Solartron Public Co. Ltd. · SET:SOLAR
Solartron Public — Investor Presentation (2007)
23 slides from Solartron Public's investor presentation, 2007
Slide 1: Transition to Capture
on Presentation: Transition to Capture SOLARTRON PUBLIC COMPANY LIMITED
Slide 2: Experienced management team and secured supply
projects Experienced management team Strong connection with wafer/cell supplier, secured sources of raw material New factory will strengthen the company’s positioning in regional market while reducing the production cost The only alternative energy company listed on the Stock Exchange of Tha
Slide 3: Company Profile
Company Profile SOLARTRON PUBLIC COMPANY LIMITED
Slide 4: Background
Background 1986 Established with paid up capital of 2 MB. 2003 Received BOI Privilege for production of solar modules. Increased registered capital to 200 MB. Constructed Solartron Technology Center, which included solar module assembly lines of 30 MW/year capacity, located in Pakchong, Nakor
Slide 5: Products & Services
Products & Services Solar Modules Services Survey Design & Sizing Installation & Commissioning Service & Maintenance Call Center Energy Service Balance of System (BOS) Training Controllers Inverters Lamps Batteries Supports & Foundation Components for Water Pumping System Water Pumps
Slide 6: Off-Grid Applications
Off-Grid Applications Applications/Projects: Solar Home System Solar Power Telecommunication System Solar Power Water Pumping System Solar Power Street Lighting System Solar Hybrid System Solar Battery Charging System Solar Solar Power Traffic Lighting System Solar Power Drip Irrigati
Slide 7: Off-Grid Applications: Water Pumping and Hybrid System
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 8: Off-Grid Applications: Telecom and Lighting
Off-Grid Applications Solar Power Telecommunication System Solar Power Lighting System Solar Power Traffic Lighting System
Slide 9: 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) 2 Way Electrical Appliances Meter Inverter DC to AC
Slide 10: Solar Power Plants
Solar Power Plants 20 kWp, Sa Kaeo Province. 500 kWp, Mae Hong Son Province. 40 kWp, Tak Province.
Slide 11: Facilities
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
Slide 12: Management Credentials
Management Credentials - High capability to manufacture the cost efficient product with zero defect - High capability to manufacture all steps and market the products to various needs (from Wafer-Cell-Module-Application System) - High expertise in handling large scale project management - Long term
Slide 13: Growth & Prospects
Growth & Prospects
Slide 14: Global Market: Oil Price Situation
raises. Global Market Peak was on 2006 with Oiluptrend Price Situation potential. Nation 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
Slide 15: Global Market: Demand Side
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% Substantially high growth industry CAGR from 1996-2006 is 35% Usage is intense in Europe, especially Germany
Slide 16: Global Market: Supply Side
Global Market Supply Side: World Production of Metric ton Polysilicon Supply 50,000 45,000 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 - 2004 2005 2006 2007 2008 Greatest risk to solar industry is supply shortage. Polysilicon contract is expected to be sold out through 2007. Feedsto
Slide 17: Thai Market Prospect: Electric Consumption Forecast
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 The electric consumption grows continuously over 15-year period CAGR is forecasted to be 5.32%
Slide 18: Thai Market Prospect: Electricity Sources
Thai Market Prospect Source of Electricity Generating in Thailand Import 3.5% and Water 5% Renewable Energy 0.5% Furnace oil 5% Natural Gas 70% 2006 Total Coal/Lignite 16% Installed Capacity 26 ,431 MW Solar energy installation 32 MW(0.12%) Source : Energy Policy and Planning Office, Thail
Slide 19: Thai Market Prospect: 2006 Solar Installation
Thai Market Prospect 2006 Solar Installation (Total of 32 MW) 3.3% 3.8% 3.8% 4.7% 5.4% 7.2% Until 2006, PV demand concentrated on 75.8% government sector, especially installation Remote school Water Pumping in remote area (off-grid market). Telecommunication Grid connected Battary charging Solarho
Slide 20: Thailand's National Energy Policy
Prospect gc Thailand’s National Energy Policy 1. Establish the regulatory framework for Electricity and Natural Gas Industries ‘ 2. Enhance Energy Supply ‘ > Energy Security (Self Sufficiency) : 3. Promote Energy Saving & Energy Efficiency ‘ Immediate Actions 4. Promote Renewable and Alternative Ene
Slide 21: Government RE Policies
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. Total 2,400 2 MW RE RE MW 0.5% 8% 2006 2011 Source : Ministry of Energy
Slide 22: Government Incentives
1. Soft loan Thai Market To promote and push investment in renewable energy projects to increase the confidence of financial Government institutes in Incentives lending for RE projects. Loan interest rate ≤ 4 % per year 2. BOI (Board of Investment) Privilege Import duties and Cooperate tax exemption
Slide 23: Investment Positives
Investment Positives 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 Market leader 80% of market share in Thailand. First mover advantage First few privately-owned firm in Thail
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