Frasers Property Thailand Analyst Meeting 2/2019 2nd Quarter Fiscal Year 2019 Earnings Three Months Ended March 31, 2019 Logistics Park Wangnoi, Ayutthaya
Important Notice & Disclaimer Statements in this presentation constitute “forward - looking statements”, including forward -looking financial information. Such forward- looking statements and financial information involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Frasers Property (Thailand) Public Company Limited (“FPT”) and its subsidiarie s or industry results, to be materially different from any future results, or FPT performance or achievements expressed or implied by such forward-looking statements and financial information. Such forward-looking statements and financial information are based on numerous assumptions regarding the present and future business strategies and the environment in which the FPT and its subsidiaries will operate in the future. Because these statements and financial information reflect FPT’s current views concerning future events, these statements and financial information necessarily involve risks, uncertainties and assumptions. Actual future performance could differ materially from these forward-looking statements and financial information as a result of these risks, uncertainties and assumptions and you are cautioned not to place undue reliance on these statements and financial information. FPT expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statement or financial information contained in this presentation to reflect any change in FPT’s expectations with regard thereto or any c hange in events, conditions or circumstances on which any such statement or information is based, subject to compliance with all applicable laws and regulations and/or the rules of the Stock Exchange of Thailand, the Securities and Exchange Commission and/or any other regulatory or supervisory body or agency. This presentation includes market and industry data and forecast that have been obtained from internal survey, reports and studies, where appropriate, as well as market research, publicly available information and industry publications. Industry publications, surveys and forecasts generally state that the information they contain has been obtained from sources believed to be reliable, but there can be no assurance as to the accuracy or completeness of such included information. FPT has not independently verified any of the data from third party sources or ascertained the underlying economic assumptions relied upon therein. The information contained in this document is strictly confidential and is made available to the recipient on the condition that it will be held in complete confidence. Any reproduction or distribution of this document in whole or in part, or the disclosure of any of its Presentations, without prior expressed or written consent of the Company is prohibited. The information contained in this document has been compiled from sources believed to be reliable. The accuracy and completeness of such information, however, is not guaranteed nor warranted. Nothing in this presentation should be construed as financial, investment, business, legal or tax advice and you should consult your independent advisors. 2 Frasers Property Thailand - Analyst Meeting 2/2019
Agenda Quarterly highlights Transforming FPT into a valuable, scalable and integrated real estate platform Operating and financial outlook 3 Frasers Property Thailand - Analyst Meeting 2/2019
Quarterly Highlights Logistics Park Wangnoi, Ayutthaya
2Q19 Key Highlights Outstanding Accelerated Modest Earnings Strategic Transformational Operating Build-to-Suit with Recurring Partnership Growth Performance Development Income Growth ✓ Ongoing ✓ YTD 1H19 Revenue ✓ Strategic ✓ 144K sq.m. YTD ✓ +100,000 jumped +85% Y-o-Y , Net Add (AUM) partnership with implementation of sq.m. BTS ✓ 73% OCC Rate ‘ Organizational Mitsui Fudosan with YTD net profit of projects secured Excellence’ under and PBA Group THB 763 mn , up from food & retail of factory (AUM) up the new branding groups ✓ Launched VTO from 69% in Mar-18 +54% Y-o-Y ✓ 85% OCC Rate ✓ ‘ Transformational ✓ Strong pipeline ✓ THB 80 mn Core Profit to acquire GOLD Growth’ of FPT’s of warehouse in line with strategic for 2Q19 from healthy with potential platform capability (AUM) up from recurring income. roadmap to become customers across for long-term 73% in Mar-18 Normalized income excl. a fully-integrated high growth sector shareholder value ✓ 79% OCC Rate for real-estate platform sales of assets rose including logistics, total AUM. +7.3% Y-o-Y food & automotive Frasers Property Thailand - Analyst Meeting 2/2019
JustCo Capital Tower, All Seasons Place Transforming FPT into a valuable, scalable and integrated real estate platform
Creating a valuable, scalable integrated real estate platform A leading provider of a smart integrated platform that provides complementary real estate services 2020 and beyond 2019 Growth Strategies January 2019 JV with 2018 to develop logistics park near a river port in Bangkok Customer Centric Investment and Partnership Initiatives February 2019 April 2018 VTO of JV with to expand into residential, to develop hyperscale commercial and hospitality 2017 Data & business Multi Asset Class data centre in Thailand Technology Platform Development April 2019 July 2018 Frasers Property Setup a JV in Thailand JV with became major and acquired 10% in to provide co-working space shareholder of a leading robotic and business in Thailand TICON. (*rebranded automation company to FPT in 2019) Introduced new BTS April 2019 development model. JV with to develop logistics parks Businesses Industrial Data Centre Co-working Automation Residential Commercial Hospitality space 7 Frasers Property Thailand - Analyst Meeting 2/2019
Gearing to Build-to-suit portfolio expansion Bangna Logistics Park, Thailand Bangkok Logistics Park Co.,Ltd FPRA Target new lease of BTS over 120,000 sq.m. in 2019 valued THB 3 billion 8 Frasers Property Thailand - Analyst Meeting 2/2019
Capturing more value from new technology growth model Supply Chain Evolution Before After Big Data Cloud Machine 3D The Sharing Internet of Digital Advance Analytics Computing Learning Printing Economy Things Supply Chain Robotics Factory and Warehouse 4.0 Seamless connectivity Resilience to respond with suppliers to disruptors Reliable service Agility to quickly react to market changes to customers Cost of effective Sustainability aligned Source: SCM World Future of Supply Chain Survey 2016, www.cbinsights.com speed to market to operations Modern warehouses stretch beyond leasing of spaces Next-generation of supply chain will change requirement of industrial and logistics assets in terms of network location, size and facility design Emergence of modern smart industrial and logistics space , that integrates technology and hardware solutions Urbanization trends give rises to distribution facilities close to the densely populated area 9 Frasers Property Thailand - Analyst Meeting 2/2019
Customer centric strategy is core to FPT’s business model Traditional Approach Customer-Centric Approach Building design first, Operation fit in later Operation workflow planning first, Building design fit for the purpose (Client is the point of contact in the whole process) (FPT is the point-of-contact in the entire process) BTS On time Developer BTS Delivery Developer Within budget Landlord MHE Landlord MHE vendors (RBW) vendors (RBW) Frasers BTS Property Flexible Lease Thailand Seamless & Hassle-Free Fitout Interior Fitout Interior vendors Design vendors Design One-Stop solution to * Fitout includes CCTV, security access, etc. support 10 Frasers Property Thailand - Analyst Meeting 2/2019
BTS Target of 120,000 sq.m. in 2019 High demand in Bangplee area Bangplee Strategic Location ▪ FPT total development of 365,000 sq.m. ▪ Occupancy Rate 95%+ ▪ FMCG, Food, e-Commerce, 3PLs ▪ Strongest BTS demand and rates Bangplee 1 Bangplee 3 Bangplee 4 Bangplee 2 Bangplee 5 Bangplee 6 11 Frasers Property Thailand - Analyst Meeting 2/2019
Executing new initiatives - Cold Chain Distribution Center Complex & high-tech food processing and cold chain distribution center 2 nd Phase of Bangplee, Samutprakarn 20,000 sq.m. 1 st Phase of 30,000 sq.m. 4PL food operator that specialised in Cold Chain Logistics and Multi Temperature Food Distribution technology. This new 30k sq.m. facility will be built on a 31 rai land parcel is expected to be completed by 1Q 2020. It will include a 3,400 sq.m. high bay pallet store up to a height of approx. 34 meters. 12 Frasers Property Thailand - Analyst Meeting 2/2019
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