Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q3 2025 Earnings Presentation
22 slides from Thai Stanley Electric Public's earnings presentation, Jan 27, 2026
Slide 1: Q3/2025 Operation Result Meeting
Q3/2025 Operation Result Meeting Apichart Lee-issaranukul January 27, 2026 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 – 2025 (October – November) 2. The 3rd Quarterly 2025 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: 4W (Motorcar) Market Sale 2025 (October – November)
Market Trend 4W (Motorcar) Market Sale 2025 (October – November) Domestic & Export Compare with 2024 X 1,000 unit + 2% 260 254 -7% + 23% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 4: 4W (Motorcar) Market Sale (April 2024 – November 2025)
Market Trend 4W (Motorcar) Market Sale (Domestic & Export) (April 2024 – November 2025) X 1,000 unit 139 138 137 137 134 131 132 133 130 130 130 130 119 122 117 110 113 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 5: 4W (Motorcar) Production (October – November 2025)
Market Trend 4W (Motorcar) Production (October – November 2025) X 1,000 unit Compare with 2024 +13% 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 2024 – November 2025) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 7: 2W (Motorcycle) Sales - Domestic (October – November 2025)
Market Trend 2W (Motorcycle) Sales - Domestic (October – November 2025) X 1,000 unit Compare with 2024 -5% 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 2024 – November 2025) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 9: 2W (Motorcycle) Production (October – November 2025)
Market Trend 2W (Motorcycle) Production (October – November 2025) X 1,000 unit Compare with 2024 -0.2% 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 2024 – November 2025) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 11: Agenda
Agenda 1. Market Trend – 2025 (October – November) 2. The 3rd Quarterly 2025 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 12: Statement of Financial Position
The 3rd Quarterly 2025 Financial Statement Statement of Financial Position 31-Dec-2025 31-Mar-2025 Change The Equity Method (MB) (MB) (%) Current Assets 11,743.26 11,830.34 - 0.74 Non Current Asset 11,940.38 12,227.71 - 2.35 Total Assets 23,683.64 24,058.04 - 1.56 Current Liabilities 1,483.47 1,565.
Slide 13: Statement of Income – Three Month Period
The 3rd Quarterly 2025 Financial Statement The Three Month Period Statement of Income 31-Dec-2025 31-Dec-2024 Change The Equity Method (MB) (MB) (%) Revenues from Sales and Services 2,924.21 2,946.04 - 0.74 Cost of sales and services 2,248.81 2,362.83 - 4.83 Gross Profit 675.41 583.22 +15.81 Selling
Slide 14: Statement of Income – Nine Month Period
The 3rd Quarterly 2025 Financial Statement Statement of Income The Nine Month Period 31-Dec-2025 31-Dec-2024 Change The Equity Method (MB) (MB) (%) Revenues from Sales and Services 8,921.66 9,172.58 -2.74 Cost of sales and services 6,953.40 7,349.76 -5.39 Gross Profit 1,968.26 1,822.82 +7.98 Selling
Slide 15: Analysis by Quarterly
The 3rd Quarterly 2025 Financial Statement Analysis by Quarterly Unit : MB The Equity Method THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 16: Statement of Cash Flows
The 3rd Quarterly 2025 Financial Statement Statement of Cash Flows The Equity Method 31-Dec-2025 31-Dec-2024 (MB) (MB) Net Cash received from Operating Activities 1,665.75 1,452.96 Net Cash used in Investing Activities (210.88) (380.49) Net Cash used in Financing Activities (1,532.49) (1,532.49) Net
Slide 17: Agenda
Agenda 1. Market Trend – 2025 (October – November) 2. The 3rd Quarterly 2025 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 18: HONDA – New Wave 110
New Products HONDA – New Wave 110 Head Lamp Cover Front, Rear Combination Lamp Cover Rear www.thaihonda.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 19: HONDA – UC3 2026 New EV
New Products HONDA – UC3 2026 New EV Head Lamp Wind Screen www.thaihonda.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 20: TOYOTA – Hilux Travo Prerunner
New Products TOYOTA – Hilux Travo Prerunner High Mount Stop Lamp www. toyota.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 21: 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 22: 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 Mobile 085-487-3425 E-m
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