43 Annual General Meeting 19 July 2016 - links.sgx.com · Semarang Timika Manado Makassar Surabaya...

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43 rd Annual General Meeting 19 th July 2016

Transcript of 43 Annual General Meeting 19 July 2016 - links.sgx.com · Semarang Timika Manado Makassar Surabaya...

43rd Annual General Meeting19th July 2016

Financial Summary

1 For the twelve months ended 31 March 2016 2 As of 31 March 2016 3 As of 13 July 2016

Revenue1 PATMI1 Share of results of Associates/JVs1

Assets2 Return on equity1 Market cap3

$1.7 billion $220.6 million $48.0 million

$2.1 billion 15.0% 4.9 billion

Strong Cash Flows Sustaining Progressive Dividends

104

208190

175

222

289

168146 156 166

FY11/12 FY12/13 FY13/14 FY14/15 FY15/16

Free cash flow Dividends

S$

mill

ion

s

Free Cash Flow and Dividends

$489.9 million

Cash reserves1,2

11 11

1314

1515

4

FY11/12 FY12/13 FY13/14 FY14/15 FY15/16

Ordinary Special

ce

nts

Dividend Per Share

0.07 timesDebt-to-equity ratio 2

1 Cash and cash equivalents, 2 As of 31 March 2016

Strong Growth of Share Price

Source: Bloomberg, as of 13 July 2016

SATS Straits Times Index

Total returnincl. dividends

SATS STI

+ 58% -12%

Increasing Productivity & Connectivity

Opportunity to Feed & Connect Asia

Rapid Growth of Middle Class in Asia

Is Driving Demand For Food In Asia

Food demand in Asia will more than double by 2020, to

nearly US$3 trillion a year

Indonesia will account for 56% of the Southeast Asian food market size

Food consumption in China will more than double to around US$1.48 trillion by 2020

2300

28003070

1970 1990 2010 2030 2050

Calories Intake per

Person per Day

And Demand For Travel In Asia

India

UK

IndonesiaBrazil

Japan

Asia Pacific will grow by an extra 1.8 billion passengers by 2034.

China: +63.7%India: +275%Indonesia: +159%

Growth trends of passenger volumes in key markets

ChinaUS

India

UKIndonesiaBrazilJapan

Increased eCommerce Is Driving Demand For Air Freight

$-

$500

$1,000

$1,500

$2,000

$2,500

$3,000

$3,500

$4,000

2014 2015 2016 2017 2018 2019

Western Europe

North America

Central and EasternEurope

Latin America

Asia Pacific

Middle East

Asia Pacific’s eCommerce sales is expected to increase by USD1.7trillion from 2014 to 2019

Asia’s Largest Food and Gateway Services Network

96 million

Meals1

91 millionPassengers1

4 millionTonnes of cargo1

45 Airports 12 Countries651,000

Flights1

Indonesia

Singapore

ManilaHo Chi Minh City

Macau

Hong Kong

Taipei

BeijingTianjin

ShenyangJilin

Tokyo

Brisbane

Male

India

Gateway Services

Food Solutions

Gateway Services and Food Solutions

Rockhampton

Trivandrum

Mangalore

BangaloreChennai

Goa

Mumbai

Hyderabad

Delhi

Amritsar

Kolkata

(Narita & Haneda)

Kaohsiung

TaichungMedan

Pekanbaru

Padang Palembang

SemarangTimika

Manado

MakassarSurabaya

YogyakartaSolo

Halim

Batam

Lombok

Sesayap, Tarakan

BontangMuara Teweh Balikpapan

Batu KajangAsam-Asam

Jakarta

Abu Dhabi

Denpasar

BandungKuala LumpurPenang

1 Based on FY16 aviation statistics for Singapore and overseas operations

We Will Continue to Build Out Across Asia and Middle East

MALAYSIA• Acquired 49% of

Brahim’s Airline CateringHoldings in February2016

PHILIPPINES• Acquired additional 13%

interest in MacroAsiaCatering Services inJanuary 2016 to raisestake from 20% to 33%

INDONESIA• Signed Share Subscription

Agreement to acquire 20%of Purantara Mitra AngkasaDua, inflight catering arm ofPTCAS, in May 2016.

OMAN• Signed JV agreement with Oman

Air for cargo handling services at Muscat International Airport in March 2016

And Build Up Into Adjacent Businesses

CHINA• Signed JV agreement with

Yihai Kerry, a subsidiary ofWilmar, to provide safe,high quality food inJanuary 2016

SINGAPORE• Formed JV with DFASS to

enter into the fast growingtravel retail market in April2016

Thank You