Company Presentation y October 2013 p
Disclaimer The information contained in this presentation is provided by Ananda Development Public Company Limited (the “Company”) to you solely for your reference The information is The information contained in this presentation is provided by Ananda Development Public Company Limited (the Company ) to you solely for your reference. The information is subject to change without notice, its accuracy is not guaranteed, has not been independently verified and does not contain all material information concerning the Company. None of the Company or any of its members, directors, officers, employees or affiliates nor any other person makes any representation or warranty (express or implied) regarding, and assumes any responsibility or liability for, the accuracy or completeness of, or any errors or omissions in, any information or opinions contained herein. None of the Company or any of its members, directors, officers, employees or affiliates nor any other person accepts any liability (in negligence, or otherwise) whatsoever for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection therewith. The presentation should not be regarded by recipients as a o soe e a s g o a y use o s p ese a o o s co e s o o e se a s g co ec o e e e p ese a o s ou d o be ega ded by ec p e s as a substitute for the exercise of their own judgment. The information contained in this document should be considered in the context of the circumstances prevailing at the time and has not been, and will not be, updated to reflect material developments which may occur after the date of the presentation This presentation is for information purposes only and does not constitute or form part of any offer or invitation for sale or subscription of or solicitation or invitation of any offer to or recommendation to buy or subscribe for any securities or an inducement to enter into an investment activity in any jurisdiction, nor shall it or any part of it form the basis of y y y y j y p or be relied on in connection with any contract, commitment or investment decision in relation thereto in any jurisdiction. No reliance may be placed for any purposes whatsoever on the information set forth in this presentation or on its completeness. This presentation contains projections and forward ‐ looking statements that reflect the Company's current views with respect to future events and financial performance. These views are based on a number of estimates and current assumptions which are subject to business, economic and competitive uncertainties and contingencies as well as various risks and these may change over time and in many cases are outside the control of the Company. You are cautioned not to place undue reliance on these forward looking statements. No assurance can be given that future events will occur, that projections will be achieved, or that the Company's assumptions are correct. Such forward ‐ looking statements are not guarantees of future performance and accordingly, the actual results, financial condition, performance or achievements of the Company may differ materially from those forecasted and projected or in the forward ‐ looking statements. 2
Company Overview Financial Highlights Business Overview i O i SECTION 1 B
Overview of Ananda Development One of Thailand’s leading real estate developers engaged in the development of condominium and landed housing projects in Bangkok and Greater Bangkok (1) , with the leading position by market share in condominiums within 300m of mass transit stations (1) Founded in 1999 and listed on the Stock Exchange of Thailand (“SET”) in December 2012 Provides an “Urban Living Solution” convenience of transportation and easy access to leisure establishments Provides an Urban Living Solution – convenience of transportation and easy access to leisure establishments Targets the Gen-C segment – middle income households / professionals (easy access to their place of work and living) Diversifies its product offering through landed housing as a secondary focus Awarded "Best High-Rise Architecture Thailand" for Morph 38 and "Best Interior Design Show Home Thailand“ for C-21 (21sqm unit) by Asia Pacific Property Awards in 2013, “Top 10 Developer Award” by the BCI Asia Awards 2012 and “Real Estate Project Award (Moderate Pricing)” by the Agency for Real Estate Affairs for the development of Maldives Beach Project in 2011 Market Leader in Mass Transit Condominiums (2) Comprehensive Coverage of Target Markets # 1 # 1 U it Units Categories Brands 12,006 (3) Luxury 7,181 High-end 4,346 4,171 Up-scale 2,225 1,948 645 602 Mid-range ANAN AP ND Sansiri LH PS Supalai MD Low-range Future Supply Existing Supply ANAN is a leading real estate developer with a unique product mix and investment proposition Source: Ananda Development PCL. 1. Includes Nonthaburi Province, Samutprakarn Province, Pathumthani Province, Nakornprathom Province and Samutsakorn Province. 2. CBRE Research and Consulting: Existing and Future Supply of Condominium Units within 300m of BTS and MRT Stations as of 2Q 2013. 3. Only ANAN includes future supply of acquired land plots. 4
Key Company Milestones ent Timeline Cumulative number of units launched by ANAN ANAN’s project developments by launch date Launched and completed 16,076 15,753 Launched and under construction 14,155 12,959 11,329 10,350 , oject Developm 9,011 8,049 7,733 7,204 6,501 5,566 5,145 4,804 4,357 3,867 3,601 3,203 2,727 1,555 1,206 757 339 ndominium Pro Ideo Id Ideo Mix Ideo Ideo Ideo Ideo Mobi Ideo Q Ideo Sukhumvit Morph 38 Ideo Ideo Q Mix Sathorn- Mobi Ideo Ratchatewi Ideo Ideo Verve Phaya- 103 Ideo Ideo Ideo Q Mobi Ashton Phahol- Taksin Sathorn Sathorn- Chula- Ratcha- thai Ladprao Verve Elio Ideo Mobi Ideo Ideo Mobi Wutthakat Ideo Rama 9 Phayathai Elio Samyan (1) yothin Tha Phra Ideo 5 Sukhumvit prarop Ratchada- Del Ray Charan- BluCove Sukhumvit BluCove Sukhumvit Ladprao Interchange Huaykwang Sukhumvit Sathorn 64 17 Con Aug, 2013 Oct, 2013 Jul, 2007 Oct, 2007 Nov, 2007 Dec, 2007 Feb, 2008 Jul, 2008 Sep, 2008 Nov, 2008 Aug, 2009 Feb, 2010 Feb, 2012 Mar, 2013 Jun, 2013 Jul, 1999 Jun, 2006May, 2007 Nov, 2010 Dec, 2012 Jun, 2013 y Milestones Nov, 2010 Dec, 2012 Dec, 2012 Jun, 2013 Jul, 1999 Jun, 2006 May, 2007 Acquired the IPO Acquired the Started JV ANAN was Started ADO (2) , Started remaining Raised remaining company with AD2 (3) , JV established JV company stake in AD2 THB5.6 bn stake in Mitsui with Pramerica company Engages in the from from ADO from ADO from Fudosan Fudosan Company Develop landed Develop landed with with real estate real estate housing projects Pramerica Pramerica Develop Pramerica business of condominiums around Develop developing close to mass Suvarnabhumi condominiums landed housing Airport transit stations close to mass projects transit stations Source: Ananda Development PCL. Note: Number of units is as of 30 September 2013 except Ideo Mix Sukhumvit 103 which its number of units is as of 30 June 2013. 1. A project under Ananda MF Asia Co., Ltd, a joint venture company with SEA Investment Five Pte. Ltd., a subsidiary of Mitsui Fudosan Co. Ltd. ANAN owns a 49.0% interest in the joint venture. 2. Refers to Ananda Development One. 3. Refers to Ananda Development Two. 5
Thailand’s Mass Transit Infrastructure Rollout Bangkok’s mass transit network is expected to expand significantly from a present 63 stations to 222 stations in 2019 Current Line (2013) ( ) Under Construction Future Plan (2019) ( ) 63 stations 119 stations 222 stations Each new station provides development opportunities for our Ideo brand within a 300 metres radius and Elio brand within a 301 – 600 metres radius Source: CBRE Research and Consulting. 6 6
Thailand’s Mass Transit Infrastructure Rollout (Cont’d) New stations being developed providing additional development opportunities 16 years Plan (2029) 254 stations Bangkok’s mass transit network is expected to expand significantly from 63 stations in 2013 to 254 stations in 2029 Source: CBRE Research and Consulting. 7 7
Our Product Offering Ideally Placed to Tap Demand Around Mass Transit Stations On Station Mass Transit (1) Landed Housing g Landed Housing g Mass Transit Related (2) Mass Transit Related (2) Mass Transit Related ( ) Mass Transit Related Distance from Mass Transit Station ~600m 300m 300m ~600m IDEO brand within 300m of a mass transit station. ELIO brand 301-600m. Landed housing in low density suburbs 1. Condominium projects located within 300 meters from a mass transit railway station as defined by CBRE Research and Consulting. 2. Condominium projects located within 301 meters to 600 meters from a mass transit railway station as defined by CBRE Research and Consulting. 8
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