PTT Group Financial and Strategic Insights slide image

PTT Group Financial and Strategic Insights

NBI Businesses: Power - GPSC Upcoming Projects to Bolster Future Growth Energy Recovery Unit (ERU) SCOD | 2023* SPP Replacement - Stage 1 | Glow Energy Phase 2 SCOD | Q4/2022 SERU Electricity (MW) 250 4021 75.45% Steam (ton/hr.) 175 GLOW Electricity 192 (MW) 4Q21 62.90% Steam (ton/hr.) 300 AEPL: Solar Power Platform in India Contracted Capacity GPSC Hold 4,608 MW 41.6% *of shares Project Operating MW COD 2,205 As of Q4/2021 (23 projects) Under construction 2,403 2022- 2023 (13 projects) CFXD : Offshore Wind Power Plant in Taiwan SCOD | Q1/2024 ptt Contracted Capacity 595 MW GPSC Hold 25% of shares 4S Corporate Strategic Progress and Outlook S1: Strengthen and Expand the Core Recurring Synergy Value NO CEREMONY GLOW SPP has signed construction contract with JEL and TJEL (SCOD 2024) As of 2021, the recognized synergy value was 1,633 MB (after-tax) from O&M, procurement and corporate functions. 2022 Target > 1,600 MB per year GLOW SPP 2 uses advanced technology to increase the project efficiency, the stability of the network, serving energy demand of EGAT and Us as well as being environmentally friendly. S2: Scale-Up Green Energy Solar Projects in Taiwan Sheng Yang Project S3: S-Curve and Batteries SemiSolid Energy Storage Unit Production Plant GPSC pa tw UDSE GCELL SCELL GPSC Holds | 45.00% of shares Installed Capacity | 55.8 MW Increased 25.11 MW equity capacity to our portfolio Revenue recognition since May 28, 2021 Offshore Wind in Taiwan Changfang Project and Xidao Project (CFXD) GPSC Holds | 25.00% of shares Installed Capacity | 595 MW Increased 149 MW equity capacity to our portfolio 2022 Target: The transfer of shares will be completed before the end of the 2nd quarter of 2022. 2457 S4: Shift to Customer-Centric Solutions "EECI Project Smart City for Innovation Development" VISTEC VIDYASIRIMEDHI FUR OF SCIENCE AND TEC Smart Energy 24M Technologies announces EV battery partnership with Volkswagen Smart Environment Smart People "G-Cell" Energy Storage Unit Production Plant with a total initial capacity of 30 MWh per year, the first in Southeast Asia that employs the SemiSolid technology "VW acquires 25% stake in 24M technologies" shows that 24M SemiSolid manufacturing platform offers the potential to substantially reduce capital and operating costs to meet rising demand for EVs. Investment in China AXXIVA 安瓦科技 HPEEL Investment in Anhui Axxiva New Energy Technology Co., Ltd. ⚫ Holding 11.1% equity interest for a battery manufacturing plant with a 1 GWh p.a. production capacity Serving the electric vehicle market in China Target to start of regular production in Q1/2023 EECI SMART NATURAL INNOVATION PLATFORM Smart Governanco Smart Living Start Economy Smart Mobility Smart Energy Technology Solar Rooftop 1.39 MW Solar Floating 0.1 MW ESS 1.2 MWh Block Chain System Peer to Peer Energy Trading Fill Energy Management Service ZERO Import Building ZERO Solar Shading 46
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