IR quarterly wrap-up by Siemens Healthineers

Welcome to our audio-service for analysts and investors. In podcast-style, we discuss the key topics that came up during our post-results roadshows as well as focus topics of Siemens Healthineers.

After having finalized our post Q3 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:

00:46

Q3 takeaways

08:01

Moving parts FY27

11:40

Tariffs and inflation mitigation

14:07

Siemens deconsolidation

05:56

Q4 Expectations

10:30

Centralized procurement in China

12:56

Varian‘s upcoming Linac launch

: After having finalized our post Q2 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
00:50
Q2 takeaways
04:30
H2 performance
08:52
Innovations
01:44
Diagnostics
06:58
Inflation
11:12
Siemens deconsolidation

: After having finalized our post Q1 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
00:45
Key takeaways for Q1
05:55
Synergetic core - Q1 strength
11:30
Varian launch
02:02
Diagnostics performance
08:20
Guidance/outlook topics (Q2, H2)
12:58
AI

: After having finalized our post Q4 reporting roadshow, we sat down with CFO Jochen Schmitz to talk about:
01:12
Q4 and FY25
05:54
Q1 FY26 expectations
09:02
Tariff mitigation
12:19
VBP China (Diagnostics)
04:05
Varian performance
07:03
EPS outlook
11:06
Imaging guidance
13:43
Implications from deconsolidation

: After having finalized our post Q3 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
01:05
Q3 FY2025
04:10
Q4 expectations
08:26
Tariffs
15:10
Advanced Therapies
02:34
Q3 Imaging growth
06:06
FY2026 dynamics
12:32
China
18:07
Photon-Counting CT

: After having finalized our post Q2 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
01:07
Q2 FY2025
05:10
Tariff modelling 2026
09:55
Margins dynamics at Varian
12:28
PETNET
02:10
Guidance & Tariffs
07:25
Market dynamics
11:45
Q3 and Q4 expectations
13:31
Photon-Counting CT

: After having finalized our post Q1 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
00:35
Q1 FY2025
02:06
Outlook FY2025
05:10
China market
08:29
Considerations on refinancing
12:26
AAA acquisition
01:32
Q1 book-to-bill
03:10
Diagnostics & VBP in China
06:18
US tariffs
09:43
Photon-counting CT

: After having finalized our post Q4 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
00:52
Q4 FY2024
04:40
Guidance Q1 FY2025
06:38
Cash flow
09:36
Growth drivers
01:50
Outlook FY2025
05:37
Diagnostics
07:55
Varian
11:42
Photon-counting CT

: After having finalized our post Q3 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
01:00
Q3 FY2024
03:20
Business dynamics in China
07:15
Outlook for FY 2024 & FY 2025
11:02
Diagnostics transformation
02:16
Q4 China assumption
05:46
China & Imaging guidance
09:47
Cash performance
13:30
Molecular Imaging

: After having finalized our post Q2 reporting roadshow, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
00:52
Q2 FY2024
03:49
Imaging
07:36
Innovation
12:02
Conclusion
02:13
Guidance & China
05:08
H2 FY2024
09:54
Cash flow

: As the first quarter closed, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
00:43
Q1 FY2024
02:37
China
04:48
Diagnostics
08:07
Healthineers uniqueness
01:30
Imaging margin
03:36
VBP on Chinese DX business
06:51
Guidance Q2 & full year
09:02
What’s next?

: As the fourth quarter closed, we sat down with CEO Bernd Montag and CFO Jochen Schmitz to talk about:
00:56
Q4 FY2023
03:30
Outlook FY 2024
07:27
Guidance FY 2025 & beyond
12:52
Leverage
16:25
Meet the Management
02:20
Varian
04:34
China
09:53
Diagnostics
14:18
Value Partnerships

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