Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q2 2022 Earnings Presentation
20 slides from Thai Stanley Electric Public's earnings presentation, Oct 28, 2022
Slide 1: Q2/2022 Operation Result Meeting
Q2/2022 Operation Result Meeting Apichart Lee-issaranukul October 28, 2022 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 – 2022 (July – September) 2. The 2nd Quarterly 2022 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: 4W Market Sale 2022 (July – September) Domestic & Export
Market Trend 4W Market Sale 2022 ( July – September ) Domestic & Export X 1,000 unit Compare with 2021 + 29% 463 360 + 26% + 32% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 4: 4W (Motorcar) Market Sale (April 2021 – September 2022)
Market Trend 4W (Motorcar) Market Sale (Domestic & Export) (April 2021 – September 2022) X 1,000 unit 187 181 174 171 153 147 145 146 142 142 141 135 131 139 123 119 111 102 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 5: 4W Production (July – September 2022)
Market Trend 4W Production (July – September 2022) Compare with 2021 X 1,000 unit + 35% 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 2021 – September 2022) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 7: 2W Sales - Domestic (July – September 2022)
Market Trend 2W Sales - Domestic (July – September 2022) X 1,000 unit Compare with 2021 + 38% 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 2021 – September 2022 X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 9: 2W Production (July – September 2022)
Market Trend 2W Production (July – September 2022) X 1,000 unit Compare with 2021 + 97% 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 2021 – September 2022 X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 11: Agenda
Agenda 1. Market Trend – 2022 (July – September) 2. The 2nd Quarterly 2022 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 12: Statement of Financial Position
The 2nd Quarterly 2022 Financial Statement Statement of Financial Position The Equity Method 30 September 2022 31 March 2022 Change (MB) (MB) (%) Current Assets 9,937.71 9,539.14 +4.18 Non Current Asset 13,381.33 13,517.51 -1.01 Total Assets 23,319.04 23,056.66 +1.14 Current Liabilities 1,846.87 2,0
Slide 13: Statement of Income - Three Month Period
The 2nd Quarterly 2022 Financial Statement Statement of Income The Three Month Period The Equity Method 30 September 2022 30 September 2021 Change (MB) (MB) (%) Sales 3,551.21 3,017.62 +17.68 Cost of sales 2,949.12 2,536.00 +16.29 Gross Profit 602.09 481.63 +25.01 Selling and Administrative 278.17 2
Slide 14: Statement of Income - Six Month Period
The 2nd Quarterly 2022 Financial Statement Statement of Income The Six Month Period 1st Half 2022 1st Half 2021 The Equity Method 30 September 2022 30 September 2021 Change (MB) (MB) (%) Sales 6,834.28 6,236.39 +9.59 Cost of sales 5,683.30 5,133.34 +10.71 Gross Profit 1,150.98 1,103.05 +4.34 Selling
Slide 15: Analysis by Quarterly
The 2nd Quarterly 2022 Financial Statement Analysis by Quarterly Unit : MB The Equity Method THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 16: Statement of Cash Flows
The 2nd Quarterly 2022 Financial Statement Statement of Cash Flows The Equity Method 30 September 2022 30 September 2021 (MB) (MB) Net Cash received from Operating Activities 1,524.45 1,124.94 Net Cash used in Investing Activities (1,498.99) (1,368.12) Net Cash used in Financing Activities (651.31)
Slide 17: Agenda
Agenda 1. Market Trend – 2022 (July – September) 2. The 2nd Quarterly 2022 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 18: New Products: TOYOTA – YARIS ATIV
New Products TOYOTA – YARIS ATIV Head Combination Lamp THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 19: 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 20: 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 E-mail : rattanaporn@st
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