Opportunity Day 1 September New Force in Heavy Industries

Transcription

1 Opportunity Day 1 September 2017 New Force in Heavy Industries

2 Disclaimer: This presentation herein should be used for investor information only. It should not be used as an offer or invitation to purchase or sell BJCHI shares. Additionally, this presentation contains forward-looking statements and assumptions that are subject to risks and uncertainties. Investors or readers using this material need to be prudent when they make investment decisions. 2

3 Agenda BJCHI s Business Operation Project Update Key Operating Performance Business Strategies & High Potential Projects Q&A 3

4 Products & Services Steel Fabrication Modularization Site Erection Pre-cast concrete Steel Structures, Piping Spools, Heaters & Reformers, Tanks and Pressure Vessels Modules for FPSOs, Mining, LNG and Other Industrial Plant Projects Site Erection Projects in Mining and Power industries Core Loc Breakwater, Port Construction Mat l, Railway Sleepers, Pre-stressed Concrete 4

5 Project References Steel Fabrication TUPI REPLICANT FPSO PROJECT (Brazil, ) Steel structure fabricated for modularization, 5,300 tons PETROBRAS FPSO P75/P77 PROJECT (Brazil, ) Steel structure fabricated for modularization, 12,000 tons ROY HILL IRON ORE PROJECT (Australia, ) Fabricated steel for modularization, 7,000 tons RIO TINTO CAPE LAMBERT PORT B PHASE A/B/C (Australia, ) Fabricated steel for pre-assembly & modularization, 12,000 tons 5

6 Project References Piping Spool TUPI REPLICANT FPSO PROJECT (Brazil, ) Pipe spooling for modularization, 3,300 tons PETROBRAS FPSO P75/P77 PROJECT (Brazil, ) Pipe spooling for modularization, 3,000 tons UTC PIPE SPOOL PROJECT (Brazil, ) Pipe spooling scopes, 1,200 tons TENKE FUNGURUME MINING PROJECT (Congo, 2008) Pipe spooling for site erection, 1,200 tons 6

7 Project References Pressure Vessels TUPI REPLICANT FPSO PROJECT (Brazil, ) Pressure Vessels for inclusion in modularization, 5,000 tons PETROBRAS FPSO P75/P77 PROJECT (Brazil, ) Pressure Vessels for inclusion in modularization,700 tons APLNG WELLHEAD SEPARATORS (Australia, ) Fabricated pressured vessels for inclusion in modularization, 1,200 units HCE INCINERATOR PIDEC 1 (Iran, 2009) Incinerator, 170 tons 7

8 Project References Storage Tanks CHEVRON WHEATSTONE LNG PLANT PROJECT (Australia, 2014) Roofs and pontoons for LNG and CDS Tanks, 2,200 tons SRIRACHA THAI LINEAR ALKYBENZENE PROJECT (Thailand, 2014) 10 storage tanks, 700 tons UTE PUNTA DEL TIGRE CCPP PROJECT (Uruguay, 2014) 8 storage tanks, 600 tons COBALT MINING PROJECT (Congo DRC, ) Tanks and accessories, 480 tons 8

9 Project References Heater & Reformer H2 REFORMER AND ASSOCIATED EQUIPMENT (Singapore, ) Reformer & equipment, 2,400 tons PTT GAS SEPARATOR PLANT 6 PROJECT (Thailand, 2009) Waste Heat Recovery Unit (WHRU), 1,500 tons PROCON PROJECT (Iran, 2009) 16 Convection Coils, 800 tons ABADAN PROJECT (Iran, 2009) 3 Fired Heaters, 350 tons 9

10 Project References Modularization TUPI REPLICANT FPSO PROJECT (Brazil, ) FPSO modules for compression units, 15,000 tons PETROBRAS FPSO P75/P77 PROJECT (Brazil, ) FPSO modules for flare, pig launcher and utility systems,17,000 tons APLNG WELLHEAD SEPARATORS (Australia, ) Complete wellhead separators (1,200 skids),including structural, mechanical, piping and E&I scopes APLNG PRE-ASSEMBLY UNIT PROJECT (Australia, ) Modularization of 15 modules, 5,000 tons 10

11 Project References Site Erection BAN HUAYXAI GOLD & SILVER MINING PROJECT (Laos, 2010) Structure fabrication and on-site equipment installation,3,000 tons AIR LIQUIDE HERMES H2 PLANT PROJECT (Singapore, 2009) Reformers, silencers, convection coils, cold collector and piping, 2,400 tons FREEPORT-MCMORAN TENKE FUNGURUME MINING (Congo, 2008) Storage tanks, acid plant, pipe work and plant maintenance,5,000 tons BRIDGESTONE CARBON BLACK PROJECT (Thailand, ) Steel structures and piping, 4,000 tons 11

12 Project References Precast Concrete SOLOMON OVERLAND CONVEYOR PROJECT (TNT) (Australia, 2012) Ground module concrete sleepers, 2,500 CBM RIO TINTO CAPE LAMBERT PORT B (Australia, 2012) Access jetty and wharf marine work, 1,500 CBM GERALDTON PORT BERTH7 (Australia, ) Marine Structure wharf precast concrete deck panel, 2,000 CBM CPM SINO IRON CAPE PRESTON PROJECT (Australia, ) Coreloc concrete breakwaters, 69,700 CBM 12

13 Agenda BJCHI's History & Business Operation Project Update Key Operating Performance Business Strategies & High Potential Projects Q&A 13

14 Project Update No. Project Industry Location Status 1 QGI FPSO Modules (P75/P77) Oil & Gas Completed 2 TUPI FPSO Modules (01B, 02B) Oil & Gas Completed 3 TUPI FPSO Modules (03B) Oil & Gas Expected to deliver in 4Q17 14

15 Project Update (QGI FPSO Modules) QGI Project-P75 (P75 Load out / Sail away in Nov 16) QGI Project-P77 (P77 Load out / Sail away in May 17) 15

16 Project Update (TUPI 01B &02B) TUPI 01B (01B Load out / Sail away in Apr 16) TUPI 02B (01B Load out / Sail away in Nov 16) 16

17 Project Update (TUPI 03B) TUPI 03B (Ongoing execution) 17

18 Project Update (P77 Module Transportation) 18

19 Project Update (SunShift Project) SunShift Project (Pilot Project) 19

20 2017 Project Update (Backlog as of 2Q2017) Current Backlog Project Contract Value (M USD) Recognized Revenue End of 2Q17 Backlog TUPI 03B Historical Backlog vs Revenue mil.bt * End of 2Q

21 Agenda BJCHI's History & Business Operation Project Update Key Operating Performance Business Strategies & High Potential Projects Q&A 21

22 Key Operating Performance (Financial Highlight) 2Q17 Contracted Revenue Breakdown 22

23 Key Operating Performance (Solid Financial Status) mil.bt Times 23

24 Agenda BJCHI's History & Business Operation Project Update Key Operating Performance Business Strategies & High Potential Projects Q&A 24

25 Business Strategies Our Business Strategies Still deepen and focus on oversea markets Expand into local markets/industries Cost-saving program People development 25

26 Total Bidding Projects Unit: mil.usd By Locations By Industries Total Bidding = 667 mil.usd 26

27 High Potential Projects No Location Project Project Period Value (M USD) 1 Brazil A Q3/ Q3/ Brazil B Q1/ Q2/ Chile C T BA Australia D Long term business Australia E Africa F From Q4/ Thailand H From Q4/ Total M USD By Locations By Industries Unit: mil.usd Unit: mil.usd 27

28 Q & A & Thank You 28

29 To be a world- class integrated engineering, procurement, fabrication and modularization service provider BJC HEAVY INDUSTRIES PUBLIC COMPANY LIMITED Address : 594 Moo 4, Makhamkoo Sub-district, Nikompattana District, Rayong, Thailand Telephone : +66-(0) Website : ir@bjc1994.com 29