This document appears to be a presentation covering the performance of SNC's home appliance and automotive segments in the first quarter of 2013. The key points covered are: - Home appliance sales were up 29% year-over-year in Q1 2013 driven by strong growth in air conditioner, refrigerator, and washing machine production in Thailand. - Automotive segment sales grew 21% year-over-year in Q1 2013 with increases in both automotive pipe and plastic parts sales. - Thailand's car assembly volumes increased 44% in Q1 2013 compared to Q1 2012, with a 48% rise in domestic car sales. - Overall, SNC's financial metrics such as ROA

1. Page 1
Opportunity day
7May13

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

3. Page 3
136
176
79
105
159
-
200
400
600
800
1q12 2q12 3q12 4q12 1q13
SNC
1,801
2,248
1,710
1,888
2,313
0
1000
2000
3000
4000
1q12 2q12 3q12 4q12 1q13
unit: MB
7.5% 7.8%
Sale EAT
4.6% 5.6%
+28% yoy
+17% yoy
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%
6.8%
HA 132
Auto 34
SSMA -4
SCAN -3
Total 159
HA 109
Auto 28
SSMA -1
SCAN 0
Total 136
HA 1,586
Auto 215
SSMA 0
SCAN 0
Total 1,801
HA 2,053
Auto 260
SSMA 0
SCAN 0
Total 2,313

4. Page 4
Home appliance segment

5. Page 5
4.8 5.4 6.6 6.8 7.4
0
5
10
15
20
Y2009 Y2010 Y2011 Y2012 Y2013-F
4.7 5.7 6.2 7.2
8.4
0
5
10
15
20
Y2009 Y2010 Y2011 Y2012 Y2013-F
11.8
14.3 13.1 12.4 13.1
0
5
10
15
20
Y2009 Y2010 Y2011 Y2012 Y2013-F
10.7
15.7 15.0
18.1 19.0
0
5
10
15
20
Y2009 Y2010 Y2011 Y2012 Y2013-F
Production in Thailand Unit: 1,000,000 units
Air conditioner Compressor
Refrigerator Washing machine
Source : EEI. Y13 : estimated by SNC
47% -4% 21% 21% -8%
21% 9% 16% 12% 22% 4%
-6%
Y’12 Y’13 Change
Q1 4.3 5.0 16%
Year 18.1 19.0 5%
Y’12 Y’13 Change
Q1 3.0 3.1 3%
Year 12.4 13.1 6%
Y’12 Y’13 Change
Q1 1.6 1.7 3%
Year 7.2 8.4 16%
Y’12 Y’13 Change
Q1 1.8 3.6 100%
Year 6.8 7.4 9%
5% 6%
16% 9%

6. Page 6
Production in Thailand (Q1)
4.3
3.3
0
1
2
3
4
5
6
Q1/Y2012 Jan-Mar/Y2013
3.0
2.1
0
1
2
3
4
Q1/Y2012 Jan-Mar/Y2013
1.6
1.1
0.0
0.5
1.0
1.5
2.0
Q1/Y2012 Jan-Mar/Y2013
1.8
2.4
0.0
1.0
2.0
3.0
4.0
Q1/Y2012 Jan-Mar/Y2013
Unit: 1,000,000 units
Air conditioner Compressor
Refrigerator Washing machine
Q1-F
5.0
Q1-F
3.1
Q1-F
1.7
Q1-F
3.6
Source : EEI. March: estimated by SNC

7. Page 7
Home appliance
1,586
2,023
1,462
1,623
2,053
0
1000
2000
3000
4000
1q12 2q12 3q12 4q12 1q13
109
160
76 76
132
-
200
400
600
800
1,000
1q12 2q12 3q12 4q12 1q13
6.9% 7.9%
Sale EAT
5.2%
unit: MB
+21% yoy
4.7% 6.4%
Sale+29% yoy
OEM 963
Parts 1,090
Total 2,053
OEM 649
Parts 937
Total 1,586
OEM 13
Parts 96
Total 109
OEM 26
Parts 106
Total 132

8. Page 8
Automotive Segment

9. Page 9
Thailand Car Assembly
845
663
993
308
1,250
800
795
1,435
413
1,250
0
500
1,000
1,500
2,000
2,500
Y2010 Y2011 Y2012 Q1'2013 Y2013-F
Domestic
Export
Unit: 1,000 Cars
721
1,645 1,458
43%
57%
51%
49%
45%
55%
41%
59%
2,500
-11%
2,428
50%
50%
Source: The Federation of Thai Industries & Thailand Automotive Institute
CAR Q1’12 Q1’13
%
Increase
Assembly 500 721 44%
Domestic
Sales
279 413 48%
67%

10. Page 10
Automotive
215 225
248
266 260
-
100
200
300
400
500
1q12 2q12 3q12 4q12 1q13
28
19 19
29
34
0
20
40
60
80
100
1q12 2q12 3q12 4q12 1q13
8%13%
Sale EAT
7.7%
unit: MB
11%
+21% yoy
+21% yoy
13%
Pipe 193
Plastic 67
Total 260
Pipe 172
Plastic 43
Total 215
Pipe 29
Plastic 5
Total 34
Pipe 24
Plastic 4
Total 28

11. Page 11

12. Page 12
AP,
(73)
CCC,
(8)
AR ,
52
INV,
13
Jan-Mar2013
AP,
(64)
CCC,
(6)
AR ,
46
INV,
12
Y12
Cash cycle
Y07-Y12 : +20 +13 +6 +1 -3 -6

13. Page 13
14%
17%
25%
31%
0%
10%
20%
30%
40%
Y12 1q13
ROA ROE
ROA : Y07-Y12 : 12%, 5%, 6%, 16%, 18%, 14%
ROFA: Y07-Y12 : 37%, 17%, 17%, 45%, 50%, 36%
ROE : Y07-Y12 : 17%, 5%, 8%, 22%, 28%, 25%
0.92 0.98
D(int)/E,
0.02
D(int)/E,
0.02
-
0.5
1.0
1.5
2.0
Y12 1q13
D/E D(int)/E
D/E : Y07-Y12 : 0.6, 0.6, 0.5, 0.9, 0.6, 0.9
D(int)/E : Y07-Y12 : 0.0, 0.0, 0.0, 0.0, 0.0, 0.02
times

14. Page 14
7.0 7.6
24.5 24.6
-
10
20
30
40
31/12/12 31/3/13
BVPS SPS
BVPS : Y07-Y12 : 6.1, 5.9, 5.9, 6.3, 6.7, 7.0
SPS : Y07-Y12 : 13.0, 4.0, 6.4, 18.6, 21.9, 24.5
Baht
1.81 1.721.60 1.60
-
1
2
3
Y11 Y12
EPS DPS
EPS : Y07-Y12 : 0.99, 0.33, 0.48, 1.33, 1.81, 1.72
DPS : Y07-Y12 : 0.55, 0.45, 0.70, 1.00, 1.60, 1.60
DPS : Y07-Y12 : 66%, 136%, 145%, 75%, 88%, 93%
Baht
Policy ≥ 50% of EAT
(1.00+0.60) (1.00+0.60)
93%88%
3.5 times 3.25 times

15. Page 15
SPEC
SCAN
(Phase 1)
SSMA
SCAN Progress of Factory Construction

16. Page 16
Construction Site
Piling of D-Center (Finished) Piling of Factory (Finished) Reinforce Concrete Work
(under construction)
Steel Work
(start)
Concrete Road Worker Camp

17. Page 17
Thank you