For example, management is aiming for a 10% to 15% margin on the basis of earnings before interest, tax, and amortization (EBITA). There may be a margin expansion opportunity here, too. Automation will help make reshoring production more commercially viable, and the growth of the industrial Internet of Things and digital technologies in general will increase the efficacy of automation.Īs for smart infrastructure, the idea is that Siemens can benefit from a move toward digitizing the power grid and expanding the use of electrified building control products. There's no shortage of interest in automation at the moment, not least because of the difficulties some companies have had with their supply chains during the pandemic. The investment thesis for Siemens is based on the idea that its digital industries (factory and process automation, industrial software, and motion control) and smart infrastructure (control products, electrification products, building products, and grid solutions) have a bright future.
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