Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q1 2026 Earnings Presentation
17 slides from Thai Stanley Electric Public's earnings presentation, Jul 30, 2026
Slide 1: Q1/2026 Operation Result Information
Q1/2026 Operation Result Information Thai Stanley Electric Public Company Limited The completely integrated manufacturer of world class automotive lighting Presenter Date Period Covered Apichart Lee-issaranukul July 30, 2026 Q1/2026 (April – June 2026) THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 2: Agenda
Agenda 1. Market Trend – 2026 (April – June) 2. The 1st Quarterly 2026 Financial Statement THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 3: 4W (Motorcar) Market Sale 2026 (April – June) Domestic & Export
Market Trend 4W (Motorcar) Market Sale 2026(April – June) Domestic & Export Compare with 2025 X 1,000 unit - 2.6 % Export Domestic 600 393 384 400 235 210 - 11% 200 150 165 + 9% 0 2025 2025 Source: The Federation of Thai Industries THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 4: 4W (Motorcar) Market Sale (Domestic & Export) (April 2025 – June 2026)
Market Trend 4W (Motorcar) Market Sale (Domestic & Export) (April 2025 – June 2026) Domestic Export 200 160 150 140 140 138 133 134 130 130 132 129 121 119 117 113 85 108 58 80 100 82 81 88 86 79 72 83 81 59 66 71 60 50 75 74 60 58 58 47 52 50 49 48 48 47 51 48 48 0 Apr-25 May-25 Jun-25 Jul-25 Aug-2
Slide 5: 4W (Motorcar) Production (April – June 2026)
Market Trend 4W (Motorcar) Production (April – June 2026) Compare with 2025 -7% 500 400 300 200 374 347 100 0 2025 2026 2025 2026 THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 6: 4W (Motorcar) Production (By Month)
Market Trend 4W (Motorcar) Production ( By Month ) Unit:1,000 Cars (April 2025 – June 2026) 200 180 160 139 136 140 133 130 128 130 123 120 118 118 120 111 112 114 104 104 100 80 60 40 20 0 APR'25 MAY'25 JUN'25 JUL'25 AUG'25 SEP'25 OCT'25 NOV'25 DEC'25 JAN'26 FEB'26 MAR'26 APR'26 MAY'26 JUN'26 THAI
Slide 7: 2W (Motorcycle) Sales - Domestic (April – May 2026)
Market Trend 2W (Motorcycle) Sales - Domestic (April – May 2026) X 1,000 unit Compare with 2025 +3.3% 600 500 400 300 200 297 307 100 0 2025 2026 2025 2026 THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 8: 2W (Motorcycle) Production Volume by month
Market Trend 2W (Motorcycle) Production Volume by month (April 2025 – June 2026) 200 193 188 183 180 177 176 165 166 161 160 157 157 151 150 146 144 146 140 120 100 80 60 40 20 0 APR'25 MAY'25 JUN'25 JUL'25 AUG'25 SEP'25 OCT'25 NOV'25 DEC'25 JAN'26 FEB'26 MAR'26 APR'26 MAY'26 JUN'26 THAI STANLEY ELE
Slide 9: 2W (Motorcycle) Production (April – June 2026)
Market Trend 2W (Motorcycle) Production (April – June 2026) Compare with 2025 700 + 1.32 % 600 500 400 300 511 517 200 100 0 2025 2026 2025 2026 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 2025 – June 2026) X 1,000 unit 300 250 200 150 100 193 188 183 177 176 166 157 165 157 161 151 150 146 144 146 50 0 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Source: The Federat
Slide 11: Agenda
Agenda 1. Market Trend – 2026 (April – June) 2. The 1st Quarterly 2026 Financial Statement THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 12: Statement of Financial Position
Statement of Financial Position End of Jun 2026 End of Mar 2026 Difference Difference Equity Method (MB) (MB) (MB) (%) Current Assets 13,029.66 12,232.54 797.12 6.52 Non Current Asset 11,825.17 12,157.07 (331.90) (2.73) Total Assets 24,854.83 24,389.61 465.22 1.91 Current Liabilities 2,964.41 1,576.
Slide 13: Statement of Income
The Three Month Period Statement of Income End of Jun 2026 End of Jun 2025 Difference Equity Method % % (MB) (MB) (%) Revenues from Sales and Services 2,645.88 100.00 2,923.19 100.00 (9.49) Cost of sales and services 2,038.85 77.06 2,292.64 78.43 (11.07) Gross Profit 607.03 22.94 630.55 21.57 (3.73)
Slide 14: The 1st Quarterly 2026 Financial Statement
The 1st Quarterly 2026 Financial Statement Unit : MB The Equity Method 5000 2500 4000 2000 3,074 2,923 2,924 2,926 3000 1500 2,646 2000 1000 617 370 490 448 1000 362 500 0 0 Q1/2025 Q2/2025 Q3/2025 Q4/2025 Q1/2026 Sales Net Profit THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 15: THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 16: Die & Mold Sale
1,000 959 800 600 DIE & MOLD SALE 400 225 200 153 55 - 2023 2024 2025 2026 Operating Profit
Slide 17: Contact Investor Relations
Contact Investor Relations Download : The presentation files at www.thaistanley.com/Investor Relations/Analyst Meeting Presentation For further questions, please contact : Mrs. Amonrat Boonta : Investor Relations Tel : 662-581-5462-3 (10 lines) , 662-977-9555 ext. 1101 Fax: 662-581-5397 E-mail : amo
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