2

2

3

Who We Are

A full turnkey EMS company, providing comprehensive services primarily to large OEMs serving Industrial, Medical and Niche Telecom market. Factories are in Thailand and China.

4

Plants

Location Bangkadi, Pratumthani, THAILAND

Land (Sqm.) 17,215

Building (Sqm.) 12,000

Production focus

Industrial Control, Telecommunication and RF, Office Automation, IP Camera

Location Chaengwattana, Nonthaburi, THAILAND

Land (Sqm.) 22,472

Building (Sqm.) 7,800

Production focus

Will be sold

Location Tianjin, CHINA

Land (Sqm.) 7,787

Building (Sqm.) 5,812

Production focus Support local demands for Industrial products

SVI – I (HQ)

SVI - II

SVI - China

SVI - Chaengwattana

Location Bangkadi, Pratumthani, THAILAND

Land (Sqm.) 70,400

Building (Sqm.) Completed phase I, 10,000 Sqm. (of total 38,000 Sqm.)

Production focus

Support Medical Product, Industrial Control, Telecommunication

Location Bangkadi, Pratumthani, THAILAND

Land (Sqm.) 65,340

Building (Sqm.) 30,000

1 million square feet of floor space,

1.8 million square feet of build able land

SVI - III

5

3Q11 Performance Highlight

Cash Flow

•3Q11’S Cash at the end of the quarter was Baht 842 Million, reduction of Baht 374 Million from the end of 2010, resulted from capital investment, purchased of new plant (SVI-5), renovation of SVI-3 and additional machinery and equipment. Generated cash was also use to pay dividend (Baht 204 Million) and repayment long-tem loan (Baht 273 Million).

Sales & Margin

•Total 3Q11 revenue was USD 89 Million or Baht 2,665 Million, compared with the same quarter last year at USD 64 Million or Baht 2,006 Million, an increase of 37% and 10%, in USD and Baht respectively

•Gross profit margin was Baht 280 Million or 10.5% of revenue, Materials costs was slightly increased due to disrupted supply chain.

•Consolidated Net Profit Margin of 8% or Baht 214 Million.

Financial Strength

•Low leverage with neutral cash and debt, very strong EBITDA.

•D/E of 0.20; Interest Bearing Debt to EBITDA at 0.53 and Debt Service Coverage (DSCR) at 3.2

Earning Performance

•ROE at 29.14% ; ROA at 15.80% ; EPS 0.47 Baht/Share : Current P/E at ~6.8

6

$51.4$55.0 $57.1

$64.9

$80.6 $80.8 $81.4

$88.8

0%

5%

10%

15%

20%

25%

30%

35%

40%

$0

$10

$20

$30

$40

$50

$60

$70

$80

$90

$100

Q4/09 Q1/10 Q2/10 Q3/10 Q4/10 Q1/11 Q2/11 Q3/11

Revenue Gross Profit Net Profit

Quarterly Revenue Trend

1,7041,797 1,843

2,033

2,406 2,455 2,4562,665

0%

5%

10%

15%

20%

25%

30%

35%

40%

0

500

1,000

1,500

2,000

2,500

3,000

Q4/09 Q1/10 Q2/10 Q3/10 Q4/10 Q1/11 Q2/11 Q3/11

Revenue Gross Profit Net Profit

Mil. USD Mil. Baht

7

Sales By Market Sector

59% 60%55% 51% 49% 49% 48%

38% 39%44%

45% 46% 49% 48%

1% 1% 1% 4% 5% 2% 4%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2007 2008 2009 2010 Q1' 11 Q2' 11 Q3' 11

Industrial Control Niche Medical

8

Sales By Region

4% 4% 4% 4% 5% 5% 4%5% 4% 2% 2% 3%

51% 56% 59% 62% 62% 58% 63%

34% 31% 30% 25% 25% 29% 25%

6% 5% 5% 6% 6% 6% 5%

3% 2%0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2007 2008 2009 2010 Q1' 11 Q2' 11 Q3' 11

Europe ROW Scan Global USA

Stronger growth in key niche market.

9

15.1%

17.3%16.2% 15.8%

14.6%16.5% 16.8%

15.8%

23.2%

33.6%31.8%

30.7%

27.7%

31.0% 30.8%29.1%

4%

8%

12%

16%

20%

24%

28%

32%

36%

ROA ROE

Profitability Ratio (%) Annualized Basic Earning Per Share (Baht)

Sustainable Earnings (Quarterly)

Quarter End Q4' 09 Q1' 10 Q2' 10 Q3' 10 Q4' 10 Q1' 11 Q2' 11 Q3' 11

PE (x) 5.92 5.04 6.70 6.85 8.97 8.28 9.70 7.73

EPS (Bt) 0.37 0.42 0.41 0.41 0.42 0.47 0.49 0.47

PBV (x) 1.75 1.62 2.11 1.98 2.32 2.48 2.95 2.19

BVPS (Bt) 1.19 1.29 1.30 1.41 1.47 1.58 1.60 1.66

ROE (%) 23.15 33.61 31.84 30.66 27.72 31.06 30.75 29.14

0.370.42 0.41 0.41 0.42

0.47 0.49 0.47

0.00

0.10

0.20

0.30

0.40

0.50

0.60

Q4/09 Q1/10 Q2/10 Q3/10 Q4/10 Q1/11 Q2/11 Q3/11

10

Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11

GP Margin 12.4% 12.3% 12.1% 10.1% 11.4% 10.7% 12.4% 11.6% 10.5%

EBIT 9.2% 10.0% 9.9% 9.6% 9.6% 8.8% 9.7% 10.4% 8.3%

EBITDA 11.7% 12.3% 11.2% 11.9% 10.8% 10.5% 13.4% 11.8% 11.2%

Net Profit 8.8% 9.5% 9.6% 9.3% 9.2% 8.4% 9.3% 10.0% 8.0%

Quarterly Profitability Performance

135

170178

213

239

254

291

129

162173 171

188

203

229

246

214182 209

217

285280

304

257231

187

176

221

195220

201

171

210219

252

330

297

100

150

200

250

300

350

Q3/09 Q4/09 Q1/10 Q2/10 Q3/10 Q4/10 Q1/11 Q2/11 Q3/11

Gross Profit Margin EBIT EBITDA Net Profit

5.4

6.36.6

7.4

8.6

4.14.4

5.8

9.410.0

9.3

7.4

6.3

3.7

3.3

4.3

8.4

7.9

7.0

9.9

8.4

6.36.1

6.8

9.6

5.1

10.9

3.8

6.0

6.8

4.9

7.2

8.2

7.5

5.35.3

$3

$4

$5

$6

$7

$8

$9

$10

$11

$12

Q3/09 Q4/09 Q1/10 Q2/10 Q3/10 Q4/10 Q1/11 Q2/11 Q3/11

Gross Profit Margin EBIT EBITDA Net Profit

Mil. Baht Mil. USD

11

Financial Ratio

Financial Ratio Q3/2010 Q4/2010 Q1/2011 Q2/2011 Q3/2011

*Revenue - Exclude

Other Incomes฿2,033 ฿2,406 ฿2,455 ฿2,456 ฿2,664

*Total Assets ฿4,791 ฿5,613 ฿5,945 ฿5,815 ฿6,085

*Total Liabilities ฿2,333 ฿2,767 ฿2,877 ฿2,710 ฿2,847

*Equity ฿2,458 ฿5,612 ฿3,068 ฿3,105 ฿3,238

*EBITDA ฿220 ฿252 ฿330 ฿291 ฿297

*Net Profit ฿188 ฿203 ฿229 ฿246 ฿214

Gross Profit (%) 11.4% 10.7% 12.5% 11.6% 10.5%

Net Profit on sale (%) 9.2% 8.4% 9.3% 10.0% 8.0%

ROA (%)- annualized 15.80% 14.60% 16.50% 16.80% 15.80%

ROE (%)- annualized 30.66% 27.72% 31.06% 30.75% 29.14%

Current Ratio (Time) 1.93 2.01 1.98 2.00 1.84

D : E Ratio 0.95 0.97 0.94 0.87 0.88

P/BV Ratio 1.98 2.32 2.48 2.95 2.19

P/E Ratio 6.85 8.97 8.28 9.70 7.73

EPS-Basic (Annualized) ฿0.41 ฿0.42 ฿0.47 ฿0.49 ฿0.47

In “Mil” THB

12

Strong Financial Position

0.26

0.14

0.11

0.16

0.11

0.16

0.14

0.12

0.10

0.00

0.10

0.20

0.30

Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11

Interest Bearing Debt to Asset (x)

Total Liabilities at the end of Q3’2011 was Baht 2,847 Million; mainly A/P of Baht 1,882 Million and Total Interest Bearing Debt of Baht 643 Million

13

CAPEX

2007 2008 2009 2010 Q1' 11 Q2' 11 Q3'11 FC 11

Mil. Baht 231 433 47 305 400 69 65 550

Mil. USD 7 13 1 10 13 2 2 18

Lower capital expense but maintain strong growth

Investment in FY 2008 : Purchased of new facility (SVI-2) of B260M ($8.5M).

Investment in FY 2010 : SMT equipment of SVI3 of B180M ($6M).

Investment in FC 2011 : Purchased of new facility (SVI-5) of B250M ($8.2M) plus additional renovation of SVI 3

Note: FC11 Capex does not include flood damages and replacement

14

SVI Flood Update

• SVI Bangkadi plants were flooded on October 21 early morning. All buildings at this location are effected, SVIHQ, SVI3, SVI2, SVI5. The water level rose up quickly to engulf machinery offices and warehouse with the level peaked out at 4.2 meters MSL. No operation at this site.

• Effort to recover undamaged goods and some tooling are on going with difficulty due to severe working conditions. However, we work almost at 24/7 to remedy the damages. Total dedication from our employees to save the company are our major driving force.

• Prior to flood some equipment were relocated to SVI CW (Changwattana). Unlike other companies which are also flooded, our operation was up and running within two weeks. Production capacity has been set to produce up to 30% of previous output. Building up inventories to meet order are on going to ensure/restore customers’ trust and confidence. One third of the employees are back to work.

• Additional equipment are on order or in the process of final negotiation to ramp up the volume to meet 80% of the previous capacity. We are expected to meet this target in Q1. Assuming all the flood dry up by end of Nov. We continue to receive orders from customers.

• Active cash management are in place to optimize our cash flow and lessen the disruption due to low income but high cost of recovering from flood.

15

SVI Flood Update

• Q4 revenue will be impacted up to 80% of our local suppliers are also not in operation or has disrupted supply chain.

• Final damages are being assessed. We will release news at appropriate time.

• The Company and it’s employees are committed to rebuild our operation to meet highest standard and to continue on the growth path.

16

Thank You SVI Public Company Limited

Investor Relations Department Tel. 02-963-9101#1806

www.svi.co.th

Commitment to Superior Service and Highest Quality http://investorrelations.svi.co.th, http://www.svi.co.th

This presentation has been prepared solely for informational purposes. It does not constitute an offer or sale or a solicitation of an offer to purchase securities. Neither this presentation nor any part of it shall form the basis of, or be relied on in connection with, or act as an inducement to enter into, any contract or commitment whatsoever. Any decision to purchase or subscribe for any securities of the Company must be made on the basis of a thorough review of publicly available information of the Company, including information made publicly available pursuant to the requirements of the Securities Exchange of Thailand and the Thai Securities Exchange Commission.

Commitment to Superior Service and Highest Quality