BAE Systems plc · LSE:BA.
BAE Systems — Investor Presentation (2022)
31 slides from BAE Systems's investor presentation, 2022
Slide 1: Key Themes Update
1 Key Themes Update Brad Greve - CFO © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a registered trademark.
Slide 2: Update on key themes
2 Update on key themes Defence Supply Capital market chain & Energy Allocation environment inflation • Working closely Pension • Record defence order backlog • Hedging strategy in UK with supply chain • Defence spending increases • USA, Australia, KSA energy • Resourcing improving in in many nations
Slide 3: Digital Intelligence Context
3 Digital Intelligence Context Cyber & Intelligence sector • Reported as part of Cyber and Intelligence sector Digital • Restructuring activities in recent years to align to core capabilities Intelligence 29% • Sale of BAE Systems’ financial crime detection business Intelligence 2021 (commercial) to
Slide 4: Digital Intelligence Investor Presentation
Digital Intelligence Investor Presentation Dave Armstrong Group Managing Director, BAE Systems Digital Intelligence Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a trade mark of BAE Systems plc.
Slide 5: Digital Intelligence – Who and Why
Digital Intelligence – Who and Why Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a trade mark of BAE Systems plc.
Slide 6: Context for Digital Intelligence
Context for Digital Intelligence • Disruption caused significant technological / societal / economic change • Cloud adoption continues apace; organisations striving to overcome legacy IT and embrace digital • National competitiveness driven by big data / data science • Need for greater national cybe
Slide 7: More than 4,000 employees in 5 continents
More than 4,000 employees in 5 continents Formed on 1 February 2022 Combining data, digital, cyber and intelligence capabilities from across the Group World-leading cyber, intelligence and security expertise, helping protect nations, businesses and citizens Formed to allow greater collaborat
Slide 8: A flavour of what we do
A flavour of what we do We enable military air and Using our prognostic health We have developed a We provide a Our National Automatic maritime platforms to capability, we help the simulation modelling comprehensive security Number Plate Recognition communicate with each Royal Navy to predict toolki
Slide 9: Digital Intelligence Go to Market Approach
Digital Intelligence Go to Market Approach Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a trade mark of BAE Systems plc.
Slide 10: Our Portfolio
Our Portfolio Digital Partner Digital Transformation Brings together our data and digital advisory services to all Create a digital thread across customer data, using our of our customers regardless of the sector including data capabilities in digital engineering, cloud based systems, science, data
Slide 11: Future Vision
Future Vision Leading cyber security Re-imaging our customers’ UK sovereign partner Delivering multi-domain Providing key data analytics provider supporting UK and core services into cloud providing cyber services at C5ISR products, services and support services to UK allies in protecting their nati
Slide 12: Route to market
Route to market Central Government: National Security: • Build on reputation on border security and Central National • Long-standing track record, customer child protection Government Security intimacy, trusted sovereign partnership and SME ecosystem • Trusted Whitehall provider Intelligence Systems
Slide 13: Digital Intelligence Investing in Capability
Digital Intelligence Investing in Capability Copyright © 2022 BAE Systems. All Rights Reserved. Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a trade mark of BAE Systems plc. BAE SYSTEMS is a trade mark of BAE Systems plc.
Slide 14: Strategic Investments: Space
Strategic Investments Space Investment in Azalea to capture a larger share of the UK space ISR market and support campaigns in key international markets. Copyright © 2022 BAE Systems. All Rights Reserved. Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a trade mark of BAE Systems p
Slide 15: Physical, Digital, Dedicated
PHYSICAL DIGITAL DEDICATED OPERATE Copyright © 2022 BAE Systems. All Rights Reserved. Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a trade mark of BAE Systems plc. BAE SYSTEMS is a trade mark of BAE Systems plc.
Slide 16: Strategic Investments
Strategic Investments Space Pursuing growth in Low Earth Orbit Multi-Domain C5ISR Investment in Battle Management Information Systems, multi-domain network enablers, and RF transmissions systems. Digital Asset Management Developing data-driven solutions to improve operability and availability of hig
Slide 17: Digital Intelligence Market and Growth
Digital Intelligence Market and Growth Copyright © 2022 BAE Systems. All Rights Reserved. Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a trade mark of BAE Systems plc. BAE SYSTEMS is a trade mark of BAE Systems plc.
Slide 18: Positive Market Environment, Trending Upwards
Positive Market Environment, Trending Upwards 10 Year Addressable Market Size UK International National Security ~£4bn ~£10bn Digital ~£2bn ~£3bn Defence C5ISR ~£2bn ~£3bn Space ~£2bn ~£4bn Central Government ~£8bn N/A Significant addressable markets supporting long-term growth plan Copyright © 2022
Slide 19: Digital Intelligence Growth
Digital Intelligence Growth £0.7bn Positioned for Growth expected 2022 good growth in from all DI forecast the next 5 years divisions sales Copyright © 2022 BAE Systems. All Rights Reserved. © 2022 BAE Systems. All Rights Reserved. BAEisSYSTEMS BAE SYSTEMS is trademark. a registered a trade mark of
Slide 20: Summary
Summary • We have responded to market changes and brought together complementary capability from across the Company to form Digital Intelligence • This capability is bolstered with three strategically significant acquisitions – In Space Missions, PPM and Techmodal • Together we will help our custome
Slide 21: Unlocking the Digital Doorway
We believe that digital technology is the Unlocking the key to unlocking our customers’ advantage. Digital Doorway By advancing digital technologies, we open doors to worlds of opportunities, together. © 2022Copyright BAE Systems.©All2022 RightsBAE Systems. All Rights Reserved. Reserved. BAE SYSTEMS
Slide 22: Questions
Questions © 2022 BAE Systems. All Rights Reserved. Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a registered trademark. BAE SYSTEMS is a trade mark of BAE Systems plc. BAE SYSTEMS PROPRIETARY
Slide 23: Digital Intelligence Supporting Slides
Digital Intelligence Supporting Slides © 2022 BAE Systems. All Rights Reserved. Copyright © 2022 BAE Systems. All Rights Reserved. BAE SYSTEMS is a registered trademark. BAE SYSTEMS is a trade mark of BAE Systems plc.
Slide 24: Context for Digital Intelligence
Context for Digital Intelligence • Technological / societal / economic change – in the middle of a significant shift from an industrial society to a digital one built on software. Waves of disruption hitting all industry sectors • Cloud adoption continues apace; organisations including those operati
Slide 25: Highlights of What We Do
Highlights of What We Do We enable military air and maritime Techmodal’s Veritas product helps the STARA is a comprehensive security Our National Automatic Number Plate platforms to communicate with each British Army accurately plan and forecast threat and risk assessment consisting of a Recognition
Slide 26: Cyber
Cyber Supporting cyber missions with the enterprise-grade security relied on by governments to protect, detect and deter Cyber threats are constantly evolving - becoming more sophisticated, targeted and sustained. We work collaboratively with organisations to protect, detect and deter adversaries, h
Slide 27: Defence
Defence Applying C4 technology intelligently, across networks and domains. Delivering an information advantage with communication, wireless and sensor innovation To gain advantage in today’s connected world we must be better prepared, better informed, and more able to act and adapt. Working at the h
Slide 28: Delivery and Advisory
Delivery and Advisory Building sophisticated digital programmes bolstered with unrivalled security and engineering credentials Digitalisation is reshaping our world at unprecedented pace. As new technologies continue to ricochet around us, data has rapidly become key to organisations’ very survival.
Slide 29: Intelligence
Intelligence Delivering intelligence across domains and sectors, data analysis to access the right intelligence at the right time Intelligence is an environment where our customers have always demanded the highest levels of trust, integrity and understanding. Now, new technologies are creating new t
Slide 30: Space
Space Securing and delivering deep-space communications, enabling spacecraft command and control, and leveraging expertise in waveforms and digital signal processing and analytics The services offered by future space technology will become an integral part of our daily lives. They will also be game
Slide 31: BAE Systems IR Contacts
BAE Systems IR Contacts Martin Cooper – Group IR Director General inquiries: Martin.s.cooper@baesystems.com investors@baesystems.com +44 (0) 1252 383455 +44 (0) 1252 383040 Barron Beneski - VP Investor Relations (North America) Barron.beneski2@baesystems.com 571-479-9492 (US) Jennifer Bowden – Inves