Opportunity Day 4 th June 2018 Information as of 1Q18 Latest update - PowerPoint PPT Presentation

Opportunity Day 4 th June 2018 Information as of 1Q18 Latest update on 21 st May 2018

DISCLAIMER The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase any securities of Do Day Dream Public Company Limited (the “Company”) in Thailand, the United States or any other jurisdiction. This presentation should not, nor should anything contained in it, form the basis of, or be relied upon in any connection with any contract or commitment whatsoever. This presentation is confidential and is intended only for the exclusive use of the recipients thereof and may not be reproduced (in whole or in part), retransmitted, summarized or distributed by them to any other persons without the Company’s prior written permission. This presentation may contain forward-looking statements that involve risks and uncertainties. Forward-looking statements are based on certain assumptions and expectations of future events. Actual future performance, outcomes and results may differ materially from those expressed in forward-looking statements as a result of a number of risks, uncertainties and assumptions. Although the Company believes that such forward- looking statements are based on reasonable assumptions, it can give no assurance that such expectations will be met. Representative examples of factors that could affect the accuracy of forward-looking statements include (without limitation) fluctuations in in regulations relating to the Company’s business, general economic, political and business conditions, global and regional health and security conditions, the Company’s ability to finance and complete new projects on schedule, liability for remedial actions under environmental regulations and other factors beyond the Company’s control. You are cautioned not to place undue reliance on these forward-looking statements, which are based on current views of the Company’s management on future events. This presentation has been prepared by the Company. The information in this presentation has not been independently verified. No representation, warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions in this presentation. None of the Company or any of its directors, officers, employees, agents or advisers, or any of their respective affiliates, advisers or representatives, undertake to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise and none of them shall have any liability (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. Although this document has been prepared based on the information contained in the updated draft Thai prospectus, which is currently under the consideration of the Securities and Exchange Commission of Thailand (the “Thai SEC”), it has not been and will not be registered as a prospectus with the Thai SEC and accordingly, this document may not be distributed, either directly or indirectly, to the public. Further, this document and any materials distributed in connection with this document are not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation or which would require any registration or licensing within such jurisdiction. Any decision to purchase or subscribe for securities in the Company should be made solely on the basis of information contained in the prospectus to be published in respect of the offering and no reliance should be placed on any information other than that contained in the prospectus.

TABLE OF CONTENTS Background and business Where we are so far Key financial performance Where we will be Key investment highlights Appendix 3

Company structure and shareholding structure Parent and subsidiaries DO DAY DREAM 100% 100% 95% THAILAND NAMU LIFE PLUS DO INFINITE DREAM DREAM DERMATOLOGY Domestic Distributor International Headquarter Dermatological company 100% 100% DO DAY DREAM TRADING DO DAY DREAM HOLDING SINGAPORE Intermediary in trading Investment arm for with foreign customers overseas businesses POTENTIAL PARTNERS INTERNATIONAL Future potential partners to do overseas business 4

Extensive Product Portfolio Covering Five Categories of Skincare 1 FACIAL SKIN CARE Facial SYN-AKE Mask Shot Concentrate Facial Miracle Day Cream Overnight Firming 7 Days Mask Gold Facial Royal Jelly Facial Cream MIST Cream Mask Sheet Cream Cream 2 BODY CARE Body Body Booster Booster SPF 30/PA+++ 3 FACIAL CLEASNING Cleansing Whip Soap Essential Namu Facial Toner Jelly Wash 4 SUNSCREEN Sunscreen Sunscreen CC 5 BODY CLEANSING Creme Body Wash 6 GIFTSET 5

TABLE OF CONTENTS Background and business Where we are so far Key financial performance Where we will be Key investment highlights Appendix 6

We are a top-of-mind brand in Thailand Supermarket/Hypermarket Market Share No. 5 Apr-17: 5% in Supermarket/ Apr-18: 6% Hypermarket Increased Market Share from both Existing and New Products Convenience Stores Market Size of Facial Moisturizer Market Share No. 4 2017: THB 42 billion Apr-17: 2% in Convenience Growth: 8% Apr-18: 9% Stores Market Share No. 6 Apr-17: 4% New Snailwhite Sachets play vital role in capturing Market Share in Thailand Apr-18: 6% Source: Euro Monitor, The Nielsen Company 7

Do Day Dream is one of the only 2 Thai manufacturers among top 10 (1/2) Top 10 Manufacturers in Thailand (Facial Moisturizer) Market Share (%) With the lowest No. of 28.4% SKUs among the top 26.3% brands, there are rooms SKUs for expanding wider Apr 17 range of products. Apr 18 15.2% 14.2% 62% 12.1% Growth 11.5% 10.2% 9.4% 7.7% 6.5% 6.0% 5.7% 4.7% 3.7% 3.8% 3.7% 2.5% 2.3% 1.7% 1.2% L'Oreal Procter & Beierdorf Uniliver Others Do Day Dream Smooth-E Mentholatum Aisance Johnson & Gamble Johnson 80 SKUs 49 SKUs 60 SKUs 31 SKUs 28 SKUs 8 SKUs 19 SKUs 14 SKUs 26 SKUs 10 SKUs … 8

Do Day Dream is one of the only 2 Thai manufacturers among top 10 (2/2) Facial Moisturizer SKU Ranking in Modern Trade Channels as of Apr 2018 (Supermarket, Hypermarket, Personal Care Store and Convenience Store) Rank Brand Product Size Market Share Apr 18 1 Snail White Snail Wh.Secretion Filtra.Moist.Facial 50 Ml 1.9% No. 1 Market share in 2 Garnier Ageless White Day Serum Sachet 7 Ml 1.7% Modern Trade 3 Garnier Sakura White Pinkish SPF21 Pa+++ Sachet 7 Ml 1.7% 4 Garnier Light Complete White SPF20 Serum Sachet 7 Ml 1.5% 5 Snail White Gold SPF30 PA+++ Cr. 7 Ml 1.5% No. 5 Market share in 6 Dermo Expertise Revitalift Anti-Wrinkle Spf23 50 Ml 1.3% Modern Trade 7 Smooth-E Natural Source Cream 10 Gm 1.1% 8 Garnier Light Complete White SPF20 Serum Sachet 50 Ml 1.0% 9 Dermo Expertise Revitalift Anti-Wrinkle Night Cream 50 Ml 1.0% 10 Pond's Age Miracle Wrinkle Correction Sachet 7 Gm 1.0% • Snail White bundled set was ranked number 1 in Modern Trade Channels • The newly launched SKU “ Snailwhite Gold 7 Ml quickly rises to No.5 just within the second month of launch in Apr’18. 9

TABLE OF CONTENTS Background and business Where we are so far Key financial performance Where we will be Key investment highlights Appendix 10

Revenue from sales in 1Q18 Revenue from sales Product Group Unit: Million baht 2017 1Q17 1Q18 Body Sunscre Body Sunscre Sunscre Others Cleansi Cleansi en Others Body en en Others 3% ng 7% ng 4% 4% Cleansi 2% 3% 8% 5% ng 5% 6% Facial Facial Growth Cleansi Facial Cleansi ng Cleansi ng 4% ng 374 6% 355 3% Body Body Body 75 Care Care Care -19% 93 4% 1% 1% Growth Facial Facial Facial Skin Skin Skin Care Care Care 77% 81% 81% 299 14% 262 Growth Distribution Channels 1Q17 1Q18 2017 1Q17 1Q18 Domestic Overseas Total Others Others Others 0% 0% 1% Export Modern Export Modern 20% Trade 25% Trade Export 98% 99% 29% 30% 29% Modern Trade 20% 37% 26% Traditio Traditio Traditio nal nal nal Trade Trade Trade and and and Distribut Distribut Distribut ion ion ion 74% Partner Partner Partner 80% 43% 41% 45% 11

Overseas sales Quarter 1 Quarter 2 Quarter 3 Quarter 4 1Q17 vs 1Q18 4Q17 vs 1Q18 280% Growth 20 362% Growth 1 -19% 353% 36% Growth Growth Growth 47% 14 Growth 6 93 93 75 75 2018 baseline 55 55 53 2017 baseline 37 32 21 2016 baseline 1Q16 1Q17 2Q16 2Q17 3Q16 3Q17 4Q16 4Q17 1Q17 1Q18 4Q17 1Q18 CFDA requires some adjustments of the packages, expected to be complete within June – July 2018. 12