Snc Former Public Co., Ltd. · SET:SNC
Snc Former Public — SNC Former — Q1 2015 Earnings Presentation
6 slides from Snc Former Public's earnings presentation, Jun 30, 2015
Slide 1: SNC Former PLC Analyst meeting
SNC FORMER PLC Analyst meeting June 30, 2015 At SNC 1
Slide 2: Market Briefs: Automobile production
Market Briefs Automobile production Export Domestic 3 2.5 2.5 1 0.83 0.81 3 1.9 2.0 2 1.6 0.8 M. unit 1.5 0.46 (55%) 0.50 (62%) 2 1.0 0.6 1 0.8 0.4 1 65% -11% 68% 0% -24% 7% 0.2 0.37 (45%) 0.31 (38%) 0 0 Y15E Jan-May15 Y09 Y10 Y11 Y12 Y13 Y14 Jan-May14 Jan-May15 Source: 1. สถาบันยานยนต์ , 2. สํานักง
Slide 3: Market Briefs: Air Conditioners and Compressors
Market Briefs Air Conditioners Export Domestic 25 20.5 21.5 22.6 18.1 10 9.06 M. unit 20 15.7 15.0 8.57 15 10.7 8.6 8 (85%) 10 6 7.66 7.01 (82%) 5 47% -4% 21% 13% 5% 5% 0 4 Y15E Jan-Apr15 Y09 Y10 Y11 Y12 Y13 Y14 2 1.40 (15%) 1.56 (18%) 0 Jan-Apr14 Jan-Apr15 Compressors Export Domestic 20 16.8 6 14.3
Slide 4: Market Briefs: Refrigerator and Washing Machine
Market Briefs Refrigerator 10 Export Domestic 8 7.2 6.7 6.4 6.4 2.5 6.2 M. unit 5.7 1.98 2.20 6 4.7 2 4 2.2 1.62 (74%) 1.5 1.42 (72%) 2 0 1 Y15E Jan-Apr15 Y09 Y10 Y11 Y12 Y13 Y14 0.5 0.56 (28%) 0.58 (26%) 0 Jan-Apr14 Jan-Apr15 Washing Machine Export Domestic 10 2.5 8 6.6 6.8 1.89 6.1 2 M. unit 5.4 1
Slide 5: Y2015: status
Y2015 : status Electrical OEM and Parts grow. Automotive Pipe slow down, Plastic grows. SCAN Start to supply to customer but the quantity is still low. SSMA Sales is estimated to reach BEP. SAWHA Penetrate into India, EU market. Start operation with continuing strong demand by the SAHP Energy Saving
Slide 6: Sale & EAT
Sale & EAT Sale EAT % Sale EAT % 1q15: Y15: Elec 2,391 173 7.2% Elec OEM OEM 6% Parts Parts Auto 250 28 11.2% Auto Pipe Pipe 10% Plastic Plastic New 131 -25 -19% New SAHP SAHP SCAN MSPC SFHI 1q15 2,772 176 6.3% Y15 5% 1q14 2,465 154 6.3% Y14 7,405 377 5.1% 6