Q2 2026 SCG Packaging PCL Earnings Call Transcript
Key Points
- EBITDA margin improved to 17% in H1 2026, exceeding the company's target of 14%.
- Net profit surged 103% year-on-year in H1 2026, driven by strong performance in Indonesia and Vietnam.
- Fajar (Indonesia) turned profitable in Q2 2026, supported by product rationalization and energy cost savings.
- Debt levels decreased significantly, with debt-to-equity ratio at 0.93 and debt-to-EBITDA at 2.6 times.
- Interim dividend increased to THB0.4 per share, reflecting strong first-half results.
- Revenue from sales declined 3% year-on-year in H1 2026 due to softer volumes.
- Fiber business EBITDA dropped 23% year-on-year, pressured by lower selling prices and Thai baht appreciation.
- Export sales to China decreased, reflecting a strategic shift away from the Chinese market.
- Alternative fuel usage fell short of target (36% vs. 40%) due to higher coal prices.
- Demand in the Philippines weakened in Q2 due to the holy week holidays.
Good afternoon distinguished participants. It is with great pleasure that we will come you to the Analyst Conference. Today we will cover the performance of the first half and also second quarter of this year. My name is Sornnarin Bangkedphol from the IR team. I will be your host on this afternoon session.
As usual, we will begin with the presentation by management. And we will have Q&A session right after. Please allow me to introduce and hand over the floor to SCGP CEO, Wichan Jitpukdee and SCGP CFO, Danaidej Ketsuwan.
Thank you.
Good afternoon, and (spoken in foreign language) Time fine so fast, half year already passed, and we meet again for the SCGP second quarter analyst conference.
The conflict in the Middle East still can be settled, which is more than four months already. In the past, we see the globalization and we are also moving toward deglobalization. This time after the US
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