Singapore Technologies Engineering Ltd · SGX:S63
Singapore Technologies Engineering — Investor Day (March 2025)
26 slides from Singapore Technologies Engineering's investor day presentation, Mar 18, 2025
Slide 1: Journey to Growth: Capturing New Opportunities
2 0 2 5 I N V E S T O R D AY Journey to Growth Capturing New Opportunities Ravinder Singh Group Chief Operating Officer (Technology & Innovation) and President Defence & Public Security 18 March 2025
Slide 2: Disclaimer
Disclaimer The forward-looking statements in this presentation reflect the Company's current intentions, plans, expectations, assumptions and beliefs about future events as at the date of this presentation. Actual future performance, outcomes and results may differ materially from those expressed in
Slide 3: Proven track record – Delivered strong growth
Defence & Public Security (DPS) – Progress since 2021 Investor Day Proven track record – Delivered strong growth DPS Revenue ($’b) 10% 4.9 Focus Areas CAGR 4.3 4.0 Strengthen Singapore Core 3.7 3.4 Grow International Business Grow Digital Business 2020* 2021* 2022* 2023 2024 * Excludes U.S. Marine b
Slide 4: Portfolio to capture wide spectrum of opportunities
Defence & Public Security – Major Lines of Business (LOB) Portfolio to capture wide spectrum of opportunities DIGITAL CYBER LAND MARINE DEFENCE SYSTEMS SYSTEMS AEROSPACE Digital Solutions & Engineering AI Services Cyber Products Platforms Shipbuilding Solutions Cloud Solutions & Deep Cyber Weapons &
Slide 5: Continuing strong growth momentum to exceed $7.5b revenue
Defence & Public Security – Future growth Continuing strong growth momentum to exceed $7.5b revenue DPS Revenue ($’b) 9% >7.5 CAGR 4.9 2024 2029 Target 5 | ST Engineering 2025 Investor Day
Slide 6: Continuing to strengthen Singapore Core
Defence & Public Security Continuing to strengthen Singapore Core Organised for sharper Build up in-country Develop advanced domain focus strategic capabilities technologies Integrated Defence Supply Resilience Artificial Cybersecurity capabilities capabilities chain support intelligence 6 | ST Engi
Slide 7: Strengthen strategic defence partnerships
Defence & Public Security Strengthen strategic defence partnerships Positioned to deliver capabilities & solutions for Singapore’s defence Strategic Capabilities Advanced Capabilities Multi-Role Combat Vessel C-130 Upgrade Secured Cloud Infra Cybersecurity Armoured Fighting Battlefield Management Ve
Slide 8: Growing strategic partnerships with key customers
Defence & Public Security Growing strategic partnerships with key customers Public Safety & Security Agencies Fire Fighting ICT Equipment Healthcare Automated Material USVs Maintenance Data Centre Handling System 5th Generation AI Infrastructure Integrated Cybersecurity Patrol Craft Operations C3 Eq
Slide 9: International Defence Business
International Defence Business
Slide 10: Growth opportunities underpinned by global macro trends
International Defence Business Growth opportunities underpinned by global macro trends Trends Rapid technology innovation Geopolitical tensions Supply chain resilience Opportunities Accelerated adoption Increased defence Support of technology spending localisation 10 | ST Engineering 2025 Investor D
Slide 11: Proven track record - delivered to >50 countries since 2021
International Defence Business – key wins since 2021 Proven track record - delivered to >50 countries since 2021 >$2.2b New Orders (2021-2024) Key Defence Shows 11 | ST Engineering 2025 Investor Day
Slide 12: Successes in International Defence Business
International Defence Business – Breaking new ground Successes in International Defence Business 8x8 Platform Defence Platform V-15 Unmanned 155mm Large Calibre (Kazakhstan) Electronics Aerial Vehicle Ammunition Export (UK) (Southeast Asia) (Europe) Estonia Czech Latvia Kazakhstan Qatar Egypt Peru R
Slide 13: Strengthening strategic engagements
International Defence Business Strengthening strategic engagements Strategic Engagements Strategic Partnerships Qatar Estonia Japan United Kingdom Germany Italy Doubled end-user engagements since 2021 More than 20 new partnerships established since 2021 13 | ST Engineering 2025 Investor Day
Slide 14: Expanding International Defence Business
International Defence Business Expanding International Defence Business Grow Product Portfolio International Demos Global Successes Bronco GDAMS Live Firing for UK Army in South Africa Terrex 8x8 Falaj-3 Class OPV Kazakhstan UAE Terrex 8x8 40mm Ammo Hybrid > 50 countries 8x8 Demo in Qatar & partners
Slide 15: Next generation product: Terrex s5
International Defence Business Next generation product Terrex s5 Key Features • First hybrid electric 8x8 Infantry Fighting Vehicle • Next-gen digital architecture • AI-powered systems 15 | ST Engineering 2025 Investor Day
Slide 16: Next generation product: Ground Deployed Advanced Mortar Systems
International Defence Business Next generation product Ground Deployed Advanced Mortar Systems Key Features • Light-weight mortar system • Back blast directed to ground instead of main platform • Fully digitalised mission modules • Modular and customisable to different mortar barrels & platform • Pa
Slide 17: Global Addressable Market >US$11b
International Defence Business Global Addressable Market >US$11b Over next 5 years Americas Europe Asia Pacific >US$1.5b >US$3.0b >US$2.5b Middle East >US$4.0b 17 | ST Engineering 2025 Investor Day
Slide 18: Smart City – Digital Business
Smart City – Digital Business
Slide 19: Focusing on high growth areas
Smart City – Digital Business Focusing on 3 high growth areas Technologies with Our key growth high adoption rate: focus 1. AI 2. Cloud Computing 3. Cybersecurity • AI Analytics • Cloud & Data Centre • Cybersecurity McKinsey Tech Adoption Curve 19 | ST Engineering 2025 Investor Day
Slide 20: Digital Business to more than double by 2029
Smart City – Digital Business Digital Business to more than double by 2029 Grow revenue to >$1.3b by 2029 Digital Business Revenue ($’b) >1.3 15% CAGR 0.6 2026 target 0.5 0.2 2020 2024 2029 Target 20 | ST Engineering 2025 Investor Day
Slide 21: Uniquely positioned to deliver on focus areas
Smart City – Digital Business Uniquely positioned to deliver on focus areas Software / AI Analytics Cloud & Data Centre Cybersecurity • Drive growth in Artificial Intelligence • Expand Cloud Professional • Drive growth in Quantum software and solutions & Managed Services Security Products • Expand G
Slide 22: Supported by clear strengths & product differentiation
Smart City – Digital Business Supported by clear strengths & product differentiation Software / AI Analytics Cloud & Data Centre Cybersecurity Deep expertise in developing Specialised in secure Highly certified cybersecurity AI systems for end-to-end on-premise and multi hybrid products, services an
Slide 23: Ready suite of products and solutions
Smart City – Digital Business Ready suite of products and solutions AI Analytics Cloud & Data Centre Cybersecurity AI-enabled Systems AI-Ready Green Data Centre Products Remote Workforce Quantum Encryptors Emergency Response Healthcare Solutions Cloud & Data Centre Services Airports Utilities Gen AI
Slide 24: Upskilling our Digital Talents
Smart City – Digital Business Upskilling our Digital Talents AI 3x Tools Co-pilot GenieBot number of Digital Talents1 to 5,000 over 5 years from 2024 Upskill certified training 24 | ST Engineering 2025 Investor Day 1. Digital talents comprise AI, Cloud, 5G and Cyber personnel
Slide 25: Well-positioned for strong growth
Defence & Public Security outlook Well-positioned for strong growth Growing International Defence Business Scaling Digital Singapore Core Business Well-positioned for strong growth Building on our track record 25 | ST Engineering 2025 Investor Day
Slide 26: Thank you
$i ST Engineering Thank you
Singapore Technologies Engineering — Investor Day (March 2025) on 6ix