CONTENTOpportunity Day 8 December 2014

• Company Overview• Company History• Business Operations• Competitive Advantages• Strategic Focus

• Projects• Past Projects• Current Projects• Future Projects

• Financials

• Stock Information

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8 December 2014

Company Overview

• Company History• Business Operations• Competitive Advantages• Strategic Focus

Company OverviewOpportunity Day

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8 December 2014

Company HistoryOpportunity Day

1994

• Founded at Maptaphut, Rayong

2001• Relocated to Nikompattana, Rayong and expanded capacity

• Began working with major oversea customers, including ITT

2002

• Certified ISO 9001:2000 (Quality Mgmt System)

2003• Registered with BOI (Import / Export License)

• Certified ASME Stamp Holder - S, U, U2 (PP), R and NB

2004

• Certified as per Safety Quality License (SQL) (China ML Authority)

2006

• Commenced Fabrication and Modularization projects in Australia

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8 December 2014

Company HistoryOpportunity Day

2008• Commenced Site Construction services. Projects in Congo and

Singapore.

2009

• Expanded to include Pre-cast Concrete services.

2010

• Received Taxpayer Recognition Award

2011 • Certified ISO 14001:2004 (Environment Mgmt System)

• Certified OHSAS 18001:2007 (Occupational Health and Safety

Mgmt System)

2013 • Transformed into a public limited company

• Established Galvanization Shop

• Established Grating Shop

2014 • New line-up in SET100 and MSCI Global Small Cap Index

• Commenced the FPSO modular project with Petrobras in Brazil

• Established Built-up Beam Shop

• Received CSR Award - Excellence in Supporting the Disabled

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8 December 2014

Business OperationsOpportunity Day

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SITE CONSTRUCTION• Mining Plant • Oil & Gas Plant • Power Plant • Industrial Plant

PRE-CAST CONCRETE• Core-loc (Breakwater) • Pre-cast Concrete Panel • Pre-stress Concrete Panel

8 December 2014

FABRICATION• Steel Structures • Storage Tanks • Fired Heaters/Boilers • Pressure Vessel/Piping • Grating • Built-up Beams

MODULARIZATION• Mining Plant Modules • Oil & Gas / FPSO Modules• Marine Plant Modules • Berth/Jetty Modules

Competitive AdvantagesOpportunity Day

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8 December 2014

On-Time Delivery• Decisive management team Flexibility• “One-Stop” in-house operations• Experience with large-scale projects• Excellent supplier relationships• Strong financial strength

Uncompromising Quality• Customer requirements consistently met• Stringent quality control throughout the

production process• International certifications for Quality

Management (ISO, ASME, NBIC)

Integrated Products• Steel Fabrication • Modularization • Site Construction & Commissioning• Pre-Cast Concrete• Engineering Drawing

Cutting-Edge Capabilities• Technical Advisory Committee• Land strategically located near ports• Integrated production facilities• Talented and motivated people• Strong financial strength

Strategic FocusOpportunity Day

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8 December 2014

Cost Reduction

Plant ModernizationModularized, Large-Scale,

Integrated

Products

Key Alliances

Portfolio Deepening & Diversification

People Development

Sustained Growth

8 December 2014

Our Projects

• Past Projects• Current Projects• Future Projects

Past Projects: Past CustomersOpportunity Day

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8 December 2014

Major Customers – Mining & Energy

Project Owners

Countries

• Australia

• South America• Brazil, Argentina

• Middle East• Iran, Libya, Oman,

Qatar, Saudi Arabia, UAE

• Asia• Thailand, Vietnam,

Singapore, Cambodia, Malaysia, Taiwan, Japan, Pakistan

• Europe• France, Hungary,

Italy, Turkey

• Africa• Congo, Algeria,

South Africa

• USA

EPC Contractors

Selected Past ProjectsOpportunity Day

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8 December 2014

• Customer: Alcan

• Project: Alcan Gove Calcination

• Location: Australia

• Period: 2006

• Volume: 7,000 tons

• Customer: Freeport-McMoran

• Project: TFM Mining Project

• Location: Congo

• Period: 2008-2009

• Volume: 5,250 tons

• Customer: BHP

• Project: RGP-5 Project

• Location: Australia

• Period: 2009-2010

• Volume: 4,400 tons

• Customer: FMG

• Project: FMG Solomon

• Location: Australia

• Period: 2011-2012

• Volume: 1,400 tons

Recently Completed 2014 ProjectsOpportunity Day

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8 December 2014

• Customer: Bechtel / EVT

• Project: Wheatstone LNG Plant

• Location: Australia

• Period: 2014

• Volume: 2,200 tons

• Customer: Rio Tinto / LOR

• Project: Cape Lambert Port B Phase B

• Location: Australia

• Period: 2013-2014

• Volume: 4,750 tons

• Customer: Rio Tinto / LOR

• Project: Cape Lambert Port B Phase C

• Location: Australia

• Period: 2014

• Volume: 2,000 tons

• Customer: APLNG / Origin

• Project: Pre-Assembly Unit

• Location: Australia

• Period: 2012-2014

• Volume: 7,000 tons

Current ProjectOpportunity Day

Petrobras FPSO Modules

Customer: Petrobras / QGI Brazil S.A.Location: BrazilProject: Petrobras FPSO P75 & P77Period: 2014 – 2015Work Volume: 22,000 Tons

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8 December 2014

Current ProjectOpportunity Day 9 JULY 2014

Roy Hill Package3

Customer: Roy Hill / Samsung / Laing O'RourkeLocation: AustraliaProject: Roy Hill Iron Ore ProjectPeriod: 2014 - 2015Work Volume: Total: 7,000 Tons

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Current ProjectOpportunity Day

APLNG Wellhead Separators

Customer: APLNG (Origin Energy & Conoco)Location: Port Headland in AustraliaProject: Australia Pacific LNG Upstream Period: 2012 – 2015 (3 Phases)Work Volume: Total: 1200 Skids

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8 December 2014

Current Backlog & High Potential ProjectsOpportunity Day

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8 December 2014

4,650

3,900

8 December 2014

3Q 2014 Financials

• Revenue & Profitability• Profit & Loss• Capex• Financial Position

2014 Revenue & ProfitabilityOpportunity Day

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8 December 2014

915901

1,021

1,247

9M 2014 Profit & Loss (end of 30 Sep)Opportunity Day

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8 December 2014

Description3Q13Actuals

1Q14Actuals

2Q14Actuals

3Q14Actuals

3Q14excl FX

loss

YTD 14

Total3Q14 vs.

2Q14

Revenue (Contracted & Other) 915 901 1,021 1,247 1,247 3,168 226

COGS 435 640 695 848 848 2,184 152

SG&A 75 91 91 134 81 317 43

Earnings Before Taxes 406 169 234 265 318 668 31

Tax expense (4) 1 2 7 7 10 4

Net Income 410 168 232 258 311 658 26

Gross Margin (excl Other) 51% 24% 28% 31% 31% 27% 2.5%

Net Income Margin 45% 19% 23% 21% 25% 21% -2.0%

9M 2014 CapexOpportunity Day

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8 December 2014

Improvements in capabilities, capacity, productivity & safety:• Automation: cutting, welding, others• Blasting & Painting• Built-up Beam• Grating, Handrails• Land purchase• Facility enhancements• Safe Lifting

*Note: includes 52m THB WIP

9M 2014 Capex477m THB*

9M 2014 Capex* m THB %

Machinery & Equipm't 241 51%

Building & Office 195 41%

Land 21 4%

Vehicles 19 4%

Grand Total 477 100%

Financial PositionOpportunity Day

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8 December 2014

(Unit: m THB, ratio) 2011 2012 2013 3Q14

Total Assets 985 1,883 4,836 4,891

Total Liabilities 422 584 445 610

Shareholders' Equity 563 1,299 4,392 4,282

D/E Ratio (time) 0.75 0.45 0.10 0.14

Stock Information

Lee Family 238,270,000 74.5%

Foreign investors 683,200 0.2%

Institutional Investors 32,897,400 10.3%

Other Local investors 48,109,400 15.0%

320,000,000 100.0%

BJCHI Stock informationOpportunity Day

Shares

Price (as of 24 Nov 2014) : 34.75 THB per ShareSector : Construction ServicesShares : 320 M Shares (Par 1 THB/share)Market Capitalization : 11,120 M THBDividend policy : At least 50% of net profit

Percentage

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8 December 2014

BJC Heavy Industries Public Company LimitedOpportunity Day

Question & Answer

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8 December 2014

Opportunity Day

Thank you for your time

DisclaimerThis presentation is not intended to be relied upon as advice to investors or potential investors and does not take

into account the investment objectives, financial situation or needs of any investor.

All investors should consider such factors in consultation with a professional advisor when deciding if an investment is appropriate. Company makes no representation or warranty, express or implied in relation to the accuracy,

correctness, completeness or reliability of the information, opinions or conclusions expressed herein.

8 December 2014

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FACTORY AREA

550,000 M2

Facilities: Main FactoryOpportunity Day 8 December 2014

Rayong Factory

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Sattahip Yard

- Area : 25,500 M2

Samaesan Yard

- Area : 20,800 M2

Maptaput Yard

- Area : 52,000 M2

Sattahip Yard

40 Km

Maptaput Yard

35 Km

Samaesan Yard

35 Km

Facilities: Pre-Assembly & Modularization YardsOpportunity Day 8 December 2014

Facilities: Galvanizing ShopOpportunity Day

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8 December 2014

Facilities: Grating ShopOpportunity Day

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8 December 2014

Facilities: Built-up Beam ShopOpportunity Day

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8 December 2014

Facilities: Blasting & PaintingOpportunity Day

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8 December 2014

Facilities: Cutting MachinesOpportunity Day

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Facilities: Cutting MachinesOpportunity Day

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8 December 2014

2014 Capex: Investment HighlightsOpportunity Day

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8 December 2014

Investment HighlightsAmount

(THB million)

Shops: Blasting & Painting, Streamlined Shop (P12), Grating,

Samesarn PAM yard, Improvements160

Machine & Equipment

Automation - Cutting, Coping, Bevelling, Drilling 80

Cranes & Hoists 55

Built-up Beam Line 30

Welding machines 25

Compressors, Pumps, Painting 25