SCGC Acquisition and Expansion Strategy

P.28 Thai market Despite Q4/22 demand registering y-o-y percentage improvement, actual tonnage in Q4/22 was lower than Q3/22 while FY2022 cement tonnage remained significantly below pre-COVID level. Housing products demand rose to pre-Covid level in FY2022. Q1/21 Q2/21 Q3/21 Q4/21 Q1/22 Q2/22 Q3/22 Q4/22 FY21 FY22 Grey cement +3% -2% -12% -5% -3% -7% +6% +3% -4% -0.5% Residential +2% -4% -12% -5% -4% -7% +5% +2% -5% -1.6% Commercial +2% -5% -19% -6% -3% -6% +8% +3% -7% +0.2% - Infrastructure +6% +2% -9% -4% -1% -6% +6% +4% -1% +0.4% Ready-mixed +2% -1% -16% -6% -6% -7% +9% +4% -5% -1% concrete Housing +8% -1% -5% -2% 0% -2% +8% +11% 0% +4% products Ceramic tiles* +3% +6% -13% 0% -2% -2% +8% +2% -1% +1% I Note: * Demand growth of Ceramic tiles of Q4/22 was from actual data (Actual Oct-Nov) and Dec estimated SCG

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