Snc Former Public Co., Ltd. · SET:SNC
Snc Former Public — Q2 2015 Earnings Presentation
6 slides from Snc Former Public's earnings presentation, Sep 30, 2015
Slide 1: SNC Former PLC Analyst meeting
SNC FORMER PLC Analyst meeting Sep 30, 2015 At SNC 1
Slide 2: Market Briefs: Automobile production
Market Briefs Automobile production Export Domestic 3 2.5 2.5 1.5 1.20 1.30 3 1.9 2 1.6 1.8 M. unit 1.5 1.3 1 0.62 (52%) 0.81 (62%) 2 1.0 1 1 65% -11% 68% 0% -24% -4% 0.5 0.58 (48%) 0 0.49 (38%) 0 Y13 Y15E Y09 Y10 Y11 Y12 Y14 Jan-Aug15 Jan-Aug14 Jan-Aug15 Source: 1. สถาบันยานยนต์ , 2. สานักงานเศษรฐก
Slide 3: Market Briefs: Air Conditioners and Compressors
Market Briefs Air Conditioners Export Domestic 25 20.5 21.5 20.6 18.1 20 20 15.7 15.3 M. unit 15.0 15.97 15.26 15 10.7 15 10 5 47% -4% 21% 13% 5% -4% 10 13.10 (82%) 12.21 (80%) 0 Y09 Y15E Y10 Y11 Y12 Y13 Y14 Jan-Aug15 5 2.87 (18%) 3.05 (20%) 0 Jan-Aug14 Jan-Aug15 Compressors Export Domestic 20 16.8
Slide 4: Market Briefs: Refrigerator and Washing Machine
Market Briefs Refrigerator 10 Export Domestic 8 7.2 6.7 6.4 6.7 5 4.46 5.7 6.2 4.21 M. unit 6 4.7 4.5 4 4 3.26 (73%) 2 3 3.05 (73%) 0 2 Y15E Y09 Y10 Y11 Y12 Y13 Y14 Jan-Aug15 1 1.16 (27%) 1.20 (27%) 0 Jan-Aug14 Jan-Aug15 Washing Machine Export Domestic 10 4 3.49 3.67 8 6.6 6.8 6.1 5.4 5.2 M. unit 6
Slide 5: Y2015: status
Y2015 : status Electrical OEM and Parts grow. Automotive New models start mass production from August 2015. MP started with a customer. Under dealing with other SCAN customers for business expansion. SSMA Sales is estimated to reach BEP. Order from India is increasing significantly. 2-shifts SAWHA p
Slide 6: Sale & EAT
Sale & EAT Sale EAT % Sale EAT % 1H15: Y15: Elec 4,318 279 6.5% Elec OEM OEM 6% Parts Parts Auto 445 36 8.1% Auto Pipe Pipe 10% Plastic Plastic New 328 (51) (15.5%) New SAHP SAHP SCAN MSPC SFHI 1H15 5,091 264 5.2% Y15 5% 1H14 4,263 232 5.4% Y14 7,405 377 5.1% 6