Great charts and forecast of global macroeconomic forecast and infrastructure spending from GE's investor presenation.

1. GE Global Growth & Operations
Investor Meeting
March 7, 2012
Caution Concerning Forward-Looking Statements:
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by their nature address matters that are, to different degrees, uncertain. For us, particular uncertainties that could cause our actual results to be materially different than those expressed in our
forward-looking statements include: current economic and financial conditions, including volatility in interest and exchange rates, commodity and equity prices and the value of financial assets;
the impact of conditions in the financial and credit markets on the availability and cost of General Electric Capital Corporation‟s (GECC) funding and on our ability to reduce GECC‟s asset levels as
planned; the impact of conditions in the housing market and unemployment rates on the level of commercial and consumer credit defaults; changes in Japanese consumer behavior that may
affect our estimates of liability for excess interest refund claims (Grey Zone); potential financial implications from the Japanese natural disaster; our ability to maintain our current credit rating
and the impact on our funding costs and competitive position if we do not do so; the adequacy of our cash flow and earnings and other conditions which may affect our ability to pay our
quarterly dividend at the planned level; the level of demand and financial performance of the major industries we serve, including, without limitation, air and rail transportation, energy
generation, real estate and healthcare; the impact of regulation and regulatory, investigative and legal proceedings and legal compliance risks, including the impact of financial services
regulation; strategic actions, including acquisitions, joint ventures and dispositions and our success in completing announced transactions and integrating acquired businesses; and numerous
other matters of national, regional and global scale, including those of a political, economic, business and competitive nature. These uncertainties may cause our actual future results to be
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“In this document, “GE” refers to the Industrial businesses of the Company including GECS on an equity basis. “GE (ex. GECS)” and/or “Industrial” refer to GE excluding Financial Services.”

2. Today‟s agenda
Overview and strategy John Rice
Global footprint – investing in growth markets
• Latin America Reinaldo Garcia
• China Mark Hutchinson
• Australia & New Zealand Steve Sargent
• Middle East, North Africa & Turkey Khozema Shipchandler
• Sub-Saharan Africa Jay Ireland
Summary & total Company update John Rice
Q&A
2
GE Global Investor Day
March 7, 2012

3. GE Global Growth & Operations
John Rice
Vice Chairman, GE
President & CEO, GE Global Growth & Operations

4. Key messages you‟ll hear today …
• We are a local player … in markets for over 80 years
• Targeted & focused strategy … investing, building and leading
• Optimize global capabilities … a strategic advantage
– R&D centers, supply chain excellence, leadership development
• Margins in line with global averages
• Cost out, redeployment opportunity
• Maintaining appropriate risk profile and protecting intellectual property
• Right portfolio for today and tomorrow in key growth markets
Continued double digit revenue and earnings growth
4
GE Global Investor Day
March 7, 2012

5. Macro perspective …
plenty of growth in lots
of places

6. Changing economies – top 10
($ trillion, GDP in current U.S.$)
6 1990
4
2
0
U.S.
USA Japan Germany France Italy UK Canada Spain Brazil China
2011
15
10 New entrants
5
0
U.S.
USA China Japan Germany France Brazil UK Italy Russia India
Markets constantly evolving … growth 6
markets ~50% of GDP by 2025 GE Global Investor Day
March 7, 2012

7. ~$4T+ infrastructure fundings globally
RUCIS
infrastructure
(~$575B)
Provincial
hospitals “Plan Nord”
(~$15B) Energy in
China
Canada
Healthcare
(~$25B)
FYP (~$180B)
China‟s 12th
FYP in power
Iraq “5-yr”
industry
plan
(~$840B)
(~$186B)
“Kenya 2030” Saudi 9th India
rail & power Development infrastructure
(~$60B) Plan (~$385B) (~$500B)
World Cup &
Olympics
(~$66B)
Australia
Indonesia building
Petrobras Brazil “PAC 2” infrastructure program
Oil & Gas investment South Africa (~$140B) (~$105B)
(~$225B) program Development
(~$872B) Plan
(~$100B)
Global drive to increase standards of living 7
GE Global Investor Day
March 7, 2012

8. Winning in the growth markets
KTZ Rail
MSA
Turkey $0.6B
NextEra Energy (5)
Wind $1.1B
$0.6B Qatar Air UAE
Egypt 777 EMAL II Cathay Air China
$0.2B B777 B747
Energy (3) $0.7B $0.8B
$0.4B $1.4B
Emirates
SEC Direct Amber Jiangshan
CFE 777
Algeria 13 & PP10 Quzhou 6FA
Thermal $6.0B
Aero TM $0.4B $0.1B $0.1B
$0.2B
$0.2B
Greenko
OGX Wind
GOL $0.3B India
T&M Subsea LCA
$0.2B Angola
$0.4B $0.8B Garuda
Subsea
Renova $0.4B Citilink
Petrobras
Wind $1.0B
Thermal
$0.2B $0.3B Transnet
Locos
MPX $0.1B Inpex
Thermal O&G
$0.1B $1.0B
8
$18B+ of recent wins in the last six months GE Global Investor Day
March 7, 2012

9. Next wave of infrastructure spending
Industrial revenues
15-20% ++
growth
$0.2B Mongolia
$2B
<$0.1B
Libya
$33B S. Sudan Myanmar
$100B $7B*
'01 '11 '15F Senegal Cameroon
$1B $3B Ethiopia
$7B
Peru
$28B Mozambique
$1B
Zambia
$1B
9
Next phase of growth GE Global Investor Day
March 7, 2012
* Transportation FYP

10. Meeting the world‟s needs …
GE opportunity
People with no  Distributed power
~1.4B “basics” …
healthcare,
 Lower cost healthcare
electricity, water  Financing solutions
~3.0B
New middle class  Improved access to everything
by 2030 … demand  Aviation & Transportation
increases infrastructure needs
~70B tons
Annual resource  Oil & Gas
“extraction”
growing 2B tons
 Mining
per year  Biofuels
10
GE Global Investor Day
March 7, 2012

11. GE a leader in global
markets

12. GE today
Industrial revenue * Dynamics
$62B $73B $93B • “Recentralized” decision making
Growth 18%
27%
37% • Executing on game changing, local
Developed 13% partnerships
24%
22% • Connecting capital to customers
USA 69%
• Market driven product development
49%
41%
• Global supply chain / local
fulfillment excellence … efficiency
'01 '06 '11
* Excluding NBCU, including GE/GECS elim
Building leadership in growth markets …
~50% of revenue within next 10 years 12
GE Global Investor Day
March 7, 2012

13. Global growth
($ in billions – Industrial revenue *)
Growth markets
Resource Rich Rising Asia Developed
$24 $20
$15 $18
$10
$5
„06 „11 „06 „11 „06 „11
A&NZ China Europe
Canada
Germany
LatAm 10% CAGR 12% CAGR 3% CAGR
~3X GDP India ~1.5X GDP ~5X GDP
MENAT
Japan
Russia/CIS
SS Africa ASEAN Korea
* Excluding NBCU, including GE/GECS elim
Growth markets outpacing GDP
Doubled revenue in 27 countries in 5 years 13
GE Global Investor Day
March 7, 2012

14. Growth regions … strength in „12
($ in billions – Industrial revenue*)
Growing
Growing Resource Rich Rising Asia 10-15%
20-25%
‟12E V% ‟12E V% ‟12E V%
Middle East/North ++ Russia/CIS ++ China ++
Africa/Turkey
Sub-Saharan ++ LatAm ++ India -
Africa
Canada ++ A&NZ ++ ASEAN +
1 Win in Resource Rich ... grow share ≥ US
2 Develop Rising Asia for growth & cost ... partnerships, localization
3 Plant new flags ... expand footprint ... grow supply chain
4 Leverage key capabilities ... project finance, innovation
14
GE Global Investor Day
* Excluding NBCU, including GE/GECS elim March 7, 2012

15. Reinvesting for global growth
• $20B+ industrial acquisitions since ‟06
• Expanding our footprint … 57% of acquisition revenues global
• Acquired ~20K+ employees in the global markets
Acquired: 2007 Acquired: 2007 Acquired: 2008 Acquired: 2006 / 2008
Avionics Drilling & production Pressure control equipment Life Sciences
Global revenue: 32% Global revenue: 87% Global revenue: 68% Global revenue: 65% / 60%
Well Support
Acquired: 2011 Acquired: 2011 Acquired: 2011 Acquired: 2011
Subsea drilling capability Enhanced oil recovery Compression, flow, M&D Power conversion
Global revenue: 96% Global revenue: 49% Global revenue: 61% Global revenue: 80%
Acquisitions further accelerate global growth 15
GE Global Investor Day
March 7, 2012

16. Our strategy … leading,
building, investing

17. Global growth equation
Benefits Approach
• See new business earlier • Investing … products, innovation
• Faster, more responsive to local needs and localization
• Enhance portfolio profitability • Building … compliance, talent and
• Connect capital to customers financing capabilities
• Simplify the GE cost structure • Leading … brand, partnerships
• Create local leadership pipeline and R&D
Global Local
Catalyst for accelerating global growth 17
GE Global Investor Day
March 7, 2012

18. Investing
18
GE Global Investor Day
March 7, 2012

19. Leveraging global capabilities
Oil & Gas Aviation Transportation
# of engines % of global revenue
~34,000 +16 pts 41%
~25,900
28%
25%
31%
26%
12,000 30%
• Breadth of products across '01 '11
NAM 38% 46%
sector … D&S, Subsea, M&C, # global 63 270
EUR 34% 39%
Turbo, Services Growth 28%
locos
• Operates in ~100 countries 2000 Today 2016
• Localization strategy … Brazil,
• ~40% of 2016 secured
Angola, Australia, Indonesia
• $76B CSA backlog, 75% global • Transnet partnership in South
• China: Africa
3X • 80 manufacturing & service
$0.7B facilities globally • Expanding services footprint …
$0.2B 2011 first Kazakhstan Evo signed
Orders
• 2,000+ customers in 85
countries • 40 year partnership in Australia
„06 „11 CFM is a 50/50 JV between GE & Snema (Engines: ~7,000 in 2000, ~16,000
with United Group Limited (UGL)
Employees ~200 ~2,300 today & ~22,000 in 2016)
Engine Alliance is a 50/50 JV between GE & Pratt & Whiney (Engines: 0 in
2000, ~120 in today & ~450 in 2016)
19
GE Global Investor Day
March 7, 2012

20. Global innovation
TM
Vscan FlexAero Oil & Gas
R&D spend
$1.0B
$0.4B
„03-‟05 ‟09-‟11
• “Stethoscope of the future” • Highest efficiency • 1st subsea compressor
• Global design, manufactured – GT: 50MW … +42% efficiency
in China
– CC: >120MW … +54% efficiency
• Pilot in Indonesia w/ mid- • 1st high pressure CO2
wives using credit financing • <5 minute start-up pump
• 4,000 sold to date … ~80% • Installation ~65 days
revenue outside of U.S. • DLE2.0 technology eliminates
• Broad partnerships water requirement • World‟s largest
compressor (100MW)
United Nations Indonesian
Bank
20
GE Global Investor Day
March 7, 2012

21. Healthcare example
Investing and … Delivering in growth regions
Orders
Footprint in
Brazil, India, China China 24%V
Other
24%V
2010 „05 V%
Engineers 1,859 97%
'10 '11 '10 '11
Manufacturing team 1,913 81%
LatAm 25%V India 23%V
Total employees 8,460 120%
Factories 10 100%
'10 '11 '10 '11
Sourcing buy ($MM) 584 143%
ASEAN
41%V
ICFC products 32 16X
'10 '11
Double digits across growth regions 21
GE Global Investor Day
March 7, 2012

22. Global new product development
Value Ultrasound
Deep product 30 years of ultrasound
US expertise Austria software knowledge
Developed
India Engineering
Korea supplier
talent
base
MENAT
Design & development ASEAN
Manufacturing
Launch markets
Cycle time  50% … costs  35% 22
GE Global Investor Day
March 7, 2012

23. Service / supply chain localization
Haiphong, Vietnam
2009: 2010: 2011: 2012: 2013:
Break ground Start production Optimize process Maximize cost Expand
• World class
and ramp up and cost benefit & grow portfolio capability
• Phase I • Shipped 400 • Shipped ~2.5x Wind • Ship 50% more • Diversify into
investment Wind generators Wind generators Wind electrical • Expand capacity
generators components
• Added 2 new wind • Expand local
components @ 20% sourcing • Phase II for other
• Cost savings 20%
savings Asia demand
Perth, Australia Pune, India
~$3B ~$1B output
orders by 2015 …
30% cost out
• $100MM multi-biz service facility … Energy, Transp. • $200MM multi–product manufacturing … MCS, O&G
• Localization of service & engineering • For local & global distribution
• Increases productivity & customer efficiency • Design & process engineering co-located
• Skills development • Product showcase site for GE customers
Access to growth markets while driving lower cost
23
GE Global Investor Day
March 7, 2012

24. India “in country for country” & beyond
Strategy & approach Product funnel 42 launches
in 2012
Examples
• Products meeting India need … • Multi-fuel biomass Gasifier
• Reliable power at grid prices
global applicability Gasifier • Clean energy
• Going beyond design enhancements • Disruptive rural price point … <$100K
• Access to key diagnostic capability …
… “grounds up” development true market creation
Super Value CT
• Engineering & local manufacturing … • ~100GW wind potential
• High & low wind alternatives
speed & efficiency • Margin expansion … 30% lower costs
Wind
• “Learn by doing” … customer pilots • Partnering with “East meets West” …
NGO with experience in Vietnam
Life Care Solutions
$40MM investment , $1B revenue opportunity by ‟15
24
GE Global Investor Day
March 7, 2012

25. Global services capability
($ in billions)
Service backlog 2012 footprint expansion
$147
50
$93
U.S. 46
97
Global 47
'06 '11
“OneGE” approach to footprint strategy
% global ~50% 66% … understand needs of all businesses
Region Location Repairs Manufacturing Distribution
• $147B GE service backlog
Russia/CIS Russia  
• Industrial installed base (IB) growing 4% year MENAT Saudi  
Iraq 
• 91 repair/service sites, 38 in growth markets UAE 
SSA Angola  
• ~50% of IB attached to Monitoring & Diagnostics Nigeria  
… software opportunity A&NZ Australia  
Latam Brazil  
Services provide competitive differentiation 25
GE Global Investor Day
March 7, 2012

26. Building
26
GE Global Investor Day
March 7, 2012

27. Strong GE DNA
Global senior leadership 2011 actions
• “Recentralizing” decision-making
~1,900
+9%
CAGR • 1,700 mid-management roles added in
growth regions ... 96% local
• Recruitment COE‟s placed in regions
~1,200
• Strong employer brand … global
opportunities for employees
'06 '11 • Leadership training … long term
% of total
investment into people
Company 28% 36%
Attracting & retaining 27
GE Global Investor Day
March 7, 2012

28. Bigger leaders in growth markets
(adds in last 12 months) China
Canada
Hutchinson (CEO) Tu (CFO) Liu (Gov‟t)
18 yrs GE 15 yrs GE 8 mo. GE
RE, Cap. Mkts Plastics, Energy Microsoft
Friesen (CFO) India
17 yrs GE (FMP)
CAS, Cap., Rail, Special MENAT
Mtls, AE, HBS
Bresenham (HC) Agarwala (Energy)
22 yrs GE (EEDP) 3 mo GE
Davies (HR) Shipchandler (CFO) Khattab (Growth) Healthcare TATA 4 years
Latin America 10 yrs GE
AE, HC, Cap.
15 yrs GE (FMP)
CAS, Money, AE,
4 yrs GE
Oil & Gas
Infra. Ind. Sys. Plastics, Corp. Schlumberger
Africa Wanchoo (Growth) Modak (CFO)
14 yrs GE 26 yrs GE
Garcia (CEO) Garcia (CFO) Fama (HR) Healthcare CAS, Appl. Int‟l,
27 yrs GE (FMP) 15 yrs GE (FMP) 18 yrs GE (HRLP) Cap., Corp
CAS, HC, Ind. CAS, Corp., Lighting, Appl.,
Sys., Lighting Energy O&G, Corp.
Ireland (CEO) Oates-Forney (HR) Konditi (CFO)
Australia
31 yrs GE (FMP) 13 yrs GE 12 yrs GE
CAS, Plastics, Cap., Energy, CAS, Plastics,
NBCU, Corp. C&I, Corp, O&G Cap., Corp.
Bertoni (BD) Jardim (Legal) D Granados (Growth) Sargent (CEO) Cartledge (CFO)
11 yrs GE 6 yrs GE 11 yrs GE 19 yrs GE 21 yrs GE (FMP)
Energy Int‟l HC, Corp., Int‟l Capital CAS, Plastics,
Energy, MCS
300+ years GE experience,
28
36% Corporate Audit Staff GE Global Investor Day
March 7, 2012

29. Connecting capital to customers
Orders supported with financing Enhancing capabilities
++ • Structured finance expertise
• Strong global relationships
$6.5B • Asset & industry knowledge
• 100+ worldwide experts in 25+ countries
• Leverage GE Capital capabilities
Mark Kleinman, new S&PF GM
− 25 years experience
Today Future − Private Equity & Banking
− Former Treasurer JP Morgan
Mongolia - 50MW Salkhit wind farm
• 1st major renewables project in ECA
Capital markets, SWF,
Multi-lateral Agency
Mongolia Private equity
Development Banks
KTZ - national railroad in Kazakhstan
Project development
• Contract for new GE diesel loco kits Int‟l + local banks & coordination with
… 196 locos GE Capital
Established track record … more to come 29
GE Global Investor Day
March 7, 2012

30. Leading
30
GE Global Investor Day
March 7, 2012

31. Managing risk globally
What keeps us out of trouble Locally: a competitive advantage
Open reporting … . Robust ombuds
1 mechanism
Nigeria
• 163MM people
• ‟12E GDP: 7%
• „12 Gov‟t Spend: ~$8B
Orphans … eliminating unnecessary
2 orphans and increasing oversight - 143rd on corruption *
perception index
Reputation
• July „05: GE Energy bids to Nigerian government…
“we certify as a condition of our bid that GE shall not authorize, permit or
3 Regulatory excellence … domain
expertise and process
tolerate any improper payment …”
• Sept „05: Order for 18 gas turbines (~$0.4B)
• May „09: “Company to Country” MOU - early wins: 25
locomotives with option for 75
Managing third parties/partners …
4 rationalizing & strengthening process; • Feb „12: Immelt with President Jonathan … further cooperation
IP protection ++
$0.5B
Communicating and responding …
5 constant messages from leadership
$0.2B
'01 '11 '16F
Reputation for integrity is a 31
GE Global Investor Day
global GE advantage March 7, 2012
* Source: Transparency International

32. Growth through partnerships
Building strong relationships Orders & commitments
20-yr partnership, 400
LEAP (CFM) engine order $11B
Partnering in O&G,
PowerGen & Marine
Evo assembly with KTZ in
Kazakhstan‟s Astana plant
~$1B
Alliance w/ world‟s largest ‟07 ‟11
iron ore producer
• People … training & education
Investing in Algeria …
• Technology … R&D, co-innovation
Algesco & Hamma JVs
• Localization … in-country capability
Playing critical role in
global O&G projects • Growth … long-term success
Established partnerships lead to growth 32
GE Global Investor Day
March 7, 2012

33. Next wave
Key wins/commitments
5x+
Russia JVs AVIC Huadian JV $1.3B
'11 '15F
• Government cooperation
• Technical leadership
Saudi MOH Transnet Mubadala • Local capabilities
• Healthymagination / Ecomagination
New relationships accelerating growth 33
GE Global Investor Day
March 7, 2012

34. New Russian partnerships
Russia
France
U.S. China
Final assembly
Healthcare product Test, Service Healthcare
Turbine product engineering & subcomponents
engineering subassembly
Design & development
Manufacturing
Sourcing
• Energy, Healthcare JVs announced in Sept 2011
• Assemble, sell, & service GT‟s (4.6GW) … local assembly „13
• Production of diagnostic imaging equipment
• $0.5B orders booked to date
GE technology + strong partnerships
34
$10B - $15B opportunity GE Global Investor Day
March 7, 2012

35. The global research advantage
• 5 multi-disciplinary R&D centers … 4 outside of the U.S.
• ~3,000 GRC research team, ~1,000 global
• ~40,000 GE engineers worldwide, ~22,000 global
• Over $5B R&D spend*
• Expanding IP coverage … global patent apps +88% since „08
China Technology Park: Shanghai Global Research Europe: Munich
• Over 1,200 engineers • Over 170 engineers
• Leading ICFC efforts • Located on tech campus (TUM)
• Connected to Innovation Centers • Clean, distributed energy focus
John F. Welch Technology Center: Bangalore Brazil Technology Center: Rio de Janeiro (2013)
• Over 4,200 engineers • Capacity for 400 engineers
• First global site … 1999 • O&G, Transportation focus
• Growing emerging market focus • Customer & university relations
*Includes customer funded
Product innovation is everywhere 35
GE Global Investor Day
March 7, 2012

36. Extending the brand
Programs offered in 2011
• Regional “Train the Trainer” & local delivery
Leadership For
• Leadership skills development
Customers (LFC)
• 55 customers … 5 growth regions
• Establish GE as a thought leader
Global
• Share insights and best practices
Customer Summit
• 145 customers … 5 growth regions
China CEO program
• Provides intact leadership teams critical
China Leadership “time to think” about growth
Innovation Session (LIS) • 14 businesses, 140 customers
• 4 day session held in Shanghai
• Focus on 21st Century/Future Workplace
China CEO Program Leadership
• 28 CEO‟s … 2-week session China Leadership Innovation
session in Shanghai
15 years … over 4,000 global alumni 36
GE Global Investor Day
March 7, 2012

37. Globalization complexity
Evolving landscape “One-GE” strength
GE Advantage
Lean Six-Sigma
Imperatives
• Maximize scale
• Minimize duplication
• Reduce SG&A
Focused on simplifying the structure
37
GE Global Investor Day
March 7, 2012

38. Three year roadmap
Company strategy Approach & opportunity
Goal Targeting 1pt
SG&A reduction
Ledgers >75% reduction
Systems
ERPs >20% reduction
P&L Fewer
Structure Span Greater
• Continued acquisition integration
Layers Down
• World class functional alignment
Shared services Up • IT consolidation … scale, productivity
Enabling
processes Headcount Down • Redeployment … developed to growth
Target $1B over ~3 years 38
GE Global Investor Day
March 7, 2012

39. Driving profitability
GE margin Global strategy
+ • Growth market margins in line with
+
~15% global average
• Localization of supply chain /
manufacturing
• High service mix and local products
with higher margins
'11 '12E '13F • Driving simplification
~50 bps/year • Total Company 1pt SG&A, $1B
through 2013
improvement over 3 years
39
GE Global Investor Day
March 7, 2012

40. Positioned to win …
optimize global and
local capabilities

41. Positioned to win
Opportunities Regional focus
Distributed power
Go where the grid will not
SS Africa opportunity Distributed power … Aero & Gas
Mining / Oil & Gas
Scale & significance
LatAm mining & biofuels A&NZ O&G services In Angola for company
Rural, remote healthcare
Access to those in need
China rural health Saudi MOH & beyond Winning new markets
Transportation
For the new middle class
South Africa wins LatAm localization China air growth
Partnerships
Helping customers grow
China Wind JV‟s Nigeria CTC Expand partnership
41
Providing solutions globally & locally GE Global Investor Day
March 7, 2012

42. Investing in growth markets
Latin America Reinaldo Garcia
China Mark Hutchinson
Australia & New Zealand Steve Sargent
Middle East , North Africa & Turkey Khozema Shipchandler
Sub-Saharan Africa Jay Ireland
42
GE Global Investor Day
March 7, 2012

43. Latin America
Reinaldo Garcia
 27 years GE experience
 US, UK, France, Brazil
 CAS, H&BS, Energy, Healthcare
43
GE Global Investor Day
March 7, 2012

44. Latin America overview
Footprint Industrial revenue *
Macroeconomics GE footprint 12% $6.6B
‟12E GDP: $6.4T/3.9% # of industrial sites: 60 CAGR
Population: 592MM Employees: ~19,700 $3.7B
Gov‟t spend: ~$1T First entered: 1896
X
Mexico + CAC X
X ‟12E GDP: $2.1T, 3.7% '06 '11
‟12E GDP: $2.1T, 4.0% Total pop: 197MM
Total pop: 196MM • Sustained economic growth … GDP ~4% driven
X Brazil
by domestic demand & services
X
Andean Region X
• Outstanding ‟11 GE performance … organic
‟12E GDP: $1.2T, 4.0%
Total pop: 131MM X revenues +20% ... all industrial businesses
showing double digit growth
X
X XX • Great „12 outlook … strong pipeline and
X
opportunities all across the region … different
X
South Cone strategies & local capabilities
‟12E GDP: $1.0T, 3.9%
Total pop: 68MM
X • New Global Research Centre in Rio … high-tech
solutions for GE & their customers
44
Source: Oxford Economics GE Global Investor Day
* Excluding NBCU, including GE/GECS elim March 7, 2012

45. Macro dynamics drive opportunity
Approximate Identified
Area/Opportunity Capex/Invest . CY spend GE opportunities
(by „15)
1 O&G ~$225B $45B Full subsea solution
(Petrobras plan)
2 Mining ~$155B ~$28B Power, water &
productivity solutions
3 Kuntur Project $13B+ - Energy plants
4 Biofuel ~$26B ~$4B Waste & vinasse treatment
& transformation
5 Wind ~$16B ~$3B+ Wind turbines … 13 GW
6 Mega-events ~$46B ~$9B Infrastructure expansion
(World Cup & Olympics) (ex High Speed Rail)
Great opportunities in the region
45
… ~$50B for GE GE Global Investor Day
March 7, 2012

46. Oil & Gas momentum
Regional dynamics Opportunity
$0.8B orders
Brazil • Record oil discoveries in „11
• 30% of global deep water drilling • +2.2k employees
Acquisitions
• 9 new service sites
Venezuela • Largest oil reserves
Well Support
• Broad subsea +
Mexico • PEMEX reform • Pressure Control enhanced oil recovery
• Electrical Submersible
Pumps & shale play
Argentina • Shale potential • Logging Services
Colombia • 100+ E&P companies active
+ GRC center in Rio
Investments
+ Capacity expansions
O&G production in Brazil - $140MM flexible risers
- $32MM services
(mboed)
7.6 - $16MM x-mas trees
Petrobras
OGX
Others 4.6
2X
+ Competitive advantage
Outlook
2.6
2.1 ++ + Full product suite
$1.7B + Localization
$0.8B
+ Service capability
'06 '11 '15F '20F '10 '11 '12E '16F
Source: Petrobras & OGX business plans
Positioned for Oil & Gas super cycle 46
GE Global Investor Day
March 7, 2012

47. Mining in Latin America
Latin America opportunity GE solutions
• ~27% of global mine exploration
$7B+ opportunity through 2015 in mining products/services
Iron Copper
Nickel Power Supply & reliability in remote areas
Copper Silver
Nickel Steam turbines Heavy duty gas turbines
Coal Copper
Aero deriv. turbines Jenbacher engines
• Growing capex
• Energy consumption and environmental Water Supply & management/reuse
concerns increasing
Desalination Dust control
• Remote operations and sustainability …
managing talent constraints and safety Acid mine drainage Mobile water systems
of operations
Productivity Utilization of capital process improvement
OHV drives Locomotives
Remote monitoring Automation
$7B+ GE opportunity through 2015 47
GE Global Investor Day
March 7, 2012

48. Peru … Kuntur Project
• Peru ... strong growing economy Block 58: Block 57:
54% BRASIL
• Infrastructure expansion ... mining, energy, 100%
46%
~400MM
healthcare Lima
PowerGen Separation
Gas & liquid pipeline system
• Main GE opportunities:
+4,000MM
Pipeline
Compressors, water
Petrochemical ind. complex $400MM treatment plants
Compression stations:
Gas & liquid pipelines $250MM compressors, pumps,
valves
Power Gen. $200MM Gas turbines, generators LNG Plant PowerGen
Sea level
Gas separation plants $100MM Turbo compressors Fractionation
Fertilizer
Fractionation plant $50MM Compressors Petrochemical
$1B
• Next steps: Kuntur partners
Gas certification (June)
Project procurement („12-‟15)
$13B+ regional spend ... $1B GE opportunity 48
GE Global Investor Day
March 7, 2012

49. Next wave: Biofuel
Today Tomorrow
Local International • Large players consolidation
Players
Vale Shell
Petrobras & Bp • Local … expanding participation, new entrants
raízen Codexis
Tereos Bunge
ETH solazime • International … diversification, new technologies
Production
• Demand … regulatory
47-52 44 mandates & flex-fuel fleet
(B liters)
24 28
• Supply constrained … low
Demand Supply Demand Supply feed-stock availability
2010 2015
Waste Biogas
Waste Bio-electricity Waste Gasification Gas
Generators system engine
GE Oppty
Biogas Bio-electricity
Liquid Methane
Water Purification Vinasse MBR/EDR
Gas
P&W water
engine
treatment
Water Bio-electricity
4X more GE content … ~$5B opportunity 49
GE Global Investor Day
March 7, 2012

50. Great products for local needs
Locomotives Gas Turbines Healthcare
From Brazil to the world Flexibility and efficiency In country, for country
• 50 years … 1,300 locomotives • Big installed base (+400 GTs) … • First Brazilian plant in
large service platform Contagem (Minas G.)
• +50% Brazilian content
• Won 18 of 26 GTs bid in LatAm • Initial manufacturing of X-ray,
• 2011 production 110 locos, 41% in ‟11 … 100% penetration in CT & mammography
of global shipments Brazil & 69% in Mexico a)
• Future expansion to PET, MRI &
• Distribution into LatAm & Africa • Localization of Aero GTs MS … focus on local needs
packaging & services
• Brazilian Dev. Bank (BNDES) • ~4x increase in unit volume
support … +$0.5B production from „11 to „12
a) As of Q3 2011. Source MC Coy database.
50
GE Global Investor Day
March 7, 2012

51. Financial outlook
Industrial revenue * Strategy & approach
Strategic GE market
• Well diversified … businesses &
36%
++ countries
$6.6B • Regional economic growth continues …
$4.8B infrastructure focus
Sustainable growth
• Strong teams in place
• Focus on customer “solutions”… mining,
'10 '11 '12E off-shore, biofuel
• Expanding GE operations … localization,
* Excluding NBCU, including GE/GECS elim key accounts
Great „12 and long term outlook 51
GE Global Investor Day
March 7, 2012

52. China
Mark Hutchinson
 18 years GE experience
 HK, UK, US, Japan, France, China
 Energy, Capital Markets, Real Estate
52
GE Global Investor Day
March 7, 2012

53. China overview
Footprint Industrial revenue *
Macroeconomics GE footprint 12% $5.8B
CAGR
‟12E GDP: $12.0T/7.7% # of sites: 50+
Population: 1.3B Employees: 17,000+
$0.9
Gov‟t spend: $1.7T First entered: 1906
$3.3B
$4.9
$0.1
$3.2
X
'06 '11
X
X
• Significant opportunities in infrastructure
and healthcare
X
X
• Strategic partnerships with national SOE
X X
X champions: Avic, State Grid, Shenhua
XX
Taiwan • Increased localization with IP protection
China X
‟12E GDP: $0.8T, 3.7%
‟12E GDP: $10.8T, 8.2% Total pop: 23MM • Global and local innovation capabilities
Total pop: 1.3B
Hong Kong
‟12E GDP: $0.3T, 3.6% • Upgraded key leadership roles
Total pop: 7MM Source: Oxford Economics
*Excluding NBCU
Non-consolidated revenue 53
GE Global Investor Day
March 7, 2012

54. Macro dynamics drive opportunity
12FYP Identified CY GE
Area investment spend opportunities
Energy
Add capacity ~560 GW ~70GW Gas, wind, Jenbacher,
1 Energy saving ~$520B ~$100B aero, digital energy
Aviation
~$229B ~$45B Engines, services,
2
avionics systems
Healthcare
3 ~$180B ~$28B Equipment, service, IT
~$90B future GE opportunities 54
GE Global Investor Day
March 7, 2012

55. Energy
Gas expansion Installed base Positioned for growth
Gas supply (BCM) ~180 GE heavy duty GT Revenues $(B)
++
60% 270
$2.0
170
$0.9
„11 ‟15F „06 „11 ‟16F
• Significant gas expansion … • 70 6FA/Bs, 74 9Es and 35 9FAs • Win on gas and flow businesses
additional 20,000km gas pipelines ~50% of China‟s gas generation
• Partnering with national champions
• ~$7B opportunity for gas turbines • ~70% total service coverage
… 3x increase in market size • Build competitive cost position
• ~$1B orders in 2012 for gas
• ~$2B opportunity for turbo- turbines and service • Establish China based businesses
machinery and compressor
Massive gas opportunities 55
GE Global Investor Day
March 7, 2012

56. Aviation
Airline traffic Airline fleet Invest in the future
# of engines
4,484 2,188 C919 – China‟s first large aircraft
Airports
36% Others 30%
231 45%
175 49%
24%
14%
2010 2015 In Service Orders
• Leading traffic growth (8%) • GE & CFM leading in commercial engines • Highest GE engine/avionics
content on any aircraft
• Investing $229B in Aviation • Won 11/16 recent engine campaigns
 Recent wins - Cathay $730MM • Game changing partnership
• 31% increase in airports (2 deals), Air China $370MM, CDB with AVIC on Avionics
leasing $290MM
• 1,000 new airliners (70% • Strong domestic demand &
• $9B service backlog; recent wins - Cathay international potential
announced); 900 BGA planes
$2B, Air China $425MM
• Sole source engine position
Rapidly growing aviation market …
56
GE an industry leader GE Global Investor Day
March 7, 2012
CFM is a 50/50 Joint Venture between GE & Snecma Engine Alliance is a 50/50 joint venture between GE & Pratt & Whitney

57. Healthcare … localize innovation
• 6,400 employees … 95%+ local leadership
• 10,000+ accounts first visit by GE
• 5 manufacturing, 3 R&D/innovation centers
• ~1,300 design engineers Revenues
++
Plants • 166 product family
Offices $1.4B
• 22,600 installed base $0.6B
R&D center
'06 '11 '16F
Local design, local manufacturing
Logic C-series U/S Starlight X-ray Brivo CT 315/325
• 7% cost reduction • 40% cost reduction • 23% cost reduction
• 57% cycle time reduction • 50% cycle time reduction • 25% cycle time reduction
• 2% margin increase • Hold margin rate at low price • 9% margin increase
57
GE Global Investor Day
March 7, 2012

58. Strategic partnership
Successful partnership Next wave … with national champions
Gas Turbine
Bundle buy
2003
- Largest utilities company - Only civil aircraft maker
- 2011 revenue ~$260B - 2011 revenue ~$40B
Over 100 Heavy Duty Gas Turbines … all
under long term service agreements
- Top 5 power gen company - Largest coal company
- 2011 revenue ~$20B - 2011 revenue ~$44B
Wind Turbine JV
We protect our intellectual property … play
offense & defense
2010 • “Keep what‟s important” (don‟t transfer everything)
Shenyang: Jiangsu: • We have known of our partners for a long time
Onshore turbines Offshore turbines & Svc
• Robust legal structure & process around our IP
Expand to new products & new markets • Continuously invest to stay ahead
Strong pipeline … >$10B opportunities by 2020 58
GE Global Investor Day
March 7, 2012

59. Financial outlook
Industrial revenue * Strategy & approach
1 Strong execution
++
32% - Win big projects
$5.8B
- Boost flow deals
$4.4B $0.9
$0.6
$4.9 2 China face
$3.8 - Strategic partnership
- Localization
3 Leadership & talent
„10 „11 ‟12E - Local leadership
Non-consolidated revenue
- Mid-career talent bench
* Excluding NBCU, including GE/GECS elim
Long cycle businesses driving 59
double digit growth GE Global Investor Day
March 7, 2012

60. Australia & New Zealand
Steve Sargent
 19 years GE experience
 US, UK, Japan, Australia
 Capital
60
GE Global Investor Day
March 7, 2012

61. A&NZ overview
Footprint Industrial revenue *
Macroeconomics GE footprint
32% $2.9B
‟12E GDP: $1.4T/3.0% # of sites: 74
CAGR
Population: 27MM Employees: 5,700
Gov‟t spend: ~$30B Present since: 1896
$0.7B
'06 '11
Great GE market
• 20th consecutive year GDP growth, 2X OECD
• Government debt to GDP 11%
• Stable/secure source for Asia energy needs
Australia
• Huge infrastructure investment ~$760B
• $38B China FDI … #1
New Zealand • 4th largest fund market … $1.8T under mgt.
• #1 market for GE O&G, #2 for GE Capital
Source: Oxford Economics
* Excluding NBCU, including GE/GECS elim
Minerals & energy source for rising Asia 61
GE Global Investor Day
March 7, 2012

62. Significant A&NZ infrastructure investment
Growth Approximate Identified CY
dynamics Invest/Capex $ spend $ Market opportunity GE opportunity
Rising Asia
1 urbanization ~$500B ~$100B • Massive long-term mineral & energy • $3B LNG projects won,
investment $3B+ to go + services
• Largest LNG exporter by ‟17
Environmental
2 regulation ~$40B ~$10B • Price on carbon  ETS; 20% • Wind, $16B+ & ~$4B gas
renewables by ‟20 & brown coal to
gas transition • CSM water treatment
• Leading water treatment regulations
3 High population ~$220B ~$20B • Population growth #1 in OECD … • Healthcare spend up 200 bp
growth +5.8% („08-‟10) to 11% of GDP by ‟15
• 84%  domestic air travel since ‟01 • GENX engines, won
• 5% peak increase in energy demand • Major city LED projects
Mid market
4 financing
~$35B • Well regulated & capitalized market • $10B+ incremental
SAS commercial finance market
• European banks retracting … mid
market opportunity for GE Capital
62
~$30B opportunity for GE products & services GE Global Investor Day
March 7, 2012

63. LNG & Coal Seam Methane: multi-
business, market driven opportunity
~$200B projects under construction GE equipment on every project
Darwin 2 PTT FLNG
World‟s largest LNG exporter by „17 Sunrise FLNG
Prelude FLNG
• Project additions … greater than Qatar Bonaparte FLNG
current total capacity Ichthys
Inpex
QGC LNG
Galilee Bowen
Pluto 1-2-3 basin basin
30% Coal Seam Methane Stuart
GLNG
Browse basin
• $45B of committed CSM projects Sydney
basin AP LNG 1-2
• Supported by long-term export Wheatstone
contracts with China, Indonesia, Korea, Gorgon 1 - 4 Shell Arrow
Taiwan and Japan
Fisherman‟s LNG
Reserves
Significant industry challenges • 3.4 TCM conventional gas
• 4.2 TCM CSM
• 400+ mega litres of water per day
• Shale gas reserves … potentially greater than CSM
Extensive long term infrastructure 63
investments … GE sweet spot GE Global Investor Day
March 7, 2012