the company 2011 q3 - siemens · siemens 2011 status: july 2011 the company . ... during...
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© Siemens AG 2009. All rights reserved© Siemens AG 2010. All rights reserved
Siemens 2011
Status: July 2011
The Company
Page 2 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Major innovationsMajor R&D investments
Our patent position in fiscal 2010:
Germany: No. 3
Europe: No. 2
USA: No. 13
Most recent innovations:
Biograph mMR: World’s first integrated
whole-body MR-PET for precise
measurements of position, type and
activity of tumors
World’s most powerful gas turbine:
With a 60-percent efficiency rating, the turbine drastically cuts fuel
consumption and CO2 emissions
Velaro high-speed train travels up to
350 kilometers per hour, consumes
0.33 liters of fuel per seat and 100 km
€3.846 billion in fiscal 2010, or 5.1% of revenue
30,100 R&D employees worldwide
18,000 software engineers
178 R&D locations in over
30 countries around the world
8,800 inventions in FY 2010
57,900 active patents
Innovation is our lifeblood
FY2010FY2007 FY2008 FY2009
5.1%
4.7%4.9%
5.1%
R&D spending in
% of revenue
Page 3 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Revenue by region
Key figures
Revenue by Sector
Revenue and employees
7,7%
Healthcare€12.4 billion
Energy€25.5 billion
49%
29%
Industry€34.9 billion
Cross-SectorBusinesses€4.9 billion
Americas
Germany
Europe, CIS,Africa, Middle East (excl. Germany)
15%
40%
18%
Asia, Australia
Location of customer
Continuing operations
(in millions of euros) FY2009 FY2010
Revenue 76,651 75,978
New orders 78,991 81,163
Income 2,457 4,112
Free cash flow 3,786 7,111
Employees 405,000 405,000
Committed to profit and growth
Total Revenue Sectors and
Cross-Sector Businesses
6%
45%
33%
16%
100.000
80.000
60.000
40.000
20.000
500
400
300
200
100
2000
Employees in thousands
1985 1990 1995FY 2010
Revenue in millions of euros
18%
27% 40%
15%
As of September 30, 2010
Page 4 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
As of September 30, 2010 Employees Revenue (billions of euros) Major production facilities
Global presence – basis for competitiveness
22% 27%
91,00020.6
89
Americas
Germany
32%
128,000
11.4
92
15%
Europe, CIS, Africa, Middle
East (excl. Germany)
28% 40%
30.078112,000
Asia, Australia
18% 18%
74,000 13.9
83
Page 5 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Urbanization
Demographic Change
2007: for the first time in history, more people live in cities than in rural areas. Today 280 million people live in megacities (> 10 million residents)2030: 60 % of the world’s population will live in citiesUrban conglomerations contribute a high share of a nation’s economic output: Tokyo provides 40% of Japan’s GDP, Paris generates 30% of France’s GDP.
Average life expectancy worldwide will increase to 72 years in 2025 from 46.6 years in 1950.World population will grow from more than 6 billion now to 8 billion by 2025.95% of the global population growth is taking place in developing countries.The 65+ generation will nearly double worldwide by 2030 (from 7% to 12%),
Megatrends shape our future
Page 6 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Climate Change
Globalization
From 1950 to 2004, the volume of global trade has increased 27.5-fold.
The number of global players has grown from 17,000 in 1980 to over 70,000 today.
Ocean freight has increased over the past four decades from less than 6,000 billion ton-miles to over 27,500 billion ton-miles a year.
The average global surface temperature has increased by 0.76°C compared to the 18th century.11 of the 12 years between 1994 and 2005 rank among the 12 warmest since weather observations began.Greenhouse gas emissions haven risen dramatically since industrialization. Today we face the highest CO2 concentration in the atmosphere for the past 350,000 years.
Megatrends shape our future
Page 7 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Siemens has the answers
1700
300
in Mrd. Euro
Cities are centers of growth
Siemens-relevant
market: €260 – 320 billion
2010 2050
6.9
9.3
50%70%
Cities account for
80% of
greenhouse gas emissions
By 2050, about70% of the world
population will live
in cities
World population in billions
Cities
* Calculations based on OECD data in „Infrastructure 2030“
€1,700billion
Infrastructure spending amounts to €2 trillion*
worldwide / year
Megatrend challenges –Siemens' answers for an urbanizing world
Energy: leading HVDC technology
transmits power from remote energy
sources to cities at low loss
Building technology: "Performance
Contracting" – energy savings of up to
40% finance investments in energy-efficient building technology
Security: complete solutions
Mobility: full spectrum of mobility systems (Complete Mobility)
Water: largest provider of products for
every stage of water treatment
Healthcare: world leader in IT solutions
for healthcare, efficient processes in
hospitals lower costs
260-320
Page 8 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Sectors and Divisions: Industry
Industry
Divisions
Drive Technologies
Industry Automation
Building Technologies
Mobility
Industry Solutions
Energy
Divisions
Fossil Power Generation
Renewable Energy
Oil & Gas
Energy Service
Power Transmission
Power Distribution
Healthcare
Imaging & Therapy
Systems
Clinical Products
Diagnostics
Page 9 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Performance in Q3
(in millions of euros)
Industry Sector – overview
Sector profile Revenue by region (FY2010)
Key figures (FY2010)
(in millions of euros)Q3 20111) vs. Q3/10
Revenue 8,082 +7%
New orders 11,806 +54%
Profit 872 +23%
Profit margin 10.8% Trgt: 10-15%
Total revenue 34,869
New orders 34,908
Profit 3,478
Employees 204,000
External Revenue
Location of customer
20%20%
36%
1) April 1 to June 30, 2011
The Industry Sector is one of the world’s leading suppliers of manufacturing, transportation, building and lighting systems. By continuously optimizing productivity, efficiency and flexibility, the division is increasing the economic and environmental competitiveness of its customers in the industry and infrastructure segments. Highlights include:
Custom-izedmotors
Velarohigh-speedtrains
Industrialwatertreatment
22%
24%
20%
34%Americas
Germany
Europe, CIS,Africa, Middle East (excl. Germany)
Asia, Australia
Page 10 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Industry Sector –Industry Automation Division
New orders / innovations in Q3
The new mobile application for the Siemens PLM software Teamcenter enables the workforce to seamlessly connect to their Teamcenter-enabled product lifecycle management (PLM) environment. Through the use of this new app, which is being initially deployed on the Apple Inc. iPad portable digital device, companies can enhance their ability to interact with product data and workflows at the right time, in the right place and in the right context.
Performance in Q3
Division profile
Fast, flexible, efficient: Industry Automation offers its customers a unique combination of automation technologies and industrial software spanning entire value chain – from product design to service. The portfolio enables industry customers to slash time-to-market by up to 50 percent.
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
(in millions of euros) Q3 20111) vs. Q3/10
New orders 1,885 +6%
Revenue 1,854 +17%
Profit 347 +30%
Page 11 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Performance in Q3
New orders / innovations in Q3Division Profile
Industry Sector –Drive Technologies Division
Q3 2009 * ggü. Q3/08
Auftragseingang 1.358 -41%
Umsatz 1.699 -21%
Ergebnis 171 -53%
Siemens AG, Diamond Aircraft and EADS are set to present the world's first aircraft with a serial hybrid electric drive system at the Paris Air Show Le Bourget 2011. The aircraft was built to test the hybrid electric drive concept. In the future, the technology will cut fuel consumption and emissions by 25 percent, com-pared to today's most efficient aircraft drives. The Drive Technologies Division supplied the drive train comprising motor, converter and control electronics.
Productivity, energy efficiency and reliability are the key requirements of the Division’s customers. And as the world’s No. 1 supplier of products, end-to-end systems, applications and services for complete power trains and for all industry segments, Drive Technologies has the solutions they need.
(in millions of euros) Q3 20111) vs. Q3/10
New orders 2,101 +13%
Revenue 2,082 +15%
Profit 292 +42%
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 12 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
Industry Sector –Building Technologies Division
During extinguishing of fires in data centers, hard disk drive operation can be disturbed in very rare cases. One reason can be the high noise level caused by the discharge of the agent. To avoid potential damage, Siemens Building Technologies Division developed the silent discharge nozzle. The specific design allows reducing the noise level to an average of 100dB which drastically reduces the risk of hard disk drive damage.
Performance in Q3
Division profile
The Division is the preferred partner when it comes to maximizing energy efficiency in buildings and protecting people and infrastructures. The portfolio comprises products, solutions and services for building automation, fire safety, security and power distribution.
(in millions of euros) Q3 20111) vs. Q3/10
New orders 1,910 +5%
Revenue 1,818 +5%
Profit 74 -7%
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 13 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
Industry Sector –Industry Solutions Division
Performance in Q3
Division profile
Industry Solutions is a leading provider of solutions and services for industrial plants and infrastructure systems, helping customers increase their competitiveness across entire lifecycles and offering attractive solutions in the areas of energy efficiency, pollution control and water management.
Industry Solutions has further developed an existing electrolysis system which will be able to generate hydrogen on a large scale for industrial applications and as a means of storing energy. The system is based on PEM (proton exchange membrane) technology, in which electricity decomposes water into hydrogen and oxygen. If the electrolysis uses electricity from regenerative sources, the hydrogen is generated with almost no effect on the climate.
(in millions of euros) Q3 20111) vs. Q3/10
New orders 1,681 +13%
Revenue 1,476 +1%
Profit 77 +22%
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 14 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
Industry Sector –Mobility Division
Performance in Q3
Division profile
By networking transportation systems more effectively, the Division’s integrated solutions for intermodal transport, traffic management, postal automation and airport logistics are making the movement of people and goods more efficient and eco-friendly.
Siemens Mobility will build up to 300 new ICx trains to be used in revenue service on the long distance routes of Deutsche Bahn. Worth several billion euros, it is the largest contract in Siemens corporate history. The ICx sets new standards: up to 30 percent less energy consumption, weight reduction of 20 tons, improved aerodynamics and flexible configuration of trainsets.
(in millions of euros) Q3 20111) vs. Q3/10
New orders 4,799 >200%
Revenue 1,481 -7%
Profit 81 -14%
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 15 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
OSRAM*
Super low-profile and incredibly powerful – these are the demands that touch screens place on infrared components. And that’s no problem for the new ChipLED from OSRAM: Its tiny dimensions make it one of the smallest on the market. Combined with its high performance the ChipLED is ideal for low-profile all-in-one computers and laptop displays. And the new infrared ChipLED is so small that it can be easily integrated in smartphones.
Performance in Q3
Division profile
OSRAM is an expert partner offering customers energy-saving lighting solutions for all areas of modern life. The portfolio includes not only lamps and optoelectronic semiconductor light sources like light-emitting diodes (LEDs), LED systems and LED luminaires but also electronic control gear and light management systems.
Source: AUDI AG
Beginning in the second quarter of fiscal 2011, results for
the Industry Sector no longer include OSRAM, which is
classified as discontinued operations in connection with
Siemens’ plans for a public offering of OSRAM shares in
fall 2011.
*
Q1 Q2 Q4Q3 FY2011
Page 16 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Sectors and Divisions: Energy
Industry
Divisions
Drive Technologies
Industry Automation
Building Technologies
Mobility
Industry Solutions
Energy
Divisions
Fossil Power Generation
Renewable Energy
Oil & Gas
Energy Service*
Power Transmission
Power Distribution
Healthcare
Imaging & Therapy
Systems
Clinical Products
Diagnostics
* Figures for this Division are incorporated in the reporting of the other Divisions of the Energy Sector
Page 17 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Energy Sector – overview
Revenue by region (FY2010)
External Revenue
Location of customer
Sector profile
The Energy Sector is one of the world’s leading suppliers in the field of energy technology. The Sector enables customers to generate, transmit and distribute electrical power at the highest levels of efficiency. It helps them also to produce, convert and transport the primary fuels oil and gas. Highlights of the Sector's comprehensive portfolio include:
Indus-trial gasturbines
HVDCtrans-mission
Wind turbines
Performance in Q3
(in millions of euros)
Key figures (FY2010)
(in millions of euros)Q3 20111) vs. Q3/10
Revenue 6,776 +5%
New orders 8,027 +/-0%
Profit 263 -70%
Profit margin 3.9% Trgt: 10-15%
Total revenue 25,520
New orders 30,122
Profit 3,562
Employees 88.000
15%
Germany
26%
8%
51%
America
Europe, CIS,Africa, Middle East (excl. Germany)
Asia, Australia
1) April 1 to June 30, 2011, includes a pretax impact of EUR -682 million related to the arbitration decision
Page 18 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Performance in Q3
New orders / innovations in Q3Division profile
Energy Sector –Fossil Power Generation Division
(in millions of euros) Q3 20111) vs. Q3/10
New orders 3,016 +44%
Revenue 2,595 +11%
Profit -97 n/a
The Gönyü combined cycle power plant in Hungary was officially inaugurated on June 27 in the presence of State President Pál Schmitt. Siemens Energy built the power plant for E.ON on a turnkey basis. Thanks to its high efficiency of over 59 percent and low nitrogen oxide emissions it is the country's most ecofriendly power plant.
The Division generates more electricity from less fuel with innovative technologies. Fossil Power Generation boosts the efficiency of coal-and-gas-based electricity production and provides technologies for low-carbon fossil power generation.
1) April 1 to June 30, 2011, includes a pretax impact of EUR -682 million related to the arbitration decision
Q1 Q2 Q4Q3 FY2011
Page 19 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
Energy Sector –Renewable Energy Division
Siemens Energy has receiv-ed an order to supply 21 wind for an offshore project in Rudong County, Jiangsu province in China. Commer-cial operation is expected in late 2011. The scope of supply includes a five-year service and maintenance agreement. The 50 MW-project is a break-through in Siemens renewable energy strategy by securing the first offshore wind power order from China.
Performance in Q3
Division profile
(in millions of euros) Q3 20111) vs. Q3/10
New orders 1,543 -32%
Revenue 975 +2%
Profit 68 -45%
In the dynamic renewables market, the Renewable Energy Division is steadily expanding its position –with innovative wind turbines that rank among the most reliable in the world, with large-scale photovoltaic projects, and with leading-edge technologies for solar-thermal power plants.
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 20 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
Energy Sector –Oil & Gas Division
Performance in Q3
Division profile
(in millions of euros) Q3 20111) vs. Q3/10
New orders 1,321 +4%
Revenue 1,178 +18%
Profit 104 +4%
The Division offers customers in the oil and gas, process, and energy supply industries a wide portfolio of products and solutions for the eco-friendly and resource-saving utilization of energy in areas such as the extraction, transport and processing of oil and gas and the energy-efficient generation of electricity.
Oil & Gas has developed an integrated solution for the treatment of water be-fore it is pumped back into an oil reservoir to enhance oil recovery (EOR). The modular solution is based on standardized compo-nents and cleans the water after gas/oil/water separa-tion more efficiently and cost-effectively than tradi-tional systems.
Q1
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 21 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
Energy Sector –Power Transmission Division
Siemens Energy is installing a turnkey HVDC back-to-back link to connect the power supply networks of New Jer-sey and New York. In the fu-ture it is estimated that an ad-ditional 660 MW of controlled electric power will be trans-mitted via a high-voltage cable link across the Hudson River from New Jersey to boost the power supply of the megacity New York. The power link is scheduled to come on line in summer 2013.
Performance in Q3
Division profile
(in millions of euros) Q3 20111) vs. Q3/10
New orders 1,453 -19%
Revenue 1,463 -7%
Profit 132 -31%
Low-loss power transmission, reliable switchgear and transformers, and advanced power transmission systems: The Division leverages its innovative strength to enable customers to transmit power – for example, green electricity from renewable energy sources like off-shore wind farms – safely and efficiently.
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 22 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
New orders / innovations in Q3
Energy Sector –Power Distribution Division
Siemens helps to pave the way for an electromobility mass de-ployment in London. The project “Source London” of the local public transport operator Trans-port for London will provide a network of publicly accessible charging points for electric ve-hicles across the city. Siemens delivered the IT backbone for the project as well as the soft-ware for the operation center, which will manage the charging points. The number of charging points is targeted to rise to approximately 1,300 by 2013.
Performance in Q3
Division profile
(in millions of euros) Q3 20111) vs. Q3/10
New orders 883 +15%
Revenue 742 +1%
Profit 52 -46%
The Division meets the prerequisites for sustainable energy management by providing smart grid technologies that increase the efficiency of energy systems. It offers customers innovative medium-voltage components and systems, solutions for energy automation and services for electrical systems and networks.
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 23 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Sectors and Divisions: Healthcare
Industry
Divisions
Drive Technologies
Industry Automation
Building Technologies
Mobility
Industry Solutions
Energy
Divisions
Fossil Power Generation
Renewable Energy
Oil & Gas
Energy Service
Power Transmission
Power Distribution
Healthcare
Imaging & Therapy
Systems
Clinical Products
Diagnostics
Page 24 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Healthcare Sector – overview
Revenue by region (FY2010)
External Revenue
Location of customer
Sector profile
The Healthcare Sector is one of the world's largest suppliers to the healthcare industry and a trendsetter in medical imaging, laboratory diagnostics, medical information technology and hearing aids. Siemens offers its customers products and solutions for the entire range of patient care from a single source –from prevention and early detection to diagnosis, and on to treatment and aftercare. By optimizing clinical workflows for the most common diseases, Siemens also makes healthcare faster, better and more cost-effective.
Performance in Q3
(in millions of euros)
Key figures (FY2010)
(in millions of euros)Q3 20111) vs. Q3/10
Revenue 2,858 -9%
New orders 3,016 -7%
Profit 8 -98%
Profit margin 0.3% Trgt: 15-20%
Total revenue 12,364
New orders 12,872
Profit 748
Employees 48,500
20%
Germany
42%
9%
29%
Americas
Europe, CIS,Africa, Middle East (excl. Germany)
Asia, Australia
1) April 1 to June 30, 2011
Page 25 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
New orders / innovations in Q3Division profile
Healthcare Sector –Imaging & Therapy Systems
The Division has added new functions to Syngo Em-bolization Guidance to simplify and accelerate the minimally invasive embolization of benign tumors such as myomas. The new version of the imaging software assists with treatment planning and delivery and makes it possible to check treatment outcomes. SyngoEmbolization Guidance can speed up interventions as compared with previous embolization procedures, meaning that both contrast medium and dose can be reduced.
Today, innovative imaging systems like computer tomographs (CT scanners) and magnetic resonance scanner (MRI scanners) are routinely used in hospitals and doctors‘ offices. They enable early disease detection, reliable diagnosis and effective treatment. Innovative imaging systems allow forms of therapies which are more gentle on patients and also open up treatment options for diseases up to now difficult to treat. The Division is also working on better interlacing imaging and therapy. The Division‘s advanced IT solutions help make healthcare more patient-oriented, open and transparent. Workflow can be designed more efficiently, cutting costs in the process.
Q1
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 26 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
New orders / innovations in Q3Division profile
Healthcare Sector –Clinical Products
The products of the Clinical Products Division address the largest imaging markets – ultrasound and X-ray. In the emerging markets such as India, Brazil, and China, the demand for healthcare services increases continuously. Especially in countries as large as China, healthcare requirements differ tremendously. While healthcare delivery in megacities meets Western standards, the population in rural areas suffers from merely rudimentary services. Having suitable ultrasound and X-ray products for all these different needs is the task of Clinical Products. Additionally, the Division provides essential components for imaging devices suited to the needs of the respective customer.
The new X-ray system Multix Select DR is an entry-level system that facilitates cost-effective access to digital radiography. At a price which is around one third below comparable predecessor products of Sie-mens, Multix Select DR is attractive to small and me-dium-sized hospitals in newly industrializing countries as well as to small hospitals and physicians' clinics in industrialized countries.
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 27 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
Performance in Q3
New orders / innovations in Q3Division profile
Healthcare Sector –Diagnostics
Committed to advancing patient care, the Division supports clinicians in diagnosing disease, managing patient conditions, and monitoring medical thera-pies. Diagnostics helps improve healthcare quality and reduce treatment costs through early detection.
(in millions of euros) Q3 20111) vs. Q3/10
New orders 904 -6%
Revenue 892 -7%
Profit 73 -36%
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
New software for the analysis system DCA Van-tage from Siemens automatically converts the results of blood sugar long-term observations into the same units with which patients daily check their blood sugar levels themselves. The long-term values which the doctor measures are consequently more compre-hensible to the patient and can be discussed in com-parison with the patient's own checks, with a view to assessing therapeutic success.
Page 28 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
New orders / highlights in Q3
Cross-Sector Businesses –Financial Services (SFS)
A joint partnership between the Carbon Trust and Sie-mens to provide UK businesses with green equipment finance worth up to £550 million over the next three years has been announced. This major new deal will unlock business investment in the low carbon econo-my. The new dedicated low carbon finance scheme is a first and will enable UK businesses to invest in cost effective energy efficiency equipment or other low car-bon technologies, such as new efficient lighting.
Division profile
The Siemens Financial Services (SFS) is an
international, business-to-business provider of financial
solutions. With about 2,000 employees and an
international network of financial companies
coordinated by Siemens Financial Services GmbH,
Munich, SFS supports Siemens as well as non-affiliated
companies, focusing on the sectors energy, industry
and healthcare. SFS finances infrastructure, equipment,
and working capital and acts as a competent manager
of financial risks within Siemens.
Key figuresPerformance in Q3
(in millions of euros) FY2010 FY2009
ROE 37,3% 11.3%
Profit 447 304
Assets 12,506 11,704
Q1
(in millions of euros) Q3 20111) vs. Q3/10
New orders 293 +50%
Revenue 293 +52%
Profit 89 -20%
1) April 1 to June 30, 2011
Q1 Q2 Q4Q3 FY2011
Page 29 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
Equity Investments*
Nokia Siemens Networks
NSN is one of the largest telecommunications infrastructure companies, with operations in 150 countries. NSN provides a complete portfolio of mobile, fixed and converged network technology, as well as professional services including consultancy and systems integration, deployment, maintenance and managed services.
Enterprise Networks
BSH Bosch und Siemens Hausgeräte
BSH is the largest manufacturer of household appliances in Germany and Europe and one of the leading companies in its industry. The joint venture between Robert Bosch GmbH (Stuttgart) and Siemens AG (Munich) was formed in 1967. Today, BSH operates 41 factories in 13 countries in Europe, the U.S., Latin America and Asia. Including its worldwide network of sales and customer service units, BSH currently has around 60 companies in over 40 countries and approximately 40,000 employees.
Enterprise Networks is a provider of end-to-end enterprise communications solutions that use open, standards-based architectures to unify communications and business applications for a seamless collaboration experience. This approach enables organizations to improve productivity and reduce costs through easy-to-deploy solutions that work within existing IT environments.
* A selection of main Equity Investments. In general, the segment Equity Investments comprises equity stakes held by Siemens that are accounted for by the equity method or at cost
and which are not allocated to a Sector, a Cross-Sector Business, SRE, Pensions or Corporate Treasury for strategic reasons
Page 30 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
After a successful transformation, One Siemens is our framework for sustainable value creation
Focus on innovation-driven and technology-drivengrowth markets
Get closer to our customers with local entrepreneurship and local value added - globally
Use the power of Siemens to continuously outperform our competitors
Va
lue
of S
iem
ens
1998 2000 2010
One Siemens10 Point Program
Operation 2003 Fit42010
The pioneer in
Energy efficiency
Industrial productivy
Affordable and personalized healthcare
Intelligent infrastructure solutions
Three strategic directions Vision
2005 2007
Fit4More
Page 31 July 2011Corporate Communications
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One Siemens – three strategic directions
WASFocus on innovation-drivengrowth markets
1WHAT?
Get closer to our customers
2WHERE?
Use the power of Siemens
3HOW?
Page 32 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Siemens environmental portfolio
The Siemens environmental portfolio
consists of products & solutions that
contribute directly to environment and climate protection
At €27.6 billion it represents 36% of the
total revenue
We set ourselves a target for the
environmental portfolio of €40 billion for
fiscal 2014
In fiscal 2010 products & solutions of our
environmental portfolio helped our cus-
tomers to save 267 million tons of CO2…
… that equals the total CO2 emitted
by Hong Kong, London, New York,
Tokyo, Delhi and Singapore
Revenue from environmental portfolio
CO2 abatement at customers
(in € billions)
(in millions of tons)
2014 (target)20102009
40
27.6
26.8
20102009
267
214
=> Hong KongLondonNew YorkTokyoDelhiSingapore
Innovation-driven growth markets –dynamic growth of Siemens' environmental portfolio
Page 33 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
1| Renewables
2| Environmental technology
Examples from our environmental portfolio
All environmental
technologies qualify:
Water technologiesAir pollution control
All renewables qualify:
Wind powerGrid access for wind power
Steam turbines for solar thermal power
plants
3| Energy efficiency
Products and solutions with exceptional
energy efficiency qualify:
Combined-cycle power plants
Industrial drive systems
High Voltage Direct Current
(HVDC) power transmission
Traffic management solutions
Efficient lighting
Energy performance
contracting
Page 34 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
1| Desertec Industrial Initiative
3| Electro mobility
Innovation-driven growth markets –Siemens drives technologies of the future
Shaping the future
of transportation
Siemens offers comprehensive solutions
from (charging infrastructure to drives)
Integration von electric cars in power
grid: batteries used to store power
Desert power
for Africa and Europe
Siemens as technology driver
Goal: meet 17% of Europe's demand for
electricity with solar and wind by 2050
2| Smart Grid
4| SMART products
Understanding requirements
in emerging countries
Customized portfolio for
medium price segment
Affordable, high-quality products for the
growth markets of the future
The smart grid
of the future
Flexible grid that enables decentralized
feed-in and better capacity utilization
Smart grids to abate more than 1 billion tons of CO2 by 2020
Page 35 July 2011Corporate Communications
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One Siemens – three strategic directions
Fokus auf innovations- und
technologiegetriebene Wachstumsmärkte richtenWASFocus on innovation-drivengrowth markets
1WHAT?
Get closer to our customers
2WHERE?
Use the power of Siemens
3HOW?
Page 36 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Siemens One – our key differentiating factor
Siemens One is an
integral part of our
Integrated Technology
Company
It stands for Customer
Centricity and Key
Account Management
A powerful platform of
collaboration between
Sectors, Divisions,
Clusters and Regions
With global and regional
account teams and
market-specific organizations
More than 1.200 Key
Account Managers
serving our largest
customers worldwide
Page 37 July 2011Corporate Communications
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A powerful platform of collaboration providingsustainable market specific solutions on a global scale
Page 38 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Germany – a strong base in our home market
Overview of fiscal 2010
Siemens technology – backbone of Germany’s infrastructure
Every second computed tomography scanner used in German clinics is from Siemens
More than half of the power plants connected to Germany‘s power grid use turbines and generators from Siemens
Grid connection of two offshore wind parks in the north sea and initiation of the worldwide most efficient gas turbine in Irsching
Revenue (in millions of euros) 11,432
Employees 128,400
R&D employees 12,900
Branch office
Global R&D location
Page 39 July 2011Corporate Communications
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Overview of fiscal 2010
U.S. – broad presence in the world's toughest market
Siemens is modernizing the U.S. infrastructure
Sales (in millions of euros) 14,727
Employees 61,000
R&D (in millions of euros) 1,300
In energy, our power generation solutions help meet one-third of America’s total energy needs every day, like six 60-Hz H-class, next-generation gas turbine-generator packages in Florida and largest single U.S. order for 149 wind turbines for the Lower Snake River projectIn healthcare, we are the No. 1 application service provider, processing an average of 190 million transactions daily for more than 1,000 customersIn industry, we process 100% of the nation's mail
Invested USD 400 million and created some 3,000 green manufacturing jobs
Only major locationsSales & serviceEngineering / R&D
Top manu-
facturing
locations
Manufacturing/assembly
Page 40 July 2011Corporate Communications
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Overview of fiscal 2010
Brazil – leading position and more than 100-year history
Modernizing the country's infrastructure
Nearly all Siemens Divisions hold #1 or #2 market positions
Siemens equipment and systems are responsible for 50% of the
electrical power generated in Brazil
Involved in two-thirds of all Brazilian offshore platforms defined over
the past 8 years, with clear market leadership30% of all digital diagnostics imaging is performed by Siemens
systems
Headquarters
Regional offices
R&D centers
Manufacturing facilities
1,781 Revenue (in millions of euros)
Employees 10,170
R&D centers 6
Page 41 July 2011Corporate Communications
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Russia – good reputation in an attractive market
Overview of fiscal 2010
Modernizing Russian industry & infrastructure
Group officeSiemens district officeSiemens Central Office
Energy-efficiency Study for Ekaterinburg to reduce CO2 emissions; related cooperation with Russian partners
Several new strategic partnerships with key players in Russian economy: Russian Railways, Gazprom, Transneft, Federal Grid Company, and Severstal to support modernization and innovation
Strong engagement in the Skolkovo "Innovation City" project
1,200 Revenue (in millions of euros)
Employees 3,327
Page 42 July 2011Corporate Communications
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India – key growth market
Overview of fiscal 2010
Stable performance in a challenging year
60 new SMART projects to target a market worth over €7 billion
Manufactured India’s first single-phase 500MVA HVDC transformer; first
company to manufacture 145kV gas insulated switchgear locally
Received first turnkey metro rail contract for signaling, electrification, rolling stock and system integration for the new 6.1 km metro line connecting Gurgaon'sCyber City to Line 2 of the Delhi metro
Office
Factory
2,000 Revenue (in millions of euros)
Employees 17,500
Page 43 July 2011Corporate Communications
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China – strong base in a dynamic environment
Overview of fiscal 2010
Contributions to China's infrastructure
Headquarters
Regional office
North
South East
North
South
East
Together with China Southern Power Grid, we commissioned the Yunnan-
Guangdong HVDC line, the world's longest at 1,400 kilometers, with a
transmission capacity of 5,000 megawatts (MW)
Supplied advanced signaling systems to Beijing Metro Line 10 & 8 Phase 2
Strategic cooperation with China Hospital Association on “Green Hospital”
Contracts worth more than €1 billion related to Expo 2010 in Shanghai
5,800 Revenue (in millions of euros)
Employees 33,600
Page 44 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
Africa – poised for sustainable growth
First activities (selected countries)
Examples of our activities in Africa
South Africa since 1860
Algeria since 1857
Tunisia since the 1930s
Morocco since 1956
Light for people living at Lake Victoria: they can charge batteries at an Osram solar station to power energy-saving lamps and appliances in an eco-friendly way.
In Algeria, Siemens provides the technology for a desalination system that serves the water
supply system of Tlemcen, one of the country's largest cities
In Morocco, Siemens is involved in the construction of the Tangier wind park, Africa's largest facility of this kind, as well as the Essaouira wind farm
Our local roots are a strong foundation for the success of the Desertec Industrial Initiative
Page 45 July 2011Corporate Communications
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Our history in the region
Examples of our activities in the region
Major order worth €600 million in Qatar for providing technology for the expansion of the
national power grid (Lower Gulf Region)
Automation of the rail connection between Dammam und Riyadh with ECTS, first-ever use
of this technology in the Arab world (Saudi Arabia)Complete automation and instrumentation for “Dakahleya Sugar” Line 2 (Egypt)
Dedication of the Tawam Molecular Imaging Center (TMIC). Siemens provided turnkey
solutions for this highly advanced center of molecular imaging in the Lower Gulf Region
Werner von Siemens supervised the laying of submarine cable in the Red Sea in 1856
Ongoing operations in the region since the 1950s
Regional Companies founded in key countries in the 1990s
Active role in developing infrastructure in the industry, energy and healthcare sectors
Middle East –excellent position in a dynamic market
Page 46 July 2011Corporate Communications
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1847 Founding of ''Telegraphen-Bauanstalt von Siemens & Halske" in Berlin
1850 First international sales agency in London
1855 Founding of the Russian company as the first foreignbranch
1904 First permanent office in China
1905 Founding of Siemens do Brazil
1924 Founding of Siemens India Ltd.
1961 Exports exceed 1 billion DM for first time
1968 Siemens passes the 100-country mark
1970 Founding of Siemens Corporation, USA
1994 Founding of Siemens Ltd. China in Beijing
From Werner von Siemens' workshopto global player – active in over 190 countries
Page 47 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
One Siemens – three strategic directions
WASFocus on innovation-drivengrowth markets
1WHAT?
Get closer to our customers
2WHERE?
Use the power of Siemens
3HOW?
Page 48 July 2011Corporate Communications
© Siemens AG 2010. All rights reserved.
Use the power of Siemens –the people of Siemens are the power of Siemens
Siemens empowers its diverse
and engaged people worldwide
Siemens encourages
lifelong learning and development
Siemens stands for integrity
Page 49 July 2011Corporate Communications
© Siemens AG 2011. All rights reserved.
Our vision and our values
Responsible
Committed to ethical and
responsible actions
Excellent
Innovative
Achieving high performance
and excellent results
Being innovative to create
sustainable value
Our values
Siemens –
the pioneer in
Energy efficiency
Industrial productivity
Affordable and
personalized healthcare
Intelligent infrastructure solutions