VCOM eyes record fourth quarter of 2026, full-year revenue on track to hit 2.2 billion baht target

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VCOM Technology Public Company Limited, or VCOM, is signalling that its fourth-quarter 2026 results will recognise a large chunk of revenue from projects delayed out of the third quarter of 2026. Managing Director Songsi Srirungruangjit told "Than Hoon" that third-quarter 2026 performance may fall short of the target set, because some projects had their revenue recognition pushed back, and that revenue will be recognised in the fourth quarter of 2026 in a fairly large amount. Overall, however, the company is keeping its full-year 2026 revenue target at approximately 2.2 billion baht and expects full-year results to meet the target or projection, with a chance of setting a new high. For its 2027 direction, the company will focus mainly on private-sector projects, since government investment in information technology remains limited. It is also preparing a strategy to place greater emphasis on artificial intelligence, or AI, businesses, and will increase the share of revenue from services, especially AI-related services, in order to lift gross margin and restructure revenue toward a higher proportion of work that creates greater added value. The company assesses that under current economic conditions, driving sales growth of 10 to 20 percent as in the past may be harder to achieve, so it is giving more weight to improving profitability instead.

Impact on assets 1

Cloud & Digital Infrastructure▲
Vintcom Technology PCL
VCOM
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VCOM expects Q4 2026 to recognize a large chunk of delayed revenue and keeps its full-year 2026 revenue target of ~2.2 billion baht on track, with a chance of a new high.