Slide 1: 3Q & 9M 2022 Business Update
3Q & 9M 2022 Business Update 27 October 2022
Slide 2: Driving execution of Vision 2030
Driving execution of Vision 2030 Signed revised agreements on • Continued expansion in Vision 2030 proposed O&M transactions growth areas such as renewables, clean • Agreements with Sembcorp Marine energy and sustainable urban renewal simplify implementation, provide greater • Focused on improving q
Slide 3: Resilient amidst challenging macro environment
Resilient amidst challenging macro environment • 9M22 net profit improved yoy, with stronger performance from Energy & Environment and Asset Management segments Revenue by segmenti • 9M22 revenuei was S$6.8b, up 24% from S$5.5b for 9M21 6,836 139 • Net profit for 3Q22 was lower yoy as 3Q21 net profi
Slide 4: Asia's leading asset management platform
Asia’s leading asset management platform Harnessing Keppel’s strong engineering, project execution and operating capabilities • Keppel Capital’s operating Asset management Keppel Capital is on track to performance improved with feesi grew 11% yoy achieve S$50b AUM by end-2022 9M22 revenue growing to
Slide 5: Seizing growth opportunities as OneKeppel in the energy & environment business
Seizing growth opportunities as OneKeppel in the energy & environment business ~S$2.4b ~2.6GW Expanding sources of stable Keppel Infrastructure, 657MW Europeii recurring income Cleantech Renewable Assets 600MW Joint investments Strong deal flow pipeline in Renewable Australian solar farm with Ke
Slide 6: Keppel Infrastructure performed strongly in 9M22, scaling up in renewables, clean energy & decarbonisation solutions
Keppel Infrastructure performed strongly in 9M22, scaling up in renewables, clean energy & decarbonisation solutions • 9M22 revenue was Doubling down on large-scale S$3.2b, up 51% yoy decarbonisation opportunities driven by higher • Formed consortium with industry electricity and gas players to expl
Slide 7: Keppel O&M continues to expand orderbook and build on strong execution track record
Keppel O&M continues to expand orderbook and build on strong execution track record Highest net orderbookii De-risking legacy rig assets • 9M22 revenue was since 2007 S$1.8b, up 56% from • All KFELS B Class jackups have 9M21 with higher S$11.6b been contracted levels of activity 127% • Delivering 3
Slide 8: Asset-light urban solutions provider
Asset-light urban solutions provider Accelerating transformation • Keppel Land’s 9M22 net profit was lower yoy due • Announced divestment of mainly to lower Sheshan Riviera in Shanghai contributions from China for S$196m trading projects and • Ongoing efforts to absence of enbloc sales substantially
Slide 9: Scaling up sustainable data centre solutions
Scaling up sustainable data centre solutions Group’s portfolio comprises • Keppel Data Centres’ performance was lower 32 data centre developments yoy in 9M22 due to across Asia Pacific and Europe absence of fair value and Including 3 China data centre disposal gains from projects whose acquisitions
Slide 10: Improved performance by M1
Improved performance by M1 Continues to roll out 5G SA network and develop innovative 5G use cases • 9M22 revenue was 9% higher yoy at S$854m • Revenue from enterprise business grew 34% yoy to S$265m in 9M22 • 9M22 net profit was higher yoy • Continuing growth momentum of postpaid customers which in
Slide 11: Vision 2030 - building the future Keppel
Vision 2030 - building the future Keppel BUSINESS THRUSTS Moving forward, Keppel will work towards becoming Sustainability A GLOBAL ASSET MANAGER & OPERATOR Core of the strategy in building a with strong development and operating capabilities in: Sustainable Future Asset light Energy & Urban 1 Envir
Slide 12: Appendices
| Appendices CG] Corporation
Slide 13: Vision 2030 asset monetisation announced by the Group
Vision 2030 asset monetisation announced by the Group Value Unlocked No Asset Country ~S$4.4b of asset monetisation (S$m) 1 announced since Oct 2020; on track 5 Benoi Road Shipyard Singapore 10.0 2 Asia Airfreight Terminal China 35.8 to exceed S$5b target by end-2023 42% indirect stake in HCMC 3 Vie
Slide 14: Keppel Land updates
Keppel Land updates Home Sales Residential & Commercial Portfolio • 9M22 home sales were lower due to fewer new project • Quality residential landbank across key cities in Asia launches Units % 9M22 9M21 Singapore 251 1% No. of units sold 1,690 3,460 China 17,977 44% - Singapore 20 460 Vietnam 8,383
Slide 15: M1 updates
M1 updates Revenue Customers S$’m 9M22 9M21 ’000 30 Sep 2022 30 Sep 2021 Mobile services 383 369 Postpaid 1,837 1,644 Fixed services 155 133 Prepaid 303 230 International call services 15 16 Equipment sales 301 265 Fibre broadband 236 232 Total 854 783 Total 2,376 2,106 15
Slide 16: Disclaimer
Disclaimer NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF THAT JURISDICTION. THIS PRESENTATION SHALL NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO SELL, SUBSCR