Thailand · Delayed Price · Currency is THB GFPT PCL Earnings Call Transcripts
Fiscal Year 2026
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Q2 revenue and net profit declined year-on-year due to lower export volumes and reduced contributions from associates, though gross profit margin improved slightly. Expansion plans and CapEx remain on track, with stable financial ratios and a focus on sustainability.
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Q1 revenue and net profit declined year-on-year due to lower export volumes, especially to China, but gross margin improved slightly on lower feed costs. Management guides for modest sales growth and stable margins in 2026, with continued investment in capacity expansion.
Fiscal Year 2025
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Revenue declined 2.45% year-on-year to THB 18.84 billion, but net profit surged 23.6% to THB 2,439 million, driven by lower feed costs and improved margins. 2026 guidance anticipates 2%-3% revenue growth and continued margin strength.
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Revenue declined 6.1% year-on-year in 3Q25, but net profit surged 32% due to lower feed costs and improved margins. Export volumes fell, especially to the U.K., while domestic sales and feed segment grew. 2025 guidance expects flat revenue and strong margins.
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Q2 2025 saw revenue rise 0.9% year-on-year and net profit up 10%, driven by higher farm segment sales and lower feed costs. Gross and net margins improved, while export volumes declined 6% but domestic sales rose. 2025 guidance targets 2%-3% sales growth and 15%-16% gross margin.
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Q1 2025 saw revenue rise 2.7% YoY to THB 4,650 million and net profit surge 37% to THB 638 million, driven by lower feed costs and higher export volumes. Gross and EBITDA margins improved, and 2025 guidance targets 2%-3% sales growth with continued expansion plans.