Anjali Thirakam
Investor Relations
Replay available
Delta Electronics Pcl New (DLEGF) Q2 2026 Earnings Call
Delta Electronics Pcl New (OTC: DLEGF) Q2 2026 earnings conference call, held 2026-07-27. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Mika Ponsiara Thariwong
Chief Financial Officer
Victor Chung
Chief Executive Officer
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Delta Electronics (thailand) Public Co. Ltd..
Replay transcript excerpt
WEBVTT 00:00:00.459 -- 00:00:04.663 A very good morning to investors. Thank you for joining in the set of calls for Delta 00:00:04.663 -- 00:00:09.146 Electronics Thailand this morning. I'd like to introduce our top management who joined 00:00:09.146 -- 00:00:14.491 the session today. First of all, Mr. Victor Chung, Chief Executive Officer. 00:00:14.491 -- 00:00:18.374 Secondly, Ms. Mika Ponsiara Thariwong, Chief Financial Officer. 00:00:18.374 -- 00:00:21.367 And my name is Anjali Thirakam from Investor Relations. 00:00:21.367 -- 00:00:22.487 Yeah, good morning. 00:00:22.487 -- 00:00:25.948 First, I'd like to start with the executive summary. 00:00:25.948 -- 00:00:30.729 Delta Thailand delivers strong quarter two 2026 top line revenue at US dollars 00:00:52.469 -- 00:00:55.831 2011 million. It's 00:00:55.831 -- 00:01:01.135 a 50.7% year-over-year growth and 3.4% quarter-over-quarter. 00:01:01.135 -- 00:01:05.179 Delta's robust operation was supported by world-based 00:01:05.179 -- 00:01:09.762 strength in power electronics and ICD infrastructure solutions. 00:01:09.762 -- 00:01:15.006 While AI momentum remains intact, raw material shortage poses a year-term 00:01:15.006 -- 00:01:20.781 risk, which disrupts shipment and pressure margin for Q226. 00:01:20.781 -- 00:01:26.243 leading to a record net profit of US dollars 186 00:01:26.243 -- 00:01:28.803 million 33.4% 00:01:28.803 -- 00:01:30.444 year-over-year 00:01:30.444 -- 00:01:34.525 growth by the naked 35% quarter-over-quarter 00:01:34.525 -- 00:01:36.186 reduction. 00:01:36.186 -- 00:01:41.847 Pure political instability continued to put pressure on energy and logistic costs. 00:01:41.847 -- 00:01:47.929 Headline inflation remained elevated, but broadly stable compared with Q1 2026. 00:01:47.929 -- 00:01:51.767 Wh...