Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q2 2025 Earnings Presentation
21 slides from Thai Stanley Electric Public's earnings presentation, Oct 28, 2025
Slide 1: Q2/2025 Operation Result Meeting
Q2/2025 Operation Result Meeting Apichart Lee-issaranukul October 28, 2025 THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED The completely integrated manufacturer of world class automotive lighting THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 2: Condolences to Her Majesty Queen Sirikit The Queen Mother
Thai Stanley Electric Public Company Limited extend our deepest condolences and heartfelt tribute to Her Majesty Queen Sirikit The Queen Mother THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: Agenda
Agenda 1. Market Trend – 2025 (July – September) 2. The 2nd Quarterly 2025 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 4: 4W (Motorcar) Market Sale 2025 (July – September) Domestic & Export
Market Trend 4W (Motorcar) Market Sale 2025 (July – September) Domestic & Export Compare with 2024 X 1,000 unit - 2% 381 375 -8% + 11% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 5: 4W (Motorcar) Market Sale (Domestic & Export) (April 2024 – Sep 2025)
Market Trend 4W (Motorcar) Market Sale (Domestic & Export) (April 2024 – Sep 2025) X 1,000 unit 139 138 137 137 133 134 130 131 132 130 130 119 122 117 110 113 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 6: 4W (Motorcar) Production (July – September 2025)
Market Trend 4W (Motorcar) Production (July – September 2025) X 1,000 unit Compare with 2024 - 4% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 7: 4W (Motorcar) Production (By Month) (April 2024 – September 2025)
Market Trend 4W (Motorcar) Production ( By Month ) (April 2024 – September 2025) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 8: 2W (Motorcycle) Sales - Domestic (July – September 2025)
Market Trend 2W (Motorcycle) Sales - Domestic (July – September 2025) X 1,000 unit Compare with 2024 +5% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 9: 2W (Motorcycle) Sale (By Month) (April 2024 – September 2025)
Market Trend 2W (Motorcycle) Sale ( By Month ) (April 2024 – September 2025) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 10: 2W (Motorcycle) Production (July – September 2025)
Market Trend 2W (Motorcycle) Production (July – September 2025) X 1,000 unit Compare with 2024 + 7% Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 11: 2W (Motorcycle) Production (By Month) (April 2024 – September 2025)
Market Trend 2W (Motorcycle) Production ( By Month ) (April 2024 – September 2025) X 1,000 unit Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 12: Agenda
Agenda 1. Market Trend – 2025 (July – September) 2. The 2nd Quarterly 2025 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 13: Statement of Financial Position
The 2nd Quarterly 2025 Financial Statement Statement of Financial Position 30-Sep-2025 31-Mar-2025 Change The Equity Method (MB) (MB) (%) Current Assets 12,258.90 11,830.34 +3.62 Non Current Asset 11,919.77 12,227.71 -2.52 Total Assets 24,178.67 24,058.04 +0.50 Current Liabilities 1,810.62 1,565.29
Slide 14: Statement of Income – Three Month Period
The 2nd Quarterly 2025 Financial Statement The Three Month Period Statement of Income 30-Sep-2025 30-Sep-2024 Change The Equity Method (MB) (MB) (%) Revenues from Sales and Services 3,074.26 3,230.95 - 4.85 Cost of sales and services 2,391.93 2,543.39 - 5.96 Gross Profit 682.33 687.56 - 0.76 Selling
Slide 15: Statement of Income – Six Month Period
The 2nd Quarterly 2025 Financial Statement Statement of Income The Six Month Period 1st Half 2025 1st Half 2024 30-Sep-2025 30-Sep-2024 Change The Equity Method (MB) (MB) (%) Revenues from Sales and Services 5,997.45 6,226.53 - 3.68 Cost of sales and services 4,704.60 4,986.94 - 5.66 Gross Profit 1,
Slide 16: Analysis by Quarterly
The 2nd Quarterly 2025 Financial Statement Analysis by Quarterly Unit : MB The Equity Method THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 17: Statement of Cash Flows
The 2nd Quarterly 2025 Financial Statement Statement of Cash Flows The Equity Method 30-Sep-2025 30-Sep-2024 (MB) (MB) Net Cash received from Operating Activities 1,115.37 1,097.94 Net Cash used in Investing Activities 76.96 (114.70) Net Cash used in Financing Activities 919.50 (1,532.49) Net increa
Slide 18: Agenda
Agenda 1. Market Trend – 2025 (July – September) 2. The 2nd Quarterly 2025 Financial Statement 3. New Model THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 19: New Products HONDA – Wave 125
New Products HONDA – Wave 125 Head Lamp Cover Front, Cover Lid Rear Combination Lamp www.thaihonda.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 20: 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 21: 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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