Sembcorp Industries Ltd. · SGX:U96

Sembcorp Industries — Shareholder Meeting (April 2022)

12 slides from Sembcorp Industries's shareholder meeting presentation, Apr 21, 2022

  1. Slide 1: 24th Annual General Meeting

    24th Annual General Meeting April 21, 2022 Transforming from Wong Kim Yin, Group President & CEO

  2. Slide 2: Disclaimer

    Disclaimer This presentation contains certain statements that are not statements of historical fact, i.e. forward-looking statements. These forward-looking statements are based on current expectations, estimates, projections and assumptions about future events. Although Sembcorp Industries believes

  3. Slide 3: FY2021 Performance Overview

    FY2021 Performance Overview © Sembcorp Industries 2022

  4. Slide 4: FY2021 Group Performance Round-up

    FY2021 Group Performance Round-up 2021 vs 2020 Turnover Earnings Per Share  43% S$7,795 million 15.6 cents (EPS before EI: 26.4 cents) EBITDA1 Group ROE  9% S$1,288 million 7.9% (ROE before EI: 12.9%) Adjusted EBITDA2  5% S$1,494 million Net Profit before Exceptional Items (EI)  57% S$472 millio

  5. Slide 5: Committed to Shareholder Value

    Committed to Shareholder Value Total Shareholder Return (Jan 1, 2021 - Apr 20, 2022) 80% Proposing final dividend of Sembcorp Industries 3.0 cents per share, Sembcorp 70% TSR at 77% bringing total dividend for 60% compared to Straits Times Index’s 22% FY2021 to 5.0 cents per Average Monthly TSR 50%

  6. Slide 6: Business Updates: Renewables

    BUSINESS UPDATES Renewables Singapore & SEA FY2021 Δ% Leading industry and pushing frontiers Net profit • Completed the Sembcorp Tengeh Floating Solar Farm • Solar capacity in Singapore and Vietnam increased by 166MW Net profit before EI S$56 million 22% (187MWp) Exceptional items - - China Well-po

  7. Slide 7: Business Updates: Integrated Urban Solutions

    BUSINESS UPDATES Integrated Urban Solutions FY2021 Δ% Urban Net profit Capturing value and building land bank Net profit before EI S$155 million 37% • Sold record nine plots of Industrial & Business and Commercial & Residential land types at Sino-Singapore Exceptional items1 S$6 million 78% Nanjin

  8. Slide 8: Business Updates: Conventional Energy

    BUSINESS UPDATES Conventional Energy Δ% FY2021 India Net profit • 85% of capacity underpinned by long-term and medium-term Net profit before EI S$373 million 52% contracts with signing of 2 power purchase agreements in the first quarter of 2022 Exceptional items1 (S$199 million) 51% • Thermal and

  9. Slide 9: Transforming our Portfolio from Brown to Green

    2021 PROGRESS Transforming our Portfolio from Brown to Green 10.0 MORE Sustainable MORE 5.3* % Share of Net Profit1 from Sustainable Solutions Renewables 2.6 Gross installed capacity, GW 2.7 // 2020 2022 YTD 2025 MORE 500 Sustainable 35% Urban 172 168 Developments // Land sales, ha 2020 2021 2025 20

  10. Slide 10: Renewables: Executing on Growth Strategy

    RENEWABLES Executing on Growth Strategy On track to achieve 2025 Gross renewables capacity target of 10GW gross (GW / GWh) 6.4GW installed installed renewables capacity and under 10 10 development, on track to achieve • 0.3GWh of battery storage secured 2025 target 8 in UK capacity market auction in

  11. Slide 11: Well-positioned to be a leading Pan-Asian provider of sustainable solutions

    Well-positioned to be a leading Pan-Asian provider of sustainable solutions UK Across segments 420MWh Across geographies Operating one of the largest energy storage Early entrant in Asian portfolios in the UK China1 growth markets Established presence in 2,873MW 388MW 2,850 ha Bangladesh the renewab

  12. Slide 12: © Sembcorp Industries 2022

    12 © Sembcorp Industries 2022

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