BE8 shares dropped 3.97% to 6.05 baht after reporting a second-quarter 2026 loss of 27 million baht. Although the loss narrowed from the previous quarter, it remains far from normal levels. Gross margin edged up to 14.5% from 14.2% in the first quarter of 2026, but is still below the normal range of 25% or higher, reflecting intense competition in current business segments. Backlog at the end of the second quarter of 2026 surged to 1.95 billion baht, the highest in six quarters. However, Krungsri Securities views the relatively slow margin recovery as a risk factor that will keep the second-half recovery sluggish and could pose downside risk to full-year profit, while maintaining a Neutral recommendation.
Beryl 8 Plus Public Company LimitedQ2 2026 loss of 27 million baht and slow margin recovery pose downside risk to full-year profit.
