Offeror : THAI INDUSTRIAL GASES PLC. | Date of submission of the Statement of Intention : 30/05/2002

Offeror : THAI INDUSTRIAL GASES PLC. | Date of submission of the Statement of Intention : 29/08/2002

ทำได้ด้วยการติดตามตั้งคำถาม (engage) กับกิจการที่ลงทุน ดังนั้น ก.ล.ต. จึงได้จัดทำ Engagement Questions ฉบับนี้ขึ้นด้วยความร่วมมือกับ Asia Investor Group on Climate Change (AIGCC) โดย บลจ. สามารถนำชุด

, decreased by Baht 153 million or 15% from Q2/2018. The drop was due to the rise in natural gas prices while Fuel tariff (Ft) rate remained constant; therefore, the gross profits of Rayong Central Utility

of Sales of Goods and Rendering of Services: IPP Key cost drivers Q2/19 Q1/20 Q2/20 Change +/(-) 6M/19 6M/20 Change +/(-) YoY QoQ YoY Natural Gas Natural gas consumption GPSC's natural gas consumption

Q2/2019 vs Q1/2019 Comparing Q2/2019 vs Q2/2018YoYQoQ IPP Key revenue drivers Q2/18 Q1/19 Q2/19 Change +/(-) 1H/18 1H/19 Change +/(-) QoQ YoY Natural Gas Natural Gas Consumption Natural Gas Consumption

: Comparing Q3/2019 vs Q2/2019 Comparing Q3/2019 vs Q3/2018YoYQoQ IPP Key cost drivers Q3/18 Q2/19 Q3/19 Change +/(-) 9M/18 9M/19 Change +/(-) QoQ YoY Natural Gas Natural Gas Consumption Natural Gas Consumption

to accurately forecast the trend of natural gas prices and fuel charge adjustment (Ft ). • Drought situation in 2020 will continue from 2019 due to the effect of El Niño phenomenon, resulting in less

rate at every 4 months basis to better reflect the fuel cost of electricity generation. Currently, GPSC has planned to handle with the change and consistently monitors the updates from the ERC. In Q4

accepted accounting principles. The company did not arrange the assessment of value and quantity of small-sized gas cylinders and record allowances for impairment in accordance with generally accepted