Calian Group (CGY) investor relations material

Business snapshot and footprint

• FY25 revenue $774M; market cap $973M as of June 30, 2026; workforce of 6,000 and 40+ years of operating history.

• Revenue mix: 67% Defence & Space, 33% other essential industries; 52% government and 48% commercial; 56% Canadian and 44% international; 75% services and 25% products.

• Global footprint includes 20+ offices, 30+ military training locations, 168 ground stations, five manufacturing facilities and 170+ military healthcare and clinic locations.

Strategy and execution

• Strategy focuses on scaling integrated mission-critical solutions, partnering in allied markets, investing in GNSS, autonomous systems and resilient communications, and creating repeatable platform-based offerings.

• M&A prioritizes mission-critical industries, especially defence and space; targets require strategic, financial and cultural fit, with IRR above 15% and a 4–6-year payback target.

• Recent transactions include acquisitions of Infield Scientific, Advanced Medical Solutions and Galaxy Broadband, plus divestiture of the U.S. Commercial IT business.

• Execution actions included launching a U.S. defence-focused subsidiary, adopting an industry-led go-to-market model and reorganizing into two segments.

• Contract wins included a $250M expansion of a Canadian Armed Forces health services contract and a 15-year U.K. defence contract valued at $296M.

Growth opportunities and market drivers

• Five identified growth areas represent ~70% of revenue: Canadian Defence $280M, European Defence $65M, ground stations and teleports $135M, GNSS antennas $35M, and nuclear services $30M.

• Defence opportunities include Canadian platform programs, CAF recruitment, NATO contracts and European re-armament; drivers include higher defence spending, NORAD modernization and Arctic sovereignty.

• Space growth drivers include satellite launches, satellite internet, earth-observation demand and remote-area connectivity; opportunities span ground stations, teleports and GNSS antennas.

• Health and energy drivers include aging demographics, connected and virtual care, Canada’s nuclear energy strategy, rising power demand from AI and decarbonization goals.