Opportunity Day 2Q2018 5 Sep 2018 Disclaimer: This presentation - - PowerPoint PPT Presentation

opportunity day
SMART_READER_LITE
LIVE PREVIEW

Opportunity Day 2Q2018 5 Sep 2018 Disclaimer: This presentation - - PowerPoint PPT Presentation

Opportunity Day 2Q2018 5 Sep 2018 Disclaimer: This presentation herein should be used for investor information only. It should not be used as an offer or invitation to purchase or sell BJCHI shares. Additionally, this presentation contains


slide-1
SLIDE 1

Opportunity Day

2Q2018

5 Sep 2018

slide-2
SLIDE 2

2

Disclaimer: This presentation herein should be used for investor information

  • nly. It should not be used as an offer or invitation to purchase or

sell BJCHI shares. Additionally, this presentation contains forward- looking statements and assumptions that are subject to risks and

  • uncertainties. Investors or readers using this material need to be

prudent when they make investment decisions.

slide-3
SLIDE 3

3

Contents

  • I. Project Update

II. 2Q2018 Operating Result III. High Potential & Potential Projects IV. Q&A

slide-4
SLIDE 4

4

  • I. 2Q2018 Project Update

No. Project Industry Location Status 1 TUPI FPSO Modules (03B) Oil & Gas Finished 2 SunSHIFT Solar Business Finished 3 4 5 6 TNT Ophir Cobre Panama UPGN Mining Oil & Gas Mining Oil & Gas Finished Ongoing Ongoing Ongoing

slide-5
SLIDE 5

5

  • I. Project Update – TUPI 03B
slide-6
SLIDE 6

6

  • I. Project Update - SunSHIFT
slide-7
SLIDE 7

7

  • I. Project Update - TNT
slide-8
SLIDE 8

8

  • I. Project Update - Ophir
slide-9
SLIDE 9

9

  • I. Project Update - Panama
slide-10
SLIDE 10

10

Contents

I. Project Update

  • II. 2Q2018 Operating Result

III. High Potential & Potential Projects IV. Q&A

slide-11
SLIDE 11

11

  • II. 2Q2018 Operating Result

Description (mil.bt) 2Q17 2Q18 YoY%

Total Revenue 246.8 260.0 5% Contracted Revenue 242.5 122.6

  • 49%

Other Income 2.4 5.4 127% Other - FX Gain/Loss 2 132.0 6851% COGS 224.5 207.5

  • 8%

SG&A 62.7 53.8

  • 14%

Earnings Before Taxes

  • 40.4
  • 1.4
  • 97%

Tax Expense 1.7 0.3

  • 80%

Net Income

  • 42.1
  • 1.8
  • 96%

GPM 7.4%

  • 69.3%

NPM

  • 17.1%
  • 0.7%
slide-12
SLIDE 12

12

  • II. 2Q2018 Operating Result

Contracted Revenue Breakdown

(57)

505 216 417 289 387 3 6 15 16 11 73 44 26 29 27 66 31

1Q17 2Q17 3Q17 4Q17 1Q18 2Q18

QGI TUPI 03B SunSHIFT TNT Other

M.THB

492 242 446 322 479 122

TUPI 03B, 2% SunSHIFT, 13% TNT, 59% Other, 25%

slide-13
SLIDE 13

13

  • II. 2Q2018 Operating Result

Backlog (as of 2Q2018)

slide-14
SLIDE 14

14

  • II. 2Q2018 Operating Result

Financial Status

M.THB

6,857.3 5,139.3 4,481.8 4,051.9 1,232.3 404.2 267.4 132.0 5,625.0 4,735.1 4,214.3 3,919.9

0.22 0.09 0.06 0.03

0.00 0.05 0.10 0.15 0.20 0.25 2,000 4,000 6,000 8,000 Total Assets Total Liabilities Shareholder Equity D/E (times) 2015 2016 2017 1H2018

slide-15
SLIDE 15

15

Contents

I. Project Update II. 2Q2018 Operating Result

III.High Potential & Potential Projects

IV. Q&A

slide-16
SLIDE 16

16

  • III. High Potential & Potential Projects

High Potential Projects Potential Projects

Total 10,338 M.THB Total 9,141 M.THB

slide-17
SLIDE 17

17

Contents

I. Project Update II. 2Q2018 Operating Result III. High Potential & Potential Projects

IV.Q&A

slide-18
SLIDE 18

Thank You

18