Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Day (May 2022)
18 slides from Siemens Energy's investor day presentation, May 24, 2022
Slide 1: Capital Market Day 2022 – Transformation of Industry
Capital Market Day 2022 Transformation of Industry Karim Amin, Member of the Executive Board of Siemens Energy Siemens Energy is a trademark licensed by Siemens AG.
Slide 2: Disclaimer
Disclaimer INFORMATION AND FORWARD-LOOKING STATEMENTS This document contains statements related to our future business and financial performance, and future events or developments involving Siemens Energy that may constitute forward-looking statements. These statements may be identified by words suc
Slide 3: Industry and Transportation are the largest CO2 emitters after Power
Industry and Transportation are the largest CO2 emitters after Power SE uniquely positioned to drive industry decarbonization SGRE Grid Technologies, Gas Services Transformation of Industry Sustainable Energy Compression Industrial Steam Electrification, Systems and Generators Automation & Digitaliz
Slide 4: Transformation of Industry (TI) – Key messages
Transformation of Industry (TI) – Key messages Our target Significant market growth for Transformation of Industry at ~9% CAGR until 2030 Leading the Energy Transition SE uniquely positioned with strong industrial customer base, global network, diverse technologies, integrated across industrial exec
Slide 5: Four complementary businesses addressing industrial needs
Four complementary businesses addressing industrial needs Focus on growth Focus on turnaround Sustainable Electrification, Industrial Steam Compression Energy Systems Automation, Turbines & Generators Digitalization H2 electrolyzer Integrated EAD Industrial steam Turbo & Recip systems, solutions, tu
Slide 6: 9% market growth per year for TI until 2030
9% market growth per year for TI until 2030 Major investments1 … for decarbonization of industries … driving market growth in €bn CAGR 21-30 +9% CAGR 21-30 CAGR 42″ 42 USD9trn Growing demand for green roadmap to carbon hydrogen and derivative fuels +12% neutrality 30″ 30 65% Growth Increasing electr
Slide 7: Promising project pipeline for TI until 2025
Promising project pipeline for TI until 2025 >900 opportunities ~25GW CMD | K. Amin | Transformation of Industry 7 2022-05-24 © Siemens Energy, 2022
Slide 8: Promising project pipeline for TI until 2025
Promising project pipeline for TI until 2025 Denmark – Kassø In execution 50MW Sweden - LiquidWind Development 72MW Germany – Wunsiedel In execution 9MW Germany – BASF Ludwigshafen Development 50MW China – SPIC Beijing In execution 1MW H2 for industry Oman - HYPORT PROJECT TYPES Pre-FEED 250-500MW e
Slide 9: Liquid Wind: eMethanol for shipping
Liquid Wind: eMethanol for shipping FlagshipONE: Liquid Wind Location: Örnköldsvik, Sweden Status: under development Description: 50,000t p.a. eMethanol production for shipping and chemical industry CO2 Reduction: 100,000t p.a. SE project scope: Electrolysis, compression, plant electrification (HV,
Slide 10: Green hydrogen as feedstock for chemical processing
Green hydrogen as feedstock for chemical processing Chemical industry: BASF Ludwigshafen Location: Ludwigshafen, Germany Status: planned Description: • Support BASF to become the decarbonization leader in the chemical industry and move the industry towards a sustainable future • Waste heat recovery
Slide 11: Producing green fuel from wind and water in Chile
Producing green fuel from wind and water in Chile Haru Oni: HIF, Porsche and other partners Location: Magallanes, Chile Status: Phase 0: in execution, Phase 1: in FEED, Phase 2: future Description: 1st commercial Power-to-X facility currently under construction (Phase 0: 130k liter e-fuel p.a., Phas
Slide 12: The power of Siemens Energy
The power of Siemens Energy Our leading-edge capabilities Customer Base • Broad customer base of 5,000+ industrial customers globally & Access • NPS1 of >50% testifying customer satisfaction Integrated • Proven track record implementing large, complex projects Project Execution • Resilient supplier
Slide 13: TI will grow in line with market growth and with improved profitability
TI will grow in line with market growth and with improved profitability Focus on growth Focus on turnaround Sustainable Electrification, Industrial Steam Compression Energy Systems Automation, Turbines & Generators Digitalization FY21 Revenue: €3.9bn Adj. EBITA margin before SI: neg. 2.5% FY25 Reven
Slide 14: Sustainable Energy Systems: Setting a strong foundation for the future
Sustainable Energy Systems Setting a strong foundation for the future First projects • 98MW overall electrolysis sold since FY20 secured • Project scale-up ongoing: Size of projects increasing from 6MW to 50MW • Solution engineering team made future fit for H2 / P-t-X projects SE capabilities optimi
Slide 15: Sustainable Energy Systems: Clear plan to deliver growth
Sustainable Energy Systems Clear plan to deliver growth Significant growth targeted… … driven by dedicated measures Electrolyzer manufacturing Go-to-Market capacity (p.a.) • Deploy SE sales force in regions to position H2 / P-t-X 3GW+ offerings • Expand strategic partnerships with key industrial cus
Slide 16: Electrification, Automation & Digitalization to grow in line with market
Electrification, Automation & Digitalization … … to grow in line with market EAD offers integrated, industry specific EAD solutions, value added services and consultancy Key successes Growth plan for FY25 • >8% OI growth FY20 • Scale up APAC and Core value proposition around electrification, to FY21
Slide 17: We decarbonize industry while securing profitable growth
We decarbonize industry … …while securing profitable growth Revenue Drivers • Exponential growth in H2 / P-t-X business • Moderate growth in EAD business Revenue growth1 • Growing service share in all four businesses Mid single digit Profit Drivers • Focus on turnaround businesses Adj. EBITA margin
Slide 18: Transformation of Industry at the heart of the energy transition in industries
Transformation of Industry at the heart of the energy transition in industries Scale and industrialize decarbonization offerings around major growth fields (Hydrogen, Power-to-X) Leading the Energy Transition Drive growth in decarbonization of industrial across industrial processes through integrate