringent capital allocation and execution Page 3 Unrestricted |
Slide 4: Digital transformation is imperative for every industry
Digital transformation is imperative for every industry can be automated, improving arise from operations. Digital in transport capacity through could be reduced by AI and digital- productivity, quality and safety. technologies can unlock savings digital signaling technology without twin technologie
Slide 5: Combining the real and digital worlds as foundation of our high-value growth strategy
Combining the real and digital worlds Real Digital as foundation of our high-value growth strategy Quality Flexibility Sustainability Productivity Page 5 Unrestricted | © Siemens 2021 | Capital Market Day | 2021-06-24
Slide 6: Transforming the automotive industry
Transforming the automotive industry • Mercedes-Benz and Siemens to expand the digitalization of sustainable production methods • Partnership with Siemens Digital Industries, Smart Infrastructure and Siemens Advanta to develop a digital factory campus: • Digital end-to-end technologies for flexible
Slide 7: Transforming transportation
Transforming transportation • Analogue system with more than 11,000 signals and more than 300 interlockings • Increase in capacity throughout the network • Upgrade to the European Train Control System (ETCS) • Replacement of the entire railway infrastructure in Norway with one digital system • One d
Slide 8: Transforming the pharma industry
Transforming the pharma industry • Rapid production of Covid-19 vaccine in large quantities • Conversion of an existing plant with digital and automation technologies • Paperless documentation of development and production, immediately fulfilling all documentation requirements COMPANY CORE COMPANY C
Slide 9: Doing more with less
Doing more with less • Provide eco-friendly packaging technology faster and cost efficiently • Digital twin technology to develop a new form of plastic wrapping • Innovative "pay-per-wrap" business model for end customers enabled via Siemens Financial Services • Reduces plastic use by 70% and energy
Slide 10: Addressing highly attractive growth markets with our global footprint
Addressing highly attractive growth markets with our global footprint Market growth 2020–2025 +€105bn from €440bn +€20bn +€26bn +€23bn from €110bn from €132bn from €73bn Note: Market growth of addressable markets: Smart Infrastructure, Digital Industries, Mobility and Siemens Healthineers Page 10 Un
Slide 11: Siemens in US
Siemens in US • Infrastructure upgrade • >60 manufacturing, • #1 in Vertical Software • Strengthen industrial R&D sites and • #1 in Mobility supply chains digitalization hubs • #2 in Buildings • Digitalization • 40,000 employees • #1 in Imaging1 • CO2 neutral by 2050 Note: As of FY 20 1 Based on equ
Slide 12: Siemens in China
Siemens in China • Five-year plan: • >60 manufacturing, • #1 in Automation High tech / digitalization R&D sites and • #1 in Vertical Software urban infrastructure digitalization hubs • #1 in Imaging1 • CO2 neutral by 2060 • 30,000 employees Note: As of FY 20 1 Based on equipment orders. Imaging cont
Slide 13: Our addressable markets are growing with 4–5% and offer attractive adjacent markets
Our addressable Future markets are growing markets Adjacent with 4–5% and offer markets • Digital marketplaces ~ €120bn attractive adjacent • Radiation oncology • IoT and digital Addressable markets markets transformation services €440bn Note: Schematic graphic; markets include Smart Infrastructure,
Slide 14: Core business and digital business reinforce each other in a virtuous cycle
Our core business and our digital business reinforce each other in a virtuous cycle, accelerating high value growth Core Digital business business We grow our digital We grow our core business by leveraging business by leveraging our core business and our digital capabilities domain knowhow Page 14
Slide 15: Digital offering as a key differentiator
Digital offering as a key differentiator • Maximum availability at minimum costs: Public transportation in Germany's crowded and congested Rhine-Ruhr region is often a logistical challenge • Siemens helps to alleviate this issue with 821 double-decker trains and full maintenance in a fully digitaliz
Slide 16: Growing our core business through our digital expertise
Growing our core business through our digital expertise • Improve line performance and availability • Tracking and analysis of downtimes • Customized manufacturing information system and mobile app for asset overview, faster fault diagnosis and predictive maintenance • Unlock annual production capac
Slide 17: Growing our digital business through our core expertise
Growing our digital business through our core expertise • Make buildings more efficient and sustainable. Reduce life cycle costs significantly • Leverage digital monitoring of buildings to transform break / fix services and building management services into recurring digital services with margin ups
Slide 18: A digital approach to building maintenance
A digital approach to building maintenance • Offering the most attractive campuses possible to the University Properties of Finland Ltd. with its more than 11,000 students • Developing a new data-driven maintenance model • Asset performance services, which allows the team to collect and evaluate rea
Slide 19: We have a leading position in vertical software
We have a leading position in vertical software Invested >€10bn in 3 For example: PLM, EDA acquisitions of 2021 Transition of business model software companies 1 2 mainly for PLM towards cloud- enabled Software as a Service (SaaS), beginning FY 2022 2007 For example: Grid software, For example: HAFA
Slide 20: Leveraging domain know how and digital strengths to develop new business models
We are leveraging our domain know how and digital strengths to develop new business models Energy saving Renewable guarantees in energy solutions buildings Teamplay platform Enabling to deploy digital customers solutions Page 20 Unrestricted | © Siemens 2021 | Capital Market Day | 2021-06-24
Slide 21: Transition to SaaS will drive resilient, predictable growth
Transition to SaaS will drive resilient, predictable growth for Siemens while keeping our Digital Industries and Siemens AG financial target commitments Higher lifetime Easier Additional Capture On demand value of access monetization insights capabilities subscription Page 21 Unrestricted | © Siemen
Slide 22: Siemens Digital Business expected to grow significantly
Siemens Digital ~10% CAGR2 Business expected to €5.3bn grow significantly Growth to ramp up slowly due to SaaS transition revenue conversion and expected to accelerate after FY 23 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 1 “Digital Business” means Siemens vertical specific software and IoT services from
Slide 23: We are uniquely positioned to combine the real and digital worlds
We are uniquely positioned to combine the real and digital worlds #1 45 million installed #1 200,000 developers automation systems on Mendix platform #1 14,000 railway vehicles >40k therein >12,000 industrial SW engineers and 3,000 interlockings and >1,000 Cyber Security experts #1 >2.5 million prot
Slide 24: Company Core Technologies leveraged across all businesses
Company Core Technologies leveraged across all businesses Digital Smart Mobility Centrally hosted industrial PKI services to ease Industries Infrastructure imprinting of manufacturer certificates during production und management of operational Cyber Security certificates (250,000 devices) Data Analy
Slide 25: Company Core Technologies innovation examples
Company Core Technologies innovation examples • Siemens is driving • Market-leading solutions for • First H2 prototype train • Providing portfolio for AC/DC 5G in industry industrial edge Mireo Plus H and efficient high-power • Extending the industrial edge • Up to 1,000 km range and charging • Firs
Slide 26: Siemens is best positioned for the future
Siemens is best positioned for the future • Valuable contributor to our developers on Mendix R&D expenditures innovation ecosystem platform R&D employees • Enabler of “intrapreneurialism” within Siemens (90 accelerator of total R&D spending teams since October 2018) allocated to SW & IoT • Invested
Slide 27: Clear priorities for Sustainability at Siemens
sets clear priorities for Sustainability at Siemens Decarbonization support the 1.5°C target to fight global warming Employability Ethics enable our people to stay resilient foster a culture of trust, adhere to and relevant in a permanently ethical standards and handle data changing environment with
Slide 28: Accelerating value creation
Accelerating value creation • 5–7% comparable revenue • Cash Conversion Rate (all in) • More recurring revenue growth • Progressive dividend • Full potential of Portfolio • Upgraded Smart Infrastructure • Long-term share buyback Companies and Mobility margin targets program • Clear commitments • Hig
Slide 29: Our four strategic priorities
Our four strategic priorities We anticipate what our Driving progress through customers need before they empowering our customers, even know they need it partners and employees Innovative technology has been at Rather than make yesterday the core of Siemens for more than last, we are committed to 17
Slide 30: A strong management team
A strong management team Page 30 Unrestricted | © Siemens 2021 | Capital Market Day | 2021-06-24
Slide 31: Why to invest in Siemens
Why to invest in Siemens to master their like no addressing highly attractive digital transformation and other company can growth markets with sustainability challenges our global footprint with our technologies including profit, cash, stringent capital allocation and execution Page 31 Unrestricted