{"id":188327,"date":"2024-05-20T19:33:55","date_gmt":"2024-05-20T16:33:55","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=188327"},"modified":"2024-05-20T19:33:55","modified_gmt":"2024-05-20T16:33:55","slug":"siemens-2024-yili-guclu-buyume-beklentisini-koruyor","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/siemens-2024-yili-guclu-buyume-beklentisini-koruyor\/","title":{"rendered":"(Turkish) ’Siemens’ 2024 Y\u0131l\u0131 G\u00fc\u00e7l\u00fc B\u00fcy\u00fcme Beklentisini Koruyor"},"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

Alman devi Siemens 2024 y\u0131l\u0131 ikinci \u00e7eyrek rakamlar\u0131n\u0131 a\u00e7\u0131klad\u0131. Y\u0131l\u0131n ikinci \u00e7eyre\u011finde \u015firket geliri 19.2 milyar euro olarak ger\u00e7ekle\u015fti. Ayn\u0131 d\u00f6nemde sipari\u015fler ise 20.5 milyar euro olarak kay\u0131tlara ge\u00e7ti. Siemens AG Ba\u015fkan\u0131 ve CEO\u2019su Roland Busch, \u201cY\u0131l\u0131n ikinci \u00e7eyre\u011finde de \u00f6zellikle veri merkezi ve yar\u0131 iletken sekt\u00f6rlerinde dijitalle\u015fme ve s\u00fcrd\u00fcr\u00fclebilirli\u011fe y\u00f6nelik yo\u011fun talebin olumlu etkilerini g\u00f6rmeye devam ettik. Do\u011fru strateji, do\u011fru teknolojiler ve do\u011fru ekiple k\u00e2rl\u0131 b\u00fcy\u00fcmemizi s\u00fcrd\u00fcr\u00fcyoruz\u201d<\/em> dedi.<\/strong><\/h2>\n

Siemens, k\u00fcresel \u00e7apta dijitalle\u015fme ve s\u00fcrd\u00fcr\u00fclebilirlik teknolojisine y\u00f6nelik yo\u011fun talebe ba\u015far\u0131yla kar\u015f\u0131l\u0131k vererek 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde g\u00fc\u00e7l\u00fc bir mali performansa imza att\u0131. \u00d6zellikle end\u00fcstriyel yaz\u0131l\u0131m i\u015f kolu, yar\u0131 iletken sanayiindeki yo\u011fun taleple birlikte g\u00fc\u00e7l\u00fc bir b\u00fcy\u00fcme kaydetti. M\u00fc\u015fterilerin veri merkezi talepleri de olduk\u00e7a ivme kazand\u0131. Dijital End\u00fcstriler i\u015f kolunda k\u0131sa d\u00f6ng\u00fcl\u00fc proseslere y\u00f6nelik otomasyona talebin \u00f6zellikle \u00c7in ve Avrupa\u2019daki durgun seyri, Ak\u0131ll\u0131 Altyap\u0131lar ve Ula\u015f\u0131m i\u015f kollar\u0131ndaki kayda de\u011fer gelir art\u0131\u015f\u0131yla dengelendi. Siemens, ayr\u0131ca Innomotics\u2019in 3,5 milyar Euro \"\"kar\u015f\u0131l\u0131\u011f\u0131nda KPS Capital Partners\u2019a sat\u0131lmas\u0131yla birlikte portf\u00f6y konsolidasyonu noktas\u0131nda \u00f6nemli bir ad\u0131m att\u0131. \u015eirketin ikinci \u00e7eyrek performans\u0131na ili\u015fkin de\u011ferlendirmelerde bulunan Siemens AG Ba\u015fkan\u0131 ve CEO\u2019su Roland Busch<\/strong>, \u201cY\u0131l\u0131n ikinci \u00e7eyre\u011finde de \u00f6zellikle veri merkezi ve yar\u0131 iletken sekt\u00f6rlerinde dijitalle\u015fme ve s\u00fcrd\u00fcr\u00fclebilirli\u011fe y\u00f6nelik yo\u011fun talebin olumlu etkilerini g\u00f6rmeye devam ettik. Siemens; Ak\u0131ll\u0131 Altyap\u0131lar ve Ula\u015f\u0131m i\u015f kollar\u0131n\u0131n yan\u0131 s\u0131ra end\u00fcstriyel yaz\u0131l\u0131m alan\u0131nda g\u00fc\u00e7l\u00fc gelir performans\u0131 kaydederek dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 ispatlad\u0131. Bu alanlarda elde edilen ba\u015far\u0131lar, Dijital End\u00fcstriler\u2019in otomasyon i\u015f kolundaki dura\u011fan talebi neredeyse tamamen dengeledi. Do\u011fru strateji, do\u011fru teknolojiler ve do\u011fru ekiple k\u00e2rl\u0131 b\u00fcy\u00fcmemizi s\u00fcrd\u00fcr\u00fcyoruz\u201d dedi. Siemens AG Finans Direkt\u00f6r\u00fc Ralf P. Thomas ise \u201cInnomotics ile portf\u00f6y\u00fcm\u00fcz\u00fc optimize etme yolunda \u00f6nemli bir ad\u0131m daha att\u0131k. Mali y\u0131l\u0131n ilk yar\u0131s\u0131ndaki g\u00fc\u00e7l\u00fc performans\u0131m\u0131z, son not art\u0131r\u0131m\u0131m\u0131za da yans\u0131yan sa\u011flam bilan\u00e7omuz ve rekor seviyedeki bakiye sipari\u015flerimizle lider bir teknoloji \u015firketi olarak gelece\u011fe g\u00fcvenle bak\u0131yoruz. 2024 mali y\u0131l\u0131na ili\u015fkin beklentilerimizi koruyoruz\u201d<\/em> yorumunda bulundu.<\/p>\n

BAK\u0130YE SATI\u015eLAR REKOR KIRDI<\/strong><\/h3>\n

Siemens, 2024 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 19.2 milyar Euro toplam gelir elde etti. Bu rakam bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re de\u011fi\u015fiklik g\u00f6stermedi. B\u00f6ylece Siemens g\u00fc\u00e7l\u00fc mali yap\u0131s\u0131n\u0131 bu y\u0131l da korumu\u015f oldu. Siemens\u2019in toplam sipari\u015f gelirleri ise 2023 y\u0131l\u0131nda 23.6 milyar Euro iken, 2024 y\u0131l\u0131 ikinci \u00e7eyre\u011finde y\u00fczde 12 gerileyerek 20.5 milyar Euro olarak ger\u00e7ekle\u015fti. Gerileme a\u011f\u0131rl\u0131kl\u0131 olarak 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde Ula\u015f\u0131m i\u015f kolunda al\u0131nan b\u00fcy\u00fck sipari\u015flerle hacmin artmas\u0131ndan kaynakland\u0131. Sipari\u015f-sat\u0131\u015f oran\u0131 ise 1,07 gibi etkileyici bir seviyeye ula\u015ft\u0131. Siemens y\u0131ll\u0131k bazda de\u011ferlendirildi\u011finde ise; 114 milyar euroluk bakiye sipari\u015flerle bir kez daha rekor k\u0131rarak b\u00fcy\u00fcme yolunda emin ad\u0131mlarla ilerlemeye devam etti. Siemens\u2019in end\u00fcstriyel i\u015f kolu k\u00e2r\u0131, 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 2.6 milyar euro iken, 2024 \u2018\u00fcn ikinci \u00e7eyre\u011finde 2,5 milyar euro olarak ger\u00e7ekle\u015fti. \u015eirketin k\u00e2r marj\u0131 y\u00fczde 14 olarak kay\u0131tlara ge\u00e7ti. Net gelir, Siemens\u2019in Siemens Energy AG\u2019deki hisselerinin de\u011fer d\u00fc\u015f\u00fckl\u00fc\u011f\u00fcn\u00fcn iptali nedeniyle 1,6 milyar euroluk vergiden muaf kazanc\u0131n etkisiyle 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde kaydedilen 3,6 milyar eurodan 2,2 milyar euroya geriledi. 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 4,57 euro olarak kaydedilen sat\u0131n alma fiyat\u0131 da\u011f\u0131t\u0131m\u0131 muhasebesi \u00f6ncesi hisse ba\u015f\u0131na temel kazan\u00e7 (PPA \u00f6ncesi EPS), 2,73 euro olarak ger\u00e7ekle\u015fti. Ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde ula\u015f\u0131lan rakam\u0131n 2,01 euroluk k\u0131sm\u0131 de\u011fer d\u00fc\u015f\u00fckl\u00fc\u011f\u00fc iptalinden kaynaklanm\u0131\u015ft\u0131. Siemens\u2019in grup d\u00fczeyinde s\u00fcrd\u00fcr\u00fclen ve durdurulan faaliyetlerden elde edilen serbest nakit ak\u0131\u015f\u0131 1,3 milyar euro seviyesine ula\u015ft\u0131. Serbest nakit ak\u0131\u015f\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn ba\u015fl\u0131ca nedenini, 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 2,7 milyar euro seviyesinde serbest nakit ak\u0131\u015f\u0131 kaydeden End\u00fcstriyel i\u015f kolunun bu y\u0131l\u0131n ayn\u0131 d\u00f6neminde 2,1 milyar euro seviyesinde serbest nakit ak\u0131\u015f\u0131 kaydetmesi olu\u015fturdu.<\/p>\n

AKILLI ALTYAPILAR VE ULA\u015eIM\u2019IN NET GEL\u0130R ARTTI<\/strong><\/h3>\n

Siemens\u2019in Dijital End\u00fcstriler i\u015f kolunda sipari\u015f al\u0131m\u0131, \u00f6zellikle \u00c7in\u2019deki m\u00fc\u015fteriler ve distrib\u00fct\u00f6rlerde stok seviyelerinin y\u00fcksek seyretmeyi s\u00fcrd\u00fcrmesi nedeniyle bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 12 azalarak 4,3 milyar euroya geriledi. \u00d6te yandan, ABD\u2019deki elektronik tasar\u0131m otomasyonu (EDA) faaliyetlerinin belirgin etkisiyle yaz\u0131l\u0131m i\u015f kolunda al\u0131nan sipari\u015flerin say\u0131s\u0131 artt\u0131. Bu gelir \u00a0bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 11 azalarak 4,5 milyar euroya gerilerken, yaz\u0131l\u0131m i\u015f kolunda (\u00f6zellikle EDA alan\u0131nda) kaydedilen y\u00fcksek gelir, otomasyon sekt\u00f6r\u00fcndeki k\u00e2r marj\u0131 y\u00fcksekli\u011fi nedeniyle seyrini dengeledi. Bu alanda \u015firket k\u00e2r\u0131 y\u00fczde 41 d\u00fc\u015f\u00fc\u015fle 741 milyar euro olarak kaydedilirken, k\u00e2r marj\u0131 y\u00fczde 16,5 olarak ger\u00e7ekle\u015fti. Gelirdeki gerilemeye ba\u011fl\u0131 olarak azalan kapasite kullan\u0131m\u0131n\u0131n ve otomasyon i\u015f kollar\u0131ndaki \u00fcr\u00fcn karmas\u0131n\u0131n g\u00f6rece daha d\u00fc\u015f\u00fck getirili olmas\u0131n\u0131n etkisiyle k\u00e2r ve k\u00e2rl\u0131l\u0131k azald\u0131. Ak\u0131ll\u0131 Altyap\u0131lar i\u015f kolundaki sipari\u015fler, t\u00fcm alt i\u015f kollar\u0131n\u0131n b\u00fcy\u00fcmeye katk\u0131 sunmas\u0131yla birlikte kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 10 artarak 6,1 milyar euro de\u011fere ula\u015ft\u0131. B\u00f6ylece, Ak\u0131ll\u0131 Altyap\u0131lar i\u015f kolu ilk kez tek bir \u00e7eyrekte 6 milyar euroyu a\u015fan de\u011ferde sipari\u015f alarak \u00e7eyrek rekoru k\u0131rd\u0131. Co\u011frafi bazda b\u00fcy\u00fcme noktas\u0131nda elektrikli \u00fcr\u00fcnler ve elektrifikasyon i\u015f kollar\u0131n\u0131n veri merkezi operat\u00f6rleriyle \u00e7ok say\u0131da s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 ABD ba\u015f\u0131 \u00e7ekti. T\u00fcm alt i\u015f kollar\u0131 bir \u00f6nceki y\u0131la g\u00f6re toplam y\u00fczde 6 art\u0131\u015fla 5,1 milyar euroya ula\u015fan gelir art\u0131\u015f\u0131 sa\u011flad\u0131. En g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme, kayda de\u011fer bakiye sipari\u015flerin ba\u015far\u0131yla tamamland\u0131\u011f\u0131 elektrifikasyon i\u015f kolundan geldi. B\u00fcy\u00fcmeye b\u00f6lgesel bazda en b\u00fcy\u00fck katk\u0131y\u0131 ABD yapt\u0131. K\u00e2r y\u00fczde 10 artarak 854 milyon euroya ula\u015ft\u0131. 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde y\u00fczde 15,9 olarak kaydedilen k\u00e2r marj\u0131 ise y\u00fczde 16,6 olarak ger\u00e7ekle\u015fti.<\/p>\n

B\u00dcY\u00dcMEDE ABD PAZARI \u0130LK SIRADA YER ALDI<\/strong><\/h3>\n

Ula\u015f\u0131m i\u015f kolunda t\u00fcm alt i\u015f kollar\u0131nda b\u00fcy\u00fcme bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 6 art\u0131\u015fla 2,8 milyar euro olarak ger\u00e7ekle\u015fti. Ancak al\u0131nan sipari\u015flerin de\u011feri kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda y\u00fczde 49 gerileyerek 3,2 milyar euro olarak kaydedildi. Al\u0131nan sipari\u015fler aras\u0131nda ABD\u2019de hafif rayl\u0131 sistemlere y\u00f6nelik 0,4 milyar euroluk bir s\u00f6zle\u015fme ve Avrupa\u2019da lokomotiflere y\u00f6nelik birka\u00e7 b\u00fcy\u00fck sipari\u015f yer ald\u0131. 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde Hindistan\u2019da lokomotif ve lokomotif bak\u0131m\u0131na y\u00f6nelik 2,9 milyar euroluk bir sipari\u015f de dahil olmak \u00fczere, \u00f6nemli sipari\u015flerde keskin bir art\u0131\u015f ya\u015fanm\u0131\u015ft\u0131. 2024 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde k\u00e2r ve k\u00e2rl\u0131l\u0131k, daha y\u00fcksek gelir ve g\u00fc\u00e7l\u00fc proje uygulamalar\u0131 sayesinde neredeyse t\u00fcm alt i\u015f kollar\u0131nda art\u0131\u015f g\u00f6sterdi. Toplam k\u00e2r toplam\u0131 237 milyon euro olarak ger\u00e7ekle\u015fti. K\u00e2r marj\u0131, k\u00e2r ve k\u00e2rl\u0131l\u0131\u011f\u0131n Rusya\u2019ya ili\u015fkin s\u00fcregelen ko\u015fullar\u0131n etkisiyle y\u00fczde 9,2 olarak kaydedildi\u011fi 2023 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011fine k\u0131yasla gerileyerek y\u00fczde 8,4 olarak ger\u00e7ekle\u015fti.<\/p>\n

GRUP D\u00dcZEY\u0130NDE BEKLENT\u0130 KORUNUYOR<\/strong><\/h3>\n

Siemens, 2024 mali y\u0131l\u0131 beklentilerini koruyor. Jeopolitik gerilimlerin daha fazla t\u0131rmanmayaca\u011f\u0131 varsay\u0131m\u0131yla hareket eden Siemens, bu ko\u015fullar alt\u0131nda End\u00fcstriyel i\u015f kolunun k\u00e2rl\u0131 b\u00fcy\u00fcmesini s\u00fcrd\u00fcrmesi bekliyor. Siemens, kur \u00e7evrimi ve portf\u00f6y etkilerinden ar\u0131nd\u0131r\u0131lm\u0131\u015f olarak y\u00fczde 4 ila y\u00fczde 8 aral\u0131\u011f\u0131nda kar\u015f\u0131la\u015ft\u0131r\u0131labilir gelir b\u00fcy\u00fcmesi ve 1\u2019in \u00fczerinde bir sipari\u015f-sat\u0131\u015f oran\u0131na ula\u015fma beklentisini s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klad\u0131. \u00d6nceki varsay\u0131mlar\u0131n aksine, Dijital End\u00fcstriler\u2019in otomasyon i\u015f kollar\u0131n\u0131n m\u00fc\u015fterilerinin stok eritme s\u00fcrecinin, \u00f6zellikle \u00c7in\u2019de takvim y\u0131l\u0131n\u0131n ikinci yar\u0131s\u0131na kadar devam etmesi muhtemel g\u00f6z\u00fck\u00fcyor. Dijital End\u00fcstriler, 2024 mali y\u0131l\u0131n\u0131n ikinci yar\u0131s\u0131nda otomasyon i\u015f kollar\u0131nda talebin mali y\u0131l\u0131n ilk yar\u0131s\u0131na k\u0131yasla artaca\u011f\u0131n\u0131 varsay\u0131yor ve yaz\u0131l\u0131m i\u015f kolunda \u00f6nemli s\u00f6zle\u015fmeler imzalanaca\u011f\u0131n\u0131 tahmin ediyor. Bu ba\u011flamda, Dijital End\u00fcstriler 2024 mali y\u0131l\u0131 i\u00e7in kar\u015f\u0131la\u015ft\u0131r\u0131labilir gelirin bir \u00f6nceki y\u0131l\u0131n eksi y\u00fczde 8 ila eksi y\u00fczde 4 alt\u0131nda ger\u00e7ekle\u015fmesini (\u00f6nceki beklenti y\u00fczde 0 ila art\u0131 y\u00fczde 3) ve k\u00e2r marj\u0131n\u0131n y\u00fczde 18 ila y\u00fczde 21 olarak kaydedilmesini (\u00f6nceki beklenti y\u00fczde 20 ila y\u00fczde 23) bekliyor. Ayr\u0131ca, Ak\u0131ll\u0131 Altyap\u0131lar sat\u0131\u015flar\u0131nda 2024 y\u0131l\u0131n\u0131n tamam\u0131nda y\u00fczde 8 ila y\u00fczde 10 aras\u0131nda b\u00fcy\u00fcme beklentisi bulunuyor. Siemens ayr\u0131ca Ula\u015f\u0131m taraf\u0131nda, 2024 y\u0131l\u0131n\u0131n tamam\u0131nda y\u00fczde 8 ile y\u00fczde 11 aras\u0131nda b\u00fcy\u00fcme ve y\u00fczde 8 ila y\u00fczde 10 aras\u0131nda kar marj\u0131 art\u0131\u015f\u0131 bekliyor. Siemens, End\u00fcstriyel i\u015f kolundaki k\u00e2rl\u0131 b\u00fcy\u00fcmenin, 2024 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde hisse ba\u015f\u0131 0,61 euro art\u0131 getiri sa\u011flayan Siemens Energy yat\u0131r\u0131m\u0131 hari\u00e7 olmak \u00fczere, sat\u0131n alma fiyat\u0131 da\u011f\u0131t\u0131m\u0131 muhasebesi \u00f6ncesi net gelirden elde edilen hisse ba\u015f\u0131na temel kazanc\u0131 (PPA \u00f6ncesi EPS) 2024 mali y\u0131l\u0131nda 10,40 euro ila 11,00 euro aral\u0131\u011f\u0131na y\u00fckseltmesi beklentisini koruyor. \u00d6zkaynak y\u00f6ntemi muhasebesinin 2024 mali y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde sona ermesiyle birlikte, Siemens Energy yat\u0131r\u0131m\u0131n\u0131n EPS \u00fczerinde etkili olmaya devam etmesi beklenmiyor. 2023 mali y\u0131l\u0131nda Siemens Energy yat\u0131r\u0131m\u0131 hari\u00e7 PPA \u00f6ncesi EPS 9,93 euro olarak kaydedilmi\u015fti.<\/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. Alman devi Siemens 2024 y\u0131l\u0131 ikinci \u00e7eyrek rakamlar\u0131n\u0131 a\u00e7\u0131klad\u0131. Y\u0131l\u0131n ikinci \u00e7eyre\u011finde \u015firket geliri 19.2 milyar euro olarak ger\u00e7ekle\u015fti. Ayn\u0131 d\u00f6nemde sipari\u015fler […]<\/p>\n","protected":false},"author":1,"featured_media":188330,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[51,53],"tags":[109404,40959,113904,1053,35204,109405],"views":32,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/188327"}],"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=188327"}],"version-history":[{"count":0,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/188327\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/188330"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=188327"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=188327"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=188327"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}