Sembcorp Industries Ltd. · SGX:U96

Sembcorp Industries — Shareholder Meeting (April 2026)

11 slides from Sembcorp Industries's shareholder meeting presentation, Apr 29, 2026

  1. Slide 1: 28th Annual General Meeting

    28th Annual General Meeting April 29, 2026 1 © Sembcorp Industries

  2. Slide 2: FY2025 Financial Performance and Business Highlights

    FY2025 Financial Performance and Business Highlights Wong Kim Yin Group CEO 2 © Sembcorp Industries

  3. Slide 3: FY2025 Group Financials

    FY2025 Group Financials Continuing Operations FY25 vs FY24 Turnover  10% Earnings Per Share before EI and DPN FX  S$5,799 million 56.4 cents (EPS: 55.3 cents) EBITDA1 S$1,520 million  12% Group ROE3 before EI and DPN FX  18.2% (ROE: 17.9%) Adjusted EBITDA2 S$2,016 million  2% Net Profit before

  4. Slide 4: Gas and Related Services: Delivering Earnings Stability

    GAS AND RELATED SERVICES Delivering Earnings Stability GRS Net Profit: Resilient Earnings Earnings anchored by Singapore portfolio (S$ million) 728 • Contracted position provided stability, with contribution 701 from Senoko Energy 182 163 • Portfolio transformation to long-term contracting 546 538 u

  5. Slide 5: Renewables: Earnings Growth through Disciplined Expansion

    RENEWABLES Earnings Growth through Disciplined Expansion RE Net Profit Growth Despite Headwinds in China Higher earnings with capacity growth (S$ million) • Increase in operational capacity from 13.1GW to 183 192 15.0GW (FY25 vs FY24) • China earnings impacted by elevated curtailment and 94 118 tari

  6. Slide 6: Integrated Urban Solutions: Driving Sustainable Growth and Sharpening Focus

    INTEGRATED URBAN SOLUTIONS Driving Sustainable Growth and Sharpening Focus IUS: Stable Net Profit Urban: Strategic expansion with resilient (S$ million) performance 178 • Fair value gains on VSIP and WSIP investments offset 173 22 12 softer land sales in Central Vietnam 52 50 • Secured four new inve

  7. Slide 7: Established Platforms for Continued Growth

    ESTABLISHED PLATFORMS FOR CONTINUED GROWTH SINGAPORE INDIA AUSTRALIA Leading integrated energy player 7.6GW scaled platform Shareholder approval obtained • Largest gas-fired fleet and • 3.6GW installed capacity with • High-quality OECD platform solar portfolio a further 4.0GW secured or • Robust dev

  8. Slide 8: Built for Resilience in a Volatile Environment

    BUILT FOR RESILIENCE IN A VOLATILE ENVIRONMENT Portfolio Strength and Flexibility across Cycles Diversified Flexible Gas-fired Balanced Portfolio across Resilient Recurring Cash Platform Markets & Technologies Flows • Multi-source gas • Geographical and • Long-term contracts underpin procurement, in

  9. Slide 9: Delivering Growing Dividends and Shareholder Returns

    DELIVERING GROWING DIVIDENDS AND SHAREHOLDER RETURNS Continue to Review Dividend Policy Consistent Dividend Growth and Strong Total Returns 307% >6x 5-year TSR Dividend growth (2020-2025) S$6.34 35 S$6.5 Visible and Resilient S$5.20 Cash Flow 30 S$5.5 S$4.73 25 25 23 S$4.5 Disciplined Capital 20 S$2

  10. Slide 10: Disclaimer

    Disclaimer This presentation contains certain statements that are not statements of historical fact, i.e. forward-looking statements. These forward-looking statements are based on current expectations, estimates, projections and assumptions about future events. Although Sembcorp Industries believes

  11. Slide 11: Thank you

    Thank you 11 © Sembcorp Industries

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