Annual Shareholders‘ Meeting · 1 Not including the effect of the distribution to shareholders of...

Annual Shareholders‘ Meetingin 2020

siemens.com© Siemens 2020

Joe KaeserReport to shareholders

siemens.com© Siemens 2020

© Siemens 2020

Feb 5, 2020 siemens.com

© Siemens 2020


637million tons ofCO2 emissionsabated at customers infiscal 2019

41%decline in CO2 emissions since fiscal 2014

2030latest year by which Siemens will be carbon neutral

Our contribution to sustainability

© Siemens 2020


Sustainability alongthe entire value chain

€1 billion

© Siemens 2020


© Siemens 2020

Feb 5, 2020Page 6 siemens.com

© Siemens 2020


Siemens GamesaRenewable Energy

67% stake© Siemens 2020


© Siemens 2020


Full-year forecast achieved at all points

Forecast forfiscal 2019

Actual figures for fiscal 2019 Achieved?

Revenue Moderate growth +3%

Book-to-bill Greater than 1 1.13

Profit marginIndustrial Businesses* 11% –12% 11.5%

Earnings per share* €6.30 – €7.00 €6.93

© Siemens 2020


* Not including severance charges

© Siemens 2020


Our winning streak continues

FY 2015 FY 2019FY 2017FY 2016 FY 2018FY 2014FY 2013

© Siemens 2020


3237

40 42 43 4548

5560

69

78

8784

74 75 75

87

7277 77

6973

7773 71

7680

83 8387

1990 1995 2000 2005 2010 2015

2013 2019

We‘re growing againRevenue (adjusted) in billions of euros

© Siemens 2020


As of September 30, 2019; continuing operations

~43,400new hires worldwide

including ~5,300in Germany

© Siemens 2020


© Siemens 2020


As of September 30, 2019; continuing operations

~€515 millioninvested in training and education

~10,900apprentices and university students in work-study programs

© Siemens 2020


© Siemens 2020


“I can fully apply my skills and abilities in my work.”Change from 2017 to 2019

81%+3pp

siemens.com

© Siemens 2020


“I know what‘s expected of me at work.”Change from 2017 to 201991%

+3pp

siemens.com

© Siemens 2020


Partner of choice for customersNet Promoter Score

>+70%

FY 2013 FY 2019

siemens.com

© Siemens 2020


We‘re investingin the futureResearch and development

in billions of euros

+40%

4.0

5.7

FY 2013 FY 2019

~5.8

FY 2020e

siemens.com

© Siemens 2020


Dividend increasessixth year in a row

FY 2013

FY 2017FY 2019

1 Not including the effect of the distribution to shareholders of Osram shares at €2.40 per share2 Proposal to Annual Shareholders‘ Meeting in 2020

FY 2014

FY 2015FY 2016

FY 2018

€3.001

€3.30€3.50

€3.60 €3.70€3.80

€3.902

© Siemens 2020


With dividends reinvestedSource: Thomson Reuters; prices at close of trading on July 25, 2013 to December 30, 2019

July 25, 2013

€78.62

Dec. 30, 2019

€116.54+82%DAX: +60%Competitor average: +29%

Total return on Siemens share beats DAX and competitorsJuly 2013 to December 2019

© Siemens 2020


We make real what matters.

© Siemens 2020


© Siemens 2020


€43

€28

März 18 März 19

Focus pays offShare price performance since IPO in 2018

SiemensHealthineers

+53%

MDAX

+10%

EV / EBITDA

14.6x

EV / EBITDA

10.7x

Source: Thomson Reuters

Dec. 2019March 2018

© Siemens 2020


Siemens Energy

Oil & gas

Increased efficiency

Lower emissions

Synthetic fuels

Fossil generation

New businesses

Hydrogen

Storage technologies

Efficient transmission

Erneuerbare Energien

© Siemens 2020


© Siemens 2020


Siemens EnergyMilestones to public listing

February 2020

March / April2020

May2020

July2020

September2020

Today Completion ofcarveout

Spinoffreport

ExtraordinaryShareholders‘ Meeting

CapitalMarket Day

Prospectus

Public listing

Road-show

Leadership team

Portfolio

Company nameCarveoutconcepts

(country-specific)

© Siemens 2020


Annual Shareholders‘ Meeting · 1 Not including the effect of the distribution to shareholders of...

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