Sembcorp Industries Ltd. · SGX:U96
Sembcorp Industries — Investor Presentation (February 2025)
10 slides from Sembcorp Industries's investor presentation, Feb 27, 2025
Slide 1: Reorganising To Accelerate Growth
Reorganising To Accelerate Growth Appointment of Presidents & CEOs for Key Business Lines February 27, 2025 1 © Sembcorp Industries
Slide 2: Growth Trajectory
Growth Trajectory Net Profit Gross Renewables Capacity* Continuing operations before EI (GW/GWh) S$ million 17.03 CAGR: CAGR: +36% 1,018 1,019 +49% 12.9 3.9 9.82 739 3.5 6.11 1.5 3.2 0.8 13.1 8.3 9.4 301 323 0.6 5.3 2.6 2020 2021 2022 2023 Feb-25 2020 2021 2022 2023 2024 Installed Secured/ Under Con
Slide 3: Riding the Global Transitions
Riding the Global Transitions Gas is Critical for Energy Transition Natural gas remains key for Singapore’s energy security beyond the next decade1 Growing Renewables Present in fast-growing renewables markets with over 1,650GW of new build capacity expected between 2024 and 20282 Global Industrial
Slide 4: 3 Growth Engines to Drive Energy Transition
3 Growth Engines to Drive Energy Transition Gas and Integrated Renewables Related Services Urban Solutions • Singapore’s leading integrated • Established presence in fast • Over three decades of experience utilities player growing markets in industrial park development • Only genco with LNG importat
Slide 5: Strategic Reorganisation & Leadership
Strategic Reorganisation & Leadership - Leads Sembcorp’s gas and related services business Koh Chiap Khiong - Heads the energy transition portfolio in Singapore, including solar, President & CEO, Gas and Related Services energy imports and low-carbon solutions Alex Tan - Leads Renewables businesses
Slide 6: Presentation by Presidents & CEOs
Presentation by Presidents & CEOS • Mr Koh Chiap Khiong • Mr Alex Tan • Mr Vipul Tuli • Mr Eugene Cheng 6 © Sembcorp Industries
Slide 7: Gas and Related Services
SHARING BY MR KOH CHIAP KHIONG Gas and Related Services AMBITION: Leading the Region’s Energy Transition with Strong Returns Value Delivering Grow Proposition Commitments • Integrated gas and power Optimise Senoko Energy 4 Energy Switches portfolio • Serve high power demand • Natural Gas • 24/7 ener
Slide 8: Renewables, East
SHARING BY MR ALEX TAN Renewables, East AMBITION: Most Profitable Renewables Company Value Delivering Grow Proposition Commitments Key Partnerships Operations Southeast Asia (ex-Singapore) • Proven success in forging • Maximise asset productivity • Accelerate growth through strategic partnerships wi
Slide 9: Renewables, West
SHARING BY MR VIPUL TULI Renewables, West AMBITION: Most Profitable Renewables Platform Driving Growth in India and Middle East Value Delivering Grow Proposition Commitments Right markets India India • Established presence in fast- • 3GW operational • Scale up bidding and M&A growing India and ME ma
Slide 10: Integrated Urban Solutions
SHARING BY MR EUGENE CHENG Integrated Urban Solutions AMBITION: Fastest Growing and Most Profitable Industrial Solutions Player in Asia Value Delivering Grow Proposition Commitments • Gross land for development: Deliver low-carbon industrial Accelerate Growth 18,000ha parks • Drive faster land sales
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