Energy Generation: 70%
Water Management: 20%
Waste Management: 10%

TOP 3 Markets:
Singapore: 40%
India: 30%
United Kingdom: 15%

Sembcorp Industries Ltd generates the majority of its revenue from energy generation, which accounts for 70%, reflecting the company's strategic focus on sustainable energy sources.

The key market for Sembcorp is Singapore, followed by India and the United Kingdom. These markets are crucial for the company as they provide both stable and growing demand for the services offered.

Production Sites:

• Singapore
• India
• China
• United Kingdom

Sembcorp Industries Ltd is a leading company in the energy and urban development sector. It operates a variety of production facilities mainly located in Asia and Europe. In Singapore, the company's headquarters, Sembcorp operates multiple energy plants that utilize both conventional and renewable energy sources.

In India, Sembcorp has made significant investments in wind and solar power plants to meet the growing demand for renewable energy. China is another important market where the company has invested in both conventional energy plants and renewable energies.

In the United Kingdom, Sembcorp also operates energy plants aiming for sustainable energy supply. This geographical diversification enables Sembcorp to strengthen its market presence and respond flexibly to global energy needs.

Strategy for Future Growth:

1. Focus on Renewable Energies: Sembcorp Industries is committed to significantly expanding its capacities in the field of renewable energies. The company plans to increase its installed capacity in renewable energies to 10 gigawatts by 2025.

2. Decarbonization and Sustainability: A central part of the strategy is the reduction of carbon intensity. Sembcorp aims to reduce its CO2 emissions by 50% by 2030 compared to 2020.

3. International Expansion: The company is focusing on geographical diversification, especially in fast-growing markets in Asia and the Middle East, to expand its market presence.

Sembcorp Industries pursues a clear strategy aimed at sustainable growth and adapting to global energy transitions. By investing in renewable energies and reducing carbon emissions, the company positions itself as a leading provider in the green energy sector.

Main raw materials: Coal, natural gas, biomass

Countries of origin:

• Coal: Indonesia, Australia
• Natural gas: Malaysia, Qatar
• Biomass: Malaysia, Indonesia

Sembcorp Industries Ltd imports a variety of raw materials to operate its energy and utility services. Coal and natural gas are the primary fossil fuels they use. Indonesia and Australia are the main suppliers of coal, while natural gas is mainly sourced from Malaysia and Qatar.

In addition, the company is increasingly focusing on renewable energies and imports biomass from Malaysia and Indonesia to support its sustainability goals and reduce CO2 emissions. This diversification of raw material sources enables Sembcorp to flexibly respond to market changes and ensure security of supply.

Market share in the region: 20% (2024, estimated)
Sustainability initiatives: 30% reduction in CO2 emissions since 2020
Investments in renewable energies: 2 billion USD (2023)

In recent years, Sembcorp Industries Ltd has strongly focused on expanding its portfolio in the field of renewable energies. This has given the company a significant competitive advantage, especially in markets that are increasingly relying on sustainable energy sources.

The company has managed to reduce its CO2 emissions by 30% since 2020, which not only lowers operating costs but also strengthens the brand image in an environmentally conscious market. These initiatives position Sembcorp as a pioneer in the industry and give it an advantage over competitors that are still heavily reliant on fossil fuels.

Furthermore, Sembcorp has invested around 2 billion USD in expanding renewable energies in recent years, further solidifying its market position and ensuring future growth. These strategic investments and focus on sustainability are crucial factors for the company's ongoing competitive advantage.

Institutional Investor Share: approx. 60% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Sembcorp Industries Ltd is around 60%. This reflects the confidence of large institutional investors in the company's long-term strategy and stability.

There were no significant insider buys or sells in the last quarter, which could indicate a stable confidence of the management in the current company strategy. Such transactions are often seen as an indicator of the management's assessment of the company's future development.

Market share of Sembcorp Industries Ltd: Estimate: 8% (2025)

Main competitors and their market shares:

1. Keppel Corporation - 12%
2. Hyflux Ltd - 10%
3. YTL Power International - 9%
4. Sembcorp Industries Ltd - 8%
5. SP Group - 7%
6. China Huaneng Group - 6%
7. CLP Holdings - 5%
8. Tata Power - 4%
9. Adani Power - 3%
10. NTPC Limited - 2%

Moat of Sembcorp Industries Ltd:

Sembcorp Industries Ltd has a moderate moat, mainly based on its diversification in the energy, water, and waste management sectors. This diversification allows the company to serve various market segments and spread risks. Additionally, Sembcorp benefits from its strong presence in Asia and its ability to manage large infrastructure projects.

Compared to its competitors, Keppel Corporation has a stronger moat due to having a broader range of services and a stronger global presence. Hyflux Ltd and YTL Power International also have significant advantages through specialized technologies and regional market leadership.

Overall, while Sembcorp Industries has a solid moat, some competitors are better positioned in certain areas, giving them a competitive edge.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Debt Ratio: 45% (2024)

Sembcorp Industries Ltd achieved a revenue growth of 10% in 2024, attributed to successful diversification and expansion into renewable energies. The company increased its investments in sustainable energy projects, leading to a stable profit growth of 8% during the same period.

The debt ratio of 45% indicates that the company is keeping its debts at a moderate level, signaling solid financial health. Sembcorp has also formed strategic partnerships to strengthen its market position in Asia, offering future growth potential.

Given these factors, Sembcorp Industries Ltd could be an attractive investment for investors focusing on sustainable energy and long-term growth. The solid financial foundation and strategic focus on renewable energies support this assessment.

Dividend yield: 4.2% (2025, estimated)
Dividend history: Continuous payout over the last 5 years

Sembcorp Industries Ltd has been paying a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 4.2%, which is competitive compared to other companies in the industry.

The company has been focusing on sustainable energy projects in recent years, leading to stable income and thus providing a solid foundation for future dividends. Analysts view Sembcorp Industries' dividend policy as sustainable as long as the company achieves its strategic goals and market conditions remain stable.