HL expects continued profit growth in Q4 2026, plans new PRIME brand product to lift margins

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Summary · why it matters

Healthy Lead Public Company Limited, or HL, expects its fourth-quarter 2026 results to continue growing on seasonal factors, even though its branch at the Fashion Island shopping centre had to suspend services temporarily because of flooding. The company has insurance covering damage to both the store and its inventory, so the business was not significantly affected, and the branch has already resumed normal operations. Chief Executive Officer Supakorn Panthukanon said demand for medicines treating flood-related conditions, such as athlete's foot, fungal infections and dermatitis, has risen, and customers also stocked up on medicines in advance, helping offset revenue lost from the temporarily closed branch. The company is preparing a final test of its Telepharmacy remote pharmacy service after the flooding delayed the schedule, and expects to launch the service within the fourth quarter of 2026. It is also building two new branches, which may be pushed back to January 2027 if they are not ready this quarter. It also plans to launch one new product under the PRIME brand, with a reformulated recipe, more premium ingredients and a slightly higher selling price, which should support margins late this year. HL is maintaining its target of double-digit revenue growth for the whole of 2026, or around 10% compared with the previous year, and expects third-quarter 2026 results to remain solid, with the fourth quarter of 2026 likely to keep growing on a seasonal basis.

Impact on assets 2

Health Care▲
Healthlead Public Company Limited
HL
▲ PositiveDemandPricingrelevance

Flood-related medicine demand and customer stockpiling offset lost revenue, supporting continued Q4 2026 growth.

Energy Transition & Power Demand▲