Siam Cement PCL (STU:TCM1)

€ 5 0 (0%) Market Cap: 6.06 Bil Enterprise Value: 14.68 Bil PE Ratio: 40.61 PB Ratio: 0.67 GF Score: 76/100

Q3 2021 Siam Cement PCL Earnings Call Transcript

Oct 28, 2021 / 02:00AM GMT

Release Date Price: €10 (+0.50%)

Transcript

Operator

(technical difficulty)

Roongrote Rangsiyopash

The Siam Cement Public Company Limited - President, CEO & Director

(technical difficulty) THB million prior year to THB 99 million this year. ASEAN, in terms of our centers, really no change. What changed is the export in South Asia, which is [merely] for chemicals and also for cement products. In terms of our HVA -- percentage of HVA sales actually improved from 32% in 2020 to 34% for the first 9 months this year.

New products also accounted for 15%, which is higher than the prior year. And also the Service Solution now accounting for about 5% of our total revenues. Now I'd like to give the floor to Thammasak [for the financial figures].

Thammasak Sethaudom

The Siam Cement Public Company Limited - VP of Finance & Investment and CFO

For financial part, as usual, we start with the EBITDA on Assets, which dropped from 12.3% to 11.3%. And this is basically from the COVID situation and inflation impact on the high oil price, high energy price. Hence the

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