Half Yearly Analyst Meet 2010

Transcription

1 Half Yearly Analyst Meet 2010

2 Presentation Overview Financial Highlights & Sector Performances: Dr Armin Bruck Financial Analysis : Mr. Sunil Mathur Future Outlook : Dr Armin Bruck Page 2 April 2010 Siemens Ltd.

3 Last six months were crucial.. First visit of the 30-member Siemens AG global management team to India Siemens India entrusted with dual responsibilities Focus on the domestic market & contribute to cater to the global demand Committed investment of Rs 1600 crore up to 2012 Foray in renewable energy & establish additional hubs for value-priced products Strengthen workforce to 25,000 in the next few years Page 3 April 2010 Siemens Ltd.

4 Financial Highlights - Siemens Ltd. Rs. in million /- % New Orders 38,392 74,066 93% Turnover 39,971 40,795 2% Profit from Operations 4,826 6,075 26% Profit Before Tax 7,348 6,350-14% Profit After Tax 5,561 4,196-25% UOV 97, ,452 39% Page 4 April 2010 Siemens Ltd.

5 Siemens Portfolio Energy Industry Healthcare Fossil Oil & Gas Industry Automation & Drive Technologies Industry Solutions Healthcare Power Transmission Power Distribution Mobility Siemens Building Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 5 April 2010 Siemens Ltd.

6 Siemens Portfolio Energy Industry Healthcare Fossil Oil & Gas Industry Automation & Drive Technologies Industry Solutions Healthcare Power Transmission Power Distribution Mobility Siemens Building Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 6 April 2010 Siemens Ltd.

7 Highlights: Energy Sector Successful business in the last six months Won a large order from Qatar and repeat orders from Power Grid corporation of India Introduced breakthrough products such as compact 145 KV GIS, 400 KV dis-connector Continued localization strategy - Introduced energy efficient HVDC transformers at Kalwa factory Plans to foray into renewable energy market To set up Wind turbine factory Exploring Solar business opportunities in India Setting up Medium Voltage factory at Goa; investment of Rs 50 crore; first green factory Expansion of Steam Turbine Factory, Baroda Page 7 April 2010 Siemens Ltd.

8 Siemens Portfolio Energy Industry Healthcare Fossil Oil & Gas Industry Automation & Drive Technologies Industry Solutions Healthcare Power Transmission Power Distribution Mobility Siemens Building Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 8 April 2010 Siemens Ltd.

9 Highlights: Industry Sector Industry Automation & Drives Technology impressive Orders & Revenue; Currency fluctuation impacted profitability Industry Solutions Slow pick up due to deferred investments in Steel sector; good Q Excellent performance by Mobility division Overall Industry Sector performed on expected lines Continued focus on expanding energy efficient portfolio Launched international range of products like SIRIUS modular system, which will be manufactured at Kalwa factory State-of-the-art bogie factory in Aurangabad operational Page 9 April 2010 Siemens Ltd.

10 Siemens Portfolio Energy Industry Healthcare Fossil Oil & Gas Industry Automation & Drive Technologies Industry Solutions Healthcare Power Transmission Power Distribution Mobility Siemens Building Technologies Pvt. Ltd. Siemens Rolling Stock Pvt. Ltd. Page 10 April 2010 Siemens Ltd.

11 Highlights: Healthcare Sector Phenomenal results by the Healthcare Sector Order volume growth higher than the market growth rate Introduced high end products. e.g. MAGNETOM Skyra MRI, etc. Commissioned world s most advanced imaging technologies at Medanta hospital Plans to expand portfolio in Goa factory Focus on refurbishment market Page 11 April 2010 Siemens Ltd.

12 Presentation Overview Financial Highlights & Sector Performances : Dr Armin Bruck ` Financial Analysis : Mr. Sunil Mathur Future Outlook : Dr Armin Bruck Page 12 April 2010 Siemens Ltd.

13 Presentation Overview Financial Highlights & Sector Performances : Dr Armin Bruck Financial Analysis : Mr. Sunil Mathur Future Outlook : Dr Armin Bruck Page 13 April 2010 Siemens Ltd.

14 To sum up Excellent Order position All three sectors are on growth path Continued investment to expand environmental portfolio Page 14 April 2010 Siemens Ltd.

15 India a major centre for value priced products Establish additional six hubs for value priced products Responsibility to design, develop, produce and sell value priced products to the domestic and global markets Expected to generate revenue of 1 billion (Rs 6,500 crore) until 2020 Value priced products are simple, robust, easy to maintain & service Must meet lower price points, yet Siemens standards of quality & reliability Accomplished success in all three sector in producing value priced products over the years Page 15 April 2010 Siemens Ltd.

16 Outlook for Siemens Pace of economic recovery is expected to continue Sectors like metals, cement, paper, real estate still in a correction phase Price pressures to continue Clear vision to cater to the domestic market & contribute to the global demands Emphasis on expansion of the environmental portfolio Committed to bring green technologies Page 16 April 2010 Siemens Ltd.

17 Thank you Page 17 April 2010 Siemens Ltd.