SES SA FDR (Class A) · EURONEXT:SESG
SES SA FDR (Class A) — SES — Merger or Acquisition (March 2022)
8 slides from SES SA FDR (Class A)'s merger presentation, Mar 22, 2022
Slide 1: SES doubles US Government business with $450M acquisition of DRS Global Enterprise Solutions
SES DOUBLES US GOVERNMENT BUSINESS WITH $450M ACQUISITION OF DRS GLOBAL ENTERPRISE SOLUTIONS 22 March 2022 Investor Presentation | March 2022 SES Proprietary and Confidential
Slide 2: Value-accretive investment for best-in-class asset in strategic growth segment
VALUE-ACCRETIVE INVESTMENT FOR BEST-IN-CLASS / ASSET IN STRATEGIC GROWTH SEGMENT $450M EXPANDS agreement to acquire US Government solutions DRS Global Enterprise offering via combination Solutions (GES)(1) with SES GS >$250M UNIQUE expected annual customer value proposition GES revenue leveraging mu
Slide 3: Leading provider of integrated SATCOM solutions across US Government
| LEADING PROVIDER OF INTEGRATED / SATCOM SOLUTIONS ACROSS US GOVERNMENT >20 years >$250M of supporting end-to-end expected annual solutions for US Government GES revenue land, sea, and air operations ~$40M GLOBAL expected annual operations in C-, Ku-, Ka-, X-, base EBITDA(1) and L-band, plus UHF se
Slide 4: Creating a compelling value proposition for our US Government customers
CREATING A COMPELLING VALUE PROPOSITION / FOR OUR US GOVERNMENT CUSTOMERS Proven experience in SATCOM integration State-of-the-art multi-orbit networking capabilities COMPLEMENTARY BUSINESSES WITH >20 years supporting mission-critical operations >40 years delivering global satellite-enabled solution
Slide 5: Doubles revenue in high-value US Government market segment
DOUBLES REVENUE IN HIGH-VALUE / US GOVERNMENT MARKET SEGMENT SES Government Revenue (US & Global Government) Strategic importance of satellite to governments ~€500M driving growing need for secure, reliable connectivity (pro forma(1)) Global Government +16% CAGR expected industry growth in global go
Slide 6: Value accretive investment in line with disciplined financial policy
VALUE ACCRETIVE INVESTMENT IN LINE / WITH DISCIPLINED FINANCIAL POLICY Growing high-value Networks segments where SES has a right to win Proven record of partnership and success having grown SES GS revenue by ~30% (2017-2021) EPS and Free Cash Flow per share accretion from day-1, enhancing profitabi
Slide 7: Disclaimer
Disclaimer This presentation does not, in any jurisdiction, including without limitation in the U.S., constitute or form part of, and should not be construed as, any offer for sale of, or solicitation of any offer to buy, or any investment advice in connection with, any securities of SES, nor should
Slide 8: Investor Relations contacts
Richard Whiteing Joana Gomes Michelle Suc Investor Relations Investor Relations Investor Relations Richard.Whiteing@ses.com Joana.Gomes@ses.com Michelle.Suc@ses.com T +352 710 725 261 T +352 710 725 6467 T +352 710 725 403 Connect with us 8