Automation is an important business area (symbol image, photo: Freepik, User12166629)
Munich-Front against the head of the supervisory board, split plans, resentment because of the virtual event: there is explosive at the Siemens general meeting. Before that, the DAX group also publishes the numbers for the quarter from October to December. Can Siemens compensate for the weakness in automation?
Over 12 percent plus since the beginning of the year-the Siemens share even beats the unleashed DAX. The markets welcome the company’s intention, The majority stake in Siemens Healthineers to rethink. There could be investor issues at the Annual General Meeting.
+++ Ordinary general meeting of Siemens AG +++
On February 13, 2025 at 10 a.m. (CET) the time has come: Siemens holds its general meeting – as in previous years. Shareholders can switch onlineto follow the event live. The opening speeches are broadcast in public stream. All relevant documents and information are on the Siemens website in the field of investor relations ready.
3 things gets CEO Roland Busch in his speech Probably highlight: the development of the share price up to the record high in February, the “One Tech Company” program to strengthen customer focus and bundle innovation forces as well as the acquisition of the software group Altair.
Automation division weakens – increase in the distribution
Semens is currently a problem child at Siemens The automation business In the digital industrial division. Due to weak demand and high stocks in China and Europe, the company expects a noticeable decline in sales in the quarter from October to December 2024.
The shareholders can look forward to a strong dividend rise from 4.70 to 5.20 euros per share. That has the Distribution since 2014 (3 euros) increased annually except 2021. Today, the dividend yield is around 2.45 percent at a price of EUR 212.10 (12 p.m. CET).
Returning of the Supervisory Council leader – shareholders against digital format
The personal details are at risk: In addition to the election of the new supervisory board Mark Schneider, the shareholders should also extend various mandates, such as that of the chairman Jim Hagemann Snab. But the Large shareholder Deka Walls: Snabe has been there for over 10 years and is no longer independent.
A sensitive issue is also to avoid a presence meeting in favor of the virtual format. Now the shareholder consultant is recommendedto collect permission for the video switch because the critical exchange suffers. Siemens, on the other hand Also sees all shareholders’ rights virtually.
Profit and sales: forecasts of the analysts
The Siemens profit per share is according to the mean estimate of 6 analysts On finanzen.net In the quarter from October to December 2024, around 3.23 euros. This is less than in the previous quarter, for which Siemens reported around 2.42 euros. It was around 3.03 euros in the previous year’s quarter.
Growth also promises sales forecasts – around 18.08 billion euros estimate 8 analysts for the reporting quarter. That is less than in the previous year quartal (around 18.41 billion euros), and than in the previous quarter (around 20.81 billion). The Siemens financial year ends on September 30th.
Disclaimer:
All information without guarantee for completeness, correctness and topicality. The text does not represent a trade recommendation or investment advice.