Thai Beverage Pcl Ord (TBVPF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good evening everyone and thank you for joining the Thai Beverage 1H2026 results call. All participants have been placed in a listen-only mode. Later, we will conduct a question and answer session and instructions will be given at that time. I will now hand over the call to the presenters, Ms. Namkorn Ongsutong Rangsi, Tybev's Head of Investor Relations, and the members of Tybev's Senior Management Team. Thank you. good evening ladies and gentlemen and welcome to tightwad financial resource conference call for the six months ended the 31st of march 2026 for the call tonight i will begin with a summary of our result then we will open the line for our q a with our management here for the summary of the first half results the profile revenue of the group for the first half was 173,219 million baht, a decrease of 2.5% compared to the same period last year. This was due to a decrease in sales revenue from the beer and non-alcoholic beverage. While there was an increase in sales revenue from spirits, food, and other businesses. EBITDA from normal business operations excluded a non-recurring impairment loss from discontinued operations of a joint venture was 33,273 million baht, an increase of 6.9% compared to the same period last year. This was due to an increase in EBITDA from food, gear, food, and other businesses, partly affected by a decrease in EBITDA from the non-alcoholic beverage business. The net profit from normal operation was 19,162 million baht, an increase of 7.8% compared to the same period last year. This was due to an increase in net profit for spirit, beer, and other businesses, partly offset by a decrease in net profit for non-alcoholic beverage and the food business. The Board of Directors has proposed an interim dividend payment of 3,770 million baht o...