战略规划
苏伊士加大投资力度
巩固其作为领先的水务和固废管理企业之地位
Ø 苏伊士集团日前发布了2027年战略规划。
Ø 集团将聚焦于主营业务，即水务和固废，并壮大其国际化布局。
Ø 集团将携手客户，通过创新和投资，为全体股东方创造价值。
Ø 集团的目标是实现4%至5%的年均营收增长，并使息税折旧及摊销前利润（EBITDA）年均增长速度超过营收的年均增长速度。
Ø 面对新的环境和能源挑战，集团将携手客户一道，在上一个规划期的基础上，追加逾8.6亿欧元的投资，并追加50%以上的研发预算。
Ø 收购原苏伊士英国固废与资源管理公司*是集团业务向前推进的重要战略举措，亦巩固了其作为固废市场全球化参与者的地位。
Ø 此次收购后，集团的营收规模将达到90亿欧元，员工数量将增至44000名。
Ø 今日宣布在印度新建的污水处理厂项目刷新了合同金额记录。这是苏伊士集团在该国签署建设的最大型的污水处理厂项目，表明集团有志于谋求在新兴区域的发展。
自2022年初以来，新苏伊士集团已成功展示了其发展的韧性及发展的后劲：在股东方法国投资基金Meridiam、私募股权公司GIP、法国存托银行CDG和法国国家人寿保险公司的大力支持下，苏伊士集团开展了几项具有战略意义的并购，以巩固其在关键市场和业务条线中的地位，如法国的IWS（专注于工业废弃物和危废处理）、南非的EnviroServ（固废管理）和苏伊士英国固废与资源管理公司（固废回收和循环利用）。
今日，苏伊士集团发布2027年战略规划，立志在水务和固废领域提供循环解决方案，成为客户值得信赖的合作伙伴。
在该战略规划的指引下，苏伊士集团将通过经实践检验的解决方案，实现以价值创造为中心的发展，并增强创新和投资能力，助力集团的客户应对日益增长的环境挑战。
集团的战略规划基于三大支柱：
一、聚焦集团的主营业务和重点市场
在业务构成方面，苏伊士集团将专注于水务和固废市场的业务。
在地理区域方面，集团将在某些尤为活跃的市场（如英国、意大利、中国、印度、澳大利亚、中东及非洲）谋求发展，一方面在成熟市场聚焦创新，另一方面在新兴市场实现强劲增长，让集团的业务构成更趋平衡。集团的目标是到2027 年，将有约四成的营收来自于国际市场。
收购原苏伊士英国固废与资源管理公司*（该公司已在英国奠定了作为第三大固废回收和能源转化公司之地位）将有助于苏伊士集团巩固其在新固废回收工艺方面的领先地位，并形成更广地理覆盖的全球化业务布局。这将是集团八个月以来的第三宗，亦是规模最大的一宗收购。
二、投资和创新于让集团与众不同的解决方案
苏伊士集团力求通过其在基础设施建设方面积累的独特专业知识，以及在创新、数字技术和客户体验方面获得公认的领导地位来实现差异化发展。
集团将加强创新和研发，开发新的解决方案，以保护水资源、治理污染物、回收固废和利用废转能技术生产绿色能源，并减少客户的碳足迹。集团计划追加50%的研发预算。
最后，集团将不断完善其领先的互联解决方案（如应用 “Aquadvanced”技术管理厂房、管网，智能水表等项目），持续投资于数字技术以及在保护日益稀缺的资源方面能发挥关键作用的技术（如检测供水管网漏损、提高用户节能意识等）。集团的目标是在五年内将上述业务的营收翻一番。
为了实现与客户协同投资的雄心壮志，以此应对新的环境和能源挑战，集团将在上一个规划期的基础上，追加8.6亿欧元的投资。
三、为集团的所有利益相关方创造价值
苏伊士集团立志通过其战略为所有利益相关方创造价值：
- 对集团的股东方而言，苏伊士集团的战略旨在实现快于营收增长的盈利增长。
- 对集团的员工而言，苏伊士集团开展的业务均遵循经确认的持股政策。按照股东方承诺在未来五到七年内将员工持股比例提高至10%的目标，苏伊士集团推出了一项员工持股计划。集团确立了员工持股比例自2022年从3%起不断提高的目标。在适当的条件下，三名代表员工的董事（一名为员工股东代表，两名为员工代表）将担任集团董事会的董事。
- 此外，集团重申其对社会的承诺。首先，集团将推动包容性举措，尤其是由集团下属从事社会包容性工作的子公司Rebond实施的一些举措。Rebond公司在2022年刚刚迎来了成立二十周年的重要时刻。公司开展的业务已惠及10500名受益人，其中70%已找到稳定的工作或取得了公认的资质。其次，苏伊士集团致力于投入技能和能力的开发。集团还重申了对苏伊士基金会的支持。该基金会拥有近300万欧元的年度预算，用于在新兴及发展中国家支持获得基础性服务（水务、环卫和固废）的项目和在法国的社会包容性项目。最后，苏伊士集团与FDJ女子自行车队的合作证明了集团致力于促进多元和平等的机会。
作为其战略的组成部分，集团还将致力于维持其在可持续发展方面的领导地位。苏伊士集团将于2022年底前发布可持续发展路线图，以勾勒出其在气候变化、自然保护和社会事务等领域力求做出的贡献和拟实现的雄心和量化目标。
总体而言，从财务角度考量，该战略的实施将带来4%至5%之间的年平均营收增长，而息税折旧及摊销前利润（EBITDA）年均增长速度将超过其营收的年均增长速度。
集团将以一个全新的、更简化和更敏捷的姿态和以客户为中心的组织架构，将上述战略规划付诸实施。所有战略部署都将紧紧围绕集团的两项主营业务：水务和固废。集团新的组织架构将基于鼓励创业和团队赋能的文化，并将推动实现商业和运营的卓越发展。
集团的战略规划深深植根于其对社会贡献所怀有的愿景，并体现在其兴业之本中。 苏伊士集团坚信：通过其水务和固废业务的开展，集团将可日复一日，发挥重要作用，在其业务所到之处改善民生福祉。集团的兴业之本由集团与其利益相关方、员工、客户及合作伙伴共同提炼而成。集团致力于将其转化为统筹所有业务活动的具体化、可衡量的目标。集团拟于2023年上半年举行的年度股东大会征得股东批准，将集团的兴业之本写入公司章程。
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我们的兴业之本 面对日益严峻的环境挑战，160多年来，日复一日，我们一如既往地支持着我们的客户及合作伙伴，提供必要的基础服务，保障并提升我们业务所到之处的民生福祉。 我们满怀工作热情，以包容文化和团队精神为凝聚，锐意创新。我们致力于节约水资源，变固废为宝贵的能源和再生材料。我们推行并落实负责任的行为、更有效的技术和可循环的解决方案，以回收并最大限度地利用有限的地球资源。 我们深深扎根于所服务的社区，致力于为人类和地球提供发展所需的资源，共创美好未来。
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在阐述集团战略规划时，苏伊士集团董事会主席兼首席执行官苏冰岚（Sabrina Soussan）表示：“水务和固废市场面临着历史性的挑战，以紧迫的环境威胁和能源领域的范式转变为特征。我的目标是让苏伊士集团成为值得信赖的合作伙伴，为客户提供水务和固废的循环处理解决方案。如今，苏伊士集团已为实现这一目标设定了明确的方向：我们将推出一项雄心勃勃的可持续增长战略，依托前所未有的投资能力，并追加50%的研发投入，力求到2027年实现4%至5%的年均营收增长。对原苏伊士英国固废与资源管理公司的收购完全符合这一战略。在印度中标的污水处理项目则是集团在该国赢得的迄今为止金额最高的污水处理合同，这也反映了集团正积极朝着业务更加多元化、地域分布更加均衡的方向迈进。凭借我们的历史积淀、我们团队的专业知识和工作热情，以及我们股东方的坚定支持，我们满怀信心和决心地迈入苏伊士集团发展的新阶段。”
*须待相关辖区竞争主管机构的批准
关于苏伊士
面对日益严峻的环境挑战，160多年来，苏伊士集团一直致力于提供保障和改善民生的基础性服务，并凭借其富有韧性和创新性的解决方案，为客户提供水务和固废服务。集团在40个国家的35000名员工积极赋能客户，为客户在资产和服务的全生命周期内创造价值，并与最终用户共同推动生态转型。2021年，苏伊士集团为全球6600万人生产饮用水，为3300多万人提供环卫服务，通过污水和固废处理转化生产3.1太瓦时的能源，并避免了380万吨二氧化碳的排放。2021年，苏伊士集团的营收为75亿欧元。
苏伊士约70年前进入亚洲市场，起步于东南亚，继而扩展至中国的发展也近50年。苏伊士在亚洲拥有逾6500名员工，与各地合作伙伴成立逾40家合作公司，已建成600多座水厂和污水处理厂，向2000多万人提供水务和固废资源管理服务，为16个工业园区提供环境服务。苏伊士在澳门运营中国水务行业的第一个PPP项目，在上海运营亚洲最大的危废处理设施之一，在重庆的投资逾40亿元人民币。如今，苏伊士被公认为最具影响力的企业之一，也是引领亚洲环保行业的标杆。
STRATEGIC PLAN
SUEZ doubles its investments
to consolidate its position as a leading player in water and waste management
Ø SUEZ has unveiled today its strategic plan for 2027
Ø The Group will focus on its core businesses, i.e. water and waste and develop its international footprint
Ø The Group will create values for all its shareholders through innovation and investments alongside its clients
Ø The Group targets annual average growth in revenue of between 4% and 5% as well as average annual growth in EBITDA in excess of that of its revenue
Ø Faced with new environmental and energy challenges, the Group will invest, alongside its clients, more than an additional €860 million compared to the previous period and will increase its research and development budget by more than 50%
Ø The acquisition of SUEZ R&R in the United Kingdom* is a major strategic step forward for the Group, consolidating its position as a global player in the waste market
Ø Following this acquisition, SUEZ's revenues will reach €9 billion and the Group will have 44,000 employees
Ø The record contract announced today for a new wastewater treatment plant in India, the largest ever signed by SUEZ in the country, illustrates the Group's ambition to grow in targeted, emerging geographies
Since the start of 2022, the new SUEZ Group has successfully demonstrated its resilience and its ability to pursue its development: bolstered by the support of its shareholders—Meridiam, GIP, Caisse des Dépôts and CNP Assurances—SUEZ has notably made several strategic acquisitions to strengthen its position in key markets and business lines: IWS in France (Industrial Waste Specialties, hazardous waste treatment), EnviroServ in South Africa (waste management), SUEZ R&R in the United Kingdom (waste recycling and recovery activities).
Today, SUEZ presents its strategic plan for 2027 with the ambition of becoming the trusted partner for circular solutions in water and waste.
The strategic plan provides for development centered on value creation through the contribution of proven solutions, increased innovation and strengthened investment capabilities to help SUEZ’s clients tackle growing environmental challenges.
The Group’s strategic plan is based on three pillars:
1. Focus on the Group's key activities and markets.
In terms of activities, the Group will therefore focus its presence on the businesses of the Water and Waste Markets.
In terms of geographies, the Group will pursue its development in certain markets that are particularly buoyant—United Kingdom, Italy, China, India, Australia, Middle East and Africa—thereby benefiting from a balanced exposure between mature markets focused on innovation and emerging markets with strong growth. By 2027, the Group aims at generating approximately 40% of its revenue in international markets.
The acquisition of the former SUEZ R&R activities in the United Kingdom*, the third largest player in the Waste Market which has successfully positioned itself in recycling and energy recovery, will strengthen SUEZ leadership in new methods of waste recovery and diversify its geographic footprint. This represents the Group’s third acquisition in eight months and the largest in size.
2. Invest and innovate in solutions that differentiate the Group.
SUEZ intends to differentiate through its unique expertise in infrastructure construction and recognized leadership in innovation, digital technology, and customer experience.
Innovation and R&D will be strengthened to develop new solutions for preserving water resources, combating pollutants, recycling, producing green energy from waste and reducing our customers’ carbon footprint. The Group will increase its dedicated research and development budget by 50%.
Lastly, on the strength of its leadership in connected solutions (“Aquadvanced” to manage plants and networks, smart meters, etc.), the Group will continue to invest in digital technology and technologies that play a key role in preserving increasingly scarce resources (detecting leaks in water networks, advising users on energy sobriety, etc.) with the goal of doubling its revenue from these activities in five years.
Committed to its ambition to invest alongside its customers, in an effort to address new environmental and energy challenges, the Group will invest an additional €860 million compared to the previous period.
3. Create value for all of the Group’s stakeholders.
Through its strategy, SUEZ seeks to create value for all of its stakeholders:
- With respect to shareholders, the SUEZ strategy aims at achieving growth in profitability in excess of growth in revenue.
- With respect to the Group’s employees, SUEZ conducts its activities as part of an affirmed shareholding policy. In line with the commitment made by the Group’s shareholders to have 10% of the capital held by employees within the next five to seven years, SUEZ launches an employee shareholding plan. The Group has set a target of 3% of its capital to be held by employees from 2022. Where appropriate, three directors representing employees (one representing employee shareholders, two representing employees) would sit on the Group's Board of Directors.
- In addition, the Group is renewing its societal commitments, first, through its inclusion initiatives, notably implemented by its social inclusion subsidiary, Rebond: the SUEZ subsidiary celebrates its twentieth anniversary in 2022, with a total of 10,500 beneficiaries, 70% of whom have found a stable job or obtained a recognized qualification. Second, SUEZ is committing to invest in developing skills and competences. The Group has also reaffirmed its support for Fondation SUEZ: with its annual budget of nearly €3 million, the foundation supports projects for access to essential services (water, sanitation and waste) in emerging and developing countries as well as social inclusion projects in France. Lastly, the partnership with the FDJ-SUEZ women’s cycling team testifies to the Group’s commitment to promote diversity and equal opportunities.
As part of its strategy, the Group also aims at maintaining its leadership in sustainable development. By the end of 2022, SUEZ will publish its sustainable development roadmap, outlining its contribution, ambitions and quantified targets for climate, nature conservation and social matters. 20% of Group executive long-term compensation will be linked to the achievement of environmental, social and governance criteria.
Overall, in financial terms, the implementation of this strategy will result in annual growth in revenue between 4% and 5% and annual growth in EBITDA in excess of that of revenue.
A new, simplified, more agile and customer-focused organization will put this plan into action. It will be structured around the Group’s two businesses, water and waste. This new organization will be based on a culture promoting entrepreneurship and team empowerment. It will also promote commercial and operational excellence.
The Group’s strategic plan is firmly rooted in a vision of its contribution to society, enshrined in its purpose. SUEZ is convinced that through its water and waste activities, it can play a vital role everywhere it operates in improving people’s quality of life on a day-to-day basis. Developed in collaboration with the Group's stakeholders, employees, customers and partners, the Group’s purpose will be translated into concrete and quantified targets for all of its activities. Incorporation into the company bylaws will be subject to approval by the Annual General Meeting of Shareholders held in the first half of 2023.
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Our purpose Faced with growing environmental challenges, each day, for more than 160 years, we have been acting in support of our clients and partners to deliver essential services that protect and improve the quality of life wherever we operate.
United by passion for our work as well as inclusive culture and team spirit, we innovate to conserve water and create value from waste, in the form of energy and recycled materials. We promote and implement responsible behaviors, more efficient technologies and circular solutions to recycle and make the best possible of the finite resources of the Earth.
Deeply rooted in our communities, we are committed to providing people and the planet with the resources for à common future. |
At the presentation of the strategic plan, Sabrina Soussan, SUEZ Chair and CEO, commented: “The Water and Waste Markets face historic challenges, characterized by the environmental emergency and a paradigm shift in energy. My ambition is for SUEZ to become the trusted partner for circular solutions in water and waste. Today, SUEZ has set a clear direction to achieve this: an ambitious and sustainable growth strategy to generate an annual growth in revenue between 4% and 5% by 2027, based on unprecedented investment capabilities and an increase by 50% of our R&D efforts. The acquisition of SUEZ R&R in the United Kingdom is fully in line with this strategy. The award of the water treatment contract in India, which marks the largest signed to date by the Group in the country, also reflects our progress towards becoming a diversified and geographically balanced company. Strengthened by our history, the expertise and passion of our teams, and the unwavering support of our shareholders, we enter a new phase for SUEZ with confidence and determination.”
*subject to approval by the competition authorities
Press contact:
SUEZ Asia
Eva LAM
+86 153 6376 7713
Faced with growing environmental challenges, for more than 160 years, SUEZ has been acting to deliver essential services that protect and improve the quality of life. SUEZ enables its customers to provide access to water and waste services, with resilient and innovative solutions. With its 35 000 employees present in 40 countries, the Group also enables its customers to create value over the entire lifecycle of their assets and services, and to drive their ecological transition, together with their end-users. In 2021, SUEZ produced drinking water for 66 million people worldwide and sanitation services for more than 33 million people. The Group generates 3.6 TWh of energy from waste and wastewater per year and avoided the emission of 3.8 million tons of CO2. In 2021, SUEZ generated revenues of 7.5 billion euros.
In Asia, SUEZ’s journey began some 70 years ago, first in Southeast Asia before expanding to China nearly 50 years ago. With 6,500+ employees and 40+ joint ventures with local partners, SUEZ has built 600+ water and wastewater plants. The company also provides water and waste services to 20+ million people and delivers environmental services to 16 industrial parks. SUEZ manages China’s first PPP water contract in Macau, operates one of Asia's largest hazardous waste treatment facilities in Shanghai, and has invested over RMB 4 billion in Chongqing. Today, SUEZ is recognized as one of the most influential companies and a service benchmark for leading the region’s environmental industry.
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