M y L i fe M y O r i g i n

O p p o r t u n i t y D a y Q 2 2 0 1 8

4 - S e p t e m b e r - 2 0 1 8

Company Presentation

2

Disclaimers

The information (“Confidential Information”) contained in this presentation provided by Origin Property Public Company Limited is strictly confidential and 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 or subscribe for share in Origin Property Public Company Limited (“Company”, and shares in the Company, “Shares”) in any jurisdiction, not should it or any part of it form the basis of or be relied upon in any connection with any contract or commitment whatsoever.

Neither this presentation nor any part thereof may be (i) used or relied upon by any other party or for any other purpose; (ii) copied, photocopied, duplicated or otherwise reproduce in any form or by any means; or (iii) redistributed, passed on or otherwise disseminated to any other person either in your organization or elsewhere, without the prior written consent of the Company. By attending this presentation, participants agree not to remove this document, or any materials provided in connection herewith, from the conference room where such documents are provided without express consent from the Company.

In addition, this presentation contains projection and forward-looking statements that reflect the Company’s current views with respect to future events and financial performance. These views are based on a number of estimates and current assumptions which are subject to business, economic and competitive uncertainties and contingencies as well as various risks and these may change over time and in many cases are outside the control of the Company and its directors. You are cautioned not to place undue reliance on these forward looking statements which are based on the current view of the management of the Company on future events. No assurance can be given that future events will occur that projects will be achieved, or that the Company’s assumptions are correct.

The Company does not assume any responsibility to amend, modify or revise any forward-looking statements, on the basis of any subsequent developments, information or events or otherwise. These statements can be recognized by the use of future performance and actual results may differ from those forecast and projected or in the forward-looking statements as a result of various factors and assumptions.

Although care has been taken to ensure that the Confidential Information in this presentation is accurate, and that the opinions expressed are fair and reasonable, the Confidential Information is subject to change without notice, its accuracy is not guaranteed, has not been independently verified and it may not contain all material information concerning the Company. None of the Company, or any of their respective members, directors, officers, employees or affiliates nor any other person accepts any liability (in negligence, or otherwise) whatsoever for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection therewith.

3

Presentation Outline

1 Company Overview

1H2018 Key Operation and Financial Highlights

Market Outlook

2H2018 Update

Origin Vision and Strategy

2

3

4

5

4

5 Projects Project value 11,500 MB

(Calculate by Income approach method)

ORIGIN EMPIRE

CONDOMINIUM ACCOMMODATION, OFFICE & RETAIL, FOOD

PROPERTY MANAGEMENT, HOUSEKEEPING,BROKERAGE, RENTAL SERVICE, DIGITAL BUTLER

RESIDENTIAL FOR SALE RECURRING INCOME SERVICE SOLUTIONS

51 Projects Project value 64,693 MB

1 Project Project value 800 MB

HOUSE

Revenue is more than 100 MB per year

Company Overview

5

More than 200,000 Baht/Sq.m.

120,000 – 200,000 Baht/Sq.m.

80,000 – 120,000 Baht/Sq.m.

Less Than 80,000 Baht/Sq.m.

Luxury

High End

Mid End

Entry Level

Origin Condominium Brand Portfolio

TOTAL 149 UNITSSOLD 123 UNITSREMAINING 26 UNITS

Britania ResidenceSingle Detached House (Luxury)

10-20 MB

Britania HomeSingle and/or Detached House (Premium)

5-10 MB

Britania Townhome

Townhome/Home Office

3-5 MB

6

85% SOLD OUT

Origin House

ACCUMULATED PROJECT VALUE (ESTIMATED REIT VALUE)

2,400 MB

4,500 MB8,200 MB

12,400 MB

17,900 MB

24,700 MB

2019 2020 2021 2022 2023 2024

Accumulated Revenue

300 MB 700 MB 1,400 MB 3,300 MB 5,200 MB 6,500 MB

BANGKOK THONGLOR SIRACHA LEAMCHABANG CHONBURI SIRACHA

24

BANGKOK

7

PHAYATHAI

BANGKOK

RAYONG

RAYONG

FUTURE PROJECT

EEC

One Origin – Recurring Income

8

Condominium Hotel & Mixed use

KNIGHTSBRIDGEPRIME - ONNUT

KNIGHTSBRIDGECOLLAGE - RAMKHAMHAENG

KNIGHTSBRIDGEPRIME - RATCHAYOTHIN

KNIGHTSBRIDGESPACE - RATCHAYOTHIN

PARK THONGLOR(PHASE 1)

STAYBRIDGE SUITETHONG LOR

TOTAL PROJECT VALUE 27,000 MB.

ORIGIN 24 **SUKHUMVIT 24

x

2,500 MB 3,700 MB

(calculated by income approach method)

** New JV (Expect deal closed in Q3,2018)

Joint Venture Projects

2,000 MB 2,500 MB 1,600 MB 2,700 MB 12,000 MB

Property Management

Maid & Maintenance

Brokerage, Decoration & Residence Management

Property & Living Technology

Residential & Property Service

Property Agency

OverseaDomestic

9Primo Service Solution

10

Q2’2018 and 1H2018Key Operations and Financial Highlights

11Q2’2018 Key Financial HighlightsQuarterly Performance

12

Solid Growth Performance

Key Financial Highlights

13

Superior Growth Profile over Years

773 1,235 1,435

2,776

6,460

4,211

11,550

1,611 1,735 2,776 1,366

4,387

6,813

1,606

3,487

3,733

5,356

10,844

14,757

-

5

10

15

Y2015 Y2016 Y2017 Q2'17 Q2'18 1H17 1H18

Presale

+133% YoY

+174% YoY

Unit: M.Baht

2,055 3,199

9,988

1,176

4,184

2,054

6,657

-

2

4

6

8

10

12

Y2015 Y2016 Y2017 Q2'17 Q2'18 1H17 1H18

Revenue

+256% YoY+224% YoY

Unit: M.Baht

386638

2,021

239

1019

411

1,508

19%20%

20%

20%

24%20%

23%

0.0

0.5

1.0

1.5

2.0

2.5

Y2015 Y2016 Y2017 Q2'17 Q2'18 1H17 1H18

Net ProfitUnit: M.Baht

+327% YoY+267% YoY

861

1,429

3,102

536

1,487

939

2,264

43%

45%

35%

46%

41%

46%

40%

0%

10%

20%

30%

40%

50%

-

1

1

2

2

3

3

4

Y2015 Y2016 Y2017 Q2'17 Q2'18 1H17 1H18

Gross MarginUnit: M.Baht

+177% YoY+141% YoY

Key Financial Highlights

14

2018F : Target launch of new projects at 30,000 MB (+98%)

New Target Pre-Sale 24,000 MB (+63%)

Y2015 Y2016 Y2017 Y2018FLaunch 6,955 11,340 15,150 30,000Pre-Sale 5,356 10,844 14,757 24,000Actual L - - - 6,000

l

6,955

11,340

15,150

30,000

5,356

10,844

14,757

24,000

6,000

11,550

-

5,000

10,000

15,000

20,000

25,000

30,000

35,000

-

5,000

10,000

15,000

20,000

25,000

30,000

35,000

MB

+63%

+98%

1H18

Key Operation Highlights

15

Three New Knightsbridge in Three Key Locations

KNIGHTSBRIDGE

COLLAGE – SUKHUMVIT 107

PROJECT VALUE : 2,300 MBTOTAL UNITS : 325 Units

PROJECT VALUE : 1,000 MBTOTAL UNITS : 304 Units

PROJECT VALUE : 2,700 MB TOTAL UNITS : 488 Units

KNIGHTSBRIDGESPACE - RATCHAYOTHIN

KNIGHTSBRIDGESPACE – RAMA IX

1H2018 New Project Launched

16Q2’2018 Backlog InformationStrong Backlog to Support Revenue Target

17Q2’2018 Backlog by BrandStrong Backlog to Support Revenue Target and Knightsbridge is playing the major role

TOTAL 29,042 MB

Park6,562 23%

Knightsbridge15,152 52%

Notting Hill3,882 13%

Kensington2,539 9%

Britania472 2%

Other434 1%

Transfer Begins Q1/18 Q2/18 Q3/18 Q4/18

Phase2 Phase2

On time Construction and Advance Transfer Plan

2018 Transfer Plan

19

Focus on Ready to Move Projects

1H2018 Key Marketing Campaign

20

Three New Knightsbridge in Three Key Locations

KNIGHTSBRIDGE

COLLAGE – SUKHUMVIT 107

PROJECT VALUE : 2,300 MBTOTAL UNITS : 325 Units

PROJECT VALUE : 1,000 MBTOTAL UNITS : 304 Units

PROJECT VALUE : 2,700 MB TOTAL UNITS : 488 Units

KNIGHTSBRIDGESPACE - RATCHAYOTHIN

KNIGHTSBRIDGESPACE – RAMA IX

1H2018 New Project Launched

Knightsbridge Tiwanon

Project Value 1,150 MB

BritaniaSrinakarin

Project Value 800 MB

Q1 Q2 Q3 Q4

** Knightsbridge Tiwanon can start transfer faster than planned from Q3 to be Q1 2018

1H2018 Project Completed

Project Value 1,200 MB

Notting Hill Laemchabang

Notting Hill Sukhumvit-Praksa

Project Value 1,400 MBProject Value 11,000 MB

PARK 24PHASE 2

Q1 Q2 Q3 Q4

Project Value 1,050 MB

Kensington Kaset Campus

**Park24 Phase2, Notting Hill Praksa, Notting Hill Leamchabang, Ken Kaset Campus can start transfer faster than planned from Q3,4 to be Q2 2018

1H2018 Project Completed

23

Partnership with Fulcrum Global to bolster overseas presence

ORIGIN joined forces with Fulcrum Global, an Agent in Hong Kong, to tap sales of 15,000 million baht from Overseas Market in 3 years.

1H2018 Key Partnership

24

5,569

5,827

6,566

7,731

9,881

14,757

14,963

16,398

20,835

23,702

23,929

29,414

30,303

36,857

44,646

50,265

136,227

NOBLE

LALIN

A

PACE

PF

LPN

SC

ANAN

S

GOLD

SIRI

AP

ORI

QH

PSH

SPALI

LH

Market Cap (Bt Mil)

0.60

1.39

1.73

1.90

2.25

2.30

2.55

3.02

3.20

3.37

3.80

4.42

4.80

5.03

5.34

5.71

6.36

7.20

7.45

10.19

A

NOBLE

SENA

CI

SAMCO

RML

ANAN

GOLD

ORI

SC

AP

PF

LALIN

LPN

MK

QH

LH

SIRI

PRIN

PSH

Source: SET as of 27 August 18

Market Capitalization (Million Baht) Dividend Yield (%)

Peer Comparison

25

Secure High Margins and Returns (As of 1H2018)

Peer Comparison

26

Market Outlook

27

High Correlation between Residential Units Sold to GDP growth

Source : BOT, REIC and KS Research

Market Outlook

28

Forecast Residential aggregate presales by quarter

Source : Company data and Bualuang Research

Market Outlook

29

The lower rate of decline reflects higher average price despite lower number of newly launched projects

The increase in value primarily due to lower unit launched at higher prices

Source : AREA

23,634

79,889

19,544

82,482

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

No.Unit Value(MB)

New Launched of Housing Project Jan-June 18

Jan - Jun 2017 Jan - Jun 2018

30,647

102,758

26,326

104,065

0

20,000

40,000

60,000

80,000

100,000

120,000

No.Unit Value(MB)

New launched of Condominium ProjectJan-June 18

Jan - Jun 2017 Jan - Jun 2018

New Launched Residential Projects

30

28,264

44,67047,795

35,164

17,62610,974

19,343

26,087

61,753

42,428

23,110

14,538

-32%

-42%

29%

21%

31%

32%

-50%

-40%

-30%

-20%

-10%

0%

10%

20%

30%

40%

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

<2.01 2.001-3.000 3.001-5.000 5.001-10.000 10.001-20.000 >20.000

Real Estate Projects Launched by Prices (January-June 2018)

Jan - Jun 2017 Jan - Jun 2018

Source : AREA

MB

• Both domestic and international demand drives growth in mid to high end segment • Demand in low end segment has yet to recover

New Launched Residential Projects by Prices

31

The increase in both housing and condominium transfer values reflects recovering consumer confidence and relaxed mortgage conditions

Source : REIC

99,66183,839

135,250121,530

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

Housing Condo.

Housing Transfers from Juristic Persons Bangkok and Vicinities Jan - June 2018

Jan - Jun 2017 Jan - Jun 2018

Housing Transfers from Juristic Persons

32

2H2018 Update

Project Value 11,100 MBComplete Q2-Q3’18

PARK24 PHASE2

Project Value 1,050 MBComplete Q2-Q3’18

Kensington Kaset Campus

Q1 Q2 Q3 Q4

Project Value 600 MBComplete Q4’18

Notting Hill Jatujak Interchange

Q1 Q2 Q3 Q4

Projects to be Completed in 2H2018

34New Projects – Park Origin

35

LOCATION : Phayathai Road.LAND PLOT SIZE : 2 – 1– 36.3 RaiPROJECT VALUE : 4,600 MB PROJECT TYPE : High rise Condominium

35 Storeys 4 BasementsTOTAL UNIT : 550 Units

New Projects – Park Origin

36

Project : Park Origin Thonglor

Developer : ORIGIN PARK T1 Co.,LTD.

Land Plot Size : Approx. 6-0-18.5 Rai (2,418.5 SQ.W.)

Project Type: High rise Condominium

3 Buildings/ 39, 53, 54 Storeys

Total Unit : 1,210 Units + 5 Shops

Building A 338 units

Building B 478 units

Building C 394 units

No. of Parking : 55% Auto parking

New Projects – Park Origin

37

LOCATION : Soi 24 , SUKHUMVIT Road.LAND PLOT SIZE : 7-0-55 rai PROJECT VALUE : 11,000 MB PROJECT TYPE : Phase II

3 Buildings 29, 44, 51 StoreysTOTAL UNIT : 1,240 Units

New Projects – Park Origin

38

PRODUCT MIXED Semi-Detached House 148 UnitsTown House A Width 5.70 m. 112 UnitsTown House B Width 5.30 m. 12 UnitsTotal Unit 472 Units

LOCATION Bua Na Ka Rin Rd. (Bangna Trad – Samutprakarn)PROJECT LAND AREA 55-3-63.89 Rai ( Appx. 89,455 Sq.m.)PROJECT VALUE 1,900 MB

New Projects – Britania

39

PRODUCT MIXED Detached House (Oxford) 19 UnitsDetached House (Regent) 103 UnitsDetached House (Brompton) 60 UnitsTotal Unit 182 Units

LOCATION Sukhaphiban 6 Rd. (Bangna Trad-Bangphi Yai Temple, Samutprakarn)PROJECT LAND AREA 39-2-48.49 Rai (Appx. 63,696 Sq.m.)PROJECT VALUE 1,000 MB

New Projects – Britania

40

PRODUCT MIXED Semi-Detached House 56 UnitsTown House A width 5.70 m. 96 UnitsTown House B width 5.30 m. 151 UnitsTotal Unit 303 Units

LOCATION Ha Thai Rat Rd. (Outer Ring Road-Lamlukka, Pathumthanee)PROJECT LAND AREA 31-3-93.00 Rai (Appx.51,172 Sq.m.)PROJECT VALUE 1,100 MB

OUTER RING ROAD - HATHAIRAJ

New Projects – Britania

41

Origin Vision and Strategy

42

Condominium Projects

Housing Projects

Recurring Income

Our Core Competency

Park Origin to Enhance Our Brand Portfolio

JV Projects with Nomura

Next Growth Driver with Strong Potential

Diversification of Income Stream

Outer Bangkok and EEC

Selective prime CBD and EEC

• Continue to grow through our core competency.

• Bangkok’s mass transit extensions are a great opportunity while EEC, withthe government’s support, has ample room for growth.

• Enable us to grow faster and achieve higher ROE.

• Strong line-up of future products/businesses based on Nomura’s expertise.

• Utilize Park Origin’s ultra luxury brand to broaden our portfolio, with 3projects being launched in 2018 in super prime area (Phayathai, Thonglor,and Phromphong).

Bangkok mass transit extensions

/ EEC

Selectiveprime CBD

Bangkok mass transit extensions

/ prime CBD

• Capture healthy demand for low rise projects and fulfil ORI’s product line-up.

• Scale up to capture additional market and act as another driver to our coreoperation.

• Leverage on management’s experience together with synergy with existingbusiness.

• Capture demand from Expat’s long stay, business travellers and the EECmasterplan.

To Become Thailand’s Top Property Developer

43

13,500 15,300 15,500 15,500 16,000

1,500 3,000 4,400

7,200 10,000

250

850

1,000

500 700

850

850

900

6,000

6,000

8,500

1,000

5,000

6,000

2018 2019 2020 2021 2022

Recurring Income

Commercial property will start playing important roles after first property start operation in late 2019

Condominium Projects

HousingProjects

JV Projects

Manage Fees & Service

Revenue

Units: Million Baht

Our JV projects would start transfer in 2020 onwards

Additional income from JV company and Service revenue will enhances our profitability

Housing will become one of our key drivers in the next 5 years

Continue to grow with more complete brand portfolio from ultra luxury to market and capture structural shift in Thailand’s property demand

Our 5 Years Revenues Projections

Scale Up Business over the Next 5 Years

Potential JV Projects

Tentative JV Projects are under study and negotiation

Total Rev Exc. JV 15,500 19,000 21,000 24,400 27,900

Total Rev Inc. JV 15,500 19,000 28,000 35,400 42,400

44

Condominium 87%

Housing 9.7%

Services Business0.5%

Other Income2.7%

2018F

Revenue Mix 2018F – 2022F

2022F

Other Income1.8%

Condominium 58.2%

Housing 36.4%

Recurring Income 2.9%

Services Business0.7%

45

IR Contact

E-mail: ir@origin.co.th

Tel: 020 300 000 Fax: 02 398 8066

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