Energy Sector Standardpresentation Gj2012 E 120521 New

Siemens Energy Sector –
Clean electrification
of society

© Siemens AG, 2012

Contents

01 Answers for an energy system in transition

02 Energy Sector – Organizational structure, portfolio, figures

03 Market development

04 Strategic focal points

05 Energy Sector history

06 Environment, health & safety management and compliance
© Siemens AG 2012
Page 2 May 2012 Siemens Energy Sector

The world is in the midst of a
fundamental transformation

© Siemens AG 2012
© Siemens AG 2012

We are facing
major challenges ...

Growing
Dwindling resources Climate change
demand for electricity
© Siemens AG 2012
© Siemens AG 2012

... but we have the
right answers.

© Siemens AG 2012
© Siemens AG 2012

... and we have more than one answer

© Siemens AG 2012
Page 6 May 2012 ... because one answer isn’t enough.
Siemens Energy Sector

Contents






© Siemens AG 2012

Siemens has answers –
Four Sectors close to the customer

Energy Healthcare Industry Infrastructure & Cities

Divisions Divisions Divisions Divisions
Fossil Power Imaging & Industry Rail Systems
Generation Therapy Systems Automation Mobility and
Wind Power Clinical Products Drive Logistics
Technologies Low and Medium
Solar & Hydro Diagnostics
Voltage
Oil & Gas Customer Customer
Smart Grid
Energy Service Solutions Services
Building
Power Technologies
Transmission OSRAM 1)

1) In fiscal 2011, Siemens announced its intention to publicly list OSRAM and retain a minority stake as anchor
shareholder in OSRAM AG for the long term. © Siemens AG 2012

Clean electricity for the world

Top performance in six Divisions
Fossil Power Wind Power Solar & Hydro Oil & Gas Energy Power
Generation Service Transmission
(E F) (E W) (E X) (E O) (E S) (E T)

World record New performance World record Deep-sea capable Additional World record
dimensions
60.75% 6 MW 33.9% 36 kV 200 MW 800 kV
efficiency for for wind turbines efficiency for PV Seabed power through for direct current
combined cycle with concentrated distribution at depths modernization transmission
power plants photovoltaic of up to 3,000 m in 2011
module

© Siemens AG 2012

Organizational structure

Energy Sector

Sector
CEO Michael Suess1)

Divisions
Fossil Power Wind Power Solar & Hydro Oil & Gas Energy Service Power Trans-
Generation (E F) (E W) (E X) (E O) (E S) mission (E T)

Roland Fischer Felix Ferlemann Ted Scheidegger Adil Toubia Randy Zwirn Karlheinz
Springer CEO

Products Americas Solar Thermal Industrial Oil & Gas and Transmission
(E F PR) (E W AM) Energy Power Industrial Solutions
(E X STE) (E O IP) Applications (E T TS)
Energy Solutions APAC
Services
(E F ES) (E W APAC) Photovoltaic Compression & High Voltage
(E S SO)
(E X PV) Solutions Products
Instrumentation & EMEA

Business Units
(E O C&S) Service Fossil (E T HP)
Electrical (E W EMEA)
(E S SF)
(E F IE) Transformers
TurboCare (E T TR)
Business Segments Business Segments
(E S TC)

Conventional Hydro & Storage Service
Island (E X HS) Renewables
(E F CI) (E S SR)

New Technologies
(E F NT)
1) Member of the Managing Board of Siemens AG
© Siemens AG 2012

Organizational structure and portfolio

Energy Sector

Sector
CEO Michael Suess

Divisions
Fossil Power Wind Power Solar & Hydro Oil & Gas Energy Service Power Trans-
Generation (E F) (E W) (E X) (E O) (E S) mission (E T)

Roland Fischer Felix Ferlemann Ted Scheidegger Adil Toubia Randy Zwirn Karlheinz
Springer CEO

 Products (e.g.:  Wind turbines  Large photovoltaic  Gas turbines  Service für oil &  Equipment and
large combined (on- and offshore) (<50 MW), gas and industrial systems for AC
cycle gas & steam (PV) plants  Steam turbines applications and DC high
turbines,  Solar-thermal (≤250 MW)  Service for large voltage
generators), power plants power plants, e.g. transmission
 Compressors
energy solutions spare parts, long- (substations,
 Hydro power  Oil & gas solutions
 Power plant term service gas- and air-
plants (small (up-, mid- and
solutions contracts, insulated switch-

Portfolio
hydro power downstream,
(e.g. turnkey maintenance & gear, gas-
plants, tidal power power supply
power plants) repair, insulated power
plants) systems for the
modernization and lines, circuit
 Instrumentation &  Energy storage oil and gas
upgrades, air filter breakers,
controls industry)
systems and components
 Fuel gasification  Solutions for services  Power
systems, urban utilities and
 Services for wind transformers
dismantling industrial power
projects power plants  Distribution
supplies
transformers

© Siemens AG 2012

Strong global footprint

Germany

27,652
22
Asia, Australia
34% 1.7 23.5
Americas 7% %

24
9,952 3.9
17,850 7.1 24 25.5
Europe, C.I.S., Africa, 12% 16% %
22% 29% 25.5 Middle East (excl. Germany)
%

26,800 12.0
24
33% 49% 25.5
%

Employees Revenue1) (in € bn.) Important production sites
Status: September 30, 2011 1) International business (excluding intersegment business with other Sectors)
© Siemens AG 2012

Customer proximity through global footprint

Aalborg Bad Hersfeld Bamberg
Brande Berlin Dresden
Helsingør Duisburg Erfurt
Oslo
Erlangen Frankenthal
Finspong
Lincoln Frankfurt Görlitz
York St. Petersburg Karlsruhe Kirchheim
Aberdeen Köln Leipzig
Hebburn Mülheim Nuremberg
Trois Rivières Hengelo Brno Vienna Offenbach
Linz Shenyang
Minneapolis Grenoble Budapest Weiz Huludao
Middletown Jinan
Fort Madison
Jackson
Trenton Sabugo Istanbul New Delhi Nanjing Wuxi
Charlotte Amora Gurgaon
Zagreb Vadodara Shanghai Hangzhou
Orlando Trient Guangzhou
Guanajuato Fort Payne Kalwa
Querétaro Cairo Montenotte
Alpharetta Milan Aurangabad
Bogota Beit Shemesh
Singapore
Karachi
Jakarta
Cilegon
Jundiaí
Locations for Wadeville
engineering /
Johannesburg
production

Status: September 30, 2011
© Siemens AG 2012

Figures for fiscal 2011

€m
1 HY 2011 1 HY 2012

Actuals Actuals Change yoy

New orders 16''608 12''998 -22%

Revenue 11''814 13''064 11%

Sector Profit 1''6021) 1''054 -547'

Margin 13,6%1) 8,1% -5,5%p

Free Cash Flow 646' 100' -546'

EBITDA Margin 15,1% 9,0% -6,1%p
1) w/o AREVA impact
© Siemens AG 2012

Highlights in the first six months of fiscal 2012

September 2011 September 2011 October 2011

Long-term service contract for 14 Inauguration of HVDC Operation begins after only 28
SGT-800 gas turbines for customer connection between Spain and month’s construction time: the
Gulf JPower in Thailand Mallorca Nhon Trach 2 CCPP in Vietnam

October 2011 December 2011 December 2011

Commercial start of the 30-MW 10,000 Siemens wind turbines First order for the newly
PV power plant in Les Mées in with a total capacity of 14,000 developed SGT-750 industrial
southern France MW installed gas turbine from Siemens
© Siemens AG 2012

Contents






© Siemens AG 2012

Stable market outlook – Need for investments
of over one billion euros a year in the energy sector

Average investments per year (2010–2030) worldwide
500–700
in millions of €

300
200

Primary energy Power generation Power grids

Others Renewable
Others 40% energies
60%
6% Power
30% transmission
Gas 44%
50% Oil 70%
Power
distribution

Source: IEA 2010; Siemens
© Siemens AG 2012

Global electricity market –
Demand for electricity is steadily growing

Power generation mix 37,100
worldwide, in TWh +2.8% p.a.
Renewable
13%07/11/12
energies
15%07/11/12 Water

22,100 11% Nuclear
07/11/124%
16% 24% Gas
13%07/11/12

22% 3% Oil
61%
4%
68% 34%07/11/12 Coal
41%

2011 2030
Source: Siemens
© Siemens AG 2012

Global power plant market –
Capacities will double by 2030

Motors
Development of power 7,015 10,527 Geothermal
plant capacities worldwide, 861 716 Biomass, wastes
36
in gigawatts (GW) 07/11/1226 16707/11/12
30 27 217 Solar thermal
642 653
Photovoltaics
1,084 1,206 Wind
705
1,780
Hydro
372
(incl. ocean power)
5,816 2,30407/11/12
9 1,407
39607/11/12 15 07/11/12541 24 Nuclear
07/11/12598 power plants
22207/11/12 07/11/1240 74 14
07/11/12
313
2 07/11/12165 29
1,08907/11/12 999 100
1,409
390 07/11/12224
2,726 Coal power plants
07/11/12199

2,318
511 Gas power plants

07/11/122,058
Combined cycle
422
power plants
848

Installed Dismantling New capacities Installed
capacities 2011 (2012–2030) 2012–2030 capacities 2030
Source: Siemens
© Siemens AG 2012

The markets are shifting –
Growth primarily in emerging countries

1,683
278%
620
43%
195
84707/11/12
28%
110% Russia
Europe 1)
121% 763

07/11/129%
190 437
USA -0.7%
178
Germany China -5%
110% Middle East India Japan
93%

218 33%
13807/11/12 75
Brazil Africa Australia
Growth in power generation,
2011–2030 [% of TWh]
New installations 2011–2030 [GW]

Source: Siemens 1)
SWE, NWE, GER, CEE
© Siemens AG 2012

Our view of the market –
The energy chain is becoming a power matrix

© Siemens AG 2012

Differing markets –
Individual challenges and solutions

Country-specific challenges Innovative technologies
Energy mix in power generation

Economic Climate Conventional Renewable
efficiency protection Customer- power plants energies
specific
solutions

Energy storage,
Power grids management of
Resource Reliable balancing power and
efficiency power supplies consumption

© Siemens AG 2012

Different challenges in differing markets –
Worldwide examples

Middle East: By increasing efficiency and
Country-specific challenges using renewable energies, over one quarter
more of the region’s annual oil and gas
production can be marketed
India: “Power-for-all” program aims at
achieving economic growth through
electricity (+350 GW capacity by 2020,
of which +215 GW is with coal)
Economic Climate
efficiency protection USA: Priority is affordable energy, also
rising costs for CO2 abatement (average
price of electricity: <10 USct/kWh)

China: Further expansion of nuclear
power (from 12 GW today to 83 GW
installed capacity by 2020), however
with new safety standards
Resource Reliable
efficiency power supplies Germany: Planned energy transition:
at least 80% CO2 abatement by 2050

© Siemens AG 2012

Contents






© Siemens AG 2012

Strength through market leadership

No. 1 No. 1 No. 1

Offshore Offshore
Industrial steam turbines
wind power plants grid connections

No. 1 No. 1 No. 1

Advanced Power plant High Voltage Direct
gas turbine series instrumentation & controls Current Transmission
© Siemens AG 2012

Strength through regional setup

Example production: Market coverage through production locations

North America
South America
Germany / Europe
India
Asia-Pacific
Russia / C.I.S.
Middle East / Africa

Goal: Continual expansion of footprint in the growth markets
Realization:  Shifting of all value chains into the regions
 Products will increasingly be specified according to regional needs

© Siemens AG 2012

Strength through innovative power

Flexibility
Fossil Power

Renewable Cost optimization and higher efficiency
Power

Secure and reliable sub-sea grids
Oil & Gas

Flexible and efficient Super Grids
Transmission
2012 2020 2030

Innovative power (in FY 2011)
~ €970 million invested ~ 25,000 engineers
in research and ~ 4,600 patent registrations
development ~ 19,700 active patents
© Siemens AG 2012

Siemens Energy Sector – Success through
higher efficiency in fossil power plants

World record World record

47%efficiency in
60.75% efficiency
coal-fired power plants in combined cycle power plants

The Waigaoqiao II hard coal power plant in Shanghai The combined cycle power plant in Irsching Block 4
with a capacity of 2 x 900 megawatts points to the future: achieved an efficiency rating of 60.75 percent in a test
Thanks to the advanced power plant technology using run. The heart of the plant is the innovative
supercritical steam parameters (high steam temperatures SGT5-8000H gas turbine from Siemens, with a nominal
and pressures), Waigaoqiao II saves 2.1 million tons of capacity of 375 MW. The power plant beats all previous
CO2 a year. records in capacity, efficiency and operating flexibility.

© Siemens AG 2012

Siemens Energy Sector – Success through higher
efficiency in power plants and power transmission

Additional World record

200 MW
through modernization in 2011
800 kV
for direct current transmission

Through the modernization and upgrading of gas and The world‘s most powerful HVDC transmission line with
steam power plants worldwide, Siemens achieved 200 800 kV voltage in China transports around 5,000 mega-
additional megawatts of capacity in 2011 with the same watts of electricity from the hydro power plants in
fuel consumption. Yunnan Province over 1,400 kilometers to the urban
centers in Guangdong Province. This saves 30 mega-
tons of CO2 every year.

© Siemens AG 2012

Siemens Energy Sector – Success through
higher efficiency in renewable energies

World record New performance dimensions

33.9% 6 MW for wind turbines

efficiency with
concentrated photovoltaic module
With its highly concentrating photovoltaic modules, The new 6-megawatt wind turbine from Siemens is
Semprius – a strategic partner of Siemens especially light at 350 tons, and thus offers both higher
headquartered in the U.S. – achieved a record efficiency performance as well as advantages of substantially
of 33.9 percent. lower costs in its class.

© Siemens AG 2012

Energy innovations for over 140 years

1866 1903 1930 1989 2008 2011

Dynamo Siemens- Expansion Infinitely variable World’s first Most powerful
Schuckert- switch three-phase 800-kV HVDC direct-drive wind
Werke compensator power line turbine in the
world

1892 1927 1964 2002

First public Benson boiler First World record in World record in
alternating SF6 circuit CCPP efficiency CCPP efficiency
current power breaker
plant

1866 2011
© Siemens AG 2012

Strategic growth over generations

1998 2006 2011
Siemens VA TECH T&D Bennex und
Westinghouse Poseidon

1969 2001 2011
Trafo Union Demag Delaval NEM B.V. und NEM
2007 Energy Services
Kühnle, Kopp &
1969 2003 Kausch AG
2012
KWU Alstom Expro Connectors
Industrial Turbines

1903 2004 2009
Siemens- Bonus Solel
Schuckert-Werke Energy

1903 2012
© Siemens AG 2012

Environmental protection, health and safety –
a central task for everyone

EHS@Siemens
Energy Sector
Our goal: “Zero Harm”
Environmental protection Health protection Safety

▶ Industrial environmental ▶ Health promotion ▶ Work safety
protection Health programs and services, ▶
training and consulting
Radiation protection
Climate protection, energy &
▶ ▶ Hazardous goods
waste management, pollutant Social counseling
reduction, protection of air, soil Psychosocial services and transport
and water management support ▶ Technical risk
▶ Product-related ▶ Medical services management
environmental Identification and minimization of Fire protection, civil protection
work risks, medical counseling
protection and care
Product design and recycling

© Siemens AG 2012

Compliance is the way we do business

“Under the term compliance, we under-
stand observance of the laws of each
country in which we operate, as well as
our applicable Siemens guidelines and
regulations. Compliance is an integral part
of our business principles and promotes
integrity at Siemens. Compliance is more
than a program – it is the way we do
business.”

Dr. Michael Suess
CEO Energy Sector
© Siemens AG 2012

Energy Sector Standardpresentation Gj2012 E 120521 New

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Energy Sector Standardpresentation Gj2012 E 120521 New