Singapore Technologies Engineering Ltd · SGX:S63
Singapore Technologies Engineering — Investor Day (March 2025)
17 slides from Singapore Technologies Engineering's investor day presentation, Mar 18, 2025
Slide 1: Journey to Growth: Soaring Higher
2 0 2 5 I N V E S T O R D AY Journey to Growth Soaring Higher Jeffrey Lam Group Chief Operating Officer (Operations Excellence) and President Commercial Aerospace 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: Story of recovery and growth
Story of recovery and growth Disciplined approach, robust recovery Reviewing 2024 Commercial Aerospace Base Year 2019 (Pre-Covid) 104% Air Passenger 4.4 17% Traffic CAGR Revenue ($’b) 2.3 Air Cargo Traffic 108% New Aircraft Delivery 90% 2020 2021 2022 2023 2024 Sources: International Air Transport A
Slide 4: Broad-based growth
Broad-based growth Exceeded pre-pandemic levels of revenue and EBIT; Achieved 2021 Investor Day targets 2022 2023 2024 2025 2021 By 2026 CA1 Revenue AUM2 > US$2.0b PTF3 Annual Revenue > $3.5b > $0.7b Aerospace MRO Aviation Asset Management Aerostructures & Systems • Comprehensive MRO4 services • 202
Slide 5: Shaping the skies of tomorrow
Shaping the skies of tomorrow Positive steady long-term outlook 20-Year Traffic* 20-Year Fleet Growth* 10-Year MRO Growth 3.2% CAGR 3.2% CAGR US$153b Passenger Fleet Growth from 2025 to 2034 3.6% CAGR 26 50k 44k US$114b 2.4% 36 Air Passenger Traffic 21 Growth Passenger Fleet Deliveries 3.9% 26 2.6%
Slide 6: Navigating market challenges with agility
Dynamic market development Navigating market challenges with agility Macro Challenges Geopolitical Skilled labour Supply chain Rising costs tensions shortages issues Training & Continuous Partnerships Automation Diversification Innovation recruitment improvement Approach Strategies 6 | ST Engineerin
Slide 7: Steering towards competitive and sustainable growth
Strategic objectives Steering towards competitive and sustainable growth Key Industry Trends 1 Strengthen core and pursue growth New generation Connected data- 2 aircraft drives evolving MRO needs driven approach Invest in new growth areas 3 Normalisation of Record OEM backlog Harness technology and
Slide 8: Well-positioned for growth
Strengthen core and pursue growth Well-positioned for growth Engines Nacelle • 1st LEAP Premier MRO in Asia • New generation aircraft • Comprehensive global solution • Digital Factory and Smart Automation Airframe PTF Conversion Aviation Asset Management • Capacity and • Exclusive OEM solutions for
Slide 9: Reinforce global MRO network with new capabilities and capacity
Strengthen core and pursue growth Reinforce global MRO network with new capabilities and capacity Strengthen presence in major aviation markets Airframe 21 Western Europe • Adding new capacity while optimising network North • Pensacola, U.S. Global America Asia-Pacific Operations • Ezhou, China • Ch
Slide 10: Technology leadership in customer solutions
Strengthen core and pursue growth Technology leadership in customer solutions Nacelle Passenger-to-Freighter Conversion • Fast-growing products with comprehensive aftermarket support • New product opportunities A320 A321 A330-200 A330-300 • Full lifecycle OEM support solution for narrowbody and wide
Slide 11: Growing asset portfolio, capturing synergy
Strengthen core and pursue growth Growing asset portfolio, capturing synergy AUM Growth Extracting Revenue Synergies • Target US$3.5b by 2029 • Leveraging Aviation Fund Structure as new source of capital US$3.5b 8.8% CAGR US$2.3b MRO PTF conversions US$0.8b • Cumulative revenue synergies of >US$100m
Slide 12: Propelling strong growth
Invest in new growth areas Propelling strong growth Premier MRO CFM56 & LEAP Engines MRO market size US$’b Expand >400 shop capacity by 2027 Capacity Maintain CFM56; Grow LEAP LEAP Accelerate Parts Broaden competitive Repair Capabilities parts repair offerings CFM56 Robotics and Optimise process and
Slide 13: Next-generation products for new market segments
Invest in new growth areas Next-generation products for new market segments Cargo UAS1 Wing-in-Ground Marine Craft Unmanned Aircraft Faster than a Ferry, System for Medium Greener than a Seaplane; Range & Payload Safer than a Helicopter Fulfilling Middle / Last- Redefining Maritime Travel; Mile C
Slide 14: Developing composite technology for next generation capabilities
Harness technology and innovation Developing composite technology for next generation capabilities Composite Aerostructures Technology Products Market Growth Advanced Next Generation Products 5.9% CAGR Composites (2023-2033) 10-Year Market Forecast Composite Floor Panels (US$’b) 40 36.5 AI-enabled 3
Slide 15: Continuous improvement and process optimisation
Harness technology and innovation Continuous improvement and process optimisation Process Digitalisation Robotisation AI-enabled Re-engineering 15 | ST Engineering 2025 Investor Day
Slide 16: Double industry growth rate
Soaring higher Double industry growth rate Drive sustainable growth through a Revenue ($’b) balanced portfolio 7% 6.0 Strengthen core CAGR and pursue growth 4.4 Invest in new growth areas Harness technology and innovation 2024 2029 Target Commitment to sustainability 16 | ST Engineering 2025 Investo
Slide 17: Thank you
$i ST Engineering Thank you
Singapore Technologies Engineering — Investor Day (March 2025) on 6ix