23 rd Annual General Meeting Presentation by Vincent Chong, President & CEO 15 May 2020 AGM 2020 – Appendix 2
Str Strengthen engthen Pursue Pur sue growth wth cor core e bu busin sines esse ses oppor opportunities tunities • Smart City • International Defence Business 2 |
15.3 7.9 of financial 0.6 results in 2019 17% 17% 16% in last 5 years 0.5 6.7 13.2 in both top and bottom lines 2018 2019 2018 2019 2018 2019 3 |
Airframe MRO Enterprise VSAT Systems in Airframe MRO in Satcom Ground Segment • Facilities expansion in US, Germany & China • Leading positions in Broadcast, Aviation, Shipping and others • Establish presence in Vietnam via MRO JV • Solidified leadership with two key acquisitions with VAECO • US$630m Acquisition • €250m & US$20m Acquisitions • Move upstream to OEM space • Gain ultra-high throughput & anti-jamming capabilities • Sole-source for multiple platforms • Establish strong Europe presence • Synergies with MRO & AMM biz Aircraft Engine • Complementary IP & Technology Satcom ground Nacelle Systems eqpt. & anti-jam 4 |
700 Projects Across 130 Cities Smart Security Smart Environment Smart Mobility Robotics Legend Smart Security Smart Environment Smart Mobility Satcom Businesses across Verticals 5 |
Bus Management & Next-Generation Mobilising System Rail Electronics Solutions Passenger Information Systems Asia: Emergency response management Taiwan: Taoyuan MRT Green Line Philippines: SEA Games 2019 system for a public safety agency Automated Guided Automating Logistics Vehicles (AGV) Singapore: Provision of Singapore: Provision of 21 autonomous robots 80 AGVs to PSA’s next to Woodlands Health generation port in Tuas Campus 6 |
IOT & ANALYTICS • Save energy with smart lighting • Optimise scarce water resources • Enhance operations via MOBILITY (RAIL) simulations • Improve transport planning for complex networks • Improve safety and reliability • Effective mass transportation means • Improve passenger fulfilment rate ADVANCED • Reduce incident management time INTELLIGENT • Reduce waiting time TRAFFIC • Enable real-time traffic awareness FLEET • Streamline operations • Minimise congestion, thus lower fuel burn MANAGEMENT MANAGEMENT 7 |
Actively manage our • Efficient use of capital portfolio of businesses • S&P rating AAA/stable, updated on 18 Mar 2020 Strong Balance Sheet • Moody’s rating Aaa/stable, updated on 9 Apr 2020 • U.S. Commercial Paper, Diverse Funding Sources • US$750m 1.50% 5-year notes in Apr 2020, • Banking Facilities 8 |
TSR per Annum as at 31 Dec 2019 YTD Stock Performance as at 14 May 2020 (with dividends reinvested) 17.3% -17.5% ST Engineering STI -22.5% 9.4% -22.9% 7.5% 6.4% 4.4% ST Engineering 2.8% STI Avg of 4 selected large industrials 10-Year 5-Year 1-Year Source: Bloomberg 9 |
Essential Business Heightened Enhanced Support & Focus on Services Continuity Cyber network Solidarity Health & Provider Plans Awareness infrastructure Safety 10 |
Im Impac pact of t of Reduction in Supply Chain Workforce COVID CO VID-19 19 Customer Demand disruption disruption business sectors, defence and commercial customer split & geographies 11 |
Using technology and innovation to solve real world problems Command, Control and Communications Surveillance & Monitoring (C3) Systems Secur Securit ity y Infrar Inf ared ed Fever Fever Int Integr egrat ated ed Hospital Operations Centre Robot obot Scr Screening System eening System Sur Surveill veillance ance Systems @ Systems Community Care Facility (Expo Hall 1-10) TUG autonomous robots Contact Tracing Solutions Public Safety & Health @ Community Care Facility (Airshow Site) AGIL™ Trace - Cont ontact act St Stay H ay Home ome Not otice ice Tracing Tr acing Sof Software ware Embedd Embedded ed Tagging Tagging wit with D h Dat ata a Ana nalyt lytics ics N95 and 95 and surgical surgical mask mask product pr oduction ion 12 |
Giving back to the community Donation of ST Engineering May Day Pr Project # oject #BY BYOBc OBclean lean, , an initiative by surgical masks and Fundraising Campaign for Stay Prepared and Temasek Foundation hand sanitisers IMDA Digital Access Programme More than employees Employee campaign to raise participated in the #BYOBclean project. Distributed over including a bottles of hand sanitisers dollar-for-dollar matching by Donated from 28 Mar to 5 Apr. the company to the Programme ensures that communities and vulnerable segments of the partners in need of community have access to them. digital devices and broadband for their daily tasks, telecommuting or home-based learning. 13 |
Thank You
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