Seatrium Limited · SGX:5E2
Seatrium — Investor Day (March 2024)
9 slides from Seatrium's investor day presentation, Mar 15, 2024
Slide 1: Repairs & Upgrades
REPAIRS & UPGRADES ALVIN GAN Executive Vice-President
Slide 2: Investor Day 2024: Towards Profitable and Resilient Growth
INVESTOR DAY 2024 Towards Profitable and Resilient Growth 15 March 2024
Slide 3: Large Attractive R&U Market Resilient Against O&G Cycles
LARGE ATTRACTIVE R&U MARKET RESILIENT AGAINST O&G CYCLES Growing global demand across segments, including higher-value upgrades & turnkey energy efficiency retrofits Fleet Age Profile by Vessel Type (# vessels) 20,000 75% >10 Years 16,815 Market size of S$20-30b p.a. 79% >10 Years 10,000 9,113 70% >
Slide 4: Decarbonisation Trends Driving Significant Market Opportunities
DECARBONISATION TRENDS DRIVING SIGNIFICANT MARKET OPPORTUNITIES MEPC80 decarbonisation targets driving demand for retrofits to improve fuel efficiency & reduce emissions GHG Emissions (tCO2e) Efficiency upgrades 58,000 vessel retrofits required up to 2040 1 DF engine retrofits & OCCUS Valued at S$90
Slide 5: Provider of Choice for a Comprehensive Suite of Solutions
PROVIDER OF CHOICE FOR A COMPREHENSIVE SUITE OF SOLUTIONS REGULAR UPGRADING AND LIFE EXTENSION MAINTENANCE & MODIFICATION OR CONVERSION / LONGEVITY DRY DOCKING REVITALISATION PROJECTS Machinery / LNG instrumentation regasification system upgrades Carbon capture Structural retrofit upgrades Dual fuel
Slide 6: Market Leader in Repairs & Upgrades
MARKET LEADER IN REPAIRS & UPGRADES World leader in LNGC repairs 935 delivered since 1979 Pioneer in FSRU/FSU conversions 20 delivered since 2007 Asia’s leader in cruise repairs 377 delivered since 1978 Regional navy MRO strategic partner 384 vessels repaired since 1983 26 Alliances & long-term stra
Slide 7: Our Competitive Advantages
OUR COMPETITIVE ADVANTAGES Deep partnerships within the ecosystem of strategic alliances, OEMs and network of exclusive agencies Well positioned to pursue opportunities along the Americas’ shipping lanes Cost competitive advantages in the execution of Leading, reputable repair hub with proven track
Slide 8: Grow Baseload of High-Value Work
GROW BASELOAD OF HIGH-VALUE WORK 1 2 3 SCALE REPAIRS & PURSUE HIGHER VALUE CAPTURE MARITIME UPGRADES FRANCHISE PROJECTS IN SELECT KEY DECARBONISATION GLOBALLY ALONG MAJOR MARKETS OPPORTUNITIES SHIPPING LANES 59 59 RESTRICTED SNG Board Transformation Committee ...
Slide 9: Disclaimer
DISCLAIMER The material in this Presentation has been prepared by Seatrium Limited and contains general background information about the Company’s activities as at the date of this Presentation. No representation, warranty, or undertaking, express or implied, is made as to, and no reliance should be