Sembcorp Industries Ltd. · SGX:U96
Sembcorp Industries — Shareholder Meeting (April 2025)
10 slides from Sembcorp Industries's shareholder meeting presentation, Apr 25, 2025
Slide 1: 27th Annual General Meeting
27th Annual General Meeting April 25, 2025
Slide 2: FY2024 Financial Performance and Business Highlights
FY2024 Financial Performance and Business Highlights Wong Kim Yin Group CEO © Sembcorp Industries
Slide 3: FY2024 Group Financials
FY2024 Group Financials Continuing Operations FY24 vs FY23 Turnover S$6,417 million 9% EBITDA1 Earnings Per Share before EI 3% S$1,734 million 57.2 cents (EPS: 57.2 cents) Adjusted EBITDA2 Group ROE before EI S$2,051 million * 20.5% (ROE: 20.5%) Net Profit before Exceptional Items (EI) S$1,019 m
Slide 4: Strong Earnings Predictability, Increasing Dividend Payout Ratio
Strong Earnings Predictability, Increasing Dividend Payout Ratio Proposing final dividend of 17.0 cents, bringing total FY24 dividend to 23.0 cents per share Rewarding shareholders with higher dividend and increased payout ratio Visibility and strength of performance underpinned by key business
Slide 5: Gas and Related Services: Enhancing Earnings Resiliency
GAS AND RELATED SERVICES Enhancing Earnings Resiliency Singapore Gas-Fired Power Plants Contracting Profile1 Long-term contracts provide earnings stability • Singapore’s gas-fired power generation contracted, resilient 1% earnings despite 34% decline in wholesale electricity prices 19% >10 years • L
Slide 6: Renewables: Executing towards 25GW Target, Diversification of Growth
RENEWABLES Executing towards 25GW Target, Diversification of Growth Gross Renewables Capacity* (GW/GWh) Achieved 4.4GW capacity growth since end-2023 25 • Secured over 2GW of greenfield bids including Sembcorp’s first hybrid BESS + Solar project in India • Signed 25-year renewable PPA to build, own
Slide 7: Integrated Urban Solutions: Delivering on Refreshed Strategy, Focused on Growth
INTEGRATED URBAN SOLUTIONS Delivering on Refreshed Strategy, Focused on Growth Net Profit Before EI (S$m) Earnings growth with strong turnaround 180 169 • Higher land sales achieved in Vietnam and Indonesia 160 155 • Increased land bank with five new investment licenses in 148 Vietnam 140 • Expanded
Slide 8: Looking Forward: Three Growth Engines to Drive Energy Transition
Looking Forward: Three Growth Engines to Drive Energy Transition 36% CAGR in Net Profit Before EI Gas and Related Services (2020 – 2024) • Singapore’s leading integrated utilities player Continuing operations • The only generation company with gas importation S$ million and gas-fired power generatio
Slide 9: Thank You!
Thank You! © Sembcorp industries
Slide 10: 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
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