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Citi-SGX-REITAS
REITs & Sponsors Forum
25 August 2021
2
At Keppel Capital, our investment
decisions are underpinned by
macrotrends that will continue
to lead and drive demand for
quality real assets.
Macrotrends Opportunities
Seizing Opportunities Presented by Macrotrends
▪ Asia to drive global urbanisation
▪ Increased demand for quality
goods and services from a
growing middle class
▪ Connected cities driving
increased infrastructural
investments
▪ COVID-19 accelerated the
digital transformation for
individuals, corporates and
governments
▪ Increasing focus on energy
transition and climate change
➢ Increased economic activities
will continue to drive demand
for quality housing, commercial
properties and infrastructure
assets
➢ Accelerated digital
transformation plans will drive
growth in cloud computing,
underpinning demand for
quality hyperscale and
colocation data centres
➢ Shift towards cleaner energy
will drive demand for
renewables and alternative
assets
3
Drive Towards Sustainable Urbanisation
Urban Cities of the Future Sustainable Clean Water Sources Smart and Green Offices
Accelerating Digital Transformation Retiring Gracefully Quality Education Facilities
Financial twin providing funding
and capital recycling opportunities
to other business segments in the
Keppel Group.
Financial Twin to the Group
4
Focus Areas
ENERGY &
ENVIRONMENT
ASSET MANAGEMENT
URBAN DEVELOPMENT CONNECTIVITY
Keppel Land 
Keppel Urban Solutions
Keppel Data Centres 
M1
Keppel O&M 
Keppel Infrastructure 
Keppel Renewable Energy
Keppel Capital  Eco-system of private funds and listed REITs & Trust
Developer of large-scale, complex developments and projects
Leading asset manager, harnessing Group synergies to
create quality solutions and returns for investors
Engineering track record
Project management
Efficiency in
capital allocation
Focus on sustainability
End-to-end business model
1
2
3
4
5
Harnessing Group Synergies to Create Quality Solutions & Returns for Investors
5
The
Keppel Ecosystem
Providing investors
access to
quality investment
products and
platforms across
diverse asset
classes
Leveraging Real Asset Development
and Operating Capabilities
Fund Management
Capabilities
DEVELOPER
Asset creation
MANAGER
Track record
in public &
private markets
OPERATOR
Operational
Expertise
+ +
REITs and
Business Trusts
Private Funds &
More In Pipeline
Overseas AMC Licenses
(China & Korea)
5
12
2
Proprietary Deal Flow
Cost Efficiencies & Synergy
Evergreen Capital Solution
Environment
Renewables
XXX
Senior Living
Real Estate Education
Logistics
Data Centres Student
Accommodation
Keppel-SPH: Drive AUM Growth & Diversification of the Asset Management Business
6
Enlarged asset management platform fuelled with third party funds for growth
51%
20%
8%
6%
16%
Company A
REITs & BTs
c.S$37b
c.S$47b
Real estate funds
Data centre funds
Infra funds
Alternative assets
+27%
57%
16%
7%
4%
16%
Company A
Keppel Capital AUM
(31 Dec 2020)1
3
2
Potential AUM
Diversification into recovery themes of
PBSA and Singapore retail
Tapping into senior living growth potential
Significantly grow Keppel Capital’s AUM
through addition of SPH REIT Manager
SPH REIT as a natural platform for recycling
of retail assets
Future growth from other pipeline assets
(1) Includes senior living, education and logistics assets, as well as private credit fund (does not include KBT); (2) Additions to AUM of REITs and BTs include 100%
portfolio valuation of SPH REIT, 70% portfolio valuation of Prime US REIT, investment property value of Seletar Mall, GDV of Woodleigh Mall and GDV of Genting Lane
Data Centre, SPH figures as at 31 Aug 2020, based on SPH 1H FY21 financial results presentation and SPH REIT FY20 annual report, Prime figures as at 6 Aug 2020,
based on Prime US REIT 1H FY20 financial results presentation; (3) Portfolio valuation of PBSA, carrying value of Orange Valley and investment property value of
Japan aged care assets are added to alternative assets, figures as at 31 Aug 2020, based on SPH 1H FY21 financial results presentation
Fee-based Income Growth from Enlarged AUM
Enlarged sponsor pipeline enhances growth prospects for Keppel Capital ecosystem
S$1.3b2
Retail
S$932m
Data Centre
82 Genting
Lane
Potential asset
recycling
Portfolio GAV1
Future managed
entities
PBSA
securitisation
Senior living
securitisation
On balance sheet
Bremen asset
(Germany)
S$1.4b
PBSA
Stabilised3
2025 - 2026
Completion
status
Potential
securitisation in
2023
Existing private fund
platform
Existing REITs
20% stake, in line with other
REIT holdings incl. SPH REIT
Senior living
S$192m4
Stabilised
Japan aged
care assets
Asset-light model
Fee-based income growth from enlarged AUM
Re-deployable capital from recycling
Separate Managed
Accounts
(1) GAV or GDV values as at 31 Aug 2020 on a 100% basis, based on SPH 1H FY21 financial results presentation; (2) Excludes valuation of i12 Katong; (3) Woodleigh is
expected to stabilise in 2023 and i12 Katong is expected to reopen in Q4 2021; (4) Includes carrying value of S$122m for Orange Valley and investment property value of
c.S$70m for Japan aged care assets as at 31 Aug 2020, based on SPH 1H FY21 financial results presentation
7
8
Sustainability at the Core of Keppel Group’s Strategy
• Business targets for deployment of
sustainable solutions
• Operational targets including
carbon emissions, waste and water
• Seize opportunities in green developments,
renewables, new energy and circular
economy solutions
Set High-impact Sustainability Goals
Make Sustainability Our Business
• Strengthen board oversight
• Include environmental sustainability
in executive remuneration
Refocus portfolio towards sustainable
urbanisation solutions through:
• Climate risk assessments
• Internal carbon pricing
Focused Portfolio
Enhance Governance & Incentives
9
Possessing real asset development
and operating capabilities spanning
fast-growing sectors fuelled by
urbanisation trends
Premier Asset Manager
Keppel Capital: Our Value Propositions
Global mindset with local execution
▪ Led by a team of industry veterans with in-depth expertise
and decades of experience working in local and
international markets, and global institutional investors
Strong investment track record with value creation along
the entire value chain
▪ Expertise and proven capabilities in investor management,
portfolio composition, efficient tax structuring, active
currency and interest rate management
▪ Proactive asset management of global AUM of S$37b1
across both private and public markets
Fiduciary mindset with strong compliance and governance
practices
▪ Socially responsible fund manager that creates value
while integrating sustainable practices into our
invested assets
1. Gross asset value of investments and uninvested capital commitments on leveraged basis to project
fully-invested AUM; as at 31 December 2020. Please see slide 6.
10
DISCLAIMER: NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT
LAWS OF THAT JURISDICTION. THIS PRESENTATION SHALL NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO SELL, SUBSCRIBE FOR OR BUY SECURITIES IN ANY JURISDICTION,
INCLUDING IN THE UNITED STATES.
This presentation is for information purposes only and does not have regard to your specific investment objectives, financial situation or your particular needs. Any information in this presentation is not to be
construed as investment or financial advice and does not constitute an invitation, offer or solicitation of any offer to acquire, purchase or subscribe for shares in Keppel Corporation Limited ("Keppel"). The past
performance of Keppel is not indicative of the future performance of Keppel.
Certain statements in this presentation may constitute “forward-looking statements”, including forward-looking financial information. Such forward-looking statements and financial information involve known
and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Keppel or industry results, to be materially different from any future results, performance
or achievements, expressed or implied by such forward-looking statements and financial information. Such forward-looking statements and financial information are based on numerous assumptions regarding
Keppel’s present and future business strategies and the environment in which Keppel will operate in the future. Actual future performance, outcomes and results may differ materially from these forward-looking
statements and financial information. As these statements and financial information reflect management’s current views concerning future events, these statements and financial information necessarily involve
risks, uncertainties and assumptions. These forward-looking statements speak only as at the date of this presentation. No assurance can be given that future events will occur, that projections will be achieved,
or that assumptions are correct.
Representative examples of these factors include (without limitation) general industry and economic conditions, interest rate trends, cost of capital and capital availability, competition from similar
developments, changes in operating expenses (including employee wages, benefits and training costs), property expenses and governmental and public policy changes. You are cautioned not to place undue
reliance on these forward-looking statements, which are based on the current view of management regarding future events. No representation or warranty express or implied is made as to, and no reliance
should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation.
The information and opinions contained in this presentation are subject to change without notice.
Slides 6 and 7 of this presentation should be read in conjunction with the joint announcement released by Singapore Press Holdings Limited (“SPH”) and Keppel Pegasus Pte. Ltd. (“Offeror”) on 2 August 2021 in
relation to the proposed acquisition by the Offeror of all of the issued and paid-up ordinary shares (excluding the treasury shares) in SPH by way of a scheme of arrangement (the “Joint Announcement” and such
acquisition, the “Proposed Transaction”) and the announcement released by Keppel on 2 August 2021 in relation to the Proposed Transaction (the “Keppel Announcement”). Copies of the Joint Announcement
and the Keppel Announcement are available on the website of the SGX-ST at http://www.sgx.com.
Slides 6 and 7 of this presentation are qualified in their entirety by, and should be read in conjunction with, the full text of the Joint Announcement and the Keppel Announcement. In the event of any
inconsistency or conflict between the Joint Announcement and the Keppel Announcement on one hand and the information contained in this presentation on the other, the Joint Announcement and the Keppel
Announcement shall prevail. All capitalised terms not defined in Slides 6 and 7 of this presentation shall have the meanings ascribed to them in the Joint Announcement and the Keppel Announcement.
Thank You

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Keppel Capital Citi-SGX-REITAS REITs & Sponsors Forum

  • 1. Citi-SGX-REITAS REITs & Sponsors Forum 25 August 2021
  • 2. 2 At Keppel Capital, our investment decisions are underpinned by macrotrends that will continue to lead and drive demand for quality real assets. Macrotrends Opportunities Seizing Opportunities Presented by Macrotrends ▪ Asia to drive global urbanisation ▪ Increased demand for quality goods and services from a growing middle class ▪ Connected cities driving increased infrastructural investments ▪ COVID-19 accelerated the digital transformation for individuals, corporates and governments ▪ Increasing focus on energy transition and climate change ➢ Increased economic activities will continue to drive demand for quality housing, commercial properties and infrastructure assets ➢ Accelerated digital transformation plans will drive growth in cloud computing, underpinning demand for quality hyperscale and colocation data centres ➢ Shift towards cleaner energy will drive demand for renewables and alternative assets
  • 3. 3 Drive Towards Sustainable Urbanisation Urban Cities of the Future Sustainable Clean Water Sources Smart and Green Offices Accelerating Digital Transformation Retiring Gracefully Quality Education Facilities
  • 4. Financial twin providing funding and capital recycling opportunities to other business segments in the Keppel Group. Financial Twin to the Group 4 Focus Areas ENERGY & ENVIRONMENT ASSET MANAGEMENT URBAN DEVELOPMENT CONNECTIVITY Keppel Land  Keppel Urban Solutions Keppel Data Centres  M1 Keppel O&M  Keppel Infrastructure  Keppel Renewable Energy Keppel Capital  Eco-system of private funds and listed REITs & Trust Developer of large-scale, complex developments and projects Leading asset manager, harnessing Group synergies to create quality solutions and returns for investors Engineering track record Project management Efficiency in capital allocation Focus on sustainability End-to-end business model 1 2 3 4 5
  • 5. Harnessing Group Synergies to Create Quality Solutions & Returns for Investors 5 The Keppel Ecosystem Providing investors access to quality investment products and platforms across diverse asset classes Leveraging Real Asset Development and Operating Capabilities Fund Management Capabilities DEVELOPER Asset creation MANAGER Track record in public & private markets OPERATOR Operational Expertise + + REITs and Business Trusts Private Funds & More In Pipeline Overseas AMC Licenses (China & Korea) 5 12 2 Proprietary Deal Flow Cost Efficiencies & Synergy Evergreen Capital Solution Environment Renewables XXX Senior Living Real Estate Education Logistics Data Centres Student Accommodation
  • 6. Keppel-SPH: Drive AUM Growth & Diversification of the Asset Management Business 6 Enlarged asset management platform fuelled with third party funds for growth 51% 20% 8% 6% 16% Company A REITs & BTs c.S$37b c.S$47b Real estate funds Data centre funds Infra funds Alternative assets +27% 57% 16% 7% 4% 16% Company A Keppel Capital AUM (31 Dec 2020)1 3 2 Potential AUM Diversification into recovery themes of PBSA and Singapore retail Tapping into senior living growth potential Significantly grow Keppel Capital’s AUM through addition of SPH REIT Manager SPH REIT as a natural platform for recycling of retail assets Future growth from other pipeline assets (1) Includes senior living, education and logistics assets, as well as private credit fund (does not include KBT); (2) Additions to AUM of REITs and BTs include 100% portfolio valuation of SPH REIT, 70% portfolio valuation of Prime US REIT, investment property value of Seletar Mall, GDV of Woodleigh Mall and GDV of Genting Lane Data Centre, SPH figures as at 31 Aug 2020, based on SPH 1H FY21 financial results presentation and SPH REIT FY20 annual report, Prime figures as at 6 Aug 2020, based on Prime US REIT 1H FY20 financial results presentation; (3) Portfolio valuation of PBSA, carrying value of Orange Valley and investment property value of Japan aged care assets are added to alternative assets, figures as at 31 Aug 2020, based on SPH 1H FY21 financial results presentation
  • 7. Fee-based Income Growth from Enlarged AUM Enlarged sponsor pipeline enhances growth prospects for Keppel Capital ecosystem S$1.3b2 Retail S$932m Data Centre 82 Genting Lane Potential asset recycling Portfolio GAV1 Future managed entities PBSA securitisation Senior living securitisation On balance sheet Bremen asset (Germany) S$1.4b PBSA Stabilised3 2025 - 2026 Completion status Potential securitisation in 2023 Existing private fund platform Existing REITs 20% stake, in line with other REIT holdings incl. SPH REIT Senior living S$192m4 Stabilised Japan aged care assets Asset-light model Fee-based income growth from enlarged AUM Re-deployable capital from recycling Separate Managed Accounts (1) GAV or GDV values as at 31 Aug 2020 on a 100% basis, based on SPH 1H FY21 financial results presentation; (2) Excludes valuation of i12 Katong; (3) Woodleigh is expected to stabilise in 2023 and i12 Katong is expected to reopen in Q4 2021; (4) Includes carrying value of S$122m for Orange Valley and investment property value of c.S$70m for Japan aged care assets as at 31 Aug 2020, based on SPH 1H FY21 financial results presentation 7
  • 8. 8 Sustainability at the Core of Keppel Group’s Strategy • Business targets for deployment of sustainable solutions • Operational targets including carbon emissions, waste and water • Seize opportunities in green developments, renewables, new energy and circular economy solutions Set High-impact Sustainability Goals Make Sustainability Our Business • Strengthen board oversight • Include environmental sustainability in executive remuneration Refocus portfolio towards sustainable urbanisation solutions through: • Climate risk assessments • Internal carbon pricing Focused Portfolio Enhance Governance & Incentives
  • 9. 9 Possessing real asset development and operating capabilities spanning fast-growing sectors fuelled by urbanisation trends Premier Asset Manager Keppel Capital: Our Value Propositions Global mindset with local execution ▪ Led by a team of industry veterans with in-depth expertise and decades of experience working in local and international markets, and global institutional investors Strong investment track record with value creation along the entire value chain ▪ Expertise and proven capabilities in investor management, portfolio composition, efficient tax structuring, active currency and interest rate management ▪ Proactive asset management of global AUM of S$37b1 across both private and public markets Fiduciary mindset with strong compliance and governance practices ▪ Socially responsible fund manager that creates value while integrating sustainable practices into our invested assets 1. Gross asset value of investments and uninvested capital commitments on leveraged basis to project fully-invested AUM; as at 31 December 2020. Please see slide 6.
  • 10. 10 DISCLAIMER: NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF THAT JURISDICTION. THIS PRESENTATION SHALL NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO SELL, SUBSCRIBE FOR OR BUY SECURITIES IN ANY JURISDICTION, INCLUDING IN THE UNITED STATES. This presentation is for information purposes only and does not have regard to your specific investment objectives, financial situation or your particular needs. Any information in this presentation is not to be construed as investment or financial advice and does not constitute an invitation, offer or solicitation of any offer to acquire, purchase or subscribe for shares in Keppel Corporation Limited ("Keppel"). The past performance of Keppel is not indicative of the future performance of Keppel. Certain statements in this presentation may constitute “forward-looking statements”, including forward-looking financial information. Such forward-looking statements and financial information involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Keppel or industry results, to be materially different from any future results, performance or achievements, expressed or implied by such forward-looking statements and financial information. Such forward-looking statements and financial information are based on numerous assumptions regarding Keppel’s present and future business strategies and the environment in which Keppel will operate in the future. Actual future performance, outcomes and results may differ materially from these forward-looking statements and financial information. As these statements and financial information reflect management’s current views concerning future events, these statements and financial information necessarily involve risks, uncertainties and assumptions. These forward-looking statements speak only as at the date of this presentation. No assurance can be given that future events will occur, that projections will be achieved, or that assumptions are correct. Representative examples of these factors include (without limitation) general industry and economic conditions, interest rate trends, cost of capital and capital availability, competition from similar developments, changes in operating expenses (including employee wages, benefits and training costs), property expenses and governmental and public policy changes. You are cautioned not to place undue reliance on these forward-looking statements, which are based on the current view of management regarding future events. No representation or warranty express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. The information and opinions contained in this presentation are subject to change without notice. Slides 6 and 7 of this presentation should be read in conjunction with the joint announcement released by Singapore Press Holdings Limited (“SPH”) and Keppel Pegasus Pte. Ltd. (“Offeror”) on 2 August 2021 in relation to the proposed acquisition by the Offeror of all of the issued and paid-up ordinary shares (excluding the treasury shares) in SPH by way of a scheme of arrangement (the “Joint Announcement” and such acquisition, the “Proposed Transaction”) and the announcement released by Keppel on 2 August 2021 in relation to the Proposed Transaction (the “Keppel Announcement”). Copies of the Joint Announcement and the Keppel Announcement are available on the website of the SGX-ST at http://www.sgx.com. Slides 6 and 7 of this presentation are qualified in their entirety by, and should be read in conjunction with, the full text of the Joint Announcement and the Keppel Announcement. In the event of any inconsistency or conflict between the Joint Announcement and the Keppel Announcement on one hand and the information contained in this presentation on the other, the Joint Announcement and the Keppel Announcement shall prevail. All capitalised terms not defined in Slides 6 and 7 of this presentation shall have the meanings ascribed to them in the Joint Announcement and the Keppel Announcement. Thank You