Siemens Healthineers Ag · XETR:SHL
Siemens Healthineers — J.P. Morgan Healthcare Conference 2021
17 slides from Siemens Healthineers's conference presentation, Jan 13, 2021
Slide 1: J.P. Morgan Healthcare Conference
J.P. Morgan Healthcare Conference Siemens Healthineers AG Dr. Bernd Montag, CEO Jan 13, 2021 Unrestricted © Siemens Healthineers, 2020 Frei verwendbar
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation has been prepared solely for use at this meeting. This material is given in conjunction with an oral presentation and should not be taken out of context. By attending the meeting where this presentation is held or accessing this presentation, you agree to be
Slide 3: Four important pillars to create shareholder value
Four important pillars to create shareholder value 1 22 3 4 Attractive structural Sector leading margins Expanding portfolio Resilient performance and innovation with further upside into adjacent growth at all times driven growth markets • Leading positions in attractive, • Scope for further expansi
Slide 4: Healthcare trends unchanged … and with them our growth drivers
Healthcare trends unchanged … … and with them our growth drivers Healthcare trends Procedure growth Transforming providers Demographic shift +8% in lung cancer1 Managing health Population growth Staff shortage Increase in chronic diseases +20% in stroke1 Increasing cost pressure Growing access in em
Slide 5: Three globally leading businesses create unique value for our customers
Three globally leading businesses create unique value for our customers and allow for operational synergies Total1) Revenue €14.5bn Adj. EBIT €2.2bn Margin 15.4% Total FTEs ~53,000 Imaging Diagnostics Advanced Therapies Global Position2) 1 2 1 Revenue Adj. EBIT Margin Revenue Adj. EBIT Margin Revenu
Slide 6: Value Partnerships: Capitalizing on the depth and breadth of our portfolio
Value Partnerships: Capitalizing on the depth and breadth of our portfolio and unique C-level access Significant increase in Value Partnerships to ~€1 bn in FY2020 • Creating high visibility of revenues over multiple years • AI, digitalization and consulting increasingly important elements of these
Slide 7: Innovation engine runs at full speed – despite the pandemic
Innovation engine runs at full speed – despite the pandemic Imaging Diagnostics Advanced Therapies Digital Workflow Procedures Continuously innovating and making Path to market growth and expanding Transforming to new levels of new markets workflow leadership profitable growth • Breaking barriers in
Slide 8: MAGNETOM Free.Max – Breaking Barriers in MRI
MAGNETOM Free.Max – Breaking Barriers in MRI • Leveraging digitalization: high-quality MR exams regardless MAGNETOM Free.Max of operator’s skill level with myExam Companion New launch • Making access affordable: minimal siting requirements; virtually helium-free The product is still under developmen
Slide 9: Syngo Carbon
Syngo Carbon The connecting element that gives rise to knowledge Syngo Carbon • Transforming reading and reporting – integration from acquisition to final reporting over the entire radiology New launch workflow • Driving efficiency via The product is still under dataandintegration development into o
Slide 10: Photon Counting - A quantum leap in innovation
Photon Counting - A quantum leap in innovation The future of Intelligent Imaging Photon Counting Future for Computed Tomography • Significantly more details with ultra-high spatial 4 mm Stent resolution (2x higher compared to current technology)1 The product is still under development and not yet co
Slide 11: Establishing the foundation to advance stroke treatment
Establishing the foundation to advance stroke treatment 20% Procedure growth1 Only 10% of thrombectomy eligible population in the US receive mechanical thrombectomy2 FY19 FY20 FY21 FY21 FY22 First in-human remote First transcontinental remote First clinical trial on Begin of integrated Initiate firs
Slide 12: COVID-19 impacted performance – improvement expected in FY21
COVID-19 impacted performance – improvement expected in FY21 Delivering on the promise of Atellica COV2T antibody test1 Development of adjusted EBIT margin (illustrative) COV2 Rapid Antigen Test2 FY19 Volume COVID-19 Atellica Other FY20 FY21 SARS-CoV-2 RT-PCR1 Performance in FY20 significantly Outlo
Slide 13: Resilient performance at all times
Resilient performance at all times Regional – Diversification as stabilizing factor Value Partnerships – Significant • Business in Europe and China grew mid-single contribution in 2020 digit in FY20 counterbalancing temporary • Significantly increased order backlog weakness in Americas due to COVID-
Slide 14: Outlook for FY2021 (ex Varian)
Outlook for FY2021 (ex Varian) Comparable revenue growth1,3 Adj. basic EPS2,3 (€) Comp.4 adj. EPS growth: +10 to +18% 5 - 8% 1.61 1.58 to 1.72 0% 2020 2021E 2020 2021E • Growth in FY21 subject to both recovery and opportunities • Adj. EBIT margin2 for the group to improve >100 bps y-o-y • Imaging re
Slide 15: Underlying ambition unchanged
Underlying ambition unchanged Comparable revenue growth Adj. EPS growth >5% p.a. ~10% p.a. 15 Unrestricted © Siemens Healthineers, 2020
Slide 16: Acquisition of Varian is the logical step in upgrading to the next level
Acquisition of Varian is the logical step in upgrading to the next level: One step – Two leaps A leap in cancer care A leap in impact • Most comprehensive portfolio • Moving our value partnership approach to the next level along the complete cancer pathway • Holistic partner for the entire customer
Slide 17: Unrestricted © Siemens Healthineers, 2020
17 Unrestricted © Siemens Healthineers, 2020
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