The document provides information on SNC's performance in various business segments in 2011-2012. It summarizes key financial data on sales, earnings, and ratios for the home appliance and automotive segments. The document also outlines SNC's plans to invest in two new subsidiaries, International Techno Pipe and SNC Creativity Anthology, to expand into manufacturing of home appliance parts and automotive components.

1. Opportunity day
18Feb13
Page 1

2. Agenda
Overall
Home Appliance Segment
Automotive Segment
Ratios
Page 2

3. SNC unit: MB
Y11 Y12 change
Sale 8,324 7,648 -8% Sale reduced due to OEM.
EAT reduced due to factory relocation,
EAT 520 494 -5% floods impact, minimum wages,
4000 800
Sale
preparation for new project , new factory
%EAT 6.2% 6.5% cost and OEM.
3105
3000 2714 600
+76% yoy
2248
2000 1888
1801 1710 400
1434 EAT
1070 209 +357% yoy
1000 200 177 176
111 134
105
79
23
0 0
6.5% 6.7% 7.7% 2.1% 7.4% 7.8% 4.6% 5.6%
1q11 2q11 3q11 4q11 1q12 2q12 3q12 4q12 1q11 2q11 3q11 4q11 1q12 2q12 3q12 4q12
Y07 Y08 Y09 Y10 Y11 Y12
Sale 2712 4021 4901 8248 8324 7648
EAT 206 99 139 381 520 494
% 7.6% 2.5% 2.8% 4.6% 6.2% 6.5%
Page 3

4. Home appliance segment
Page 4

5. Production in Thailand Unit: 1,000,000 units
Q4’11 Q4’12 Change Q4’11 Q4’12 Change
Q4 1.80 3.75 108% Q4 2.21 2.68 21%
Year 15.0 18.1 21% Year 13.1 12.5 -5%
20 18.1 19.0 20
15.7 15.0 14.3 13.1
15 15 12.5 13.1
10.7 11.8
10 10
5 5
47% -4% 21% 5% 21% -8% -5% 5%
0 0
Y2009 Y2010 Y2011 Y2012 Y2013-F Y2009 Y2010 Y2011 Y2012 Y2013-F
Air conditioner Compressor
Q4’11 Q4’12 Change Q4’11 Q4’12 Change
20 20
Q4 1.19 1.92 61% Q4 1.47 1.67 14%
15 Year 6.2 7.4 19% 15 Year 6.6 6.9 5%
10 7.4 8.4 10 7.4
6.2 6.6 6.9
4.7 5.7 4.8 5.4
5 5
21% 9% 19% 14% 12% 22% 5% 8%
0 0
Y2009 Y2010 Y2011 Y2012 Y2013-F Y2009 Y2010 Y2011 Y2012 Y2013-F
Refrigerator Washing machine
Page 5 Source: EEI

6. Home appliance unit: MB
Y11 Y12 change
Sale 7,650 6,694 -12%
EAT 425 419 -1% Sale & EAT reduced due to OEM.
%EAT 5.5% 6.3%
4000
Sale 1,000
EAT
2942 800
3000
2530
600
2023 +71% yoy
2000
1586 1623
1462 400
1227
951
1000 185 +230% yoy
200 140 160
107
77 76 76
23
0 -
5.5% 6.3% 6.3% 2.4% 6.7% 7.9% 5.2% 4.7%
1q11 2q11 3q11 4q11 1q12 2q12 3q12 4q12 1q11 2q11 3q11 4q11 1q12 2q12 3q12 4q12
Page 6

7. Automotive Segment
Page 7

8. %
Thailand Car Assembly
CAR Q4’11 Q4’12
Increase
Assembly 173 730 322%
Domestic
124 436 252%
Sales
Unit: 1,000 Cars
2,428 2,500
2,500 Domestic
Export 67%
2,000 50%
1,645 -11% 59% 1,250
1,458 1,435
1,500
999 65%
49%
800 55%
1,000 795
55%
548 50%
51% 41% 1,250
500 845
45% 993
45% 663
451
0
Y2009 Y2010 Y2011 Y2012 Y2013-F
Page 8 Source: The Federation of Thai Industries & Thailand Automotive Institute

9. Automotive unit: MB
Y11 Y12 change
Sale 674 954 +42%
EAT 93 95 +2% EAT reduced due to price reduction
and factory relocation in 3q12.
%EAT 14% 10%
500 100
Sale EAT
400 80
+121% yoy
60
300 266
248
+2,900% yoy
208 215 225 40 37
184 34
200 28 29
162
23
120 19 19
20
100
0
(1)
20% 14% 16% -0.4% 13% 8% 7.7% 11%
-
1q11 2q11 3q11 4q11 1q12 2q12 3q12 4q12
1q11 2q11 3q11 4q11 1q12 2q12 3q12 4q12 -20
Page 9

10. Page 10

11. Cash cycle
Y11 Y12
INV,
INV
12
, 12
AP, AP,
AR ,
AR , (64)
(56) 46
40
CCC CCC,
, (3) (6)
Y07-Y11 : +20 +13 +6 +1 -3
Page 11

12. times
ROA ROE D/E Net Debt
40% 2.0
Debt was mainly from Trade
AP. 4q12 production volume
30% 28% 1.5 was higher than 4q11.
25%
20% 18% 1.0 0.9
14%
0.6 0.6
10% 0.5
0.2
0% -
2011 2012 2011 2012
ROA : Y07-Y11 : 12%, 5%, 6%, 16%, 18% D/E : Y07-Y11 : 0.6, 0.6, 0.5, 0.9, 0.6
ROFA: Y07-Y11 : 37%, 17%, 17%, 45%, 50% Net debt : Y07-Y11 : 0.0, 0.2, 0.1, 0.4, 0.2
ROE : Y07-Y11 : 17%, 5%, 8%, 22%, 28%
Page 12

13. Baht Baht
BVPS SPS EPS DPS
Policy ≥ 50% of EAT
40 3
3.5 times
30 3.2 times 88% 93%
24.5 2 1.81 1.72 1.60
21.9 1.60
20
(1.00+0.60) (1.00+0.60)
1
10 6.7 7.0
- -
2011 2012 Y11 Y12
BVPS : Y07-Y11 : 6.1, 5.9, 5.9, 6.3, 6.7 EPS : Y07-Y11 : 0.99, 0.33, 0.48, 1.33, 1.81
SPS : Y07-Y11 : 13.0, 4.0, 6.4, 18.6, 21.9 DPS : Y07-Y11 : 0.55, 0.45, 0.70, 1.00, 1.60
DPS : Y07-Y11 : 66%, 136%, 145%, 75%, 88%
Page 13

14.  International Techno pipe Co., Ltd: manufacturer of home
appliance parts which made from copper pipe.
 Investment 50 MB
 1q13: income recognition
 SNC Creativity Anthology Co., Ltd: manufacturer of aluminum
forging and aluminum condenser.
 Investment 500 MB
 1q-3q13: factory construction
 4q13: prototype
 1q14: income recognition.
 Funding: bank loan.
Page 14

15. Thank you
Page 15