Delta Electronics (Thailand) Public Company Limited (DLEGF) Q3 2026 Earnings Call October 27, 2026 10:15 PM EDT
Company Participants
Anchalee Jieratham
An Cheng – CEO & Director
Nipaporn Jiarajareevong – Chief Financial Officer
Presentation
Anchalee Jieratham
[Foreign Language] A very good morning to investors. Thank you for joining this Earning Calls for Delta Electronics Thailand for our third quarter results. May I introduce our top management who joined the session with us today. Firstly, Mr. Victor Cheng, Chief Executive Officer; Secondly, Ms. Nipaporn Jiarajareevong, Chief Financial Officer; and my name is Anchalee Jieratham from Investor Relations. [Foreign Language] Without further ado, I would like to pass on the presentation for — [ to Victor ] to begin the session today.
An Cheng
CEO & Director
[Foreign Language] I will start with the business and operation. First of all, the executive summary. Delta Thailand builds on a strong business momentum achieved in the first half of 2026 to delivering quarterly revenue of USD 2.281 billion and net profit of USD 232 million. Revenue increased by 38.1% year-over-year and increased 13.4% quarter-over-quarter, while net profit grew by 1.3% year-over-year and 24.8% quarter-over-quarter.
Profitability has improved although supply constraint and inventory provisions remain a growing challenge. Amidst ongoing geopolitical and energy market uncertainty, global economic activities remained resilient during the last quarter. Despite inflationary pressure driven by elevated energy and production costs, investment momentum in AI-related industry outpaced broader market. Delta supply chain conditions improved during this quarter — I mean, past quarter, while supply chain imbalance in certain AI-related components remain a challenge. Suppliers’ diversification continue to strengthen, and inventory-related pressures are expected to gradually improve in the second half of the year.
Flooding in late September, surrounding Delta manufacturing facility are very effectively managed through established business continuity and flood mitigation controls. Operations remain
