Health & Wellness Industry Trends - Increase in lifestyle diseases and associated morbidity and mortality, especially among those in their late 20s, 30s, and 40s [3] - Global burden of disease study highlights a troubling increase in disability-adjusted life years (DALYs) lost among youth aged 15-39 due to preventable illnesses [6] - Stress-associated illnesses like diabetes and high blood pressure are major contributors to health issues among young people [6] Economic Impact - Non-communicable diseases could cost the global economy $47 trillion, exceeding the GDP of many countries [7] - Increased disease burden leads to high healthcare costs, out-of-pocket expenditure, and a less healthy workforce [7] Preventative Measures & Solutions - Atomic health habits, including mindful eating, drinking 2-3 liters of water daily, exercising for at least 45 minutes daily, sleeping for 7-8 hours, practicing mindfulness, and avoiding smoking/alcohol, can help reclaim lost years of life [8][9][10][11] - Simple solutions are available for free to prevent suffering and promote well-being [11][17] Lifestyle Observations - Tribal communities with healthy lifestyles, such as the Apatony tribe in Arunachal Pradesh, have zero lifestyle illnesses and high life expectancy [14][15] - These communities often grow their own vegetables, walk miles daily, and maintain healthy habits [15]

Siemens Healthineers Capital Markets Day Summary Company Overview - **Company**: Siemens Healthineers (OTCPK: SEMH.F) - **Event**: 2025 Capital Markets Day - **Date**: November 17, 2025 Key Points Industry Position and Strategy - Siemens Healthineers is recognized as a leader in the healthcare industry, particularly in imaging and precision therapies, with a strong presence in the Americas, Europe, China, and APJ regions [6][9][10] - The company operates in 70 countries and has an installed base of 700,000 systems, impacting 3 billion patients annually [6][7] - The focus is on elevating health globally, addressing non-communicable diseases (NCDs) which account for 75% of global deaths [17][18] Financial Performance - Revenue growth has averaged over 6% per year since the last capital market day, with EPS growth at 11% per year [10][58] - Siemens Healthineers reported revenues of over EUR 23 billion and EBIT close to EUR 4 billion [9] - The company has a backlog of over EUR 6 billion from value partnerships [8][12] Research and Development - Siemens Healthineers invests more than EUR 2 billion annually in R&D, with a focus on software, AI, and data science [7] - The company holds 1,300 patent families in healthcare AI, showcasing its commitment to innovation [7] Business Segments - The company operates in three synergistic business segments: Imaging, Varian (Precision Therapy), and Advanced Therapies, with Diagnostics following a separate path [9][13] - Diagnostics has improved margins by 8 percentage points since 2023 and is expected to have more entrepreneurial freedom for strategic growth [13] Future Growth and Targets - Midterm growth targets (2027-2030) include revenue growth of 5-9% and double-digit EPS growth [41][42] - The company aims for margin expansion of about 100 basis points per year in Precision Therapy and mid-single-digit growth in Diagnostics [42] - Sustainability targets include reducing carbon footprint by 90% in scope one and two by 2030 [42] Customer Challenges - Key challenges for customers include efficiency, clinical excellence, and access to care, driven by staff shortages and the need for improved healthcare systems [34][35][36] - Siemens Healthineers aims to address these challenges through value partnerships and innovative solutions [37][38] Technological Innovations - The company is focusing on personalized treatment approaches for NCDs, leveraging AI and advanced imaging technologies [22][23][24] - Innovations such as photon counting CT and AI-enabled MRI are positioned to enhance early detection and treatment planning [25][29] Capital Allocation and Financial Strategy - Siemens Healthineers has a stable dividend policy, proposing EUR 1.00 per share for the next AGM, with a commitment to maintain a progressive dividend [52] - The company targets a net debt to EBITDA ratio of 2.5 over the next two years, aiming for a strong investment-grade rating [54] Conclusion - Siemens Healthineers is well-positioned to tackle significant healthcare challenges through its innovative technologies, strong market presence, and strategic focus on growth and sustainability [39][40]

[Music] Over a period of my journey in the last 20 years and health and wellness uh we have seen the lot of changes happening all over the world. Today looking at the geopolitical scenarios I think the help is the biggest asset of any organization or in country all over the world. We are just lucky to be sitting here because we have gone through a co scenario.They have seen a lot of people have lost their life. I think what we fail to understand is the health is not a commodity. It is a collective responsib ...