Comfortdelgro Corporation Limited · SGX:C52
Comfortdelgro — H1 2026 Earnings Presentation
13 slides from Comfortdelgro's earnings presentation, Aug 14, 2026
Slide 1: 1H2026 Business Updates
1H2026 Business Updates MD / Group CEO SK Cheng 14 August 2026
Slide 2: 1H2026 Financial Performance
1H2026 Financial Performance Public Transport business strengthens earnings resilience amid transformation of Point-to-Point business INTERNATIONAL REVENUE PATMI INTERIM DIVIDEND REVENUE PAYOUT CONTRIBUTION Maintained at S$2.56B S$85.1M 3.91 cents 55.4% ▲5.7% ▼19.7% per share ▲1.1% Figures compared
Slide 3: Reshaping the Group for Long-Term Growth
Reshaping the Group for Long-Term Growth The Group focuses on strengthening earnings base, improving business quality and positioning itself for future growth Building a Stronger Position 01 Transforming Point-to-Point business model and rebalancing customer mix Growing international and contracted
Slide 4: Public Transport: Growing a Long-term and Recurring Earnings Base
Public Transport: Growing a Long-term and Recurring Earnings Base More than 97% of the Group’s Public Transport contracts have tenures of over five years, providing visibility to contracted earnings well into the next decade Public Transport Contracting Profile* Contracted Public Transport Contribut
Slide 5: A Repeatable Growth Model: Leveraging Proven Capabilities to Drive Long-Term Contracted Growth
A Repeatable Growth Model: Leveraging Proven Capabilities to Drive Long-Term Contracted Growth Selected Public Transport Opportunities Available in 2026 - 2028 Opportunities Available Rail Est. More than S$17B • Copenhagen Metro (44 km) Bus UNITED KINGDOM • Liverpool Tranche 2 (520 buses) & EUROPE •
Slide 6: Transforming our Point-to-Point Business
Transforming our Point-to-Point Business Building a higher-quality, platform-enabled mobility network Evolving Business Models Transitioning from a taxi operator to a hybrid fleet-and-platform model Strengthen Fleet Operations Enhance Platform Capability Scale Enterprise Mobility (B2B) - Optimise fl
Slide 7: Expanding Demand Capture Across the Customer Journey
Expanding Demand Capture Across the Customer Journey One customer, multiple destinations, more opportunities to capture value Customer International Travel Journey London New York Addison Lee Premium Travel Journey x Built on existing businesses and customer relationships, the network creates additi
Slide 8: Building a Higher-Quality Mobility Business
Building a Higher-Quality Mobility Business Leveraging Addison Lee’s expertise in enterprise and premium mobility to build a global network 39 cities across 10 countries connected today Growing Enterprise Customer Relationships Leverage CMAC and Group relationships and network to aggregate corporate
Slide 9: Insights from Commercial Robotaxi Deployment in Guangzhou
Insights from Commercial Robotaxi Deployment in Guangzhou Safe operations, growing rider acceptance and encouraging fleet economics Operational Scale Safety Validation Operational Economics 620,000+ km 0 Operating hours up to 22 hours a day Autonomous kilometres completed* Serious safety incidents t
Slide 10: An Integrated Ecosystem Decades in the Making
An Integrated Ecosystem Decades in the Making Many of the capabilities required to support future autonomous mobility are already part of our operating model across Singapore, China and the UK today Ride Bookings & Passenger Experience Customer Service Support 24/7 real-time customer service and App
Slide 11: Progressing Autonomous Mobility Across our Global Markets
Progressing Autonomous Mobility Across our Global Markets Target approximately 10% of our global Point-to-Point fleet to transition to autonomous vehicles by 2030 2030 Target 10% of our global Point-to-Point fleet to Driverless Shuttle transition to AVs, supported by Deployment (2026) an integrated
Slide 12: 2H2026 Priorities
2H2026 Priorities Grow International Public Transport Portfolio Participating selectively in bus and rail tenders where we can deliver long-term value Accelerate the Transformation of Point-to Point Pivoting towards a higher-quality mobility business through premium and enterprise mobility solutions
Slide 13: Thank you
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