Thai Stanley Electric Public Co., Ltd. · SET:STANLY
Thai Stanley Electric Public — Q2 2026 Earnings Presentation
18 slides from Thai Stanley Electric Public's earnings presentation, Oct 29, 2026
Slide 1: Q2/2026 Operation Result Information
WELCOME · ANALYST MEETING Q2/2026 Operation Result Information Thai Stanley Electric Public Company Limited The completely integrated manufacturer of world class automotive lighting PRESENTER DATE PERIOD COVERED Apichart Lee-issaranukul October 29, 2026 Q2/2026 (July – September 2026) THAI STANLEY E
Slide 2: Agenda
Agenda Market Trend – 2026 (July – August) 1 4W and 2W market: sales and production The 2nd Quarterly 2026 Financial Statement 2 Financial position · Income · Quarterly trend · Die & Mold · New products THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED 2
Slide 3: Market Trend at a Glance
Market Trend at a Glance July – August 2026 vs 2025 · thousand units 4W M ARKET SALES 4W PRODUCTIO N 2W DOM ESTIC SALES 2W PR ODUCTIO N Motorcar · domestic + export Motorcar Motorcycle Motorcycle 263 K units 242 K units 310 K units 327 K units 9.5% vs 2025 8.5% vs 2025 +13% vs 2025 +3.4% vs 2025 274
Slide 4: 4W (Motorcar) Market Sales
4W (Motorcar) Market Sales July – August 2026 · domestic and export · thousand units TOTAL SALES DOMESTIC EXPORT 263 K units 119 K units 144 K units +9.5% vs 240 in 2025 +9% vs 97 in 2025 +0.69 % vs 143 in 2025 Monthly sales · Apr 2025 – Jun 2026 Domestic Export 160 133 138 134 132 140 140 133 130 1
Slide 5: 4W (Motorcar) Production
4W (Motorcar) Production July – August 2026 · thousand units PRODUCTION · JUL – AUG 2026 LATEST MONTH · JUN -26 243 K units 120 K units + 8.9% vs 223 in 2025 −7.7% vs 130 in Jun-25 Monthly production · Apr 2025 – Jun 2026 2025 2026 139 136 133 130 128 130 123 125 114 118 118 120 118 111 112 104 104
Slide 6: 2W (Motorcycle) Market
2W (Motorcycle) Market July – August 2026 · domestic sales and production · thousand units 2W DOMESTIC SALES 2W PRODUCTIO N 310 K units 327 K units +13.13% vs 274 in 2025 +3.48% vs 316 in 2025 Monthly production · Jul 2025 – Aug 2026 2025 2026 193 188 183 177 176 170 157 165 157 161 166 156 151 150
Slide 7: Market Trend at a Glance
Market Trend at a Glance July – August 2026 vs 2025 · thousand units 4W M ARKET SALES 4W PRODUCTIO N 2W DOM ESTIC SALES 2W PR ODUCTIO N Motorcar · domestic + export Motorcar Motorcycle Motorcycle 263 K units 242 K units 310 K units 327 K units 9.5% vs 2025 8.5% vs 2025 +13% vs 2025 +3.4% vs 2025 274
Slide 8: Agenda
Agenda Market Trend – 2026 (July – September) 1 4W and 2W market: sales and production The 2nd Quarterly 2026 Financial Statement 2 Financial position · Income · Quarterly trend · Die & Mold · New products THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED 8
Slide 9: Statement of Financial Position
Statement of Financial Position End of September 2026 vs end of March 2026 · Equity method · MB Funding structure Mar 2026 Change Share of total assets, end of Sep 2026 Sep 2026 (MB) (MB) Change (MB) (%) Current Assets 12,275.20 12,232.54 42.66 0.35 Non-Current Assets 11,895.62 12,157.07 (261.46) (2
Slide 10: Statement of Income
Statement of Income Three-month period, Q2/2026 vs Q2/2025 · Equity method (MB) SALES AND SERVICES GROSS MARGIN NET PROFIT NET MARGIN 3,135.14 MB 22.08% 567.72 MB 18.11% +1.98% vs 3,074.26 −0.78 pt vs 22.86% −7.92% vs 616.56 −1.95 pt vs 20.06% Q2/2026 (MB) % of sales Q2/2025 (MB) % of sales Change (
Slide 11: From Gross Profit to Net Profit
From Gross Profit to Net Profit Q2/2026 · three months ended September 2026 · MB Net margin 18.11% Q2/2025: 20.06% 692.34 −305.39 +88.51 689.88 −122.16 +214.42 567.72 Gross profit Selling and Other income Share of profit Profit before Income tax and Net profit admin. expenses from investments income
Slide 12: Quarterly Sales and Net Profit
Quarterly Sales and Net Profit Q1/2025 – Q2/2026 · Equity method · MB Q2/202 6 SALES Sales (MB) 3,135 MB 2,923 3,074 2,924 2,926 2,646 3,135 +1.98% vs Q2/2025 Q2/202 6 NET PROFIT 568 MB Net profit (MB) 617 490 568 −7.92% vs Q2/2025 370 448 362 Q2/202 6 NET M ARGIN Q1/2025 Q2/2025 Q3/2025 Q4/2025 Q1/
Slide 13: Die & Mold Business
Die & Mold Business Sales and operating profit, 2023 – 2026 · MB Sales and operating profit · MB Sales Operating profit 959 2026 SALES 959 MB ×4.3 vs 225 in 2025 225 153 165 43 55 20 14 OPERATING PROFIT 2026 ≈165 MB 2023 2024 2025 2026 Operating profit values are read from the bar heights in the ori
Slide 14: NEW PRODUCT
NEW PRODUCT THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 15: New Click
NEW PRODUCT T-HONDA New Click THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 16: All new PAJERO
NEW PRODUCT MMTh All new PAJERO THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED
Slide 17: Contact Investor Relations
Contact Investor Relations Download the presentation files at www.thaistanley.com/Investor Relations/Analyst Meeting Presentation For further questions, please contact Mrs. Amonrat Boonta Investor Relations Tel 662-581-5462-3 (10 lines), 662-977-9555 ext. 1101 Fax 662-581-5397 E-mail amonrat_boonta@
Slide 18: Analyst Meeting
WELCOME · ANALYST MEETING THAI STANLEY ELECTRIC PUBLIC COMPANY LIMITED Analyst Meeting สแกน QR Code เพื่อเข้าร่ วมการประชุม Date Thursday, 29 October 2026 Time สแกนที่นี่เพื่อเข้ าร่ วม 10:30 – 11:30 น. Scan to join Venue AD Meeting Room 1, 1st Floor, Administration Office
Thai Stanley Electric Public Company — Q2 2026 Earnings Presentation on 6ix