Sc Asset Corp. Public Co., Ltd. · SET:SC
Sc Asset Corp. Public — SC Asset — H1 2026 Earnings Presentation
22 slides from Sc Asset Corp. Public's earnings presentation, Aug 20, 2026
Slide 1: Info Meeting 2Q26 1H26
INFO MEETING 2Q26 1H26 SC ASSET CORPORATION 20 August 2026
Slide 2: Performance Highlights
PERFORMANCE HIGHLIGHTS 2Q26 1H26 PORTFOLIO PRESALES 4,232 -26% YOY 7,534 -22% YOY Million baht PORTFOLIO REVENUES 7,393 +35% YOY 10,924 +29% YOY Million baht NET PROFIT 668 +59% YOY 788 +48% YOY Million baht Margin 9.5% Margin 7.6% DEBT / EQUITY RATIO 1.47 (1H25 = 1.89) Times DIVIDEND 0.06 baht/shar
Slide 3: Engine 1: Residential Real Estate
ENGINE 1 RESIDENTIAL REAL ESTATE
Slide 4: Portfolio Presales and Portfolio Transfer
14,000 Portfolio Presales 12,000 10,000 10,000 9,613 9,000 8,000 8,000 1,914 7,534 -22%YoY 6,332 5,704 7,000 6,000 -26%YoY 6,000 2,668 +39%YoY 5,000 3,909 430 4,403 3,433 4,232 +28%QoQ 4,000 1,355 3,302 4,000 7,699 1,374 +220%YoY 3,000 1,484 5,274 1,294 4,866 -37%YoY 2,000 2,000 2,425 3,048 2,899 2,
Slide 5: COBE Ratchada – RAMA 9
COBE Ratchada – RAMA 9 Start transfer : May’2026 5 5
Slide 6: Luxury Villa in Phuket
Luxury Villa in Phuket SEA THEATRE RAWAI Total 8 Units : 700 MB 6
Slide 7: Backlog and Existing Projects for Transfer
Backlog 16,400 55% Condo 13,400 Landed 45% 2027 onwards 3,000 as of 30 June 2026 RTM Projects Unit : MB Existing Project for transfer as of 30 June 2026 80 90 70% Landed <10 Landed >10 Projects 25% 75% 10 30% 77,300 Million baht Condo <250K Condo >250K 60% 40% 7
Slide 8: 2H26 New Series & New Design Projects
2H26 NEW SERIES & NEW DESIGN 22 PROJECTS NEW LAUNCH RELAUNCH REFRESH 5 15 2 3 2 15 2 Total 28,350 MB 8
Slide 9: 5 New Projects Launch in 2H26
5 NEW PROJECTS LAUNCH IN 2H26 9
Slide 10: IUsunsunisagarig
IUsunsunisagarig suuuutnuio1n SC ArhbKuaguuuUldawAo wdevnrs tKaculdonldd19:odouWls wazUaguLWavldwWossatauKur GenRent reer “Suogduu urs veudunti” “pad aguaa 3 rioune:lounssuans” “FindadoutiuunudouanPanoulolounssuans” 2 Iasunis Reference ans-oulduuiny COBE S&ai-ws:s1U9
Slide 11: Recurring Income Real Estate
ENGINE 2 RECURRING INCOME REAL ESTATE
Slide 12: Engine 2: Portfolio Revenues
ENGINE 2 : PORTFOLIO REVENUES 925 +75% YoY 474 451 +70% YoY 528 421 263 265 278 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 1H25 1H26 Revenues proportion breakdown by Business 1H25 vs 1H26 1H25 : 528 mb 1H26 : 925 mb +75% YoY 40% 6% 11% 78% 13% 6% 5% 41% Office Hotel WH US 12
Slide 13: Engine 2: 1H26 Performance
ENGINE 2 : 1H26 PERFORMANCE 13
Slide 14: Operating Revenues and Gross Profit
OPERATING REVENUES 14,000 +30% YoY 10,268 12,000 12,000 7,216 7,023 8,000 10,000 860 +4% YoY 12,000 10,000 7,000 7,891 10,000 5,220 5,126 6,000 8,000 +35% YoY 824 8,000 8,000 7,216 574574 7,023 +116% QoQ 5,000 425425 6,000 6,000 5,220 5,126 3,245 4,000 9,408 6,000 2,671 383 4,000 4,000 2,671 383 459
Slide 15: SG&A and Net Profit
SG&A SG&A (MB) %SG&A to Operating Rev. 3,000 25% 2,500 26% 30% 21% 2,500 19% 20% 2,000 22% 25% 2,000 18% 18% 18% 1,500 17% 20% 15% 1,500 15% 10% 1,000 10% 1,000 1,964 +18%YoY 1,659 1,229 1,248 +30%YoY 5% 500 958 928 5% 500 701 717 0 0% 0 0% 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 1H25 1H26 Unit : MB NET PROFI
Slide 16: Financial Position and D/E & IBD Ratio
FINANCIAL POSITION Total 39,175 Total Asset Liabilities 37,049 -5% 63,955 62,296 -3% 24,780 Total Equites 25,247 +2% As of 31 Dec 2025 As of 30 Jun 2026 Unit : MB D/E & IBD RATIO 1.89 1.58 1.47 D/E (time) 1.46 IBD/E (time) 1.29 1.23 as of 30 Jun'25 as of 31 Dec'25 as of 30 Jun'26 16
Slide 17: 2H26 Outlook
2H26 OUTLOOK
Slide 18: 8 New Series 27 Design Concepts
ENGINE 1 : RESIDENTIAL REAL ESTATE 5 NEW LAUNCH 15 8 NEW SERIES 27 DESIGN CONCEPTS RELAUNCH 2 REFRESH 18
Slide 19: Engine 2: Recurring Income Real Estate
ENGINE 2 : RECURRING INCOME REAL ESTATE 19
Slide 20: ZeMARK: Designed for Better Living for People and Planet
Ze MARK Designed for Better Living for People and Planet. ? ENERGY EFFICIENCY 6 WATER CONSERVATION ~ SITE & LANDSCAPE ~ a INDOOR ENVIRONMENT a msiiddoqumwuacdvusadou
Slide 21: 2H26 Summary
2H26 SUMMARY Existing Projects 83 As of 30 June 2026 New launch 2H26 Total in 2H26 Landed Landed <10 Landed >10 Condo 55% 25% 75% 90 Projects 5 Projects 95 Projects 45% 73 15 2 3 2 83 12 Existing Relaunch Refresh Landed Condo Landed Condo 12 Condo <250K Condo >250K 105,600 50% 50% 77,300 Million bah
Slide 22: Thank You
THANK YOU Furthermore information, please visit www.scasset.com or contact IR E -mail : ir@scasset.com , Tel : 662 -949 -2000 “Some statement made in this presentation are forward -looking statement, which are subject to various risks and uncertainties. T hese include statements with respect to our