Dogus Otomotiv Servis Ve Ticaret Anonim Sirketi · BIST:DOAS
Dogus Otomotiv Servis Ve Ticaret Anonim Sirketi — Doğuş Otomotiv Servis ve Ticaret A.Ş. — Q4 2023 Earnings Presentation
37 slides from Dogus Otomotiv Servis Ve Ticaret Anonim Sirketi's earnings presentation, May 2024
Slide 1: Investor Relations Presentation Q4 2023 Results
Investor Relations Presentation Q4 2023 Results Updated: May 2024 Doğuş Otomotiv Macroeconomic Automotive Electrification Stock Financial Value Chain Outlook Market & Mobility Performance Performance
Slide 2: Value Chain
Investor Relations Presentation - 4Q 2023 | 2 Value Chain 2024
Slide 3: Macroeconomic Outlook
Investor Relations Presentation - 4Q 2023 | 3 Macroeconomic Outlook
Slide 4: Macroeconomic Indicators
Investor Relations Presentation - 4Q 2023 | 4 Macroeconomic Indicators YoY Inflation (%) Nominal Exchange Rates Source: The Central Bank of the Republic of Turkey (CBRT) Source: The Central Bank of the Republic of Turkey (CBRT) CDS - Credit Default Swap Source: Investing.com
Slide 5: Automotive Sector
Investor Relations Presentation - 4Q 2023 | 5 Automotive Sector Auto Loan Rates (%) Source: Garanti BBVA CBRT Interest Rates - One-Week Repo (%) Source: The Central Bank of the Republic of Turkey (CBRT)
Slide 6: Automotive Sector
Investor Relations Presentation - 4Q 2023 | 6 Automotive Sector Consumer Confidence Index Source: Turkish Statistical Institute (TurkStat) and Automotive Distributors Association Note: The calculation method of the Consumer Confidence Index was updated on September 22, 2020 in order to ensure the in
Slide 7: Automotive Sector (Automotive Turnover Rate)
Investor Relations Presentation - 4Q 2023 | 7 Automotive Sector (Automotive Turnover Rate) Number of Vehicles Registered to Traffic Second Hand Sales Activity * Source: Turkish Statistical Institute (TurkStat) * It refers to automobiles that have changed hands one or more times through notaries.
Slide 8: Automotive Market
Investor Relations Presentation - 4Q 2023 | 8 Automotive Market
Slide 9: DOAŞ Wholesale Market
Investor Relations Presentation - 4Q 2023 | 9 DOAŞ Wholesale Market DOAŞ Wholesale Performance (2023) DOAŞ Wholesale Performance (Apr) Source: Automotive Distributors Association
Slide 10: DOAŞ Wholesale Market
Investor Relations Presentation - 4Q 2023 | 10 DOAŞ Wholesale Market DOAŞ Wholesale Performance (2023) DOAŞ Wholesale Performance (Apr) Source: Automotive Distributors Association
Slide 11: Monthly Sales
Investor Relations Presentation - 4Q 2023 | 11 Monthly Sales Wholesale Market Monthly Sales DOAŞ Monthly Sales Source: Automotive Distributors Association. DOAS performance includes Škoda sales.
Slide 12: Market Review - Wholesale (2023)
Investor Relations Presentation - 4Q 2023 | 12 Market Review - Wholesale (2023) Wholesale DOAŞ Source: Automotive Distributors Association. DOAS performance includes Škoda sales.
Slide 13: Market Review - Wholesale (Apr)
Investor Relations Presentation - 4Q 2023 | 13 Market Review - Wholesale (Apr) Wholesale DOAŞ Source: Automotive Distributors Association. DOAS performance includes Škoda sales.
Slide 14: Market Review - Segment Based Distribution (Apr)
Investor Relations Presentation - 4Q 2023 | 14 Market Review - Segment Based Distribution (Apr) Source: Automotive Distributors Association
Slide 15: Market Share - Retail (2023)
Investor Relations Presentation - 4Q 2023 | 15 Market Share - Retail (2023) Source: Automotive Distributors Association. DOAS performance includes Škoda sales. (04.01.2024)
Slide 16: Market Share - Retail (Apr)
Investor Relations Presentation - 4Q 2023 | 16 Market Share - Retail (Apr) Source: Automotive Distributors Association. DOAS performance includes Škoda sales. (03.05.2024)
Slide 17: Elektrification & Mobility
Investor Relations Presentation - 4Q 2023 | 17 Elektrification & Mobility
Slide 18: We Charge the Future with the Power of Doğuş
Investor Relations Presentation - 4Q 2023 | 18 We Charge the Future with the Power of Doğuş Vision D-Charge at a Glance Experience-oriented, high-quality, z Trade Name: Doğuş Şarj Sistemleri Pazarlama ve Ticaret A.Ş. widespread charging network. z Partnership Structure: 100% Doğuş Otomotiv Mission z
Slide 19: Investor Relations Presentation - 4Q 2023 | 19
Investor Relations Presentation - 4Q 2023 | 19
Slide 20: Automobile Market - Distribution by Engine Type (Apr)
Investor Relations Presentation - 4Q 2023 | 20 Automobile Market - Distribution by Engine Type (Apr) Source: Automotive Distributors Association
Slide 21: Stock Performance
Investor Relations Presentation - 4Q 2023 | 21 Stock Performance
Slide 22: Stock Performance
Investor Relations Presentation - 4Q 2023 | 22 Stock Performance DOAS Trading Volume Beta
Slide 23: Stock Performance
Investor Relations Presentation - 4Q 2023 | 23 Stock Performance 2019-2024 Return on Investment (mio TRY) Source: Investing.com Gross Dividend Per Share (TRY)
Slide 24: Foreign Ownership Ratio (%)
Investor Relations Presentation - 4Q 2023 | 24 Foreign Ownership Ratio (%)
Slide 25: Financial Performance
Investor Relations Presentation - 4Q 2023 | 25 Financial Performance
Slide 26: Consolidated Income Statement - 1
Investor Relations Presentation - 4Q 2023 | 26 Consolidated Income Statement - 1
Slide 27: Consolidated Income Statement - 2
Investor Relations Presentation - 4Q 2023 | 27 Consolidated Income Statement - 2
Slide 28: Segment Based Breakdown of Revenue & Gross Profit Margin
Investor Relations Presentation - 4Q 2023 | 28 Segment Based Breakdown of Revenue & Gross Profit Margin
Slide 29: Financing Costs
Investor Relations Presentation - 4Q 2023 | 29 Financing Costs
Slide 30: Consolidated Balance Sheet - 1
Investor Relations Presentation - 4Q 2023 | 30 Consolidated Balance Sheet - 1
Slide 31: Consolidated Balance Sheet - 2
Investor Relations Presentation - 4Q 2023 | 31 Consolidated Balance Sheet - 2
Slide 32: 2024 Expectations
Investor Relations Presentation - 4Q 2023 | 32 2024 Expectations
Slide 33: Digital Transformation Strategy
Investor Relations Presentation - 4Q 2023 | 33 Digital Transformation Strategy
Slide 34: Doğuş Otomotiv Sustainability Management Approach
Investor Relations Presentation - 4Q 2023 | 34 Doğuş Otomotiv Sustainability Management Approach • We adopt a systematic approach to sustainability management aimed at understanding and proactively mitigating risks associated with our activities. • The decisions we make about our business include ca
Slide 35: Sustainability Strategy Highlights
Investor Relations Presentation - 4Q 2023 | 35 Sustainability Strategy Highlights
Slide 36: Corporate Governance and Corporate Sustainability Performance Development
Investor Relations Presentation - 4Q 2023 | 36 Corporate Governance and Corporate Sustainability Performance Development
Slide 37: Disclaimer
Investor Relations Presentation - 4Q 2023 | 37 Disclaimer Doğuş Otomotiv Servis ve Ticaret A.Ş. (the “DOAS”) has prepared this presentation documents (the “Doc- ument”) consisting of documents and appendixes thereto for the sole purposes of providing information and projections and statements relati
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