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]

Capital Markets Day London, November 17, 2025 Unrestricted © Siemens Healthineers, 2025 1 Unrestricted © Siemens Healthineers, 2025 Capital Markets Day 2025 Safe Harbor Statement This webcast has been provided solely for use at this meeting. By attending the meeting or accessing this webcast, you agree to be bound by the following limitations. This webcast is provided in conjunction with an oral presentation and should not be taken out of context. This webcast serves for information purposes only and the in ...