{"id":175009,"date":"2023-05-19T14:39:28","date_gmt":"2023-05-19T11:39:28","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=175009"},"modified":"2023-05-19T14:42:47","modified_gmt":"2023-05-19T11:42:47","slug":"siemens-guclu-buyume-ivmesini-2inci-ceyrekte-de-surdurdu","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/siemens-guclu-buyume-ivmesini-2inci-ceyrekte-de-surdurdu\/","title":{"rendered":"(Turkish) ’Siemens’ G\u00fc\u00e7l\u00fc B\u00fcy\u00fcme \u0130vmesini 2’inci \u00c7eyrekte de S\u00fcrd\u00fcrd\u00fc"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

<\/p>\n

Siemens AG, g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ivmesini 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde de s\u00fcrd\u00fcrd\u00fc. \u0130kinci \u00e7eyrekte y\u00fcksek sipari\u015f al\u0131m\u0131, Dijital End\u00fcstriler, Ak\u0131ll\u0131 Altyap\u0131 ve Ula\u015f\u0131m i\u015f kollar\u0131nda \u00f6nemli art\u0131\u015flar ger\u00e7ekle\u015fti. Ak\u0131ll\u0131 Altyap\u0131 ve Dijital End\u00fcstriler i\u015f kollar\u0131nda \u015fimdiye kadarki en y\u00fcksek \u00e7eyrek k\u00e2r\u0131 elde edildi. Siemens AG, ba\u015far\u0131l\u0131 ge\u00e7en 2023 mali y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131n\u0131n ard\u0131ndan mali y\u0131l\u0131n tamam\u0131na ili\u015fkin beklentileri de y\u00fckseltti.<\/h2>\n

Siemens Ba\u015fkan\u0131 ve CEO\u2019su Roland Busch<\/strong>, \u201cDijital End\u00fcstriler ve Ak\u0131ll\u0131 Altyap\u0131 i\u015f kollar\u0131nda \"\"etkileyici marj art\u0131\u015flar\u0131 ve t\u00fcm zamanlar\u0131n en y\u00fcksek k\u00e2r\u0131n\u0131n yan\u0131 s\u0131ra bakiye sipari\u015flerde de yeni bir rekora imza atan Siemens, ola\u011fan\u00fcst\u00fc performans\u0131n\u0131 s\u00fcrd\u00fcr\u00fcyor,\u201d dedi ve s\u00f6zlerine \u015f\u00f6yle devam etti: \u201cElde etti\u011fimiz g\u00fc\u00e7l\u00fc sonu\u00e7lar, m\u00fc\u015fterilerimizi daha rekabet\u00e7i, dayan\u0131kl\u0131 ve s\u00fcrd\u00fcr\u00fclebilir olma yolunda desteklemeye y\u00f6nelik do\u011fru stratejiye, do\u011fru teknolojiye ve do\u011fru ekibe sahip oldu\u011fumuzu g\u00f6steriyor.\u201d<\/em><\/p>\n

Siemens AG CFO\u2019su Ralf P. Thomas<\/strong> ise yapt\u0131\u011f\u0131 de\u011ferlendirmede \u201cVerdi\u011fimiz s\u00f6z\u00fc tuttuk. Gelirimizdeki art\u0131\u015f\u0131 y\u00fcksek k\u00e2ra ve son kertede g\u00fc\u00e7l\u00fc serbest nakit ak\u0131\u015f\u0131na d\u00f6n\u00fc\u015ft\u00fcrd\u00fck. \u00dcst\u00fcm\u00fcze d\u00fc\u015fen g\u00f6revi bu \u015fekilde ba\u015far\u0131yla yerine getirmemiz, belirledi\u011fimiz yolda devam etme \u00f6zg\u00fcvenimizi peki\u015ftiriyor\u201d<\/em> dedi.<\/p>\n

End\u00fcstriyel \u0130\u015f Kolu k\u00e2r\u0131nda kayda de\u011fer art\u0131\u015f<\/strong><\/h3>\n

Siemens, 2023 y\u0131l\u0131n\u0131n 2. \u00e7eyre\u011finde gelirini kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 15<\/strong> art\u0131rarak 19,4 milyar Euroya<\/strong> y\u00fckseltti (2022 2. \u00e7eyrek: 17,0 milyar Euro). Sipari\u015fler de \u00f6zellikle Ula\u015f\u0131m i\u015f kolunun \u015fimdiye kadarki en y\u00fcksek \u00fc\u00e7 ayl\u0131k sipari\u015f al\u0131m\u0131n\u0131n etkisiyle kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 15 artarak 23,6 milyar Euroya y\u00fckseldi (2022 2. \u00e7eyrek: 21,0 milyar Euro). Sipari\u015f-sat\u0131\u015f oran\u0131 1,22 gibi g\u00fc\u00e7l\u00fc bir rakama ula\u015ft\u0131. Bakiye sipari\u015fler ise 105 milyar Euro ile yeni bir rekor k\u0131rd\u0131 ve nitelikli y\u00f6n\u00fcyle \u00f6n plana \u00e7\u0131kt\u0131.<\/p>\n

End\u00fcstriyel \u0130\u015f Kolu k\u00e2r\u0131 y\u00fczde 47<\/strong> art\u0131\u015fla 2,6 milyar Euroya<\/strong> y\u00fckseldi (2022 2. \u00e7eyrek: 1,8 milyar Euro). K\u00e2r marj\u0131 y\u00fczde 14,2 ile bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011finin 3,2 puan \u00fczerinde ger\u00e7ekle\u015fti (2022 2. \u00e7eyrek: y\u00fczde 11,0). Net gelir, Siemens\u2019in Siemens Energy AG<\/strong>\u2019deki hisselerinin de\u011fer d\u00fc\u015f\u00fckl\u00fc\u011f\u00fcn\u00fcn iptalinden kaynaklanan 1,6 milyar Euroluk vergiden muaf kazanc\u0131n da etkisiyle neredeyse \u00fc\u00e7 kat\u0131na \u00e7\u0131karak 3,6 milyar Euroya ula\u015ft\u0131 (2022 2. \u00e7eyrek: 1,2 milyar Euro). Sat\u0131n alma fiyat\u0131 da\u011f\u0131t\u0131m\u0131 muhasebesi \u00f6ncesi hisse ba\u015f\u0131na temel kazan\u00e7 4,57 Euro (2022 2. \u00e7eyrek: 1,50 Euro) olup, bunun 2,01 Eurosu de\u011fer d\u00fc\u015f\u00fckl\u00fc\u011f\u00fcn\u00fcn iptali ile ilgilidir.<\/p>\n

Grup d\u00fczeyinde s\u00fcrd\u00fcr\u00fclen ve durdurulan faaliyetlerden elde edilen serbest nakit ak\u0131\u015f\u0131 2,3 milyar Euro ile ola\u011fan\u00fcst\u00fc bir seviyede ger\u00e7ekle\u015fti (2022 2. \u00e7eyrek: 1,3 milyar Euro). End\u00fcstriyel \u0130\u015f Kolu, 2,7 milyar Euro ile \u00e7ok g\u00fc\u00e7l\u00fc bir serbest nakit ak\u0131\u015f\u0131 yaratt\u0131 (2022 2. \u00e7eyrek: 1,9 milyar Euro).<\/p>\n

Ak\u0131ll\u0131 Altyap\u0131 ve Dijital End\u00fcstriler i\u015f kollar\u0131nda rekor \u00e7eyrek sonu\u00e7lar\u0131<\/strong><\/h3>\n

Dijital End\u00fcstriler i\u015f kollar\u0131nda gelir, kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda toplam y\u00fczde 23<\/strong> artarak 5,5 milyar Euroya<\/strong> ula\u015ft\u0131 ve t\u00fcm i\u015f kollar\u0131nda \u00e7ift haneli gelir art\u0131\u015f\u0131<\/strong> sa\u011fland\u0131.<\/p>\n

B\u00fcy\u00fcmeye en b\u00fcy\u00fck katk\u0131, bile\u015fenlerin artan ula\u015f\u0131labilirli\u011fi ve sipari\u015f al\u0131m\u0131ndaki d\u00f6n\u00fc\u015f\u00fcm\u00fcn h\u0131zlanmas\u0131n\u0131n etkisiyle otomasyon i\u015f kollar\u0131ndan<\/strong> geldi. Sipari\u015fler kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 10 azalarak 5,3 milyar Euroya geriledi ve beklendi\u011fi gibi 2022 y\u0131l\u0131n\u0131n 2. \u00e7eyre\u011findeki y\u00fcksek seviyenin alt\u0131nda kald\u0131. K\u00e2r y\u00fczde 57 art\u0131\u015fla t\u00fcm zamanlar\u0131n en y\u00fcksek \u00e7eyrek sonucu olan 1,3 milyar Euro seviyesine y\u00fckselirken, k\u00e2r marj\u0131 y\u00fczde 23,5 olarak ger\u00e7ekle\u015fti. Daha y\u00fcksek gelir ve y\u00fcksek marjl\u0131 \u00fcr\u00fcnler s\u00f6z konusu oldu\u011funda bile\u015fenlerin daha eri\u015filebilir olmas\u0131 sayesinde daha elveri\u015fli bir \u00fcr\u00fcn gam\u0131n\u0131n sunulmas\u0131yla birlikte otomasyon i\u015f kollar\u0131n\u0131n tamam\u0131nda k\u00e2r ve k\u00e2rl\u0131l\u0131k artt\u0131.<\/p>\n

Ak\u0131ll\u0131 Altyap\u0131<\/strong> i\u015f kolunda sipari\u015fler kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 9<\/strong> artarak 5,5 milyar Euro<\/strong> de\u011ferine ula\u015ft\u0131. Art\u0131\u015f\u0131n ba\u015fl\u0131ca kayna\u011f\u0131; veri merkezleri, yar\u0131 iletken end\u00fcstrisi<\/strong> ve g\u00fc\u00e7 da\u011f\u0131t\u0131m m\u00fc\u015fterileriyle<\/strong> imzalanan bir dizi geni\u015f kapsaml\u0131 s\u00f6zle\u015fme dolay\u0131s\u0131yla elektrifikasyon i\u015f kolundaki<\/strong> kayda de\u011fer b\u00fcy\u00fcme oldu. T\u00fcm i\u015f kollar\u0131nda gelir kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 21 artarak 4,9 milyar Euroya ula\u015ft\u0131. Elektrikli \u00fcr\u00fcnler<\/strong> ve elektrifikasyon i\u015f kollar\u0131<\/strong>, bu \u00e7ift haneli gelir art\u0131\u015f\u0131na katk\u0131da bulunan ana unsurlar olma niteli\u011fi ta\u015f\u0131d\u0131. K\u00e2r y\u00fczde 75 art\u0131\u015fla 779 milyon Euroya y\u00fckselirken, k\u00e2r marj\u0131 y\u00fczde 15,9 olarak ger\u00e7ekle\u015fti (2022 2. \u00e7eyrek: y\u00fczde 11,1). Hem k\u00e2r hem de k\u00e2rl\u0131l\u0131k \u00e7eyrek bazda t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n

Ula\u015f\u0131m i\u015f kolunda<\/strong> sipari\u015f al\u0131m\u0131 iki kattan fazla<\/strong> artarak \u015fimdiye kadarki en y\u00fcksek \u00fc\u00e7 ayl\u0131k seviyeye<\/strong> ula\u015ft\u0131. Bu g\u00fc\u00e7l\u00fc art\u0131\u015fa y\u00f6n veren ba\u015fl\u0131ca unsur, Hindistan\u2019da lokomotifler ve ilgili bak\u0131m i\u015flerini kapsayan 2,9 milyar Euroluk<\/strong> s\u00f6zle\u015fme ve Singapur\u2019da<\/strong> sinyalizasyon sistemi<\/strong> ve istasyon altyap\u0131s\u0131 kurulumunu<\/strong> kapsayan 0,3 milyar Euroluk s\u00f6zle\u015fme dahil olmak \u00fczere \u00e7ok say\u0131da s\u00f6zle\u015fmenin imzalanmas\u0131 oldu.<\/p>\n

Gelir kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 33<\/strong> artarak 2,7 milyar Euroya<\/strong> ula\u015f\u0131rken, demiryolu ara\u00e7lar\u0131 i\u015f kolundaki kayda de\u011fer y\u00fckseli\u015f ba\u015fta olmak \u00fczere t\u00fcm i\u015f kollar\u0131 b\u00fcy\u00fcmeye katk\u0131da bulundu. K\u00e2r 247 milyon Euroya<\/strong> y\u00fckselirken, k\u00e2r marj\u0131<\/strong> y\u00fczde 9,2<\/strong> olarak ger\u00e7ekle\u015fti. K\u00e2r<\/strong> ve k\u00e2rl\u0131l\u0131k<\/strong>, Rusya\u2019ya uygulanan yapt\u0131r\u0131mlardan kaynaklanan 0,6 milyar Euroluk<\/strong> kayb\u0131n etkili oldu\u011fu 2022 y\u0131l\u0131n\u0131n 2. \u00e7eyre\u011fine k\u0131yasla pozitife d\u00f6nd\u00fc.<\/p>\n

Beklentiler tekrar y\u00fckseltildi<\/strong><\/h3>\n

Siemens, olduk\u00e7a g\u00fc\u00e7l\u00fc ge\u00e7en 2023 mali y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131n\u0131n ard\u0131ndan mali y\u0131l\u0131n tamam\u0131na ili\u015fkin beklentileri tekrar y\u00fckseltti.<\/p>\n

Siemens Grubu<\/strong> \u00f6zelinde \u015firket, kur \u00e7evrimi ve portf\u00f6y etkileri hari\u00e7 y\u00fczde 9 ila 11 aral\u0131\u011f\u0131nda kar\u015f\u0131la\u015ft\u0131r\u0131labilir gelir b\u00fcy\u00fcmesinin yan\u0131 s\u0131ra (\u00f6nceki beklenti seviyesi: y\u00fczde 7 ila 10) 1\u2019in \u00fczerinde bir sipari\u015f-sat\u0131\u015f oran\u0131na ula\u015fmay\u0131 bekliyor.<\/p>\n

Dijital End\u00fcstriler i\u015f kolu<\/strong>, 2023 mali y\u0131l\u0131nda y\u00fczde 17 ila y\u00fczde 20 aras\u0131nda kar\u015f\u0131la\u015ft\u0131r\u0131labilir gelir art\u0131\u015f\u0131 elde etmeyi bekliyor (\u00f6nceki beklenti seviyesi: y\u00fczde 12 ila 15). K\u00e2r marj\u0131n\u0131n ise y\u00fczde 22,5 ila y\u00fczde 23,5 aras\u0131nda olmas\u0131 bekleniyor (\u00f6nceki beklenti seviyesi: y\u00fczde 20 ila y\u00fczde 22).<\/p>\n

Ak\u0131ll\u0131 Altyap\u0131 i\u015f kolu<\/strong>, 2023 mali y\u0131l\u0131nda y\u00fczde 14 ila 16 aras\u0131nda kar\u015f\u0131la\u015ft\u0131r\u0131labilir gelir art\u0131\u015f\u0131 bekliyor (\u00f6nceki beklenti seviyesi: y\u00fczde 9 ila 12).<\/p>\n

K\u00e2r marj\u0131n\u0131n ise y\u00fczde 14,5<\/strong> ila y\u00fczde 15,5<\/strong> aras\u0131nda olmas\u0131 bekleniyor (\u00f6nceki beklenti seviyesi: y\u00fczde 13,5 ila y\u00fczde 14,5).<\/p>\n

Ula\u015f\u0131m i\u015f kolu,<\/strong> 2023 mali y\u0131l\u0131nda y\u00fczde 10 ila 12 aras\u0131nda kar\u015f\u0131la\u015ft\u0131r\u0131labilir gelir art\u0131\u015f\u0131 bekliyor (\u00f6nceki beklenti seviyesi: y\u00fczde 6 ila 9). K\u00e2r marj\u0131na y\u00f6nelik y\u00fczde 8 ila 10 beklentisi ise de\u011fi\u015fmeden korunuyor.<\/p>\n

Siemens, end\u00fcstriyel i\u015f kollar\u0131ndaki bu k\u00e2rl\u0131 b\u00fcy\u00fcmenin 2023<\/strong> mali y\u0131l\u0131nda PPA \u00f6ncesi hisse ba\u015f\u0131na<\/strong> kazanc\u0131 (EPS) 9,60<\/strong> ila 9,90 Euro<\/strong> aral\u0131\u011f\u0131na y\u00fckseltmesini bekliyor (\u00f6nceki beklenti seviyesi: 8,90 Euro ila 9,40 Euro). Bu beklentiler, yasalar<\/strong> ve mevzuata ili\u015fkin<\/strong> konular ve \u00f6nemli de\u011fer d\u00fc\u015f\u00fckl\u00fc\u011f\u00fcnden kaynaklanan kay\u0131plar\u0131n yan\u0131 s\u0131ra \u00f6nemli de\u011fer d\u00fc\u015f\u00fckl\u00fc\u011f\u00fc iptallerini i\u00e7ermemektedir.<\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language. Siemens AG, g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ivmesini 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde de s\u00fcrd\u00fcrd\u00fc. \u0130kinci \u00e7eyrekte y\u00fcksek sipari\u015f al\u0131m\u0131, Dijital End\u00fcstriler, Ak\u0131ll\u0131 Altyap\u0131 ve Ula\u015f\u0131m […]<\/p>\n","protected":false},"author":1,"featured_media":175012,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[51,53,157],"tags":[40548,109404,109403,109405,109406,998],"views":29,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/175009"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=175009"}],"version-history":[{"count":1,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/175009\/revisions"}],"predecessor-version":[{"id":175010,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/175009\/revisions\/175010"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/175012"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=175009"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=175009"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=175009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}