Investor Presentation
DEFENCE & SECURITY
Market drivers
18
Demand Drivers
Profitability Drivers
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Premium on mission
readiness driven by global
geopolitical tension and
instability
Higher mix of simulated vs live
training due to budget priorities
Complex, multi-domain, joint
and coalition forces exercises
require training in synthetic
environments
Need for analytics and Al to
process large data sets and
complex threats
Increasing adoption of new and
innovative mediums of training
+
Increasing mix of international,
including foreign military sales
(FMS)
Operational focus on improving
contracting, sub-contracting
and quality
Expansion of mission support
offering by using advanced
analytics and software
solutions
Operational excellence programs
expected to realize significant
annual recurring cost savings
across whole organization,
commencing in fiscal year 2022
and ramping up to a run rate of
~$65 to $70 million company-wide
CAE's Defence &
Security segment
is positioned as
the partner of
choice in live,
virtual and
constructive
training, and is
focused on being
the global leader
in digital
immersion
CAE Inc. Proprietary Information and/or Confidential
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