10-Year Airline and Business Jet Pilot Demand Outlook
Compelling long term investment thesis
C
High Degree
of Recurring
Business
·
•
•
Services revenue approx.
60% of mix and expected
to continue increasing
relative to products
Long-term contracts in
regulated markets
Large order backlog
Strong
Competitive
Moat
•
•
Market leader
Unique comprehensive
Solutions
Unmatched global reach
Deep customer intimacy
and scale
*
८
Underlying
Secular
Tailwinds
Long-term passenger
traffic growth in Civil
aviation
• Increased defence
spending and rise in
simulation-based training
.
Rising adoption of
simulation in Healthcare
and potential for
regulation
+
Potential for
Superior
Returns
41
41
•
Rising proportion of
recurring services which
portends lower volatility
الله
Headroom
in Large
Large addressable
markets in Civil Aviation
and Defence
• Innovation leader in
developing Healthcare
simulation market
Markets
Innovation leader in
simulation products and
training solutions
Potential to grow faster
than underlying markets.
by increasing share in
large markets
Proven outsourcing
Culture of
Innovation
models
CAE's position for sustainable growth inside of large end markets makes
it highly attractive from a risk/return standpoint
CAE Inc. Proprietary Information and/or Confidential
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