Siemens Limited

Sunil Mathur

Managing Director and Chief Executive Officer,

Daniel Spindler

Executive Director and Chief Financial Officer,

Ramya Rajagopalan

Head, Communications, Siemens Limited

S Venkatesh

Head, Investor Relations, Siemens Limited

Venkatesh S

Head of Investor Relations, Siemens Limited:

22%

view about each of our businesses and how they have done. Our Energy Business saw a huge increase; 22% in the order income. A lot of it coming out of transmission. So, we got a couple of large orders

rs,

o, we got a couple of large orders in the transmission space. Again, primarily from private customers, for example, we did the relocation and conversion of our 220 KV substation AIS to GIS where we did

10 Megawatt

ration side, a growth in the Steel segment, Sugar Paper. Most of it in the lower segment less than 10 Megawatts for our steam turbines; industrial steam turbines but this is something that we do believe the ma

30%

n segment. - If I move on to our Smart Infrastructure Business, here again, our orders grew by 30% during the year. Here again we looked at Data Centers, as I mentioned, primarily where we brought

9.5 billion

ct which is basically the first PPP Metro Project in the country where we booked a large order of 9.5 billion in consortium with the Tata Group. We also got a large signaling order from RVNL and from Nagpur e

6.3%

s some good impetus. - From a macro perspective, India's economy grew slightly lower with around 6.3% on higher prices in the second quarter of fiscal ‘23 and, maybe you have also read, the forecast

35 basis point

ng despite inflation and interest rate increases and there was just another interest rate increase 35 basis points few days ago. However, the macroeconomic environment in India is, yes, to some extent volatile an

25.4%

r and give you a brief snapshots on the KPIs for July to September quarter. Orders were growing by 25.4% and key contributors to our Energy and Mobility with high double-digit quarter growth. Revenue ac

10.8%

to our Energy and Mobility with high double-digit quarter growth. Revenue across all businesses is 10.8% year-over-year, also, broad based have to say. So, the topline growth momentum is really robust an

11.1%

ries. I will talk about that in more detail later on in the subsequent slides. EBITDA is stable at 11.1% of Rs. 4.7 billion/Rs.470 crore, basically, on the same level like previous year to topline driven

Rs. 4.7 billion

ill talk about that in more detail later on in the subsequent slides. EBITDA is stable at 11.1% of Rs. 4.7 billion/Rs.470 crore, basically, on the same level like previous year to topline driven productivity and s

Rs.470 crore

at in more detail later on in the subsequent slides. EBITDA is stable at 11.1% of Rs. 4.7 billion/Rs.470 crore, basically, on the same level like previous year to topline driven productivity and still ongoing

“The conference will be in listen only mode and there will be an opportunity for you to ask questions after the presentation concludes.”

“The Analyst Meet is being recorded and the presentation, audio recording and transcript will be submitted to Stock Exchanges and also hosted on our website.”

“I will then hand over to Daniel to give an overview of the financial status for the previous year and then I will summarize at the end how we see the year 2023 - FY2023 - from an economic environment as also the focus areas of Siemens for the next year ahead.”

“Commercial buildings, Data Centers, Railways, Metros as these come into the market this business will grow with our medium voltage, low voltage products with our solutions on Smart Metering, with our solutions on Integrated Building Management Systems, Fire Safety, Security as well.”

“We expect 2023 to be a little bit better than 2022 but the problem will definitely not go away.”

“We are looking at providing Role Management Systems based on the location intelligence to metals customers, we are looking at large waste and wastewater orders from water companies and Kaleshwaram Flood Damage Project, for example, and so on.”

“- Mobility in the last year has seen, of course, the Pune Hinjewadi Project which is basically the first PPP Metro Project in the country where we booked a large order of 9.5 billion in consortium with the Tata Group.”

“Now, you must have heard about our disclosure and seen our disclosure with regard to the fact that we have been declared L1 in the 9000 HP Electric Locomotive Project.”

“This will have a balancing speed of around 60kms/hour and 6 this will be a project which will run over a long period of time.”

“At the next meeting we will give you more details overall on the project.”

Management

1

Siemens Limited

1

Management

 Mr. Sunil Mathur – Managing Director and Chief Executive Officer, Siemens Limited  Dr. Daniel Spindler – Executive Director and Chief Financial Officer, Siemens Limited  Ms. Ramya Rajagopalan – Head, Communications, Siemens Limited  Mr. S Venkatesh – Head, Investor Relations, Siemens Limited 1 - Mr. Venkatesh S - Head of Investor Relations, Siemens Limited: - Good Day and welcome to Siemens Limited Q4 and full year ‘2022 Analyst Call. This is Venkatesh, Head of Investor Relations, Siemens Limited. I trust all of you and your loved ones are safe and in good health. The conference will be in listen only mode and there will be an opportunity for you to ask questions after the presentation concludes. A few instructions. Your camera and mics will be disabled. You would need to raise your hand by clicking on the ‘Raise Hand’ button in order to ask questions. We will unmute the mic at our end when your turn comes to speak. We request you also to unmute your mic before you ask your questi

Siemens Limited

- Thank you, Venkatesh. A very good morning to you all. Hope you're doing well and families are safe and sound. We will carry out this presentation in three parts. I will start with a little bit of an overview about the business in the year gone by, in the last FY 2022. I will then hand over to Daniel to give an overview of the financial status for the previous year and then I will summarize at the end how we see the year 2023 - FY2023 - from an economic environment as also the focus areas of Siemens for the next year ahead. - Let me quickly start then straight away with the highlights of 2022. We did see continued CapEx spend both by public and private sectors. Of course, this was driven primarily by the public spending in CapEx - roads, bridges, airports, ports, railways being some of them but primarily driven by public announcements. Private sectors were driven or CapEx in private sectors were driven primarily by the PLI Scheme to a large extent but also as a throughput from the gov