Siemens Aktiengesellschaft · XETR:SIE

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (January 2016)

31 slides from Siemens Aktiengesellschaft's shareholder meeting presentation, Jan 26, 2016

Slide 3: Werner von Siemens: Innovation, Entrepreneurship, Social responsibility
Werner von Siemens Innovation Entrepreneurship Social responsibility © Siemens AG 2016 Alle Rechte vorbehalten. Seite 3 26. Januar 2016 Siemens AG
Slide 4: Employee shareholders in thousands
Employee shareholders in thousands >200 +9.3% 153 140 144 2014 2015 2016 2017 2018 2020 © Siemens AG 2016 Alle Rechte vorbehalten. Seite 4 26. Januar 2016 Siemens AG
Slide 6: Fiscal 2015 key figures
Fiscal 2015 Change versus FY 2015 FY 2014, actual Orders in billions of € 82.3 +6% Revenue in billions of € 75.6 +6% Net income in billions of € 7.4 +34% Employees 348,000 © Siemens AG 2016 Alle Rechte vorbehalten. Seite 6 26. Januar 2016 Siemens AG
Slide 7: Vision 2020
Vision 2020 Value Scale up Strengthen core Drive performance Foster ownership culture and leadership based on common values 2015 2016 2017 2018 2019 2020 Strategic Operational Accelerated growth direction consolidation Optimization and outperformance © Siemens AG 2016 Alle Rechte vorbehalten. Seite
Slide 8: Profit of Divisions
Profit of Divisions in billions of € PG WP EM BT MO DF PD HC SFS FY 2015 +1.4 +0.2 +0.6 +0.6 +0.6 +1.7 +0.5 +2.2 +0.6 Change versus FY 2014 © Siemens AG 2016 Alle Rechte vorbehalten. Seite 8 26. Januar 2016 Siemens AG
Slide 9: EBITDA margin of Industrial Business
EBITDA margin of Industrial Business Competitors Siemens 2011 2012 2013 2014 2015 © Siemens AG 2016 Alle Rechte vorbehalten. Seite 9 26. Januar 2016 Siemens AG
Slide 10: Project charges in Industrial Business
Project charges in Industrial Business in billions of € ~1.2 ~0.7 ~0.2 FY 2012 Ø FY 2007–2014 FY 2015 © Siemens AG 2016 Alle Rechte vorbehalten. Seite 10 26. Januar 2016 Siemens AG
Slide 11: Nominal revenue growth in comparison to main competitors
Nominal revenue growth in comparison to main competitors 6% 3% 2% -1% -2% -2% FY 2013 FY 2014 FY 2015 Siemens Competitors comprise ABB, GE, Rockwell, Schneider, Toshiba © Siemens AG 2016 Alle Rechte vorbehalten. Seite 11 26. Januar 2016 Siemens AG
Slide 12: Large Gas Turbines: Market share increased to 25 percent
Large Gas Turbines Market share increased to 25 percent in 2015 © Siemens AG 2016 Alle Rechte vorbehalten. Seite 12 26. Januar 2016 Siemens AG
Slide 16: Dividend
Dividend Return in percent +10% +6% 3.30 € 3.50 € 3.00 € 3.00 € 3.6% 3.0% 3.3% 4.4%1 2012 2013 2014 2015 1 Return rate as of September 30, 2015. © Siemens AG 2016 Alle Rechte vorbehalten. Seite 16 26. Januar 2016 Siemens AG
Slide 17: Stock performance of Siemens and competitors
Stock performance of Siemens and competitors % Siemens +14.3% 100 Ø –6.5% Competitors1 July 25, 2013 December 31, 2015 1 Competitors comprise ABB, GE, Rockwell, Schneider, Toshiba © Siemens AG 2016 Alle Rechte vorbehalten. Seite 17 26. Januar 2016 Siemens AG
Slide 18: Vision 2020
Vision 2020 Value Scale up Strengthen core Drive performance Foster ownership culture and leadership based on common values 2015 2016 2017 2018 2019 2020 Strategic Operational Accelerated growth direction consolidation Optimization and outperformance © Siemens AG 2016 Alle Rechte vorbehalten. Seite
Slide 19: Investments in markets and customers
Investments in markets and customers Investment in sales in billions of € in percent of revenue +>10% 8.2 9.1 9.2 11.5% 12.1% FY 2014 FY 2015 FY 2016 (forecast) © Siemens AG 2016 Alle Rechte vorbehalten. Seite 19 26. Januar 2016 Siemens AG
Slide 20: Capital expenditures
Capital expenditures in billions of €1 +~30% ~2.8 2.2 2.3 FY 2014 FY 2015 FY 2016 (forecast) 1 Includes access to assets leased to third parties through operating leases. © Siemens AG 2016 Alle Rechte vorbehalten. Seite 20 26. Januar 2016 Siemens AG
Slide 21: Investments in innovation
Investments in innovation Research and development spending in billions of € in percent of revenue +~20% 4.0 4.5 ~4.8 5.6% 5.9% FY 2014 FY 2015 FY 2016 (forecast) © Siemens AG 2016 Alle Rechte vorbehalten. Seite 21 26. Januar 2016 Siemens AG
Slide 27: Innovation Co.: Large company and startups
»Innovation Co.« Large company • Room for creativity • Flexible and fast »Innovation Co.« • Network of a large company Startups © Siemens AG 2016 Alle Rechte vorbehalten. Seite 27 26. Januar 2016 Siemens AG
Slide 28: Ingenuity for life
Werner von Siemens might have called it inventiveness for the common good. We call it Ingenuity for life. © Siemens AG 2016 Alle Rechte vorbehalten. Seite 28 26. Januar 2016 Siemens AG
Slide 31: Notes and Forward Looking Statement
Notes and Forward Looking Statement This document contains statements related to our future business and financial performance and future events or developments involving Siemens that may constitute forward-looking statements. These statements may be identified by words such as “expect,” “look forwa

Siemens — Shareholder Meeting (January 2016) on 6ix

Siemens Aktiengesellschaft — Siemens — Shareholder Meeting (January 2016)

Slide 1: Annual Shareholders' Meeting

Slide 2: Joe Kaeser: Report to Shareholders

Slide 3: Werner von Siemens: Innovation, Entrepreneurship, Social responsibility

Slide 4: Employee shareholders in thousands

Slide 5: Forecast met?

Slide 6: Fiscal 2015 key figures

Slide 7: Vision 2020

Slide 8: Profit of Divisions

Slide 9: EBITDA margin of Industrial Business

Slide 10: Project charges in Industrial Business

Slide 11: Nominal revenue growth in comparison to main competitors

Slide 12: Large Gas Turbines: Market share increased to 25 percent

Slide 13: Rhein-Ruhr Express trains, service until 2050

Slide 14: Daimler: Migration to NX software

Slide 15: Egypt: Electricity for 82 million people

Slide 16: Dividend

Slide 17: Stock performance of Siemens and competitors

Slide 18: Vision 2020

Slide 19: Investments in markets and customers

Slide 20: Capital expenditures

Slide 21: Investments in innovation

Slide 22: Energiewende 2.0

Slide 23: Industrie 4.0

Slide 24: What How Why

Slide 25: Large company

Slide 26: Startup

Slide 27: Innovation Co.: Large company and startups

Slide 28: Ingenuity for life

Slide 29: © Siemens AG 2016 Alle Rechte vorbehalten. Seite 29 26. Januar 2016

Slide 30: © Siemens AG 2016 Alle Rechte vorbehalten. Seite 30 26. Januar 2016

Slide 31: Notes and Forward Looking Statement