Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (January 2007)

17 slides from Siemens Aktiengesellschaft's shareholder meeting presentation, Jan 25, 2007

  1. Slide 1: Siemens

    SIEMENS

  2. Slide 2: Annual Shareholders' Meeting of Siemens AG

    Annual Shareholders' Meeting of Siemens AG Report by President and CEO Dr. Klaus Kleinfeld Munich, January 25, 2007

  3. Slide 3: Robust growth in new orders and sales

    Robust growth in new orders and sales U.S. GAAP ∆ in millions of euros FY 2006 (FY 05 – 06) New orders 96,259 +15% (continuing operations) Sales 87,325 +16% (continuing operations)

  4. Slide 4: Group profit from Operations substantially improved

    Group profit from Operations substantially improved U.S. GAAP U.S. GAAP in millions of euros FY 2006 FY 2005 Group profit from Operations 5,256 4,687 (continuing operations) Net income 3,087 3,058 (continuing operations) Net income 3,033 2,248 Earnings per share, in euros 3.47 3.43 (continuing opera

  5. Slide 5: Dynamic growth – Well above 2x world GDP

    Dynamic growth – Well above 2x world GDP Growth rates – Groups Growth rates – Regions 2005 – 2006 2005 – 2006 Com 7% 6% SBS -4% Europe 8% A&D 24% 7% I&S 40% Americas 20% SBT 9% 10% PG 25% Asia / Pacific 28% PTD 53% Middle East, 12% TS 7% 33% Africa, C.I.S. SV 4% Med 8% 2x world GDP growth Osram 6% S

  6. Slide 6: Strong rise in Group profit from Operations

    Strong rise in Group profit from Operations IFRS ∆ in millions of euros Q1 2007 (Q1/06 – Q1/07) New orders 24.582 +4% (continuing operations) Sales 19.068 +6% (continuing operations) Group profit from Operations, 1.631 +51% (continuing operations) Net income 714 +18% (continuing operations) Net inco

  7. Slide 7: All Groups on track

    All Groups on track Profit margin Groups Target margin Status Q1 2007 IFRS SBS 2,0% 5–6% A&D 13,3% 11–13% I&S 4,3% 4–6% SBT 5,9% 7–9% PG 6,2% 10–13% PTD 7,5% 5–7% TS 4,4% 5–7% SV 6,0% 5–6% Med 14,5% 11–13% Osram 10,5% 10–11% SFS* 31,9% 18–22% * Return on equity

  8. Slide 8: Fit4More positive – On track to meet 2007 goals

    Fit4More positive – On track to meet 2007 goals Fit4More – Profit & Growth Program Performance Operational People Corporate and Portfolio Excellence Excellence Responsibility ƒ Solve Mobile ƒ Execute Siemens ƒ Achieve high- ƒ Achieve best-in- Devices Management performance culture class in: System (

  9. Slide 9: With Nokia Siemens Networks – Among the leaders in the telecom industry

    With Nokia Siemens Networks – Among the leaders in the telecom industry Nokia Siemens Networks* Status 17.2 16.2 15.8 ƒ Regulatory approval in all key countries ƒ Good progress in integration planning 6.7 5.1 4.6 4.6 ƒ Closing expected in Q2 FY 2007 Alcatel Ericsson NSN Nortel Cisco NEC Motorola & &

  10. Slide 10: Siemens IT Solutions and Services – Strong partner for integrated solutions

    Siemens IT Solutions and Services – Strong partner for integrated, sector-specific solutions Siemens IT Solutions and Services Status ƒ Establishment of new SBS Siemens IT Solutions and Services Group BIC PSE on January 15, 2007 ƒ Turnaround program on schedule – SBS back in the black in Q1 2007 DIP

  11. Slide 11: We have consistently increased our strengths

    We have consistently increased our strengths Application fields Acquisitions Market position USFilter (May 2004) U.S. # 1 Energy & Bonus Energy (October 2004) Worldwide # 5 Environmental Offshore # 1 care Flender (March 2005) Industry & wind # 1 Robicon (July 2005) MV converters # 1 VA Tech (July 20

  12. Slide 12: Eco-friendly power generation – Siemens has the solutions

    Eco-friendly power generation – Siemens has the solutions Efficient power generation Global leader in efficient combined cycle Efficiency plants with world’s most powerful > 60% gas turbine (H-frame turbine) Clean power generation Low- Fuel gasification (Sustec) emission Flue gas desulphurization (W

  13. Slide 13: World's first fully integrated diagnostics company

    World’s first fully integrated diagnostics company In-vitro diagnostics In-vivo diagnostics No. 2 in immuno- Innovation leader, diagnostics, strong e.g. Somatom No. 3 position in Definition – World’s overall IVD market first CT with two imaging systems Healthcare IT No. 1 in healthcare IT with Soari

  14. Slide 14: We are connecting the "Digital Factory" with the real manufacturing world

    We are connecting the “Digital Factory” with the real manufacturing world Development/ Construction Digital Factory Real Factory UGS + Siemens A&D ƒ Sales 2005: ~USD 1.2 bn ƒ Global Market Leader in Industrial ƒ Workforce: >7,000 Automation ƒ Leading Supplier of ƒ Trendsetter in the area of Digital

  15. Slide 15: An IPO of SV offers excellent opportunities

    An IPO of SV offers excellent opportunities Siemens automotive systems – Future trends and basic A success story requirements Zero emissions Zero accidents ƒ EUR 10 billion global business Always on ƒ Average growth of 10% a year (1989 - 2006) ƒ Target margins reached every + year since 2003 ƒ Outst

  16. Slide 16: Reconciliations and definitions

    Reconciliations and definitions ”Group profit from Operations” is reconciled to ”Income before income taxes” of Operations under ”Reconciliation to financial statements” on the table ”Segment information”. See ”Financial Publications/Quarterly Reports, FY2007Q1, Financial Statements” at our Investor

  17. Slide 17: Disclaimer

    Disclaimer 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,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “will” or words of similar meaning. S

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