Transformed with L3Harris Military Training
OVERVIEW
Substantial headroom in high growth markets
Civil: potential to increase share in a large
and growing market
Civil Total Addressable
Market
~$6.5B
Defense & Security* positioned for larger bids
across all five domains
Healthcare* sim market growing rapidly, with
large opportunities in adjacencies
Global Healthcare Sim Market
CORE
~$14B
Land
7%
$3.0B
Sea
Training &
Air
7%
75%
12%
CAGR
11%
Space/
Simulation
Cyber
Total
Addressable
Market
CAE's
Addressable
$1.7B
$2.3B
$1.3B
Market
Analytics & Systems Engineering
2021
2026
ADJACENT
31%
~40%
CAE
~$24B
Operations
Support
Civil TAM has
expanded by 38%
since 2020
میرا
Mission
Planning
21%
48%
& Support
Services
Mission
Operations
Average bid size from
$20M to $100M; $100M+
bids from 1 to 13 per year
K4
Adjacent Market
Global
Medical
Simulation
$1.7B
Medical Education Market
$45B (5% CAGR)
Ultrasound
Digital Solutions
Partnerships
Sources: Civil: CAE Internal Analysis; D&S: Budget and Addressable Market figures from FY21 Janes Market Forecast, compiled prior to Ukraine invasion; HC: Various Market Research Firm Reports (M&M, Research & Markets, Allied Market Research 2021).
*All figures for Defense & Security, Healthcare in USD
CAE Inc. Proprietary Information and/or Confidential
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