43 annual general meeting 19 july 2016 - links.sgx.com · semarang timika manado makassar surabaya...
TRANSCRIPT
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%
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