Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q1 2008 Earnings Presentation
24 slides from Thai Stanley Electric Public's earnings presentation, Aug 4, 2008
Slide 1: Analyst Meeting
Analyst Meeting No. STANLEY ELECTRIC PUBLIC COMPANY LIM letely integrated manufacturer of world class automotive lig
Slide 2: Presenter and date
Apichart Leeissaranukul August 4, 2008 THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: Agenda
Agenda THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANey,
Slide 4: Market trend: 4W Sales - Domestic
Market frend 4W Sales - Domestic (April - June 2008) 155,471 110000 60000 10000 2007 2008 AW 2008 3 month result increase 0.80% from the same period last year by Passenger car type 25.54 % Pick up 1 ton (7%) Pick Up less than 1 ton 5.26 % Factor by the Diesel oil price higher than Benzene oil price.
Slide 5: Market trend: 4W Export
Market frend 188,320 152,753 150000 + 2007 2008 X d AW 2008 3 month result increase 23.28 % (CBU) from the same period last year From Vehicle 12.22 % (OEM 36 % Motor 74.05 % and Auto Part 23.66 %) Source: Thailand Automotive Institute THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED ‘STANLEY,
Slide 6: Market trend: 4W Production
Market frend 353,864 305,901 AW Production 2008 results increase 15.68 % from the Passenger car type 34.50 % , Pick up 1 Ton + Double Cab+PPV type 10.13% and Pick up less than 1 ton (13.41) % Source: Thailand Automotive Institute THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED ‘STANLEY,
Slide 7: Market trend: 4W Sale quarterly
Market frend 4W Sale (Q1/2007 - Q1/2008) Domestic & Export 154 160 a 155 155 1/2007 2/2007 93/2007 94/2008 1/2008 Source: Thailand Automotive Institute THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Sian,
Slide 8: Market trend: 2W Sales - Domestic
Market frend 2W Sales - Domestic (April - June 2008) 421,811 2007 2008 2W 2008 3 month result increase 3.74% from the same period last year From Family type 6.85 , AT type 1.23 and other (-4.31) Source: Thailand Automotive Institute THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANey,
Slide 9: Market trend: 2W quarterly
Market frend Q1/2007 Q2/2007 Q3/2007 Q1/2008 Source: Thailand Automotive Institute THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Sian,
Slide 10: Market trend: 2W Production
Market frend 2W Production (April - June 2008) 496,661 414,359 AW 2008 3 month result decrease 5.31% from the same period last year Family Type 18.76 % and Sport type 38.24 % From Grass - root economic revival. Source: Thailand Automotive Institute THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANey
Slide 11: Agenda
Agenda re Market Trend — 2008 (April — June) THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANey,
Slide 12: Balance Sheets
BALANCE SHEETS Financial Statement_in which the equity method The Company only is applied June 30,2008 March 31, 2008 June 30, 2008 March 31, 2008 Unit : MB Unit : MB Change (%) Unit : MB Unit : MB Change (%) Total Assets 7,981.80 7,530.33 6.00 7,769.06 7,312.80 6.24 Total Liabilities 1,530.72 1,471
Slide 13: Statements of Income
STATEMENTS OF INCOME Financial Statement _in which the equity method is applied June 30, 2008 June 30, 2007 Unit:MB = Unit: MB Change (%) Sales 2,251.40 2,013.14 Total Revenues 2,323.35 2,109.68 Cost of Sales 1,710.69 1,594.48 Selling and Administrative Exp. 154.76 132.12 Operating Profit 456.97 382
Slide 14: Thai Stanley Analysis by Quarterly
Thai Stanley Analysis by Quarterly NE RR reece C_) Ld — Unit : MB 2,400 7 r 1,000 2,300 + 2,232 2,251 coo 2,200 y 800 + 700 2,100 + 2,047 2,013 7 2,037 | 00 2,000 + + 500 1,900 + 400 1,800 + | 300 1,700 + + 200 1,600 + + y 100 Q1/2007 Q2/2007 Q3/2007 Q4/2007 Q1/2008 Sales —e—Net Profit (The Equity m
Slide 15: Statements of Cash Flow
STATEMENTS OF CASH FLOW Financial Statement _in which the equity method is applied June 30,2008 June 30, 2007 Unit : MB Unit : MB Net cash provided by operating 554.64 285.68 Net cash used in investing (330.27) (142.15) Net increase in cash 224.37 143.53 Cash at beginning of the period 1,189.34 1,14
Slide 16: Agenda
Agenda re Market Trend — 2008 (April — June) THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANey,
Slide 17: Head Lamp, Rear Combination
Re ss Head Lamp Rear Combination THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANLEY,
Slide 18: Head Lamp and Front Turn, Rear Combination
Ri ss Head Lamp and Front Turn Rear Combination THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANLEY,
Slide 19: STANLEY,
THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANLEY,
Slide 20: Market Trend - 2008 (January-March)
Market Trend - 2008 (January-March) -4W Sale increase both Domestic and Export from Export growth. -2W sale increase from Grassroot economic revival. The 1% Quarterly 2008 Financial Statement - Sale increase 11.84% from Automotive Industrial Export growth - Net profit increase 21.87% from continue c
Slide 21: Disclaimer
Disclaimer This slides contain statements that constitute forward-looking statements, plans ‘or 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
Bi contact Investor Relations Gy For further questions, please contact : Ms.Rattanaporn Boonwong : Investor Relations Tel : 662-581-5462-3 (10 lines) ext. 164 Fax: 662-581-5397 E-mail : rattanaporn@stanley.co.th THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED STANey,
Slide 23: Questions and Answers
SS s Questions and Answers THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED The completely integrated manufacturer of world class automotive lighting THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED ‘STANLEY,
Slide 24: www.thaistanley.com
www.thaistanley.com
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