GFPT Public Company Limited (GFPT) Earnings Call Transcripts

GFPT Public Company Limited's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, GFPT Public Company Limited reported a consolidated revenue of THB 4,268 million, reflecting an 8.2% year-on-year decline, primarily due to decreased export volumes of processed chicken products. The net profit also fell to THB 517 million, down 19% year-on-year, driven by lower contributions from associated companies. Management provided guidance for 2026, expecting sales growth of 2% to 3% and a gross profit margin between 15% and 16%.

Reported metrics

Guidance from management

Management expects sales growth of 2% to 3% in 2026, with a gross profit margin anticipated to be between 15% and 16%. CapEx is projected at THB 1 billion to THB 1.2 billion for fixed asset investments.

What analysts pressed on

Analysts expressed concerns regarding the significant drop in export volumes, particularly to China, and the overall impact on revenue and profitability. There were also worries about the potential risks from animal disease outbreaks and global competition affecting margins and market share.

Main topics on the call

• Revenue Decline — GFPT's revenue for Q1 2026 decreased by THB 382 million or 8.2% year-on-year, attributed mainly to lower sales in the food segment. Management noted, "Revenue from Food segment in the first quarter of this year, about TH...
• Profitability Pressure — Net profit for Q1 2026 was THB 517 million, a 19% decline from the previous year, largely due to reduced profit contributions from associated companies. The net profit margin decreased from 13.7% to 12.1%.
• Cost Management Improvement — Despite revenue declines, GFPT managed to improve its gross profit margin from 14% to 14.6%, driven by lower feed raw material costs. Management stated that the cost of sales decreased from 85.98% to 85.36% of revenue.
• Guidance for 2026 — Management provided a sales growth forecast of 2% to 3% for 2026, with an anticipated gross profit margin of 15% to 16%. This guidance reflects a cautious optimism in light of current market conditions.

Read the full GFPT Public Company Limited transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 GFPT Public Company Limited earnings call transcripts on record, spanning February 20, 2025 to May 14, 2026. Based on this history, GFPT Public Company Limited reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GFPT

Exchange

SET

Country

TH

Sector

Consumer Staples

Industry

Food Products

Calls on record

6

First call

February 20, 2025

Most recent

May 14, 2026

Reporting cadence

quarterly