Calian Group (CGY) Investor presentation summary

Global defence market trends

• Global defence spending is approaching $2 trillion, with the US, China, and Russia leading budgets worldwide.

• Canada faces pressure to increase defence spending, with discussions to accelerate reaching 2% of GDP by 2030.

• Ongoing geopolitical conflicts and border security concerns are driving increased budgets.

Strategic positioning and market opportunity

• Defence solutions accounted for 44% of consolidated revenues in FY24, reaching $330 million.

• Operational readiness portfolio targets national militaries, public safety, OEMs, and international organizations.

• Recent investments have expanded presence in Canada, Europe, and the US.

Go-to-market and capabilities

• Comprehensive offerings include cybersecurity, healthcare, training, simulation, digital, and communications solutions.

• Strategic initiatives include technology investments, geographical expansion, and new senior hires.

• Launched a US subsidiary to support international growth.