Solartron Public Co. Ltd. · SET:SOLAR
Solartron Public — Investor Presentation
12 slides from Solartron Public's investor presentation
Slide 1: Investor Relation Presentation: Transition to Capture Rising Demand
Investor Relation Presentation: Transition to Capture Rising Demand SOLARTRON PUBLIC COMPANY LIMITED ¾ The largest solar module manufacturer and system integrator in Thailand with proven track record: captured more than 80% of government projects ¾ Experienced management team ¾ Strong connection wit
Slide 2: Company Profile
Company Profile SOLARTRON PUBLIC COMPANY LIMITED Background 1986 ¾ Established with paid up capital of 2 MB. 2003 ¾ Received BOI Privilege for production of solar modules. ¾ Increased registered capital to 200 MB. ¾ Constructed Solartron Technology Center, which included solar module assembly lines
Slide 3: Products & Services
Products & Services Solar Modules Services ¾ Survey ¾ Design & Sizing ¾ Installation & Commissioning ¾ Service & Maintenance ¾ Call Center ¾ Energy Service Balance of System (BOS) ¾ Training Controllers Inverters Lamps Batteries Supports & Foundation Components for Water Pumping System Water Pumps O
Slide 4: Off-Grid Applications
Off-Grid Applications Solar Power Water Pumping System Water Pump Solar Modules Water Storage Tower More than 30,000 remote villages in Thailand need solar powered water pumping systems. 10 kW Grid 10 kW Solar array Consumable Connected Load Inverter 130 kWh/day Solar Power Hybrid System 10 kW Inver
Slide 5: Grid-Connected Applications
Grid-Connected Applications Solar roof top grid-connected system Transmission Lines (22 kV) Solar Module Panels (DC Current) 0.46 Megawatt of Grid-connected system (Roof-top) of Tesco Lotus Transfor mer (220 VAC) Electrical Appliances 2 Way Meter Inverter DC to AC Solar Power Plants 20 kWp, Sa Kaeo
Slide 6: Facilities and Management Credentials
Facilities Backward integration is the key strategic move: from module to cells Solar Cells Module Factory Solar Module Existing Facilities Wafers Cell Factory Solar Cells New Facilities Management Credentials - High capability to manufacture the cost efficient product with zero defect - High capabi
Slide 7: Growth & Prospects
Growth & Prospects Global Market Oil Price Situation ¾Oil price continuously raises. ¾Peak was on 2006 with uptrend potential. ¾Nation struggles for alternative energy. $70.00 $60.00 $50.00 $40.00 $30.00 $20.00 $10.00 $0.00 May-96 Nov-01 Mar-03 Jan-95 Jun-00 Aug-04 Apr-07 Sep-97 Feb-99 Dec-05 7
Slide 8: Global Market
Global Market Demand Side: World Solar Photovoltaic Cumulative Installation Total installation in 2006 was 1,744 MW Rest of World Rest of Eorope 9% 11% USA 8% Japan 17% Germany 55% ¾ Substantially high growth industry ¾ CAGR from 1996- 1996-2006 is 35% ¾ Usage is intense in Europe, especially German
Slide 9: Thai Market Prospect
Thai Market Prospect Electric Consumption Forecast Peak load (MW) 60,000 50,000 40,000 30,000 20,000 10,000 - 2007 2009 2011 2013 2015 2017 2019 2021 Source : Power Development Plan, Ministry of Energy ¾ The electric consumption grows continuously over 15- 15-year period ¾ CAGR is forecasted to be 5
Slide 10: Thai Market Prospect
Thai Market Prospect 2006 Solar Installation (Total of 32 MW) 3.3% 3.8% 3.8% 4.7% 5.4% 7.2% ¾ Until 2006, PV demand concentrated on 75.8% government sector, especially installation Remote school Water Pumping in remote area (off- (off-grid market). Telecommunication Grid connected Battary charging S
Slide 11: Government RE Policies and Incentives
Thai Market Prospect Government RE Policies Electricity Existing 584.2 MW Electricity INCENTIVE Solar 250 MW Electricity Wind 100 MW Solar 32 MW RPS MSW 100 MW Wind 0.2 MW Hydro 350 MW Biomass 560 MW Biomass 1,040 MW Total 592.2 MW RE RE Total 2,400 MW 0.5% 8% 2006 2011 Source : Ministry of Energy R
Slide 12: Investment Positives
Investment Positives 9 Supply drive 10-year supply, which is the key success in the industry has been secured. Strong connection with wafer/cell suppliers, secured sources of raw material 9 Market leader 80% of market share in Thailand. 9 First mover advantage First few privately-owned firm in Thail