Investor Presentaiton
Industrial Automation - Q4 org. growth performance by geography
W. Europe
N. America
Split of Q4 2021
revenue by geography:
26%
26%
North America
+19%
Asia Pac.
Rest of the World
32%
16%
Strong double-digit growth in the U.S. and Mexico while Canada contracted
U.S. Discrete automation markets & demand for Industrial Software led
strong growth
Process & Hybrid end-market demand recovering, yet to translate to growth
Canada sales grew in Discrete automation markets but were weaker in
Process & Hybrid
Mexico sales were strong in process automation supported by project
execution
Rest of the World
+12%
Strong growth in Discrete markets, and a return to sales
growth in Process & Hybrid
South America, CIS and Central & Eastern Europe all up double-digit,
led by OEM & with Process & Hybrid recovery in South America
Middle East up high-single digit with growth in Discrete automation in
Turkey offsetting weakness in Process & Hybrid in the Gulf
Africa saw solid growth including in Process & Hybrid
Western Europe
-7%
Up mid-single digit adjusting for high base of comparison in Software, mainly in
the U.K. & Switzerland
Good growth in Discrete automation markets, while Process & Hybrid markets
remained weaker
Good growth in France, Italy and Spain, led by Discrete automation markets
Germany around flat, with good growth in Discrete markets offset by Process &
hybrid
Strong growth in discrete automation in the U.K.
Asia Pacific
+10%
Contrasted performance between strong sales growth into Discrete markets,
and continued softness in Process & Hybrid
Electronic component shortages continue to impact across the region
China up double-digit against a double-digit base, with strength in multiple
OEM segments, despite supply chain constraints
India up strong double-digit, led by packaging and hoisting segments,
and customers operating in export markets
Australia and South Korea down against a high base in software, otherwise flat
Japan up mid-single digit
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