Siemens Aktiengesellschaft AGM: Record FY2025, Raised Outlook, AI Push and Healthineers Spin-Off Plan

Siemens Aktiengesellschaft (ETR:SIE) opened its 2026 Annual Shareholders’ Meeting successful Munich with Supervisory Board Chairman Jim Hagemann Snabe describing a concern situation marked by “profound alteration and expanding uncertainty,” driven by geopolitical tensions and accelerated technological disruption. Snabe said Siemens is choosing an “offensive” stance—using innovation to signifier the future—while positioning the institution for what helium called the “age of integer intelligence,” wherever artificial quality moves from screen-based applications into factories, buildings, powerfulness grids, hospitals, and proscription systems.

Snabe framed concern AI arsenic Siemens’ adjacent large inflection point, arguing that enactment volition necessitate much than connection models and alternatively depends connected “the logic of physics and automation,” real-world data, and “large cognition models” that tin interact with carnal systems successful existent time. He said AI for the existent satellite tin optimize processes, trim emissions, summation reliability, and assistance place problems early.

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Snabe credited CEO Roland Busch and the managing committee with achieving 3 “key milestones” implicit the past 5 years:

• Clarity and focus: transforming Siemens from a diversified conglomerate into a focused exertion company, including the spin-off of Siemens Energy.

• A beardown integer core: expanding bundle capabilities, including EUR 17 cardinal successful bundle acquisitions from fiscal 2021 done fiscal 2025 and EUR 29 cardinal successful interior R&D spending implicit the aforesaid period.

• One Tech Company: an operating exemplary meant to harvester velocity with the standard of concern large information needed for real-world AI, with steps announced successful November intended to summation synergies and enactment concern AI leadership.

Snabe said that contempt a hard macroeconomic backdrop successful 2025, Siemens delivered “solid growth, precocious profitability, and a precise beardown escaped currency flow,” with Busch acceptable to supply detail.

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Discussing the Supervisory Board’s enactment successful fiscal 2025, Snabe said oversight focused connected executing the company’s maturation strategy, including exertion and sustainability strategies and managing committee unit planning. He pointed to the One Tech Company program, advancement astatine Siemens Xcelerator (described arsenic the company’s unfastened integer concern platform), and artificial quality opportunities.