Siemens : Presentation Mobility

Mobility

Michael Peter, CEO Karl Blaim, CFO

Unrestricted | © Siemens 2021 | Capital Market Day | 2021-06-24

Notes and forward-looking statements

This document contains statements related to our future business and financial performance and future events or developments involving Siemens that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate," "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. We may also make forward- looking statements in other reports, in prospectuses, in presentations, in material delivered to shareholders and in press releases. In addition, our representatives may from time to time make oral forward- looking statements. Such statements are based on the current expectations and certain assumptions of Siemens' management, of which many are beyond Siemens' control. These are subject to a number of risks, uncertainties and factors, including, but not limited to, those described in disclosures, in particular in the chapter Report on expected developments and associated material opportunities and risks in the Annual Report and in the Half-year Financial Report, which should be read in conjunction with the Annual Report. Should one or more of these risks or uncertainties materialize, events of force majeure, such as pandemics, occur or should decisions, assessments or requirements of regulatory authorities deviate from our expectations, or should underlying expectations including future events occur at a later date or not at all or assumptions prove

incorrect, actual results, performance or achievements of Siemens may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement.

Siemens neither intends, nor assumes any obligation, to update or revise these forward-looking statements in light of developments which differ from those anticipated.

This document includes - in the applicable financial reporting framework not clearly defined - supplemental financial measures that are or may be alternative performance measures (non-GAAP- measures). These supplemental financial measures should not be viewed in isolation or as alternatives to measures of Siemens' net assets and financial positions or results of operations as presented in accordance with the applicable financial reporting framework in its Consolidated Financial Statements. Other companies that report or describe similarly titled alternative performance measures may calculate them differently.

Due to rounding, numbers presented throughout this and other documents may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures.

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Mobility

Key figures FY 20

€9.2bn €9.1bn 9.1% ~38,500

Orders

Revenue

Profit margin

Employees

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Mobility

Portfolio

Short-distance, regional	Products and solutions	Services for rolling stock
and long-distance rolling	for rail automation,	and rail infrastructure,
stock, product and system	electrification and	throughout the entire
solutions for passenger	intermodal solutions	lifecycle
and freight transport	e.g. interlocking systems,	e.g. maintenance services,
e.g. Velaro high speed,	European train control	digital services with
Vectron locomotive,	systems	Railigent
Mireo commuter platforms
% of	45%		34%		15%
revenue
(FY 20)
1 In carve-out process	2 Revenue included in the other businesses

Solutions for intelligent traffic management

e.g. Advanced Traffic Management System (ATMS), tolling solutions

6%

Complete rail solutions integrating the entire rail portfolio and beyond

e.g. turnkey projects for high-speed rail, commuter and regional rail

Included²

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Market split

Business mix - in billion €

General growth trends

Rail as backbone of urban mobility and leading mode for national travel

Government bail-out and recovery programs with significant portions for rail

IoT, software, cloud technologies driving rail asset performance management

Focus on life cycle driven concessions; nationwide programs to gain network efficiencies

Note: Siemens Mobility accessible market adjusted to own portfolio, estimate; figures 3-y-avg. market values (ø FY 18-20, ø FY 23-25)

	~100	CAGR +4.5%
78						Rail
						Infrastructure
16						CAGR +3%
						Rolling Stock
30						CAGR +4%
						Intelligent
8
					Traffic Systems
						CAGR +4%
24						Customer
						Services
						CAGR +2%
2020	2025

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