Challenges & opportunities

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Brazil, Russia, India, China Growth, Investments, Returns, Wealth Creation

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5

6

7

8

9

10

GDP (%y/y) 8,9 6,5 8,5 8,8 9,2

Industrial Production (%y/y) 9,3 5,3 9,5 9,6 9,3

Fixed Investments (%y/y) 7,7 6,6 7,4 7,4 7,9

2008 2009 2010 2011 2012

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Fastest growing sectors (next 5 years) 1.  Electricity, gas & water (13,8%) 2.  Paints, varnishes &c. (13,6%) 3.  Telecommunication equipment (12,6%) 4.  Pharmaceuticals (11,6%) 5.  Man-made fibres (11,5%) 6.  Oth. special purpose machinery (11,4%) 7.  Electric components (11,4%)

Key Issues “Economists expect that the policy stimulus will drive a strong recovery in investment and maintain consumption. In the near term, however, annual growth will dip from last year’s strong H1 results but should gather momentum to over 8% towards the end of this year as exports stabilise.”

China Sector Shares % of GDP

Services 31%

Agriculture 9%

Extraction 4%

Utilities 4%Construction 6%

Manf of non durable consumer goods 9%

Manf of durable consumer goods 3%

Manf of investment goods 16%

Manf of intermediate goods 18%

Sectoral GDP Split1)

Source: Oxford Economics 06/2009. 1) Sector Split: % of GDP 2008

Economic Development/ Forecast

%

Services 31% (General Service including: Insurance, Banking, Consulting etc.)

0,0

2,0

4,0

6,0

8,0

10,0

12,0

14,0

GDP ( %y/y) 7,5 5,0 6,5 8,8 9,0Industrial Production (%y/y) 4,4 0,1 6,0 9,8 10,7Fixed Investments (%y/y) 9,0 5,7 8,6 12,2 12,7

2008 2009 2010 2011 2012

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India Sector Shares % of GDP

Services 59%

Agriculture 16%

Extraction 2%

Utilities 2%

Construction 7%

Manf of non durable consumer goods 3%

Manf of durable consumer goods 0%

Manf of investment goods 2%

Manf of intermediate goods 9%

Fastest growing sectors (next 5 years) 1.  Motor Vehicles (10,9%) 2.  Other manufacturing (10,0%) 3.  Oth. general purpose machinery (9,9%) 4.  Machine tools (9,2%) 5.  Pharmaceuticals (9,2%) 6.  Coke,petroleum & nuclear fuel (8,7%) 7.  Iron & steel (8,5%)

Key Issues “The re-elected government has stated that ensuring a substantial pick-up in growth is its key priority. Inevitably this will mean that efforts to bring the large budget deficit under control will not start for a year or so. In the interim the government may turn to asset sales to help reduce the funding gap.”

Source: Oxford Economics 06/2009. 1) Sector Split: % of GDP 2008

Sectoral GDP Split1) Economic Development/Forecast

%

Services 59 % (General Service including: Insurance, Banking, Consulting etc.)

Engineering (B2B)

Iron/ Coal Mines

Iron & Steel & Mineral

Intermediates

Steel & Mineral Products Machinery

Ancillaries

Other Intermediate Goods Automobile

White & Brown Goods

Consumables

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In a globalizing Industry

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Impact on Engineering Sector

■ Various segments of the industry will continue to grow

■ Growth of large scale and heavy industries could be faster

than the rest

■  Indian engineering industry will look more global with more

international players

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}  Supply Chain ◦  Quality

}  Product Development ◦  Process ◦  Multi Product Complexity & Standardization

}  Technology }  Environment }  International Trade }  Information Technology

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Sao Paulo

Shanghai

Hub Spoke

Solon

Smithfield

Boksburg

Dubai Pune

Wetter* Slany

* incl. Uslar and Luisenthal

CIS

MHE

USA

LogHub

LogHub

LogHub LogHu

b

DCC India 11

Generated   P ow er   S ent   byLong   Dis tanc e   Transmis s ion

What is Distributed Power ?What is Distributed Power ?What is Distributed Power ?

Generated   P ow er   S ent   byLong   Dis tanc e   Transmis s ion

Coal ,   Oi land   Nuc lea rCoa l ,   Oi l

and   Nuc lea r

P ow er   C onnec tedto   Loc a l   Dis tribution

P ow er   Grid

P ow er   C onnec tedto   Loc a l   Dis tribution  

P ow er   Grid

Dis tributed   P ow erEx c es s   i s   S ol idto   P ow er   Grid

Dis tributed   P ow erEx c es s   i s   S ol idto   P ow er   Grid

Natura l   GasNatura l   Gas HydroHydro S olarS olar WindWind B iomas sB iomas s

E lec tric  Genera tion

P lant

E lec tric  Genera tion

P lant

Dis tributed   P ow erDis tributed   P ow er

C onventiona l   P ow er

Dis tributed   P ow erGenerated   Direc tly

for   End   Us er

Dis tributed   P ow erGenerated   Direc tly

for   End   Us er

C onventiona l   P ow er

Carrier Network

Device Choice

•  Outlook Mobile Access

•  Intranet Apps

Secure Connectivity

External Corporate Firewall

Internal Corporate Firewall

DMZ Shop, Designer, Extranet, …

Multiple Enterprise Servers

File & Print, Email, Teamservice,Intranet, …..

SMS Blackberry: Email, Addressbook, Calendar

eToken for Secure Remote Access

Automatic Virus protection

Standard Client

A modern engineering organization with end to end IT backbone

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Demag- Designer

DDS

Sales Text

Kunde

Service VI Backoffice

ITAS

Installed Base

PGM

EXTRANET

INTRANET

IDAPSY

It is not glamorous… But… glamour does not always make a great career

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