Space42 Plc · ADX:SPACE42
Space42 — Investor Presentation (September 2025)
31 slides from Space42's investor presentation, September 2025
Slide 1: Space42 Investor Presentation September 2025
Space42 Investor Presentation September 2025 Copyright © 2024 Space42 Plc (Space42) This document contains Space42's proprietary and confidential information. Any disclosure, copying, distribution or use is prohibited, if not otherwise explicitly agreed with Space42 in writing.
Slide 2: Speakers
Speakers Karim Michel Sabbagh Andrew Cole Bruno Priuli Managing Director Chief Financial Officer VP of Investor Relations Copyright © 2024 Space42 Plc (Space42) 2
Slide 3: Topics
Topics 1 Key highlights 2 Space42: at intersection of SatCom, Geospatial and AI 3 Strategy update 4 Financial profile
Slide 4: Key highlights
ISPACERES Key highlights
Slide 5: Key highlights
Key highlights Clear Strategic Plan Based on four core pillars focused on achieving leadership positions in geospatial data and AI platform services, NTN1 services and secure connectivity solutions Building momentum Space Services returned to growth2, with acceleration expected in H2 as Thuraya-4 en
Slide 6: Space42: at intersection of SatCom, Geospatial and AI
2 Space42: at intersection of SatCom, Geospatial and AI
Slide 7: Enlighten the world from space
Enlighten the world from space Space42 is an unprecedented combination between Yahsat's advanced satellite (S) communication capabilities and Bayanat’s geospatial (G) data analytics expertise to create an artificial intelligence (AI) powered space technology champion • Tech-enabled innovation throug
Slide 8: Space42 to become a global leader in AI-driven space technology
Space42 to become a global leader in AI-driven space technology AI Analytics AI-enabled advanced multi-intelligence data analytics generating insights derived from space assets Space42 is uniquely positioned to leverage capabilities across all three sectors SatCom Geospatial Combination creates oppo
Slide 9: Business aligned with growth trends
Business aligned with growth trends Positioned to capture high-growth opportunities in key areas of play 2025 Global Market Size CAGR 2025 - 2030 • Secure satellite Military satellite communications with 11% government long-term Space Services Market size 2025: communications Space Services USD 26Bn
Slide 10: Assets covering entire value chain – from Earth to Space
Assets covering entire value chain – from Earth to Space Geostationary AY 1–3 Thuraya T2 & T3 AY4 & AY5(1) Thuraya T4 6 Orbit (GEO) Satellites AI Multi-intelligence Platform Existing (36,000 km above Earth) satellites and 2 Integrated for SatCom and Geospatial in pipeline AI driven multi-intelligenc
Slide 11: Strategy update
ISPACERES Strategy update
Slide 12: Translating vision into reality
Translating vision into reality Core pillars and sectorial priority will secure sustainable long-term growth CORE PILLARS Preferred partner for premium geospatial data 1 Build tier-1 sovereign multi-sensor EO assets and capabilities Global leader in GeoInt AI platform and services 2 Deliver actionab
Slide 13: Smart Solutions
Smart Solutions Core Pillars 1 and 2 SAR Constellation 1 Programmatic capabilities 1 GeoInt AI platform and services 2 Foresight-1 and Foresight-2 AIT Facility Resolution Daily 25 cm Revisit time Technology Partner 99% 1200 MHz Operational Payload uptime technology ▪ Seven LEO satellites delivering
Slide 14: Space Services
Space Services Core Pillar 3 Thuraya 4 Next Generation Mobility Services LEO constellation T2 Coverage SMS Cell towers T4 Extended Voice (terrestrial) Coverage Data ▪ Advanced MSS satellite delivering high-speed, secure connectivity across ▪ Direct-to-Device (D2D) opportunity unlocks mass-market pot
Slide 15: Space Services
Space Services D2D connectivity everywhere via a trusted, open, shared platform extending 5G globally Market • Growing demand for global connectivity, with billions of people and assets still unserved or underserved by terrestrial networks opportunity • Addresses a fundamental gap by extending 5G co
Slide 16: Space Services
Space Services Expanded mobility: D2D enables personal devices to connect directly to satellites Mobile Satellite Direct-to-Device • D2D delivers cellular-like service from space, seamlessly bridging terrestrial and satellite networks Services market market • Subscribers stay connected via terrestri
Slide 17: Space Services
Space Services D2D connectivity approaches: Satellite vs Terrestrial Networks MSS Spectrum (3GPP NTN model) Terrestrial Spectrum Leveraging MSS spectrum already in use by satellite Repurposing terrestrial MNO mobile frequencies requires operators and integrated into 5G standards and hardware. region
Slide 18: Space Services
Space Services Core Pillar 4 Al Yah 4 and Al Yah 5 program underway Next-gen GEO satellites • Reinforces leadership position in secure connectivity Program on track • Preliminary Design Review substantially completed and Critical Design Review underway Expected Timeline of AY 4 and AY 5 Launch Satel
Slide 19: Strategic plan objective
Strategic plan objective Guided by five principles Programmatic Scalability Growth Prioritize clearly defined growth Unlock opportunities and business programs that bring incremental models which can be materially and recurring value scaled and are not constrained by geography, customer segment or s
Slide 20: Financial profile
ISPACERES Financial profile
Slide 21: Financial highlights
Financial highlights Revenue shortfall reflects strategic transition underway within Smart Resilient financial performance with revenue shortfall Solutions, while Space Services returned to growth in Q2 and is offset by lower cost base and other items expected to accelerate further in H2 Lower cost
Slide 22: Income Statement Highlights
Income Statement Highlights Financial extracts H1’25 H1’24 YoY Δ Revenue 226 274 (17%) (48) ▪ Revenue headwinds (-17%) due to timing of multi-year engagements in Cost of revenue (36) (59) 38% 23 Smart Solutions, while Space Services resumed growth during Q2 (+2%) Staff costs (60) (58) (3%) (2) ▪ Low
Slide 23: Financial Performance - Revenue
Financial Performance - Revenue -17% 274 ▪ Revenue shortfall reflects temporary timing shift in milestone execution of multi-year engagements within Smart Solutions 226 13% ▪ Space Services returned to growth in Q2 with USD 100 million (+2%) 200 ▪ Growth is set to accelerate in H2 as recently launch
Slide 24: Contracted Future Revenue
Contracted Future Revenue USD 6.8 billion of revenue backlog provides visibility and security over future cash flow 93% of cumulative contracted future revenue relate to Space Services 5,071 6,820 5,023 413 49 367 464 46 6,353 375 Of which: AY 4&5 – USD 5.1 bn 581 89 CSA - USD 0.3 bn T4 - USD 0.7 bn
Slide 25: Strong Balance Sheet
Strong Balance Sheet Balance sheet extracts H1’25 FY’24 6M YTD Δ Fixed Assets (Satellites, ground ▪ Increase in CWIP mainly relates to Al Yah 4 and Al Yah 5 systems/infrastructure, land and buildings, incl. 501 547 (8%) (46) capital work in progress) ▪ Decrease in cash and short-term deposits reflec
Slide 26: Cash Bridge
Cash Bridge Strong cash position underpins capacity to pursue strategic growth initiatives -30% 1,163 72 (91) ▪ Strong operating cash flow ▪ CapEx totaled USD 109 million, driven by Space Services, with ~80% related to satellite (327) partially offset by development, primarily Al Yah 4 reimbursement
Slide 27: Growth supported by significant organic investment
Growth supported by significant organic investment Projected CapEx of more than USD 1.3Bn over next five years to support growth CapEx roll-out 2025-2029 CapEx by program 425 5% 86 324 24% 57 298 83 61 23 47 170 220 52 131 16% 55% 218 17 47 190 101 69 62 15 2025 2026 2027 2028 2029 T4 AY4&5 SAR Othe
Slide 28: Financial framework built on three pillars
Financial framework built on three pillars Capitalize on superior standalone and merged Vision SGAI services and pursue profitable growth opportunities, leading to increased company valuation Organic Growth 1 Inorganic Growth 2 Returns Maximization 3 Strategic Scalability, value-chain expansion Cash
Slide 29: Appendix
ISPACERES Appendix
Slide 30: Disclaimer
Disclaimer Information contained in this presentation represents a summary of condensed pro forma consolidated financial statements for first half-year ended 30 June 2025 (H1 2025 Financial Statements) of Space42 PLC and its subsidiaries (Space42). This presentation does not purport to contain all i
Slide 31: space42.ai ir@space42.ai
space42.ai ir@space42.ai Copyright © 2024 Space42 Plc (Space42) This document contains Space42's proprietary and confidential information. Any disclosure, copying, distribution or use is prohibited, if not otherwise explicitly agreed with Space42 in writing.