Delta Electronics Pcl New (DLEGF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

A very good morning to investors. Thank you for joining in the set of calls for Delta Electronics Thailand this morning. I'd like to introduce our top management who joined the session today. First of all, Mr. Victor Chung, Chief Executive Officer. Secondly, Ms. Mika Ponsiara Thariwong, Chief Financial Officer. And my name is Anjali Thirakam from Investor Relations. Yeah, good morning. First, I'd like to start with the executive summary. Delta Thailand delivers strong quarter two 2026 top line revenue at US dollars 2011 million. It's a 50.7% year-over-year growth and 3.4% quarter-over-quarter. Delta's robust operation was supported by world-based strength in power electronics and ICD infrastructure solutions. While AI momentum remains intact, raw material shortage poses a year-term risk, which disrupts shipment and pressure margin for Q226. leading to a record net profit of US dollars 186 million 33.4% year-over-year growth by the naked 35% quarter-over-quarter reduction. Pure political instability continued to put pressure on energy and logistic costs. Headline inflation remained elevated, but broadly stable compared with Q1 2026. While the growing demand in AI-related industry The global economy experienced slower growth in Q2 2026 amid persistent energy market pressure and geopolitical uncertainty, while strong investment in AI-related technologies and infrastructure partly offset these headwinds. Delta Thailand's near-term outlook remained positive, supported by convenient demand and healthy order pipeline for AI and data center research. latest solutions. However, inflationary pressures, geopolitical uncertainty, elevated operating costs, and supply chain constraint remain key challenges. And for the global market outlook, the global economy remains shaped by th...