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1 Investor Relations Department

THAI AIRWAYS INTERNATIONAL PCLStakeholder Meeting & Company Visit

(July 16, 2012)

http ://www .thaiairways .com /about-thai /investor-relations /en/investor .html


Contents

Status Update

Back Up Plan

Impact from Suvarnabhumi


Status Update


1Q’2012 MTHB USD mn.

Equivalent% Change YoY

Assets 281,397 9,077 +2.5%

Total Revenue 54,505 1,758 +5.1%

Net Profit (Include FX) 3,645 118 +489.3%

2012 JUNE

# of Aircraft 87*

Destinations Served 69

Countries Served 35

*Excluding 4 B 737-400 & 2 ATR-72 leased to Nok Air

2012 JUNE%

Change YoY

JAN.– JUN.% Change

YoY

Passenger carried (Million) 1.58 +15.2% 10.02 +9.8%

Million Revenue Passenger Kilometers (MRPK)

4,667 +11.7% 29,707 +7.6%

Freight carried (tons) 53,814 -6.2% 335,772 -3.3%

Million Revenue Freight Ton Kilometers (MRFTK)

213 -9.1% 1,297 -8.8%

Status Update


Units 2012 2011%

ChangeYoY

2012 2011%

ChangeYoY

Passenger Production MASK 6,182 6,358 -2.8% 38,729 38,743 -0.04%

Passenger Traffic MRPK 4,667 4,176 +11.7% 29,707 27,618 +7.6%

Cabin Factor % 75.5 65.7 +14.9% 76.7 71.3 +7.6%

Passenger carried Million 1.58 1.37 +15.2% 10.02 9.13 +9.8%

Passenger Yield* THB/km (MAY) 2.62 (MAY) 2.78 -5.8% (JAN-MAY) 2.72 (JAN-MAY) 2.77 -1.8%

Freight Production MADTK 394 407 -3.0% 2,360 2,483 -4.9%

Freight Traffic MRFTK 213 235 -9.1% 1,297 1,422 -8.8%

Freight Factor % 54.1 57.7 -6.2% 54.9 57.3 -4.1%

Freight carried Tons 53,814 57,371 -6.2% 335,772 347,318 -3.3%

Freight Yield* THB/km (MAY) 9.95 (MAY)10.09 -1.4% (JAN-MAY) 10.04 (JAN-MAY) 9.77 +2.8%

Avg. Fuel Price** USD/BBL (July E) 116.3 (July) 129.3 -10.0% (July E) 116.3 (July) 129.3 -10.0%

Note : * Yield includes fuel surcharge** Price into plane

JANUARY-JUNEJUNE

Status Update


(E) 116 USD/BBL(July 12)

0

40

80

120

160

200

Jan-06

Apr-06

Jul-06

Oct-06

Jan-07

Apr-07

Jul-07

Oct-07

Jan-08

Apr-08

Jul-08

Oct-08

Jan-09

Apr-09

Jul-09

Oct-09

Jan-10

Apr-10

Jul-10

Oct-10

Jan-11

Apr-11

Jul-11

Oct-11

Jan-12

Apr-12

Jul-12

Price of Jet Fuel (USD/BBL)(Into plane)

10% Lower YoY

Iran still a hot potato

Status Update


Monthly fuel hedging 2008-2011 - % of consumption by month

Hedging combined with fuel surcharge greatly mitiga tes fuel price fluctuation risk

0% 0% 0% 0%3%

17%

38% 41

%44

%44

% 49%

35%

27%

20%

23%

3% 3%7%

13%

13% 17

%20

% 27% 30

%44

%44

%44

%47

%47

%47

%69

%69

%69

%69

%69

%69

%51

%51

%51

%50

%50

% 56%

80%

80%

80%

80%

80%

80%

73%

76%

79% 84

%

84%

84% 93

%93

%93

%85

%85

%85

%

40%

40%

40%

35%

35%

35%

Jan-

08F

eb-0

8M

ar-0

8A

pr-0

8M

ay-0

8Ju

n-08

Jul-

08A

ug-0

8S

ep-0

8O

ct-0

8N

ov-0

8D

ec-0

8Ja

n-09

Feb

-09

Mar

-09

Apr

-09

May

-09

Jun-

09Ju

l-09

Aug

-09

Sep

-09

Oct

-09

Nov

-09

Dec

-09

Jan-

10F

eb-1

0M

ar-1

0A

pr-1

0M

ay-1

0Ju

n-10

Jul-

10A

ug-1

0S

ep-1

0O

ct-1

0N

ov-1

0D

ec-1

0Ja

n-11

Feb

-11

Mar

-11

Apr

-11

May

-11

Jun-

11Ju

l-11

Aug

-11

Sep

-11

Oct

-11

Nov

-11

Dec

-11

Jan-

12F

eb-1

2M

ar-1

2A

pr-1

2M

ay-1

2Ju

n-12

Jul-

12A

ug-1

2S

ep-1

2O

ct-1

2N

ov-1

2D

ec-1

2Ja

n-13

Feb

-13

Mar

-13

Apr

-13

May

-13

Jun-

13

Status Update


Note : OL = Operating leas / FL = Financia l leaseI = Intercontinental / R = Regional

NEW A/C DELIVERY

2012 2013 2014 2015 2016 2017 TOTAL

A380-8003 (FL)

(SEP/NOV/DEC)

3 (FL)(JAN/JUL/AUG)

- - - - 6

B777-300ER2 (OL)

(AUG/OCT)

6 (OL)(MAR/APR/JUN/JUL/AUG/OCT)

3 (FL) 3 (FL) - - 14

A330-3003 (FL)

(FEB/SEP/OCT)

2 (FL)(JAN/APR)

- - - - 5

A350-900 - - - -2 (FL) I2 (OL) R

2 (FL) I6 (OL) R

12

B787-9 - - - - - 2 (OL) 2

B787-8 - - 4 (OL) 2 (OL) - - 6

A320 (Thai Smile)4 (OL)

(JUN/AUG(2)/SEP)

2 (OL)(JAN/MAR)

2 (FL) 3 (FL) - - 11

TOTAL 12 13 9 8 4 10 56

Status Update


AIRBUS 380-800

Status Update


Class Seats Pitch Width Length Recline Upright LCD

Distance Angle Angle Screen

First 12 82" 27" 18.12" TBA* 180° 110° 23"

Business 60 44” 20" 20.42" 28.56" 180° 110° 15.4"

Economy 435 32” 18" 17.19" 6" 120° 105° 10.6"

Sequence 1 2 3 4 5 6

Delivery Plan Sep-12 Nov-12 Dec-12 Jan-13 Sep-13 Oct-13

First Class Economy ClassBusiness Class

Economy Class

* To be advise

Status Update


PHASE-OUT PLAN 2012 2013 2014 2015 2016 2017 TOTAL

B747-4002

(DEC)2 - - 2 2 8

B777-300ER (Jet Airways)

- 5 - - - - 5

A340-5004

(MAY)- - - - - 4

B777-200 - - - - - 4 4

A330-300 - - 2 4 - 2 8

A300-6002

(MAR)4

5 - - - 11

B737-4003*

(JUL/JUL/OCT)1*+2

2 1 - - 9

ATR-72 - 2* - - - - 2

TOTAL 11 16 9 5 2 8 51

Note : *Return from Nok Air

Status Update


� FEB. – DEC. 2012

� One has been completed

B747-400No. 7-12 6

B747-400No. 13-18

6

First Business Economy# of Aircraft Tentative Completion

� All have been completed

� DEC. 2011 - OCT. 2012

8B777-200No. 1-8

Status Update


Hours / Day / Aircraft

Aircraft Utilization

12.0

11.7 11.6

11.3 11.1

10.0

11.0

12.0

13.0

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2009 2010 2011 2012

Status Update


Reliable

Enjoyable

Valuable

Trendy

Friendly

Worthy

Good Price

High Value

Affordable

Light

Premium

Positioning Differentiation Character ValueBRAND

THAI Smile’s first flight has commenced on July 7, 2012Ticket Sale: April 27, 2012

Fly SMART with

Economy Class consists of up to 156 seats, 3 seats abreast in 2 rows divided by a single aisle

Light Premium

Status Update


Brand new narrow body aircraft# of aircraft

Fleet Plan(2012F-2018F)

4

6

8

11

11

11

11

2012

2013

2014

2015

2016

2017

2018

EFFECTIVE FREQUENCY Destination

JUL 2012 14 Flights/ week Bangkok- Macau V .V.

AUG 2012 14 Flights / week Bangkok -Chiang Mai V. V.

AUG 2012 7 Flights / week Bangkok- Phuket V.V.

AUG 2012 7 Flights / week Chiang Mai - Phuket V .V

AUG 2012 28 Flights / week Bangkok - Krabi V.V.

SEP 2012 14 Flights / week Bangkok - Suratthani V.V.

TPI Summer 2012*

THAI Smile base at BKK,operates in domestic and regional secondary

routes and synchronize with TG network.

* Effective : July 7 - October 27, 2012

Bangkok

Macau

Chiang Mai

Phuket

Suratthani

Krabi

Status Update


Asia9 Cities

: Bangkok

: Taipei

: Tokyo

: Hyderabad

: Shennai

: Delhi

: Bangkok

: Taipei

: Tokyo

: Hyderabad

: Shennai

: Delhi

: Frankfurt

: Amsterdam

: Frankfurt

: Amsterdam

: Sydney: Sydney

Europe

Australia

Status Update

BOEING 747-400

FREIGHTERS


Runway @ Suvarnabhumi Airport

East Wing West Wing



East Wing

West Wing

Closed for repairing Runway 60 Days (Jun 11 – Aug 2, 2012)

Crack on surface

Problem Proactive Action

Closed for repairing Runway 1 Day (Jul 5, 2012)

Impact

• Departure time delay: (From Jun 28 – Jul 5, 12)- Average: 29.82 minutes- TG225: 136 minutes- 32 flights delayed (on Jun 30, 12)

• Departure 25 flights delayed(9.20 p.m. – 01.20 a.m.)

- International: 23 flights- Domestic: 2 flights

• Arrival 17 flights delayed(9.30 p.m. – 01.10 a.m.)- International: 11 flights- Domestic: 6 flights

AOT

• Preparing to reserve other airports for Ad-hoc case: Don mueang, U-tapao and others

• Continuously monitoring airport runway twice a day

• Full time to repair West wing airport runway on short notice 24 hrs / day

THAI

• Providing both personnel and resources at other reserved airportDon mueang Airport 3 flights

U-tapao Airport 4 flights

Chiangmai Airport 1 flight

Runway @ Suvarnabhumi Airport



Back up plan


21

Terminal 1 about 16 million passengers

Terminal 2 about 11 million passengers

Domestic Terminal about 9 million passengers

Total capacity about 36 million passengers

Back Up Plan

Capacity @ Don mueang Airport


Thank you

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