Siemens Gamesa Facts and Figures
PG: Market contraction impacts top and bottom line
EM: Performance improvement on track
Power and Gas (PG)
€bn
3.2
Orders
+17% 1)
Revenue
-17% 1)
4.5
3.6
3.6
Energy Management (EM)
€bn
Orders
SIEMENS
Ingenuity for life
Revenue
+23%1)
-1% 1)
3.4
4.1
3.6
3.4
Q4 FY 16
Q4 FY 17
Q4 FY 16
Q4 FY 17
Q4 FY 16
Q4 FY 17
Q4 FY 16
Q4 FY 17
Profit
Profit margin
Profit
Profit margin
Єm
509
-40%
-290bps
11-15%
Єm
+4%
+70bps
77-10%
299
311
303
12.0%
8.2%
9.8%
9.4%
11.2%
8.3%
8.4%
Q4 FY 16
Q4 FY 17
Q4 FY 16
Q4 FY 17
Q4 FY 16
Q4 FY 17
Q4 FY 16
9.1%
Q4 FY 17
Order growth driven by service, declining new-unit business
⚫ Revenue decline, lower capacity utilization and price
pressure weigh on margin
1) Comparable, i.e. adjusted for currency translation and portfolio effects
Unrestricted Siemens AG 2018
X.X%
Page 17
New York, January 9, 2018
.
Large order wins e.g. DolWin 6 project
Profitability improvement across most businesses
Margin as reported X.X% Margin excl. severance (and excl. integration costs D-R for PG only)
Commerzbank German Investment SeminarView entire presentation