Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Day (2020)
16 slides from Siemens Energy's investor day presentation, 2020
Slide 1: Capital Market Day 2020 – Transmission Section
Capital Market Day 2020 Transmission Section Tim Holt, Member of the Executive Board of Siemens Energy Siemens Energy is a registered trademark licensed by Siemens AG. © Siemens Energy, 2020
Slide 2: Notes and forward-looking statements (I)
Notes and forward-looking statements (I) This presentation and the information contained herein are for information purposes only and do not constitute a prospectus or an offer to sell or a solicitation of an offer to buy or subscribe for any securities of Siemens AG or Siemens Energy AG. This prese
Slide 3: Notes and forward-looking statements (II)
Notes and forward-looking statements (II) This presentation contains forward-looking statements. These statements are based on the current views, expectations, assumptions and information of the management of Siemens AG and Siemens Energy AG. Forward-looking statements involve known and unknown risk
Slide 4: Our Management Team
Our Management Team What we stand for Tim Holt Member of the Executive Board Service and digitalization as value drivers CMD | T. Holt | Transmission 4 2020-09-01 © Siemens Energy, 2020
Slide 5: We connect the key elements of the energy value chain
We connect the key elements of the energy value chain Central and distri- Industry and buted generation Transmission and distribution infrastructure All products digitally enabled From generation via transmission and distribution to consumer and prosumer Switching products Non-switching and systems
Slide 6: World's largest HVDC transformer
Product example World’s largest HVDC transformer 14.4 m 37.5 m UHVDC transmission line Record voltage of Transmission capacity of 12 GW: Electricity to from Changji to Guquan in Equivalent to power output of 50 m Weight of 909 t China covering 3,284 km 1,100 kV ~12 typical power plants households CM
Slide 7: Siemens Energy Transmission by numbers
Siemens Energy Transmission by numbers Siemens Energy total revenue (FY19) Key figures (FY19) €28.8 bn ~20% Share of Siemens Energy total €8 bn €6.2 bn revenue Order backlog Orders Transmission total revenue (FY19)1 Service 8% €5.8 bn ~20 k Total revenue Employees €5.8 bn New Unit2 92% 1 Total reven
Slide 8: Siemens Energy Transmission – Who we are
Siemens Energy Transmission Who we are Market and technology leader in a mission- Positioning critical element of the global energy system Excellent growth prospects driven by industry-leading Growth and innovative portfolio focused on key market trends Significant margin improvement potential suppo
Slide 9: Leadership positions in a high entry-barrier market
Leadership positions in a high entry-barrier market Continued market gains have made us the global #1 Products Solutions Service #1 #1 #2 in switching products globally globally #2 Driven by project awards of Mainly small project business in non-switching products large HVDC solution projects for sw
Slide 10: We are best positioned in a growing market
We are best positioned in a growing market Addressed Transmission market (€ bn) Trends Our strengths By business By region • Grid stability and • Leading position in renewables integration FACTS, phase shifters CAGR: 2.0% CAGR: CAGR: 2.0% CAGR: • Greenhouse gas • SF6-free products, 50.4 50.4 synthet
Slide 11: Key growth driver: Rise of renewables and electrification
Key growth driver Rise of renewables and electrification Rise of renewables What it means for us Electrification • Long distance • Growing transmission market • Exponential growth in energy bulk energy transportation intensive data centers • Opportunities in grid • Lack of sufficient transport stabi
Slide 12: Our innovation highlights address key market trends
Our innovation highlights address key market trends Digitalization Decarbonization Grid stability and complexity Internet of Energy (IoE) Ecofriendly transmission system Grid resilience and network stability • SensProductsTM and their digital • Blue portfolio • Global market leader2 with HVDC twins
Slide 13: Diversified customer base
Diversified customer base Built on trust-based relationships Key customers by segment Generation and transmission • Tailored customer solutions (central/decentral) • Differentiated offerings Seek fast and reliable partner • Specific needs of regulated and unregulated customers Transmission (TSO/DSO)
Slide 14: Recent performance: Focus on profitability paying off
Recent performance Focus on profitability paying off Siemens Energy Transmission Stable topline development – higher quality revenue (selectivity Order backlog (€ bn) 9 8 8 9 in solutions, high-quality product line-up) Book-to-Bill 1.1x 0.9x 1.1x 1.1x 1.2x Total revenue 6.1 5.9 5.8 Positive Book-to-
Slide 15: Full focus on value creation
Full focus on value creation Measures well underway Profitability Growth Project excellence Portfolio Cost optimization • Capture growth from • Partnering for non-core • Focus on systems in com- • Fixed cost reduction renewables (grid access, project elements – e.g. moditized substation business pro
Slide 16: Conclusion: The #1 transmission player globally
Conclusion 1 The #1 transmission player globally plain and simple We are ... 2 Operating in a growing market benefiting from the rise of renewables and electrification At the forefront of innovation 3 having invested in our products along digitalization, decarbonization, grid stability 4 On the righ