SCI ELECTRIC PUBLIC COMPANY LIMITED Investor Presentation as of 3Q15 November 2015 For further information, please contact investor relations unit (ir@sci-groups.com) or visit our website at www.sci-mfgr.com 1
Content Section 1 Company Background 3 Section 2 Our Business 9 Section 3 Industry Outlook 18 Section 4 Financial Highlights 24 Section 5 Future Projects/ Investments 30 2
Company Background For further information, please contact investor relations unit (ir@sci-groups.com) or visit our website at www.sci-mfgr.com 3
Company Background • 1966 Founded as a manufacturer of small electrical appliances • Moved from manufactured small electrical appliances to electrical switch boards, 1976 cable trays, fuses, and relays • Founded SCI Electric Manufacturer Company with 1 million Baht registered capital and Phruttinarakorn family was a major shareholder 1987 • Capacity expansion and relocation of manufacturing facilities to Bangbor, Samutprakarn • Increased capital to 76.4 million Baht to cope with business growth and for investment in manufacturing of transmission line tower and telecommunication 1988-2002 tower under a subsidiary of Ajikawa & SCI Metal Tech Co., Ltd. with know-how support from AG Ajikawa Corporation (Japan) who also invested 13.8% of the Company ’ s capital • Expanded business to Lao PDR to begin with mini hydro-power project and 2006-2010 granted a permission to build and operate a 3.2 MW hydro-power plant • 2009 Registered Tadsalen Power Company in Lao PDR • Signed 30 years concession agreement with Lao PDR government 2012 4
Company Background • 2009-2012 Was awarded the 115 kV power transmission line project in Lao PDR • COD of Tadsalen 3.2 MW hydro-power plant in Lao PDR and granted a USD 94 million project of power distribution system in 4 major cities in Lao PDR by EDL • Founded SCI Holding Company for investment hydro-power plant and other renewable energy projects ( 100% shares in Tadsalen Power Company ) 2013 • Increased capital from 76.4 million Baht to 165 million Baht in right offering (RO) to restructure the company group structure. AG&SCIMT became SCI subsidiary after merged with WCP • Increased capital from 397.5 million Baht to 562.5 million Baht in right offering (RO) • 2015 Increased capital to Baht 750 million at par value Baht 1.00 each to offer 187.5 million shares in the initial public offering (IPO) and to listed on the Thailand Stock Exchange (SET) 5
Company Structure SCI Electric Public Company Limited (SCI) • Registered / Paid-up capital 750 Million Baht • Business : Switch board and cable tray and power transmission and distribution turnkey project 99.998% 99.96% SCI Holding Co., Ltd. (SCIH) Ajikawa & SCI Metal Tech Co., Ltd. (AG&SCIMT) • Registered Capital 108 Million Baht • Paid-up Capital 99.6 Million Baht • Registered / Paid-up capital 108 Million • Business : Investment on renewable Baht power plant • Business : Transmission line tower and 100% telecom tower manufacturer and galvanizing service provider Tadsalen Power Co., Ltd. (TAD) • Registered in Lao PDR • Registered / Paid-up capital 3.3 MUSD • Business : Hydroelectric power plant in Lao PDR 6
Shareholder Structure Phruttinarakorn Family Yanisrangkul Family 3% 2% Pheanvitayaskul Family 4% 70% 1% 65% 750M Shares AG Ajikawa (Thailand) Co., Ltd. Others 25% Free Float *Phruttinarakorn family, Yanisrangkul family and Pheanvitayaskul family are related family 7
Board of Directors Name Position Chairman of the Board / Independent Director 1. Noppol Milinthanggoon Chairman of the Risk Management Committee / Independent 2. Pranee Phasipol Director / Remuneration Director Risk Management Director / Independent Director 3. Chattong Tippayakalin Risk Management Director / Independent Director 4. Chaovana Viwatpanacharti Chairman of the Remuneration Committee / Independent 5. Sumeth Chailertvanitkul Director Director / Remuneration Director 6. Aunada Phruttinarakorn 7. Kriangkrai Pheanvitayaskul Director 8. Thanawat Yanisrangkul Director 9. Sirichai Phruttinarakorn Director 10. Vichai Yanisrangkul Director 8
Our Business For further information, please contact investor relations unit (ir@sci-groups.com) or visit our website at www.sci-mfgr.com 9
Products and Services 1. Switch Board, 1.1 Electrical Switch Board Cable Tray and • Manufacture, design and install electrical switch board, main distribution Supporting Systems board (MDB), control panel and related equipment with IEC standard. 2. Transmission & Telecom Tower, Steel Fabrication and Gulvanising Service 3. Power Transmission and Distribution Turnkey Projects 1.2 Cable Tray and SUPPORTING SYSTEM • Manufacture cable tray for use in private buildings, factories and electric 4. Renewable Power railway systems. Plant 10
Products and Services 1. Switch Board, 2.1 power Transmission Line Tower Cable Tray and • Manufacture and distribute transmission line towers used for transmitting Supporting Systems electricity from power plant to substation • Varieties of voltage of transmission line towers can be produced including 69 2. Transmission & kV, 115 kV, 230 kV and 500 kV. The tower height ranges from 30m up to Telecom Tower, 100m Steel Fabrication and Gulvanising Service 3. Power Transmission and Distribution Turnkey Projects 4. Renewable Power 2.2 Telecommunication Tower Plant • Manufacture steel towers for installing devices used in telecommunication systems including mobile phone networks and radio or television broadcasting systems. 11
Products and Services 1. Switch Board, 2.3 Steel Substation and Galvanized Steel Fabrication Cable Tray and • Take Off Structure - small lattice tower which support high voltage Supporting Systems transmission line from transmission line tower to electricity substation • Equipment Support – fabricated steel structure for supporting equipment in 2. Transmission & power substation Telecom Tower, Steel Fabrication • Produce galvanized steel fabrication and other related products such as and Gulvanising fabricated support structure for solar panel, railways steel bridge and steel Service railroad sleeper 3. Power Transmission and Distribution Turnkey Projects 4. Renewable Power Plant 2.4 Gulvanizing Service • Provide the galvanizing service to both internal and external parties (for internal: approx. 80%) 12
Products and Services 3 . Power Transmission and distribution turnkey project 1. Switch Board, Cable Tray and • Provide EPC (Engineering, Procurement and Construction) turn-key project Supporting Systems of high voltage transmission line and power distribution system in overseas: – High voltage transmission line system 2. Transmission & Telecom Tower, – Substation Steel Fabrication – Power distribution system and maintenance and Gulvanising Service 3. Power Transmission and Distribution Turnkey Projects 4. Renewable Power Plant 13
Products and Services 4 . Renewable power Plant - Hydroelectric 1. Switch Board, Cable Tray and • Tadsalen Power Company invested in Tadsalen hydroelectric power plant Supporting Systems (capacity 3.2 MW) located at Xepone, Savanakhet in Lao PDR. • Officially distributed power to EDL in 2013 with 30 year concession period 2. Transmission & (2013 – 2042). Telecom Tower, Steel Fabrication and Gulvanising Service 3. Power Transmission and Distribution Turnkey Projects 4. Renewable Power Plant 14
Current Project: PDSR-1 Power Distribution System Rehabilitation Project: PDSR • State-owned electricity authority in Laos (EDL) targeted to improve efficiency of low and medium voltage distribution systems in 4 major cities including Vientiane, Thakhek, Savannakhet and Pakse. • SCI were awarded as a turn-key contractor. • Total project value = 94 MUSD • Contract period = 36 months • Currently 99.5% completed and expected to be 100% complete within 4Q2015 Vientiane Thakhek Savannakhet Pakse 15
Customers Products & Services Customers End User • • • Switch Board Contractors Private sector (eg. Energy, Petrochemical, Transportation) • • Project Owners Cable Tray • Industrial sector • • Supporting Systems Traders • Government sector • High-rise building • • • Contractors Transmission Tower, Telecom Private sector (eg. Energy, Electrical, Tower telecommunication) • Project Owners • • Steel Fabrication Structure Industrial sector • • Gulvanizing Service Government and stated-own government sectors such as EGAT, PEA, MEA • • • Electricity consumers in Laos PDR High Voltage Transmission EDL Line And Power Distribution System Installation • • • Hydro Power Plant Electricity consumers in Laos PDR EDL 16
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