Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q3 2024 Earnings Presentation
22 slides from Thai Stanley Electric Public's earnings presentation, Jan 27, 2025
Slide 1: Q3/2024 Operation Result Meeting
Q3/2024 Operation Result Meeting Apichart Lee-issaranukul January 27, 2025 THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED The completely integrated manufacturer of world class automotive lighting THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 2: Agenda
Agenda 1. Market Trend – 2024 (October – November) 2. The 3rd Quarterly 2024 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: 4W (Motorcar) Market Sale 2024 (October – November)
Market Trend 4W (Motorcar) Market Sale 2024 (October – November) Domestic & Export Compare with 2023 - 22% X 1,000 unit 326 254 - 15 % - 34% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 4: 4W (Motorcar) Market Sale (April 2023 – November 2024)
Market Trend 4W (Motorcar) Market Sale (Domestic & Export) (April 2023 – November 2024) X 1,000 unit 166 159 165 162 158 151 153 151 146 140 142 142 139 137 130 117 119 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 5: 4W (Motorcar) Production (October – November 2024)
Market Trend 4W (Motorcar) Production (October – November 2024) X 1,000 unit Compare with 2023 -27% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 6: 4W (Motorcar) Production (By Month)
Market Trend 4W (Motorcar) Production ( By Month ) (April 2023 – November 2024) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 7: 2W (Motorcycle) Sales - Domestic (October – November 2024)
Market Trend 2W (Motorcycle) Sales - Domestic (October – November 2024) X 1,000 unit Compare with 2023 - 0.5% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 8: 2W (Motorcycle) Sale (By Month)
Market Trend 2W (Motorcycle) Sale ( By Month ) (April 2023 – November 2024) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 9: 2W (Motorcycle) Production (October – November 2024)
Market Trend 2W (Motorcycle) Production (October – November 2024) X 1,000 unit Compare with 2023 -7% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 10: 2W (Motorcycle) Production (By Month)
Market Trend 2W (Motorcycle) Production ( By Month ) (April 2023 – December 2024) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 11: Agenda
Agenda 1. Market Trend – 2024 (October – December) 2. The 3rd Quarterly 2024 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 12: Statement of Financial Position
The 3rd Quarterly 2024 Financial Statement Statement of Financial Position 31-Dec-2024 31-Mar-2024 Change The Equity Method (MB) (MB) (%) Current Assets 11,306.22 11,828.59 -4.42 Non Current Asset 12,230.13 12,949.24 -5.55 Total Assets 23,536.35 24,777.83 -5.01 Current Liabilities 1,535.00 1,935.84
Slide 13: Statement of Income – Three Month Period
The 3rd Quarterly 2024 Financial Statement The Three Month Period Statement of Income 31-Dec-2024 31-Dec-2023 Change The Equity Method (MB) (MB) (%) Revenues from Sales and Services 2,946.04 3,607.07 -18.33 Cost of sales and services 2,362.83 2,915.28 -18.95 Gross Profit 583.22 691.80 -15.70 Selling
Slide 14: Statement of Income – Nine Month Period
The 3rd Quarterly 2024 Financial Statement Statement of Income The Nine Month Period 31-Dec-2024 31-Dec-2023 Change The Equity Method (MB) (MB) (%) Revenues from Sales and Services 9,172.58 10,658.13 -13.94 Cost of sales and services 7,349.76 8,804.28 -16.52 Gross Profit 1,822.82 1,853.85 -1.67 Sell
Slide 15: Analysis by Quarterly
The 3rd Quarterly 2024 Financial Statement Analysis by Quarterly Unit : MB The Equity Method THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 16: Statement of Cash Flows
The 3rd Quarterly 2024 Financial Statement Statement of Cash Flows The Equity Method 31 December 2024 31 December 2023 (MB) (MB) Net Cash received from Operating Activities 1,452.96 2,048.01 Net Cash used in Investing Activities (380.49) (66.27) Net Cash used in Financing Activities (1,532.49) (1,53
Slide 17: Agenda
Agenda 1. Market Trend – 2024 (October – December) 2. The 3rd Quarterly 2024 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 18: New Products HONDA – PCX 160
New Products HONDA – PCX 160 Wind Screen Rear Combination Lamp Head Lamp www.thaihonda.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 19: New Products HONDA – Scoopy I
New Products HONDA – Scoopy I Rear Combination Lamp Head Lamp www.thaihonda.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 20: New Products KUBOTA Tractor - L3228
New Products KUBOTA Tractor - L3228 Head Lamp www.siamkubota.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 21: Disclaimer
Disclaimer This slides contain statements that constitute forward-looking statements, plans for the Future, management targets, etc. relating to the Company and its subsidiaries. These forward-looking statements are base on current assumptions of future events and trends , which may be incorrect and
Slide 22: Contact Investor Relations
Contact Investor Relations Download : The presentation files at www.thaistanley.com/Investor Relations/Analyst Meeting Presentation For further questions, please contact : Ms.Rattanaporn Boonwong : Investor Relations Tel : 662-581-5462-3 (10 lines) ext. 1164 Fax: 662-581-5397 Mobile phone : 085 487
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