Thai Stanley Electric Public Co., Ltd. · SET:STANLY

Thai Stanley Electric Public — Q2 2008 Earnings Presentation

25 slides from Thai Stanley Electric Public's earnings presentation, Oct 27, 2008

  1. Slide 1: Thai Stanley Electric Public Company Limited

    STANLEY ELECTRIC PUBLIC COMPANY LIM aletely integrated manufacturer of world class automotive lig

  2. Slide 2: Apichart Leeissaranukul, October 27, 2008

    Apichart Leeissaranukul October 27, 2008 THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED

  3. Slide 3: Agenda

    Agenda THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Siwy,

  4. Slide 4: 4W Sales - Domestic (July - September 2008)

    4w Sales - Domestic (July - September 2008) Unit 400,000 + a | 5.62% 3 350,000 + 312,839 295,254 aeaane 300,000 + _ 250,000 + 200,000 150,000 100,000 50,000 0 2007 2008 E23 Jul - Sep —e—Apr - Sep 4W 2008 3 months result decrease 11.86% and 6 month result decrease 5.62% from the same period last year

  5. Slide 5: 4W Sales - Export (July - September 2008)

    4wW Sales - Export (July - September 2008) T 18.55%. Unit 450,000 7 401,881 400,000 + 338,994 350,000 300,000 + 250,000 200,000 150,000 100,000 | 186,241 213,561 50,000 + o4 2007 2008 EJ Jul - Sep —*— Apr - Sep 4W 2008 3 month result increase 14.67% (CBU) from the same period last year And 6 months

  6. Slide 6: 4W Production (July - September 2008)

    Unit 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 4W Production (July — September 2008) + 639,771 2007 2008 C1 Jul- Sep —@ Apr - Sep 4W Production 2008 3 months results increase 4.60 and 6 months result increase 9.90%. Source: The Federation of Thai Industries THAI STANLEY ELECT

  7. Slide 7: 4W Sale (Q1/2007 - Q2/2008)

    4W Sale (Q1/2007 — Q2/2008) Domestic & Export s g 214 C Q1/2007 Q2/2007 Q3/2007 Q4/2008 Q1/2008 Q2/2008 X 1,000 Domestic © Export Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Suey,

  8. Slide 8: 2W Sales (July - September 2008)

    Unit 1,000,000 900,000 + 813,831 800,000 + 700,000 7 600,000 + 500,000 + 400,000 | 300,000 + 200,000 + 450,962 100,000 + o | 2007 2008 [3 Jul - Sep —*Apr - Sep 2W 2008 3 months result increase 15.04% and 6 months increase 9.18% from the same period last year from grass- root economic revival continu

  9. Slide 9: 2W Domestic Sale (Q1/2007 - Q2/2008)

    2W Domestic Sale (Q1/2007 - Q2/2008) X 1,000 unit 480 7 430 + 380 + 330 + 280 + 422 230 + 180 + 130 + 80 + + + + + 1 Q1/2007 Q2/2007 Q3/2007 Q4/2008 Q1/2008 Q2/2008 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Siwy,

  10. Slide 10: 2W Production (July - September 2008)

    2W Production (July — September 2008) Unit 1,200,000 o> 98%" 995,432 1,000,000 + 809,420 800,000 ~ 600,000 400,000 + 498,821 200,000 2007 2008 Ll Jul- Sep —-—Apr - Sep 4W 2008 3 months result increase decrease 26.26% and 6 months result increase 22.98% from the same period last year. From Grass - ro

  11. Slide 11: Agenda

    Agenda © Market Trend — 2008 (July — September) THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Sie,

  12. Slide 12: Balance Sheets

    BALANCE SHEETS © September March ch ¥ Unit : MB ange (%) 30, 2008 31, 2008 Current Assets 3,464.78 3,427.25 1.09 Total Assets 7,760.75 7,530.33 3.06 Current Liabilities 1,286.37 1,452.71 (11.45) Total Liabilities 1,307.35 1,471.73 (11.17) Shareholders’ Equity 6,453.40 6,058.60 6.52 Total Liabilites

  13. Slide 13: Statements of Income - 3 month period

    _ STATEMENTS OF INCOME The Equity Method September September Unit : MB Change (%) 3 month period 30, 2008 30, 2007 Sales 2,202.21 2,047.46 7.56 Total Revenues 2,370.59 2,117.56 11.95 Cost of sales 1,711.91 1,519.94 12.63 Selling and Administrative 153.93 153.07 0.56 expenses Share of net profit from

  14. Slide 14: Statements of Income - 6 month period

    STATEMENTS OF INCOME The Equity Method September September Unit : MB Change (%) 6 month period 30, 2008 30, 2007 Sales 4,453.61 4,060.59 9.68 Total Revenues 4,693.94 4,218.27 11.28 Cost of sales 3,422.61 3,097.78 10.49 Selling and Administrative 308.69 301.83 2.27 expenses Share of net profit from 4

  15. Slide 15: Statements of Income - Analysis by quarter

    STATEMENTS OF INCOME - Analysis by quarter! The equity method 2,500 7 2,000 + 1,500 + 1,000 + 500 + Q1/2007 = =§Q2/2007) =9Q3/2007 =—4/2007) =—Q1/2008 )§3=9Q2/2008 Unit : MB Ea Sales —e— Net Profit THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Siwy,

  16. Slide 16: Statements of Cash Flow

    STATEMENTS OF CASH FLOW September September Unit : MB 30, 2008 30, 2007 Cash by Operating Activities 896.60 658.22 Cash payment in Investing (489.21) (286.27) Cash payment in Financing (406.04) (371.62) Net increase cash / Cash equivalents 1.35 0.33 Cash / Cash equivalents at 1,489.34 1,148.68 begin

  17. Slide 17: Agenda

    Agenda © Market Trend — 2008 (July — September) THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Sie,

  18. Slide 18: Head Combination

    Head Combination THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED wh f E

  19. Slide 19: Rear Combination

    Rear Combination & Back L THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Sie,

  20. Slide 20: Head Lamp

    THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Head Lamp SUZUKI SKYDRIVE Stun,

  21. Slide 21: Market Trend - 2008 (July-September)

    Market Trend - 2008 (July-September) -4W Sale decrease Domestic from economic slowdown and increase in Export from Export growth. -2W sale increase from Grassroot economic revival continuously. The 2"4 Quarterly 2008 Financial Statement - Sale increase 7.56% from Automotive Industrial Export growth

  22. Slide 22: 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

  23. Slide 23: IR Contact Investor Relations

    Ri contact Investor Relations 4 For further questions, please contact : Ms.Rattanaporn Boonwong : Investor Relations Tel : 662-581-5462-3 (10 lines) ext. 164 Fax: 662-581-5397 E-mail : rattanaporn@stanley.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Siwy,

  24. Slide 24: Questions and Answers

    SS = Questions and Answers THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED The completely integrated manufacturer of world class automotive lighting THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Siwy,

  25. Slide 25: www.thaistanley.com

    www.thaistanley.com

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