Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q2 2023 Earnings Presentation
20 slides from Thai Stanley Electric Public's earnings presentation, Oct 30, 2023
Slide 1: Q2/2023 Operation Result Meeting
Q2/2023 Operation Result Meeting Apichart Lee-issaranukul October 30, 2023 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 – 2023 (July – September) 2. The 2nd Quarterly 2023 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: 4W (Motorcar) Market Sale 2023 (July – September)
Market Trend 4W (Motorcar) Market Sale 2023 (July – September) Domestic & Export Compare with 2022 X 1,000 unit Domestic Export + 2.60% 700 600 474 500 462 400 256 293 300 + 14.13% 200 100 206 181 - 12% 0 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 4: 4W (Motorcar) Market Sale (Domestic & Export)
Market Trend 4W (Motorcar) Market Sale (Domestic & Export) (April 2022 – September 2023) X 1,000 unit 195 178 174 159 156 161 153 153 151 147 142 142 141 140 119 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 5: 4W (Motorcar) Production
Market Trend 4W (Motorcar) Production (July – September 2023) X 1,000 unit Compare with 2022 - 6% 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 2022 – September 2023) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 7: 2W (Motorcycle) Sales - Domestic
Market Trend 2W (Motorcycle) Sales - Domestic (July – September 2023) X 1,000 unit Compare with 2022 -0.8% 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 2022 – September 2023) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 9: 2W (Motorcycle) Production
Market Trend 2W (Motorcycle) Production (July – September 2023) X 1,000 unit Compare with 2022 -5.5% 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 2022 – September 2023) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 11: Agenda
Agenda 1. Market Trend – 2023 (July – September) 2. The 2nd Quarterly 2023 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 12: Statement of Financial Position
The 2nd Quarterly 2023 Financial Statement Statement of Financial Position 30-Sep-2023 31-Mar-2023 Chang The Equity Method (MB) (MB) e (%) Current Assets 10,574.63 11,165.24 -5.29 Non Current Asset 13,099.26 13,160.16 -0.46 Total Assets 23,673.90 24,325.40 -2.68 Current Liabilities 1,935.08 1,992.33
Slide 13: Statement of Income (Three Month Period)
The 2nd Quarterly 2023 Financial Statement Statement of Income The Three Month Period 30-Sep-2023 30-Sep-2022 Change The Equity Method (MB) (MB) (%) Revenues from Sales and Services 3,745.13 3,551.21 +5.46 Cost of sales and services 3,135.36 2,949.12 +6.31 Gross Profit 609.78 602.09 +1.28 Selling an
Slide 14: Statement of Income (Six Month Period)
The 2nd Quarterly 2023 Financial Statement Statement of Income The Six Month Period 1st Half 2023 1st Half 2022 30-Sep-2023 30-Sep-2022 Change The Equity Method (MB) (MB) (%) Revenues from Sales and 7,051.06 6,834.28 +3.17 Services Cost of sales and services 5,933.95 5,683.30 +4.41 Gross Profit 1,11
Slide 15: Analysis by Quarterly
The 2nd Quarterly 2023 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 2023 Financial Statement Statement of Cash Flows The Equity Method 30-Sep-2023 30-Sep-2022 (MB) (MB) Net Cash received from Operating Activities 1,440.85 1,524.45 Net Cash used in Investing Activities 39.83 (1,498.99) Net Cash used in Financing Activities (1,532.49) (651.31) Net in
Slide 17: Agenda
Agenda 1. Market Trend – 2023 (July – September) 2. The 2nd Quarterly 2023 Financial Statement 3. New Product THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 18: New Products HONDA – GIORNO
New Products HONDA – GIORNO Head Lamp Tail Lamp F/T , R/T 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
Thai Stanley Electric Public Company — Q2 2023 Earnings Presentation on 6ix