The Company

Siemens 2012
July 2012

Siemens AG 2012.2011. Rechte vorbehalten Siemens AG Alle All rights reserved.

Key figures

Revenue by Sector
Healthcare 17% 35% Energy 22% 26% Infrastructure and Cities

Revenue by Region
Asia, Australia 19% 28% Germany 15% Europe, CIS, Africa, Middle East (excl. Germany)
Based on customer location, FY 2011

Industry

Americas

38%

Based on total Sector revenue, first half of FY 2012

Revenue and employees

Employees in thousands
100,000 80,000 60,000 40,000 20,000 500 400 300 200 100

Continuing operations comparison with previous year

In millions of

FY 2010 74,055 68,978 4,262 7,043 336,000

FY 2011 85,582 73,515 7,011 5,885 360,000

New orders Revenue Income Free cash flow Employees

Revenue in millions of
FY 0 1986 1990 1995 2000 2011

As reported in annual reports

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How our world is changing climate change

2012: highest CO2 concentration in the atmosphere in 350,000 years 2001 to 2010: warmest decade on record Max Planck Institute for Meteorology: Only immediate, drastic reduction of CO2 emissions will keep global warming below 2C until 2100.

Ice sheets off the Icelandic coast

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How our world is changing urbanization

Growth of cities 2009: For the first time in history, more than 50% of mankind lives in cities 2050: 70% of mankind will live in cities Megacities worldwide 1975: 3 megacities with more than 10 million inhabitants 2025: 27 megacities with more than 10 million inhabitants; about one person out of ten lives in a megacity.
Commuters in Jakarta

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How our world is changing demographic change

World population 2011: 7 billion people 2050: 9.3 billion people Worldwide life expectancy 2011: 69 years 2050: 76 years; share of people over age 65 more than twice what it is today

Morning gymnastics in Shanghai

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How our world is changing globalization

Global trade 1990 to 2009: global trade volume more than doubles Multinational companies 1969: approx. 10,000 2008: more than 82,000 Growth of emerging markets 2030: emerging markets account for two thirds of the world's economic output

Port of Jebel Ali, United Arab Emirates

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Questions that move us

How can we ensure healthcare that is both excellent and affordable?

How can cities grow and at the same time offer a high quality of life?

How can we make industrial production more flexible, efficient and competitive?

How can we create economic growth and reduce the consumption of energy and resources at the same time?

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Our vision: to provide answers to the great challenges of our time

Siemens the pioneer in

Energy efficiency Industrial productivity Affordable and personalized healthcare Intelligent infrastructures

Entrance of Gare Saint-Lazare metro station, Paris

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July 2012

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World record in energy efficiency the new H-frame turbine

World record efficiency rating: 60.75% at an output of 578 megawatts in combined-cycle mode Fast, flexible provision of energy more than 500 megawatts online in only 30 minutes R&D cooperation between more than 750 Siemens employees worldwide and 50 leading universities

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Energy Sector resource-saving power generation

Sector profile The Siemens Energy Sector is the world's leading supplier of products, services and solutions for power generation. Its extensive portfolio comprises highly efficient technologies for thermal power plants, renewables, power transmission, and for the extraction, processing and transport of oil and gas.

Performance in Q3
in millions of New orders Revenue Profit Profit margin Q3 2012 1) 5,246 7,025 683 9.7% vs. Q3/11 -28% +14% >200%

Key figures (FY 2011)

In millions of New orders Total revenue Profit Employees 34,765 27,607 4,141 98,000

1) April 1 to June 30, 2012

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Efficiency leap in industrial production Totally Integrated Automation Portal (TIA)

Engineering platform for the unified design of production facilities from process controls to user interfaces Particularly userfriendly Lowers development costs by up to 25% Drastically shortens time-to-market for new products

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Industry Sector boosting industrial productivity

Sector profile The Siemens Industry Sector is one of the world's leading suppliers of innovative and eco-friendly products and solutions for industrial customers. With our complete range of automation technologies, intelligent software solutions, vast industry expertise and closely integrated services, we're increasing the productivity, efficiency and flexibility of our customers while at the same time strengthening our own competitiveness. Performance in Q3
in millions of New orders Revenue Profit Profit margin Q3 2012 1) 5,116 5,102 523 10.2% vs. Q3/11 +/-0% +3% -26%

Key figures (FY 2011)

In millions of New orders Total revenue Profit Employees 37,594 32,941 3,618 174,000
1) April 1 to June 30, 2012

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Affordable and personalized healthcare MAGNETOM Spectra

High quality imaging for radiology clinics and small hospitals Lower total operating costs than conventional devices More efficient medical examinations

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Healthcare Sector comprehensive patient care solutions

Sector profile The Siemens Healthcare Sector is one of the world's largest providers to the healthcare industry and a leader in imaging systems, laboratory diagnostics, healthcare IT, and hearing aids. We offer customers products and solutions for comprehensive patient care from a single source from prevention and early diagnosis to therapy and aftercare. By optimizing the clinical procedures associated with the most important medical conditions, we help make healthcare faster, better, and more cost-efficient. Performance in Q3
in millions of New orders Revenue Profit Profit margin Q3 20121) 3,316 3,343 396 11.8% vs. Q3/11 +10% +17% >200%

Key figures (FY 2011)

in millions of New orders Total revenue Profit Employees 13,116 12,517 1,334 51,000
1) April 1 to June 30, 2012

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Intelligent infrastructures driverless subways

Driverless trains on the oldest line of Paris' metro system (Line 1) since November 2011 Modernized control center Fully automated train protection system Trainguard MT

Line 1, Paris

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Infrastructure & Cities Sector sustainable technologies for metropolitan areas

Sector profile The Infrastructure & Cities Sector offers sustainable technologies for metropolitan centers and urban infrastructures. The portfolio encompasses integrated mobility solutions, building and security systems, power distribution equipment, smart grid applications, and low- and medium-voltage products. The Sector consists of the following Divisions: Rail Systems Mobility and Logistics Low and Medium Voltage Smart Grid Building Technologies

Performance in Q3
In millions of New orders Revenue Profit Profit margin Q3 20121) 4,185 4,271 215 5.0%
1) April 1 to June 30, 2012

vs. Q3/11 -45% +6% +1%

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Making the vision real operating our business responsibly with One Siemens

Revenue growth
Our aim is to achieve revenue growth that is higher on average than that of our most relevant competitors Our criteria for acquisitions are strict

Capital efficiency and profitability

Our aim is to use the capital provided by shareholders and lenders as efficiently as possible. The key performance indicator here is return on capital employed, that is, the ratio between income (after taxes and before interest) and average capital employed Our Sectors seek to continually achieve top margins (EBITDA) compared with the best competitors in their respective industries

Capital structure
The ratio between net debt and profit (EBITDA) is the key performance indicator for our capital structure A sound capital structure provides us with ready access to capital, among other things Our aim is also to offer investors an attractive dividend

Continuous improvement relative to market / competitors

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Making the vision real by being a pioneer in technology-driven growth markets

Future of energy
High-performance technologies for the generation, transmission, distribution and use of energy Highly efficient power generation from fossil fuels as well as renewable sources Smart grids that integrate decentralized power generation and energy storage units Comprehensive electromobility solutions from charging infrastructures to drives

Vertical IT
Integrated industry-specific hardware and software solutions Building automation Industrial automation Transport logistics Healthcare IT

SMART products for local markets

Innovative, robust products for entry-level market segments developed in local markets for local markets and for customers around the globe

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Making the vision real through innovation

Employees in R&D: 27,800 employees worldwide About 17,000 software engineers 160 R&D locations in 30 countries Inventors of the year 2011 R&D spending in % of revenue
3.9 billion

Our patent position (2011) Germany: Europe: USA: No. 3 No. 1 No. 9

53,300 patents granted Of these, 16,700 green patents secure our environmental portfolio 8,600 inventions in FY 2011 Partnerships: More then 1,000 new partnerships with universities and research institutions per year

5.1%
2009

5.2%
2010

5.3%
2011

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The Siemens Environmental Portfolio our contribution to sustainability

Technologies that directly contribute to environmental protection, such as

Revenue from environmental portfolio

in billions of

40.0 27.4 29.9

Wind power products

2010 1)

2011

2014 (goal)

Building technologies

Customers' CO2 abatement2)

in millions of tons

267
Drive technologies

317
roughly equal to 1% of global CO2 emissions in 2010

Energy-efficient MRIs

2010

2011

1) Figure for FY 2010 excludes OSRAM but includes newly qualified portfolio; 2) including OSRAM

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A strong local partner for customers in more than 190 countries

Germany 116,000 10.8 Americas 81,000 20.5 77 Europe, CIS, Africa, Middle East (excl. Germany) 102,000 27.9 67 32% 15% Asia, Australia 71 60,000 14.4 17% 19% 76

23% 28%

28% 38%

Employees
September 30, 2011

Revenue (billions of )

Major production facilities

All numbers refer to continuing operations.

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Siemens in Germany backbone of the infrastructure

Employees Revenue
in millions of

116,000 10,810

More than half of the power plants connected to Germany's power grid use Siemens turbines and generators About 1% of Germany's jobs are directly or indirectly linked to Siemens Every second computed tomography scanner in German clinics is from Siemens

Biggest order in Siemens history: 220 longdistance trains for Deutsche Bahn a total volume of 6 billion

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Siemens in Europe boosting the continents competitiveness

Employees (EU-27) 191,180 Revenue (EU-27)

in millions of

28,227

More than half of Europes installed offshore wind power capacity is from Siemens More than 80% of the automobile factories in Europe use Siemens automation and drive technologies Siemens is the clear market leader in large medical imaging systems in Europe

Airbus uses Siemens automation technologies in several of its plants in Europe

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July 2012

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Siemens in the United States sustainable solutions for the world's largest economy

Employees Sales
in millions of

55,690 14,370

Over the past 15 years, Siemens invested more than US$25 billion in the US Siemens power generation solutions help meet one third of America's total energy needs Siemens postal automation systems process 90% of the nation's mail

Manufacture of a gas turbine in Siemens plant in Charlotte, North Carolina

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Siemens in Brazil reliable infrastructure partner

Employees Revenue
in millions of

10,170 1,781

More than 50% of the electrical power in Brazil is generated with Siemens technology Siemens systems perform 30% of all digital diagnostics imaging Siemens built a driverless subway line in So Paulo, modernized Recife's metro vehicles, and provides maintenance for Braslias metro system

Train station Estao da Luz, So Paulo

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July 2012

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Siemens in Russia modern infrastructures for the worlds largest country

Employees Revenue
in millions of

2,280 1,397

Over the next three years, Siemens intends to invest 1 billion in Russia together with its partners Russian Railways ordered regional trains for a total value of about 2 billion from Train Technologies, a joint venture of Siemens and the Russian company Sinara

Electric locomotive 2ES10, also known as "Granite deployed in the Urals

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Siemens in India partner for growth

Employees Revenue
in millions of

17,700 2,350

Siemens intends to invest 250 million in India Delhi Cargo Service Center ordered India's largest cargo handling system from Siemens Torrent Power commissioned Siemens to install a 400megawatt combined-cycle power plant In cooperation with HealthCare Global Enterprise, Siemens is establishing the first Center of Excellence for Cancer Care in Asia
Siemens Mobile Health Clinic in India

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Siemens in China "a local company"

Employees Revenue
in millions of

29,000 6,388

Together with China Southern Power Grid, Siemens supplied key components for the Nuozhadu-Guangdong (5,000 megawatt) and Xiluodu-Guangdong (6,400 megawatt) HVDC lines Siemens supplied advanced systems for key metro lines in Shanghai, Wuhan, and Xi'an

Siemens and the Chinese government have renewed their comprehensive Memorandum of Understanding, first signed in 1985, with the goal of supporting Chinas sustainable development.

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Siemens in Africa pioneer in sustainable development

Siemens plans to invest 200 million in partnerships with African companies over the next two years Siemens will create 500 new green jobs in Africa and will set up a Center of Competence for wind power in South Africa Siemens supplied medical equipment to the first-ever African cancer care center in Kenya

Bus terminal, Dar es Salaam

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Siemens in the Near and Middle East technology partner of choice

Siemens is running a twoyear mobile breast screening program for the Middle East under the patronage of the Saudi Arabian Ministry of Health Siemens is developing stateof-the-art automation labs for two leading engineering universities in Pakistan NED in Karachi and UET in Lahore 8,000 students participated in the Siemens Student Award Middle East

NMC Specialty Hospital, Dubai

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July 2012

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Use the power of Siemens an employer who opens up opportunities

Develop answers to the great challenges of our time

Grow personally and professionally with a wide range of training programs

Work for a global company that takes its values seriously and puts sustainability into action

Collaborate with people from all over the world to achieve common goals

Balance family and career with flexible work models

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Putting values into practice thats what earns trust all over the world

Responsible
Sincere, sustainable engagement that earns trust

Excellent
Top quality, professional implementation, outstanding results

Innovative
A culture of continuous improvement step by step, day by day

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Contact

Siemens AG CC CM SP Wittelsbacherplatz 2 80333 Munich Germany

Links to further information

Siemens Glossary from A to Z
http://www.siemens.com/about/en/index.htm?ql=azindex

Core Topics
http://www.siemens.com/about/en/core-topics/index.htm

www.siemens.com
Management and Corporate Structure

Email: contact@siemens.com

http://www.siemens.com/about/en/management_structure.htm

Environmental Portfolio
www.siemens.com/environmental-portfolio

Annual Report
www.siemens.com/annual-report

Quarterly Reports
http://www.siemens.com/investor/en/financials.php

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