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Thai Beverage Public Co Ltd (SG:Y92)
SGX:Y92
Singapore Market
Y92
Thai Beverage Public Co
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Thai Beverage Public Co (Y92) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 08, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
<0.01
Last Year’s EPS
0.01
Same Quarter Last Year
Analyst Consensus
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Nov 25, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Mixed. The call highlights operational strengths — notably a strong beer profit recovery (+24.6% net profit) and material raw-material tailwinds expected to improve margins in FY26, plus completed/near-complete capacity investments (Cambodia, Malaysia) and maintained dividend. However, these positives are tempered by group-wide revenue and net profit declines (sales -2.1%, net profit -11.7%), continued softness in domestic consumption, segmental profit declines (spirits -7%, NAB -13.4%), losses in food and other businesses, and short-term market/logistical disruptions (Vietnam competition, border conflicts, floods). Overall the positives and negatives are balanced.
Company Guidance
Management’s guidance was broadly conservative and operationally focused: the Board proposed a THB 15,581m total dividend (THB 0.62/share; interim THB 0.15 paid June 2025, proposed final THB 0.47) and reiterated a minimum ~50% payout policy (61.4% payout this year); major Malaysia/Cambodia CapEx is largely spent with spend expected to normalise by mid‑FY26; an IPO for the beer arm is not expected in FY26 given market conditions. They flagged favorable input‑cost tailwinds for FY26 (molasses ~30–35% lower YoY, resin ~60% of last year’s price, malt down another “two digits,” broken rice >20% lower, and easing aluminum/carton/label costs), will keep A&P trade‑focused and cautious (RTD breakeven ~1 year, single‑malt longer), expect Cambodian commercial production around Dec–Jan, and noted net gearing rose due to lower EBITDA despite lower absolute interest‑bearing debt; Myanmar spirits share ~72%.
Group Dividend and Payout
Board proposed total dividend THB 15,581 million (THB 0.62/share) representing a 61.4% payout ratio, including interim THB 0.15 and proposed final THB 0.47, maintained despite softer earnings.
Beer Business Profitability Surge
Beer sales revenue THB 123,222 million (-2.5% YoY) but net profit rose 24.6% YoY to THB 6,503 million, driven by lower raw material costs and improved production efficiencies; total sales volume +3.1%.
Favorable Raw Material Cost Outlook
Management expects materially lower input costs into FY26: molasses ~30–35% lower YoY, resin for packaging ~40% lower (now ~60% of prior price), malt down further by double digits, broken rice down >20%, and decreases in aluminum/carton/labels — supportive of improved gross margins.
Spirits International Strength and NPD
Spirits business international markets (including Myanmar) performed strongly; new product launches include single malt 'PRAKAAN' and RTD (RTD breakeven within ~1 year); Myanmar spirits market share ~72% with prior-year sales revenue growth >20%.
Operational Investments Nearing Completion (Cambodia/Malaysia)
Three Cambodian facilities nearing completion with commercial production targeted Dec–Jan and local production planned from January; majority of CapEx in Malaysia and Cambodia largely spent, expected CapEx to normalize mid-FY26.
NAB Core Category Market Share Gains
Management reports NAB secured and grew market share in core categories (drinking water and CSD) and is the only brand growing both categories, indicating resilience in key segments despite softer domestic demand.
Prudent Marketing and Cost Discipline
Management emphasizes cautious, trade-focused marketing spend across segments and intends to optimize A&P to improve bottom-line results in FY26.

Thai Beverage Public Co (SG:Y92) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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SG:Y92 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 08, 2026
2026 (Q2)
<0.01 / -
0.011―――
Feb 12, 2026
2026 (Q1)
0.02 / 0.02
0.017-2.13% (>-0.01)――
Nov 25, 2025
2025 (Q4)
<0.01 / <0.01
0.019-69.17% (-0.01)
Aug 14, 2025
2025 (Q3)
0.01 / 0.01
0.01210.74% (<+0.01)――
May 09, 2025
2025 (Q2)
0.01 / 0.01
0.018.87% (<+0.01)
Feb 13, 2025
2025 (Q1)
0.02 / 0.02
0.018-6.00% (>-0.01)――
Nov 21, 2024
2024 (Q4)
<0.01 / 0.02
0.006201.89% (+0.01)
Aug 08, 2024
2024 (Q3)
0.01 / 0.01
0.013-7.74% (>-0.01)――
May 13, 2024
2024 (Q2)
<0.01 / <0.01
0.011-8.49% (>-0.01)
Feb 13, 2024
2024 (Q1)
0.02 / 0.42
0.462-8.44% (-0.04)――
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SG:Y92 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2026
S$0.47S$0.470.00%
Nov 25, 2025
S$0.45S$0.450.00%
Aug 14, 2025
S$0.45S$0.46+1.11%
May 09, 2025
S$0.48S$0.49+1.04%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Thai Beverage Public Co Ltd (SG:Y92) report earnings?
Thai Beverage Public Co Ltd (SG:Y92) is schdueled to report earning on May 08, 2026, After Close (Confirmed).
    What is Thai Beverage Public Co Ltd (SG:Y92) earnings time?
    Thai Beverage Public Co Ltd (SG:Y92) earnings time is at May 08, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Thai Beverage Public Co Ltd stock?
          The P/E ratio of Thai Beverage Public Co is N/A.
            What is SG:Y92 EPS forecast?
            SG:Y92 EPS forecast for the fiscal quarter 2026 (Q2) is <0.01.