Thaicom Public Co. Ltd. · SET:THCOM
Thaicom Public — Q2 2022 Earnings Presentation
13 slides from Thaicom Public's earnings presentation, August 2022
Slide 1: THAICOM 2022 Ushering in a New Era: Performance Q2-2022
THAICOM 2022 USHERING IN A NEW ERA Performance Q2-2022 August 2022
Slide 2: THAICOM 2022 Agenda
THAICOM 2022 USHERING IN A NEW ERA Commercial Highlights Financial Highlights Moving Forward 2
Slide 3: 1H2022 Key Highlights
1H2022 Key Highlights Core profit turnaround • Core profit turned from negative to positive YoY from REPOSITIONING -106 to 338 MTHB • Core profit grew 45% QoQ from 138 to 200 MTHB THAICOM FOR GROWTH Fundamental improvement of business structure moving forward • Transition from concession model to co
Slide 4: Commercial Highlights
Commercial Highlights Thaicom Public Company Limited 4
Slide 5: 1H2022 Commercial Highlights
1H2022 Commercial Highlights Business Partnerships Satellite Business Strategic partnership with Orbital Insight (USA), a top 3 global Geospatial intelligence Strengthen broadcast and broadband satellite company with AI/ML visualization. business in India and the region with NXTDigital, a Hinduja Gr
Slide 6: Financial Highlights
Financial Highlights Thaicom Public Company Limited 6
Slide 7: Q2/2022 Consolidated Performance improved YoY & QoQ
Q2/2022 Consolidated Performance improved YoY & QoQ Unit: Baht million Net Profit Significant increase of Net Profit both YoY & QoQ 511% QoQ 413% YoY • 413% YoY: Structural changes of operating cost after concession 309 360 ends; the decrease of satellite depreciation and concession fee (41) 51 70 •
Slide 8: Financial position as of 30th June 2022
Financial position as of 30th June 2022 Unit: Baht million D/E Ratio at 0.11x 1 Strong Cash position Maintained from the end of 2021 Consolidated CF Q2/2021 Q2/2022 Profit from operation Equity CF from Operating 999 1,297 & A/R Collection 11,129 Assets 2 Other Current 10,437 CF from Investing (808)
Slide 9: Moving Forward
Moving Forward Thaicom Public Company Limited 9
Slide 10: Build up new market through partnerships for the New Satellite
Build up new market through partnerships to create opportunities for the New Satellite Expand broadband-over-satellite to serve rural Growth Opportunity for both TC4 New opportunities to set up a Centre for Excellence to develop New Satellite demand & underserved regions with more and for the New Sa
Slide 11: Strategic partnership with Orbital Insight for New Space Economy
Thaicom form a strategic partnership with Orbital Insight to capture New Space Economy business opportunities Who are they? A world leader in Geospatial Intelligence and Location Analytics: • Help organizations understand what's happening on and to the Earth • Make smarter business decisions, build
Slide 12: Using satellite images and AI to detect building and forest change
Using satellite images and Artificial Intelligence (AI) to detect the change of buildings and forest in the Bang-Kra-Jao preserved area 12 DEC 2018 21 DEC 2021 Building increased (Pink Color) Vs Bang-Kra-Jao Preserved Area Forest and buildings changed area in DEC 2021 compared with DEC 2018 Benefits
Slide 13: Q&A
Q&A Thaicom Public Company Limited
Thaicom Public Company — Q2 2022 Earnings Presentation on 6ix