2014 Annual Results Presentation

Hong Kong, 2 March 2015

TCL COMMUNICATION TECHNOLOGY HOLDINGS LIMITED (02618.HK)

AGENDA

BUSINESS REVIEW & OUTLOOK FINANCIAL HIGHLIGHTS Q & A

2

BUSINESS REVIEW & OUTLOOK

2014 OVERVIEW

ANNUAL RESULTS

BUSINESS OVERVIEW

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• Sales Volume: 73.5 million units, up 33% YoY (including 41.5 million units of smart devices, up 136% YoY)

• Revenue: HK$ 30.7 billion, up 59% YoY

• Full Year Net Profit: HK$ 1.1 billion, up 251% YoY

• Q4 Net Profit: HK$ 366 million, up 21% YoY

• Basic EPS: Increased to 91.58 HK cents from 27.50 HK cents YoY

• Proposed Final Dividend: 26 HK cents

• Leading Market Position: No. 4 global handset vendor and No. 1 Chinese handset vendor in overseas Q4 2014

(Source: Gartner & Company data)

• Exceptional Financial Performance: Almost 60% and 2.5 times YoY growth in revenue and net profit respectively; gross margin remained healthy at 19.3%

• Strategic Move: Acquired the brand Palm and its associated licenses to introduce more innovative product ideas, products and business model

• Double + Strategy:

implementation continued, including:

1) Teamed up with TCL Corporation and Cisco for the establishment of Guangzhou Sky-tech Cloud Info Co., Ltd which focuses on development of enterprise cloud services platform and cloud computing

2) Endeavored to develop new internet payment system (payment gateway) and new business areas such as smart home and mobile healthcare, etc.

• Recognized Market Status:

Selected as a constituent of the following indexes: Hang Seng Global Composite Index,Hang Seng Broad Consumption Index, Hang Seng Composite Index and its sub-indexes, Hang Seng Composite Industry Index - Information Technology, Hang Seng Composite SmallCap Index

RANK COMPANY 14Q4 SHIPMENTS (M UNITS)

14Q4 MARKET SHARES (%)

QoQ GROWTH RATE (%)

YoY GROWTH RATE (%)

1 Samsung 91.5 17.4 -2.3 -23.3

2 Apple 74.8 14.3 +96.0 +49.0

3 Microsoft-Nokia 71.4 13.6 +0.9 +8.1

4 TCL-ALCATEL 23.8 4.5 +31.0 +25.4

5 LG 21.6 4.1 +1.5 +17.7

6 Huawei 21.4 4.1 +31.0 +23.4

7 Xiaomi 18.6 3.5 +17.8 +231.9

8 Lenovo 17.1 3.3 +12.8 +26.0

9 ZTE 13.6 2.6 -2.0 -16.8

10 Micromax 10.6 2.0 -3.7 +26.5

Others 160.3 30.6 +8.6 +2.3

TOTAL 524.7 100.0 +13.8 +6.9

TOP 10 MOBILE PHONE BRANDS IN 14 Q4 (Source: Gartner and Company data)

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INDUSTRY RANKING-TOTAL PHONE NO.4 GLOBAL HANDSET VENDOR; NO. 1 CHINESE PLAYER

RANK COMPANY 14Q4 SHIPMENTS (M UNITS)

14Q4 MARKET SHARES (%)

QoQ GROWTH RATE (%)

YoY GROWTH RATE (%)

1 Apple 74.8 20.4 +96.0 +49.0

2 Samsung 73.0 19.9 +0.1 -12.3

3 Huawei 21.0 5.7 +32.0 +31.0

4 Xiaomi 18.6 5.1 +17.8 +231.9

5 LG 16.4 4.5 +1.1 +27.9

6 Lenovo 15.5 4.2 +3.3 +20.3

7 TCL-ALCATEL 14.4 3.9 +39.0 +93.6

8 ZTE 11.7 3.2 +12.3 +4.8

9 Microsoft-Nokia 11.0 3.0 +16.5 +34.4

10 Sony 10.5 2.9 +21.3 +2.6

Others 100.6 27.2 +8.7 +54.8

TOTAL 367.5 100.0 +20.3 +29.9

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TOP 10 SMARTPHONE BRANDS IN 14 Q4 (Source: Gartner and Company data)

INDUSTRY RANKING-SMARTPHONE RECORD SHIPMENT GROWTH, RAPID EXPANSION OUTSIDE CHINA NO.7 GLOBAL SMARTPHONE VENDOR

RANK COMPANY 14Q4 SHIPMENTS (M UNITS)

14Q4 MARKET SHARES (%)

QoQ GROWTH RATE (%)

YoY GROWTH RATE (%)

1 Apple 20.3 30.1% +58.5% -14.8%

2 Samsung 9.5 14.0% +8.0% -14.9%

3 Lenovo 3.9 5.8% +21.1% +50.3%

4 Asus 2.8 4.2% +2.2% -16.3%

5 Amazon 1.8 2.7% +26.0% +4.0%

6 Acer 1.6 2.3% +32.6% +67.6%

7 TCL-ALCATEL 1.1 1.6% +114.2% +433.8%

8 HP 0.9 1.3% +108.5% +16.9%

9 Microsoft 0.7 1.0% -0.4% +35.6%

10 Huawei 0.5 0.8% 0.0% 0.0%

Others 24.4 36.2% +32.4% +3.4%

TOTAL 67.5 100.0% +34.3% -14.8%

TOP 10 TABLET BRANDS IN 14 Q4 (Source: Gartner and Company data)

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INDUSTRY RANKING-TABLET THE FASTEST GROWING TABLET PLAYER

FEATURE PHONES & OTHER PRODUCTS SMART DEVICES

AMERICAS 56%

EMEA 35%

APAC 5%

CHINA 4%

AMERICAS 51%

EMEA 31%

APAC 8%

CHINA 10%

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2014 GEOGRAPHICAL REVENUE BREAKDOWN

Sales Volume: 36.9 million units, up 41% YoY; Revenue: HK$15.9 billion, up 82% YoY

Sales Volume of Smart Devices : 20.1 million units, up almost 2-fold YoY

Impressive sales growth in the United States and Colombia

Expanded market presence, with increased product portfolio and continued shift

in favor of smartphones

Q4 sales volume ranking (Source: Gartner & Company data) :

North America: No. 4 (Total phones); No. 5 (Smartphones)

LATAM (excluding Brazil): No. 1 (Total phones); No. 2 (Smartphones)

2015 business plan: Introduce more 3G and 4G smartphones to the market

and consolidate new sales channels

AMERICAS

0.0

4.0

8.0

12.0

16.0

8.7

15.9

+82%

Revenue (HK$ Billion)

2013 2014

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REGIONAL BUSINESS REVIEW

Sales Volume: 24.6 million units, up 20% YoY ; Revenue: HK$9.7 billion, up 25% YoY

Sales Volume of Smart Devices : 13.4 million units, up 90% YoY

Q4 sales volume ranking (Source: Gartner & Company data) :

EMEA: No. 4 (Total phones)

MEA: No. 4 (Total phones); No. 4 (Smartphones)

Q4 sales volume regional ranking (Source: IDC & Company data) :

Egypt: No. 3 (Total phones); No. 2 (Smartphones)

South Africa: No. 3 (Total phones); No. 2 (Smartphones)

2015 business plan: Launch more 4G smart devices

0.0

4.0

8.0

12.0

7.8 9.7

2013 2014

+25%

Revenue (HK$ Billion)

10

REGIONAL BUSINESS REVIEW

Sales Volume: 4.4 million units, up 18% YoY; Revenue: HK$ 2.2 billion, up 49% YoY

Sales Volume of Smart Devices: 3.1 million units, up 75% YoY

New markets for smartphones: Thailand and Bangladesh

2015 business plan: Launch more price competitive entry-level smart devices

ASIA

0.0

0.6

1.2

1.8

2.4

1.5

2.2

+49%

Revenue (HK$ Billion)

2013 2014

11

REGIONAL BUSINESS REVIEW

Sales Volume: 7.6 million units, up 58% YoY; Revenue: HK$ 2.9 billion, up 105% YoY

Sales Volume of Smart Devices: 4.9 million units, up almost 2-fold YoY

Smartphone sales growth areas: Shandong, Jiangsu, Zhejiang, Sichuan, Chongqing,

Hunan and Guizhou

Strategically partnered with Suning.com in launching TCL Momoda 3N (麼麼噠 3N)

2015 business plan: Launch more Momoda product through TCL exclusive

online mall (www.mmd.cn) and strengthen traditional channels

CHINA

0.0

1.0

2.0

3.0

4.0

1.4

2.9

+105%

Revenue (HK$ Billion)

2013 2014

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REGIONAL BUSINESS REVIEW

2007-08 2009 2010 2011 2012 2013 2014

GPRS, Ultra-low cost Qwerty key pad

Entry-level Multi-touch Panel Technology

EDGE Qwerty keypad Multi-touch display

- 500MHz-600MHz Android 2.1 - 2.3 3G

- 4.5 650MHz-1.5GHz Dual-core CPU Android 4.0 - 4.1 Windows

- Quad-core CPU 6.45mm Thickness Android 4.2 Firefox Multi-screen Wifi display on TV

- -

Octa-core CPU Metal casing Android 4.4

2015 Entry-level Feature Phone

Advanced Feature Phone

EDGE Phone Entry-level Smartphone

Advanced Smartphone

Smart Connectivity Devices

4G / Tablet / Cloud terminal

2.8 - Display 7 - Tablets 2 in 1 Wearable devices Android L Firefox Windows Cloud applications 4G

2 in 1 / Wearable devices / Multiple OS / IoT

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STEP-UP PRODUCT STRATEGY

PRODUCTS SELECTED BY GLOBAL MAINSTREAM OPERATORS & DISTRIBUTORS

EME

A

NORTH AMERICA

LATAM

EMEA

CHINA

APAC

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Octa Core 1.5 GHz CPU

Full lamination 13 Mpxl rear camera Battery: 2,910mAh Thickness: 7.4 mm Dual speakers & Hi-Fi Symmetrical design

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Quad Core 1.2 GHz CPU

Full lamination 13 Mpxl rear camera

Battery: 2,000mAh Thickness: 7.5 mm

Dual speakers & Hi-Fi Symmetrical design

NEW PRODUCTS

NEW PRODUCTS

Quad Core 1.2 GHz CPU HD display; 13 Mpxl rear camera

Thickness: 8.69 mm Long-lasting battery: 3,400 mAh

Wireless connection to TV with Wi-Fi display Bluetooth enabled companion phone

(6)

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Quad Core 1.2 GHz CPU Large

Ultra thin: 7.9 mm Ultra light: 406 g

Long-lasting battery: 4,600 mAh 2 in 1 keyboard and docking Station

Voice-call enabled IR blaster

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NEW PRODUCTS

Compatible with Android 4.3 or above and iOS 7 or above Long battery life: 2-5 days

Easy charging: Built-in USB connector IP67 technology: Water and dust resistant

Connectivity: Bluetooth 4.0 or above Various styles: Sporty dark red/Volcano black, Feminine all-white,

Classic chrome/ Dark gray, Elegant metal-white

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NEW PRODUCTS

Awards

BRAND BUILDING IN AMERICAS & EMEA

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One Direction Concert Sponsorship Latin America

Consumer Electronic Show (CES) 2015 the United States

The Color Run Sponsorship, the United States

IFA 2014, Germany #WECREATE Party by famous DJ AVICII Germany

BRAND BUILDING IN APAC & CHINA

APAC Innovation Summit 2014 Sponsorship Hong Kong

Thailand Mobile Expo 2014, Thailand

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China Mobile Worldwide Partner Conference, China

TCL Momoda 3N (麼麼噠3N) Launch, China

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STRONG MARKET RECOGNITION

PRODUCTS

2015 CES AWARDS • Reviewed.com - • Engadget.com - Best of Wearables Finalist • Stuff Magazine - Wearable Tech Award

• Tom' s Guide - CES 2015 Top Pick • GSMARENA - Best smartwatch • iF Design Award

• CCID - Best 4G Phone of the & Best Mobile Phone • iF Design Award

• Android Authority- Best Budget Phone

• CCID- Best Phone for Youth

CORPORATES

ANNUAL REPORT-ARC AWARDS • Grand Award Printing & Production (Hong Kong Traditional) • Gold Award - Printing & Production (Telecommunications: Asia) • Bronze Award - Illustrations (Telecommunications: Asia) GALAXY AWARDS • Honors Award - Design - Annual Reports (Traditional: Hong Kong) • Silver Award - Annual Reports - Overall Presentation (Telecommunications)

• ASIAMONEY: Best for Shareholders' Rights and Equitable Treatment, Hong Kong • The Asset: Gold Corporate Award

• IFAPC & METRO FINANCE RADIO: Outstanding Listed Company Award 2014 • MARKETING MAGAZINE: Best Investor Relations Campaign Silver Award

• CAPITAL: Outstanding Listed Company Award 2014 • CAPITAL WEEKLY: The Excellence of Listed Enterprise Award • Economic Digest: 2014 Hong Kong Outstanding Enterprise Award

• Digital Trends, Laptop, Android Authority- Best of CES

OUTLOOK

CHALLENGES & OPPORTUNITIES Challenging global economic conditions might lead to short term currency fluctuation Decrease in purchasing power in many countries Demand for affordable smartphones in emerging markets continues to surge Acceleration in 4G network deployments across the world drives demand for 4G smart devices Competition is heating up particularly in mid-high range segment

EXECUTION PLANS

GOAL & FORECAST 2015 full year revenue growth: 30% versus 2014 4G smartphones and tablets will be the main growth drivers in 2015 To achieve the long-term goal as a leading global smart device, internet application and services enterprise

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Reinforce credit control and hedging policies to mitigate short term currency fluctuation Strengthen the market position in low-mid end segment Target to improve open market channels through mid-to-high end devices Invest majority of R&D resources in 4G smart device development

FINANCIAL HIGHLIGHTS

FINANCIAL HIGHLIGHTS

Total Sales Vol.

Incl. Sales Vol. of Smart Devices (

Total ASP (US$)

Revenue

Gross Profit Margin (%)

Net Profit

Net Profit Margin (%)

Basic EPS (HK Cents)

+59%

19,362

30,691

2013 2014

Revenue (HK$ Million)

Q4 2014

Q4 2013

YOY (%) 2014 2013 YOY (%)

24,877 19,174 +30% 73,487 55,201 +33%

15,532 7,662 +103% 41,465 17,555 +136%

55.1 50.2 +10% 53.5 45.0 +19%

10,695 7,501 +43% 30,691 19,362 +59%

19.2% 19.6% -0.4% 19.3% 19.0% +0.3%

366 302 +21% 1,108 316 +251%

3.4% 4.0% -0.6% 3.6% 1.6% +2.0%

30.21 25.57 +18% 91.58 27.50 +233%

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Income Statement (HK$ Million)

0.0

2.0

4.0

6.0

8.0

10.0

12.0

0.6 1.1

1.6 1.9 1.2

2.5 3.4

5.2 4.3

5.4

6.8

9.6

1.5

1.9 1.5

2.0

1.2

1.5

2.1

2.3

1.2

1.3

1.0

1.1

2.1

3.0 3.1

3.9

2.4

4.0

5.5

7.5

5.5

6.7

7.8

10.7

Smart Devices Feature Phone & Other Products

CONSISTANT & SUSTAINABLE REVENUE GROWTH QUARTERLY REVENUE OF HANDSETS & OTHER PRODUCTS

2.1

25

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

Q1 2014

Q2 2014

Q3 2014

Q4 2014

Revenue (HK$ Billion)

+61%

+59%

2014

2012

2013

25

30

35

40

45

50

55

34.6 35.6

37.1 37.1 37.0

41.8

45.4

50.2

52.2 52.4 53.4

55.1 ASP

BETTER SALES PRODUCT MIX & UPWARD ASP TREND SMARTPHONE SALES VOLUME PROPORTION & ASP GROWTH

ASP (USD)

Sales Proportion of Smart Devices (%)

Q1 2012

26

10%

14%

19% 17% 17%

27%

34%

40%

46%

53%

58%

62%

0%

10%

20%

30%

40%

50%

60%

70%

Sales Proportion of Smart Devices

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

Q1 2014

Q2 2014

Q3 2014

Q4 2014

17.4%

19.0% 19.6% 19.4% 19.0% 19.2%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

GROSS MARGIN TREND SUSTAINABLE HEALTHY RANGE

Product competitiveness

Economies of scale

Pricing and Currency Strategy

Brand Value and Customer Relationship

Continuous Cost-Down Effort

27

2013 Q1 2014

Q2 2014

Q3 2014

Q4 2014

2012

FINANCIAL POSITION HIGHLIGHTS STATEMENT OF FINANCIAL POSITION

Non-current assets 3,691 2,557 +44%

Current assets

Inventories 3,293 2,649 +24%

Trade & factored receivables 8,244 6,036 +37%

Other current assets 2,081 1,341 +55%

Pledged deposits 1,914 1,698 +13%

Cash and cash equivalents 473 142 +233%

Total current assets 16,005 11,866 +35%

Current liabilities

Interest-bearing bank and other

borrowings (4,312) (3,453) +25%

Other current liabilities (5,929) (3,893) +52%

Trade and notes payables (5,167) (3,875) +33%

Total current liabilities (15,408) (11,221) +37%

Net current assets 597 645 -7%

Total assets less current liabilities 4,288 3,202 +34%

Non-current liabilities (109) (289) -62%

Net assets 4,179 2,913 +43%

(HK$ Million) 31 December 2014 31 December 2013 Change (%)

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KEY FINANCIAL RATIOS

* Calculated -bearing borrowings over total assets,

excluding RMB foreign exchange program

** Excluding RMB foreign exchange program

*** Excluding factored trade receivables

**** Only inventories in factory

31 December 2014 31 December 2013

Gearing Ratio * 17% 17%

Current Ratio ** 1.04 1.06

Trade Receivables Turnover Days*** 72 63

Inventories Turnover Days **** 37 39

NAV per share HK$ 3.43 HK$ 2.55

Basic Earnings Per Share 91.58 HK cents 27.50 HK cents

Interim Dividend Per Share 12.80 HK cents -

Final Dividend Per Share 26.00 HK cents 10.00 HK cents

Full Year Dividend Per Share 38.80 HK cents 10.00 HK cents

Dividend Payout Ratio 42% 36%

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Q & A

THANK YOU

Disclaimer

The information contained herein should not be utilized for any legal purposes in regards to any investment decision or results. In particular, this document does not constitute any recommendation or invitation for subscribing for or sale and purchase of any securities of TCL Communication Technology Holdings Limited (the

. The Company hereby expressly disclaims any liability for any loss or damage resulting from or in connection with any reliance by any investor on the information contained herein.

A number of forward-looking statements may be made during this presentation. Forward-looking statements are any statements that are not historical facts. These forward-looking statements are based on the current expectations of the Company and there can be no assurance that such expectations will prove to be correct. Because forward-looking statements involve risks and uncertainties, the actual results could differ materially from these statements.

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