1. GE Global Growth & OperationsInvestor MeetingMarch 7, 2012Caution Concerning Forward-Looking Statements:This document contains forward-looking statements that is, statements related to future, not past, events. In this context, forward-looking statements often address our expected futurebusiness and financial performance and financial condition, and often contain words such as expect, anticipate, intend, plan, believe, seek, see, or will. Forward-looking statementsby 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 ourforward-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 Corporations (GECC) funding and on our ability to reduce GECCs asset levels asplanned; 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 mayaffect 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 ratingand 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 ourquarterly 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, energygeneration, real estate and healthcare; the impact of regulation and regulatory, investigative and legal proceedings and legal compliance risks, including the impact of financial servicesregulation; strategic actions, including acquisitions, joint ventures and dispositions and our success in completing announced transactions and integrating acquired businesses; and numerousother 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 bematerially different than those expressed in our forward-looking statements. We do not undertake to update our forward-looking statements.This document may also contain non-GAAP financial information. Management uses this information in its internal analysis of results and believes that this information may be informative toinvestors in gauging the quality of our financial performance, identifying trends in our results and providing meaningful period-to-period comparisons. For a reconciliation of non-GAAP measurespresented in this document, see the accompanying supplemental information posted to the investor relations section of our website at www.ge.com.Effective January 1, 2011, we reorganized our segments. We have reclassified prior-period amounts to conform to the current-periods presentation.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. Todays agenda Overview and strategyJohn Rice Global footprint investing in growth markets Latin AmericaReinaldo Garcia China Mark Hutchinson Australia & New ZealandSteve Sargent Middle East, North Africa & Turkey Khozema Shipchandler Sub-Saharan AfricaJay Ireland Summary & total Company update John Rice Q&A2 GE Global Investor Day March 7, 2012 3. GE Global Growth & OperationsJohn RiceVice Chairman, GEPresident & CEO, GE Global Growth & Operations 4. Key messages youll 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 marketsContinued double digit revenue and earnings growth4 GE Global Investor Day March 7, 2012 5. Macro perspective plenty of growth in lotsof places 6. Changing economies top 10($ trillion, GDP in current U.S.$)61990420 U.S. USAJapan Germany France ItalyUKCanada Spain Brazil China 2011 15 10 New entrants 5 0 U.S. USAChina Japan Germany France BrazilUKItaly RussiaIndiaMarkets constantly evolving growth6 markets ~50% of GDP by 2025 GE Global Investor Day March 7, 2012 7. ~$4T+ infrastructure fundings globallyRUCISinfrastructure (~$575B) Provincial hospitalsPlan Nord(~$15B)Energy inChinaCanadaHealthcare(~$25B) FYP (~$180B) Chinas 12thFYP in power Iraq 5-yrindustryplan(~$840B)(~$186B) Kenya 2030Saudi 9thIndiarail & power Development infrastructure(~$60B)Plan (~$385B)(~$500B)World Cup & Olympics(~$66B) Australia Indonesia buildingPetrobras Brazil PAC 2 infrastructureprogramOil & Gasinvestment South Africa(~$140B) (~$105B) (~$225B)programDevelopment (~$872B) Plan(~$100B)Global drive to increase standards of living7 GE Global Investor Day March 7, 2012 8. Winning in the growth markets KTZ RailMSATurkey$0.6B NextEra Energy (5)Wind $1.1B$0.6BQatar AirUAE Egypt777 EMAL IICathay Air China $0.2BB777B747 Energy (3) $0.7B $0.8B $0.4B$1.4B EmiratesSEC Direct Amber JiangshanCFE777Algeria 13 & PP10Quzhou6FAThermal $6.0BAero TM $0.4B $0.1B $0.1B $0.2B $0.2BGreenkoOGXWindGOL$0.3BIndia T&M SubseaLCA$0.2BAngola $0.4B$0.8B Garuda Subsea Renova $0.4B CitilinkPetrobrasWind $1.0B Thermal$0.2B $0.3B TransnetLocos MPX$0.1BInpex ThermalO&G$0.1B$1.0B8$18B+ of recent wins in the last six monthsGE Global Investor Day March 7, 2012 9. Next wave of infrastructure spending Industrial revenues15-20% ++growth$0.2B Mongolia$2B 120MW +54% efficiency Pilot in Indonesia w/ mid- 1st high pressure CO2wives using credit financing 20% reductionP&L FewerStructure SpanGreater Continued acquisition integrationLayersDown World class functional alignmentShared services Up IT consolidation scale, productivityEnablingprocesses Headcount Down Redeployment developed to growthTarget $1B over ~3 years 38 GE Global Investor Day March 7, 2012 39. Driving profitabilityGE margin Global strategy+ Growth market margins in line with + ~15% global average Localization of supply chain /manufacturing High service mix and local productswith higher margins11 12E 13F Driving simplification~50 bps/year Total Company 1pt SG&A, $1Bthrough 2013improvement over 3 years 39 GE Global Investor Day March 7, 2012 40. Positioned to win optimize global andlocal capabilities 41. Positioned to winOpportunities Regional focus Distributed powerGo where the grid will not SS Africa opportunityDistributed power Aero & Gas Mining / Oil & Gas Scale & significanceLatAm mining & biofuels A&NZ O&G services In Angola for companyRural, remote healthcare Access to those in needChina rural healthSaudi MOH & beyond Winning new marketsTransportation For the new middle classSouth Africa winsLatAm localizationChina air growthPartnerships Helping customers grow China Wind JVsNigeria CTCExpand partnership41 Providing solutions globally & locally GE Global Investor DayMarch 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 AfricaJay Ireland 42 GE Global Investor Day March 7, 2012 43. Latin AmericaReinaldo 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 overviewFootprintIndustrial revenue * MacroeconomicsGE footprint12% $6.6B12E GDP:$6.4T/3.9%# of industrial sites: 60CAGRPopulation:592MM Employees: ~19,700$3.7BGovt spend: ~$1TFirst entered:1896X Mexico + CAC X X 12E GDP: $2.1T, 3.7%06 1112E GDP: $2.1T, 4.0%Total pop: 197MMTotal 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: 131MMX revenues +20% ... all industrial businesses showing double digit growthXX XX Great 12 outlook strong pipeline and X opportunities all across the region differentX South Conestrategies & 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 44Source: Oxford Economics GE Global Investor Day* Excluding NBCU, including GE/GECS elim March 7, 2012 45. Macro dynamics drive opportunity ApproximateIdentifiedArea/Opportunity Capex/Invest . CY spendGE opportunities(by 15)1 O&G ~$225B$45B Full subsea solution (Petrobras plan)2 Mining~$155B ~$28B Power, water & productivity solutions3 Kuntur Project $13B+-Energy plants4 Biofuel~$26B~$4B Waste & vinasse treatment & transformation5 Wind ~$16B ~$3B+ Wind turbines 13 GW6 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 dynamicsOpportunity$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 reservesWell 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 advantageOutlook 2.6 2.1+++ Full product suite$1.7B + Localization$0.8B+ Service capability 06 1115F20F 10 11 12E 16F Source: Petrobras & OGX business plansPositioned for Oil & Gas super cycle46GE Global Investor DayMarch 7, 2012 47. Mining in Latin AmericaLatin America opportunity GE solutions ~27% of global mine exploration$7B+ opportunity through 2015 in mining products/servicesIron CopperNickelPower Supply & reliability in remote areasCopper SilverNickelSteam turbines Heavy duty gas turbinesCoal CopperAero deriv. turbines Jenbacher engines Growing capex Energy consumption and environmental Water Supply & management/reuse concerns increasingDesalination Dust control Remote operations and sustainability managing talent constraints and safety Acid mine drainage Mobile water systems of operations Productivity Utilization of capital process improvementOHV drives LocomotivesRemote monitoringAutomation $7B+ GE opportunity through 2015 47GE Global Investor DayMarch 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, waterPetrochemical ind. complex $400MMtreatment plants Compression stations:Gas & liquid pipelines $250MMcompressors, pumps, valvesPower Gen. $200MMGas turbines, generators LNG Plant PowerGenSea levelGas separation plants$100MMTurbo compressorsFractionationFertilizerFractionation plant $50MMCompressorsPetrochemical $1B Next steps: Kuntur partnersGas certification (June)Project procurement (12-15) $13B+ regional spend ... $1B GE opportunity 48 GE Global Investor Day March 7, 2012 49. Next wave: BiofuelToday Tomorrow LocalInternational Large players consolidationPlayersValeShellPetrobras &Bp Local expanding participation, new entrants razen Codexis TereosBunge ETHsolazime International diversification, new technologiesProduction Demand regulatory 47-5244mandates & flex-fuel fleet (B liters)24 28 Supply constrained lowDemand Supply Demand Supply feed-stock availability2010 2015 Waste BiogasWasteBio-electricity Waste Gasification Gas GeneratorssystemengineGE OpptyBiogasBio-electricityLiquidMethaneWaterPurificationVinasse MBR/EDRGasP&W water enginetreatment WaterBio-electricity4X more GE content ~$5B opportunity49 GE Global Investor Day March 7, 2012 50. Great products for local needsLocomotives Gas Turbines HealthcareFrom Brazil to the worldFlexibility and efficiencyIn country, for country 50 years 1,300 locomotives Big installed base (+400 GTs) First Brazilian plant in large service platformContagem (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 inCT & mammographyof global shipmentsBrazil & 69% in Mexico a) Future expansion to PET, MRI & Distribution into LatAm & Africa Localization of Aero GTsMS focus on local needs packaging & services Brazilian Dev. Bank (BNDES) ~4x increase in unit volumesupport +$0.5B production from 11 to 12 a) As of Q3 2011. Source MC Coy database.50GE Global Investor DayMarch 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 1112E off-shore, biofuel Expanding GE operations localization,* Excluding NBCU, including GE/GECS elim key accounts Great 12 and long term outlook51GE Global Investor DayMarch 7, 2012 52. ChinaMark Hutchinson 18 years GE experience HK, UK, US, Japan, France, China Energy, Capital Markets, Real Estate52GE Global Investor DayMarch 7, 2012 53. China overview Footprint Industrial revenue *MacroeconomicsGE footprint12%$5.8BCAGR 12E GDP: $12.0T/7.7% # of sites:50+ Population:1.3B Employees: 17,000+ $0.9 Govt spend:$1.7T First entered:1906$3.3B $4.9$0.1$3.2 X0611XX Significant opportunities in infrastructureand healthcare X X Strategic partnerships with national SOEXX Xchampions: Avic, State Grid, Shenhua XX Taiwan Increased localization with IP protection ChinaX 12E GDP: $0.8T, 3.7%12E GDP: $10.8T, 8.2% Total pop: 23MM Global and local innovation capabilitiesTotal pop: 1.3B Hong Kong 12E GDP: $0.3T, 3.6% Upgraded key leadership roles Total pop: 7MMSource: Oxford Economics*Excluding NBCUNon-consolidated revenue 53 GE Global Investor Day March 7, 2012 54. Macro dynamics drive opportunity12FYPIdentified CYGE Areainvestment spendopportunitiesEnergyAdd capacity ~560 GW~70GWGas, wind, Jenbacher, 1Energy saving ~$520B~$100B aero, digital energyAviation~$229B~$45BEngines, services, 2 avionics systems Healthcare 3~$180B~$28BEquipment, service, IT~$90B future GE opportunities54 GE Global Investor Day March 7, 2012 55. Energy Gas expansion Installed base Positioned for growthGas supply (BCM) ~180 GE heavy duty GTRevenues $(B) ++60% 270$2.0 170$0.9 1115F 06 1116F Significant gas expansion 70 6FA/Bs, 74 9Es and 35 9FAs Win on gas and flow businessesadditional 20,000km gas pipelines ~50% of Chinas 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 businessesmachinery and compressorMassive gas opportunities55 GE Global Investor Day March 7, 2012 56. AviationAirline trafficAirline fleetInvest in the future # of engines4,4842,188 C919 Chinas first large aircraft Airports 36% Others30%23145%17549% 24% 14% 2010 2015In ServiceOrders Leading traffic growth (8%) GE & CFM leading in commercial engines Highest GE engine/avionicscontent 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, CDBwith AVIC on Avionicsleasing $290MM 1,000 new airliners (70% Strong domestic demand & $9B service backlog; recent wins - Cathayinternational potentialannounced); 900 BGA planes $2B, Air China $425MM Sole source engine positionRapidly growing aviation market 56GE an industry leader GE Global Investor DayMarch 7, 2012CFM 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 engineersRevenues ++Plants 166 product familyOffices $1.4B 22,600 installed base$0.6BR&D center06 11 16FLocal design, local manufacturing Logic C-series U/SStarlight X-rayBrivo 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 increase57GE Global Investor DayMarch 7, 2012 58. Strategic partnership Successful partnership Next wave with national champions Gas Turbine Bundle buy2003- 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 JVWe protect our intellectual property playoffense & defense2010 Keep whats important (dont 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 202058GE Global Investor DayMarch 7, 2012 59. Financial outlookIndustrial revenue * Strategy & approach 1 Strong execution ++ 32%- Win big projects $5.8B- Boost flow deals$4.4B$0.9$0.6 $4.92 China face$3.8- Strategic partnership- Localization 3 Leadership & talent 10 11 12E - Local leadershipNon-consolidated revenue- Mid-career talent bench* Excluding NBCU, including GE/GECS elim Long cycle businesses driving59 double digit growthGE Global Investor DayMarch 7, 2012 60. Australia & New ZealandSteve 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 footprint32%$2.9B12E GDP:$1.4T/3.0% # of sites:74CAGRPopulation: 27MMEmployees:5,700Govt spend:~$30B Present since:1896$0.7B0611Great 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 #1New Zealand 4th largest fund market $1.8T under mgt. #1 market for GE O&G, #2 for GE CapitalSource: Oxford Economics * Excluding NBCU, including GE/GECS elim Minerals & energy source for rising Asia61 GE Global Investor Day March 7, 2012 62. Significant A&NZ infrastructure investment GrowthApproximate Identified CYdynamicsInvest/Capex $ spend $Market opportunity GE opportunityRising Asia1 urbanization~$500B~$100B Massive long-term mineral & energy $3B LNG projects won, investment$3B+ to go + services Largest LNG exporter by 17Environmental2 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 regulations3 High population ~$220B~$20B Population growth #1 in OECD Healthcare spend up 200 bpgrowth +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 projectsMid market4 financing~$35B Well regulated & capitalized market $10B+ incremental SAS commercial finance market European banks retracting mid market opportunity for GE Capital62~$30B opportunity for GE products & servicesGE Global Investor DayMarch 7, 2012 63. LNG & Coal Seam Methane: multi-business, market driven opportunity~$200B projects under constructionGE equipment on every projectDarwin 2PTT FLNGWorlds largest LNG exporter by 17 Sunrise FLNG Prelude FLNG Project additions greater than Qatar Bonaparte FLNGcurrent total capacityIchthysInpexQGC LNGGalilee Bowen Pluto 1-2-3basin basin30% Coal Seam MethaneStuartGLNG Browsebasin $45B of committed CSM projects SydneybasinAP LNG 1-2 Supported by long-term export Wheatstonecontracts with China, Indonesia, Korea, Gorgon 1 - 4 Shell ArrowTaiwan and JapanFishermans LNGReservesSignificant industry challenges 3.4 TCM conventional gas 4.2 TCM CSM 400+ mega litres of water per day Shale gas reserves potentially greater than CSM Extensive long term infrastructure 63 investments GE sweet spotGE Global Investor DayMarch 7, 2012 64. GE playing critical role in CSM($ in billions) 5yr equipment market opportunity GE playing a central role1 LNG Facilities ~$2.0 g2 Wells~$1.03 Nodal Compression~$0.54 Pipelines~$0.5 Industry leading water & salt solutions5 Water Treatment~$2.0 Supported industry on community &government engagement Total$6+ Industry partnerships built skills andOrders booked~$3.0training programsTo Go~$3.0 + services$6B+ GE equipment & services opportunity64GE Global Investor DayMarch 7, 2012 65. Expanded capabilities in LNGIchthys FieldOverviewSERVICES POWER & WATER 4 Frame 6, 3 Steam Gen $70 billion off take agreements SUBSEAGlobal Services andSubsea Systems SYSTEMS Inpex Corp (Japan) partnering with TotalMEASUREMENT 2 trains 8.4MM tons per & CONTROLXT & Manifolds annum Opportunity for expansion TURBOMACHINERY Offshore + LNG First production in 2016 Controls6 Gas Gen, 4 Frame7 10 Compressors Complete offering enabled by core + acquisitions $1B orders won additional opportunities exist65GE Global Investor DayMarch 7, 2012 66. Localizing service capability Growing installed base Investments ~$3B orders Up ~20% + Perth multimodal services facilityfrom 2006 $100MM investment GE installed ~1,800 units Improved capability Cross business 1115F Subsea Turbo machinery Power generationGreat service annuity Transportation~50% Customer partnerships filled skills gapService revenue as % of total ~25% Skills developmentrevenue Government sponsored 1115F Better positioned to compete 66GE Global Investor DayMarch 7, 2012 67. Building local wind capability Significant opportunity ~$16B Tailored GEs strategy to customer needs Mandated 20% renewables by 20 Developed targeted pipeline14GW new sources mostly wind Customers want renewable MW, not Delivering a turnkey solution added localjust a turbine domain experts, prime EPC Developers require funding and off- Enhanced retailer/generator partnershipstake certainty Development funding investments Turnkey CM > to global Strong EFS investment returns ~2% + ROILocalized approach driving growth + margin 67 GE Global Investor Day March 7, 2012 68. Financial outlook Industrial revenue *Strategy & approach Great market for GE Fastest growing developed economy Huge infrastructure investment supporting ++ 67% growth in Asia Long term investment project & demand$2.9B $1.8B Well positioned for growth Invested in local capability coal seam methane, wind & Perth 50% 11 orders tied to local capability1011 12E Solving industry challenges Expanding installed base & service revenues* Excluding NBCU, including GE/GECS elim Invested for double-digit growth in 12 & beyond 68 GE Global Investor Day March 7, 2012 69. MENATKhozema Shipchandler 15 years GE experience US, UAE CAS, Aviation 69 GE Global Investor Day March 7, 2012 70. MENAT overview Footprint Industrial revenue *Macroeconomics GE footprint 11% 12E GDP:$5.1T, 4.1%# of sites: 105 CAGR $8.6B Population:703MMEmployees: ~4,200 Govt spend: $1.7T-a) First entered: 1930s $5.1BTurkey 12E GDP: $1.0T, 2.2%Iraq Algeria Total pop: 74MM12E GDP: $0.2T, 9.4%12E GDP: $0.2T, 4.8% Total pop: 33MMTotal pop: 36MM 06 11 Added ~3,000 employees Strong leadership 3 VPs, 10 SEBs, 90 EBs v 2X backlog $27B Services Egypt Forged GE-Mubadala strategic partnership 12E GDP: $0.5T, 3.0%Saudi Arabia Total pop: 83MM 12E GDP: $0.6T, 5.2% Re-entered Iraq; Libya & South Sudan next Total pop: 28MMSource: Oxford Economics70GE Global Investor Day (a- Over 5-year period based on government investment plansMarch 7, 2012 * Excluding NBCU, including GE/GECS elim 71. Government & other funding Approximate IdentifiedCapex/Investment $ CY spendKey GE opportunities5-year plan ~$385B ~$80B 21 GW added electricity productionSaudiIncrease employment, balance 117 new hospitals; 750 primary careeconomic development5-year plan ~$300B ~$60B Airbus 320neo and Boeing 737 MAXBuilding new operating +20 TW/hr electricity generation Gulfplatforms, diversify economy5-year plan ~$186B ~$50B +1 GW/year power generation Increase oil production, build +4 million barrels/day oil production Iraqinfrastructure & diversify5-year plan ~$286B ~$70B +3 GW by 13, 40% renewable by 2030Address social needs, improve Healthcare: $1B by 14, 172 hospitalsAlgeriahealthcare, power & water -a)Vision 2023 ~$300B ~$60B +40 GW electricity, 11k km of railwayTurkey Top 10 economy, invest in 22 healthcare PPP campusEnergy, Health & TransportVision 2030 ~$300B ~$50B +53 GW power generation by 27EgyptJob creation, better healthcare, +7 GW of wind projects more housing & power (a Government driving privatization of new investments Massive opportunity across region 71 GE Global Investor Day March 7, 2012 72. Key markets($ in billions - Industrial orders)TodayNext Saudi Arabia ++++ Iraq$2.0 $2.2 ~1,000 employees, 10 GE facilities 13%CAGR Partnerships MOH, SEC Egypt 0611 12E $1.4 Libya $0.8 Turkey++$1.0 ~600 GE employees 5 facilities Pakistan$0.4 Partnerships TEI, Tulomsas 061112E 0611 12E Iraq increase oil production & power gen. capacity Gulf -a)++$3.3$2.3 ~1,500 employees 20 facilities Egypt increase power generation capacity Partnerships Emirates, QP Libya/S. Sudan re-enter in 12, re-build infrastructure 0611 12E(a- Includes: UAE, Kuwait, Qatar Grow 2-3x GDP72GE Global Investor DayMarch 7, 2012 73. GE products are winningEnergy Powering 75% Saudi GTs, generating 30GW electricity 18 9Es powering all 77MM tons of LNG for Qatar EMAL II worlds largest aluminum smelter w/ 9FALNG Super Trains9FB.05 GT 60 9Es totaling 7.5GW to Iraq Ministry of ElectricityAviation Emirates 50x777 biggest wide-body Boeing deal ~2,000 GE/CFM engines $16B services backlog Etihad multi-engine unit, services, & MRO GEnx GE90Healthcare Optima MR 450W largest installed base in Saudi Radiology Information Systems (RIS) in Saudi & Egypt Saudi MOH, Al Ilhilal & four 500-bed hospital dealsOptima MR 450W RIS Bringing new GE technology to region73 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 74. Saudi healthcare Orders growthFocus Hospital efficiency less cost & complexity++ Womens health early detection$0.2B New products Replicate model in Turkey, Russia, & Africa11 12EHealthcare solutions, government partnerships & localization to drive orders growth74GE Global Investor DayMarch 7, 2012 75. Financial outlook Industrial revenue * Strategy & approachGreat market for GE06-1111% CAGR Huge market opportunity $1.7T3% Strong presence integrity and reputation++opening doors$8.3B$8.6BWell positioned for growth Market based solutions ... Aviation, Energy,Healthcare Local capabilities innovation centers, serviceshops & supply chain101112E Growing strategic partnerships Mubadala,Qatar Inc., Sonatrach, Saudi MOH* Excluding NBCU, including GE/GECS elim Latest GE technology driving services backlog Accelerate double digit growth75 GE Global Investor Day March 7, 2012 76. Sub-Saharan AfricaJay Ireland 31 years GE experience Netherlands, US, Kenya CAS, Plastics, IR, NBCU, Asset Mgmt 76 GE Global Investor Day March 7, 2012 77. Sub-Saharan Africa overviewFootprintIndustrial revenue *Macroeconomics GE footprint9%12E GDP:$1.8T/5.2% # of sites:22CAGRPopulation:821MMEmployees: ~1,200 $1.6BInfra spend:~$45B First entered:1898 $1.0B0611 Nigeria12E GDP: $0.4T, 7.0% $90B+/yr infra spend needed to be developedTotal pop: 163MM Middle class to increase to 528MM by 2030 Angola 12E GDP: $0.1T, 7.5% 70% of population without electricity Total pop: 20MM 10% in MW capacity needed annually South Africa 12E GDP: $0.5T, 3.0% Air traffic to grow 6.5%/year through 2020 Total pop: 50MM77Source: Oxford EconomicsGE Global Investor Day * Excluding NBCU, including GE/GECS elim March 7, 2012 78. Macro dynamics drive opportunityArea/ Approximate CAPEX / Identified CYGEOpportunityInvestment $B spendopportunities1 +5GWKenya Vision 2030 ~$60 ~$3 Rail expansion2 Increase to 60GWNigeria Vision 2020 ~$90 ~$8 Aging loco replacement3 South Africa~$100~$37 +40GWDevelopment Plan Rail expansion4 6 to 35% of pop. with powerRwanda 2020 ~$10 $0.3 Rail & airport expansion5 +3GWGhana ~$12 ~$2 Rail expansionGreat need for infrastructure across region78 GE Global Investor Day March 7, 2012 79. Flag planting works ($ in billions Industrial revenue *)Last 10 yearsNext Angola Indonesia CameroonEthiopia Iraq Egypt MozambiqueRwanda AlgeriaSenegal Zambia~17x $3.5B ++ growth ~$0.2B $0.1B 0111 2011 YTD 11 Future Potential Local investment in people, resources & facilities Infrastructure need and investment Establish local GE capabilities GE product portfolio Company to country Stability* Excluding NBCU, including GE/GECS elimEstablishing local presence 79GE Global Investor DayMarch 7, 2012 80. Distributed power DynamicsProductsPopulation without access to the gridAero 13 to 100 MW capability Permanent and portableWest Africa: ~209MMEast Africa:Gas Recips Southern/Central~171MM 1 to 4.5 MW capabilityAfrica: ~196MM Stationary captive power Weak grid/emergency capacity Diesel Recips Drought, fuel outage & limited options 1.2 to 3MW capability 2.5GW installed base Harsh conditionsGE installed base ApproachAero Gas *Country Units Units Quick deploymentNigeria2973 Limited customization / developmentAngola 197 Other 1963 Pre-financed* Consists of Gas Recips80GE Global Investor DayMarch 7, 2012 81. Other opportunities HealthcareTransportationAviationOil & Gas DI centers & hospital Transnet assembly ~200 engines in service Discoveries in east Africadevelopment partnership 143 locos pipeline ~$0.6B 113 HDGT installed base Support for IOCs & NOCs Healthymagination as Aging fleet (25 yrs+) Adding ~50 a.c per Nigeriaa strategyrefurb opportunityyear 120 engineswell Angola establishedsecured Ghana 25-hospital development Significant opportunities + Mozambique Fleet renewal & growthprograms (Nigeria, ~$3B refurb, ~$4B + Tanzania next GECAS leasingGhana, South Africa)mining & urbanization + Ugandaopportunity Oil production to doubleto 9.5Mbbl/d by 2081GE Global Investor DayMarch 7, 2012CFM is a 50/50 Joint Venture between GE & Snecma Engine Alliance is a 50/50 joint venture between GE & Pratt & Whitney 82. Financial outlook Industrial revenue *Positioning for future1- Develop strategic partnerships Assembling locomotives locally in 14% partnership with TRE ++$1.6B 2- Becoming more local $1.4B Nigeria Company to Country partner on infrastructure development3- Focusing on the next wave establishing presence in new markets Early wins for Healthcare in Senegaland Ethiopia 101112E4- Early project development & financingdrives growth* Excluding NBCU, including GE/GECS elim Substantial funding appetite for Africa building out capability in region82Significant GE opportunityGE Global Investor DayMarch 7, 2012 83. GE Company Update 84. 2012 operating framework Operating earnings2012F 2012 driversIndustrial ++ Strong global organic growth Energy acquisitions performing Broad-based strengthGE Capital ++ Improved losses & impairments Real Estate improvingCorporate -a) ~Flat 11 items: NBCU gain & restructuring Total cost ~$3Ba) in 11 & 12Total operating++earningsCFOA Industrial$11-12B Industrial CFOA $12-13B before pensioncontribution of $1BTotal revenues0-5% Industrial organic 5-10%, Capital (5)% to flat(a- Excluding NBCU pretax gain $3.7B in 2011 NBCU gain 11 impact Strong performance across Industrial & Capital 50 bps expansion 84GE Global Investor DayMarch 7, 2012 85. Global growth across all segments($ in billions revenue in growth markets)Energy InfrastructureHealthcareAviation++++ $20.6++ $5.7$4.1 11 12E11 12E11 12E~70% of global revenuesLocalizing ICFC projects in pipeline Over 2,000 customers in 85 countriesTransportation H&BS+ $1.9 ++$1.111 12E 1112EInstalled base expansion Global projects in growth marketsSouth Africa, Brazil, Indonesia 85 GE Global Investor Day March 7, 2012 86. Global revenue growth($ in billions Industrial revenue *) Growth marketsResource RichRising AsiaDeveloped ++ 20-25%0-5%+ $24 10-15%++ $20 $101112E 13F 1112E 13F 11 12E13FA&NZ Canada China Europe Japan LatAm MENATIndia KoreaGermanyRussia/CIS SS AfricaASEAN* Excluding NBCU, including GE/GECS elimContinuing growth market expansion 86 GE Global Investor Day March 7, 2012 87. GE tomorrow Industrial revenue profile * Expansion continues We are a local player $93B++ Targeted & focused strategy investing,building and leadingGrowth37% 50% Optimize global capabilitiesDeveloped 22% Margins in line with global averages 15% Cost out, redeployment opportunity USA41%35% Maintaining appropriate risk profile andprotecting intellectual property Today By ~2020 Right portfolio for today and tomorrow inkey growth markets* Excluding NBCU, including GE/GECS elim Long term shareholder value 87 GE Global Investor Day March 7, 2012 88. Q&A