SFLEX hits record profit, expands spout pouch capacity, and names new CEO
Record Q2 profit and dividend SFLEX reported record Q2 2026 net profit of 79.15 million baht, up 48.91% year on year, on revenue of 520.74 million baht. The board approved an interim dividend of 0.17 baht per share. This shows the company is earning more and returning cash to shareholders, which supports the stock price.
This is the core earnings event that directly drives investor confidence and the stock price.
Spout pouch order surge and capacity expansion Orders for spout pouch packaging have nearly doubled, prompting SFLEX to add 10 new machines to its existing 11. The company expects Q3 and Q4 2026 to keep growing from the record Q2. More orders and more machines mean higher sales ahead, pushing the stock up.
This is a new operational development showing strong demand and future revenue growth.
New CEO and management restructuring The board appointed Dr. Chatchai as new CEO and restructured management, with NETBAY taking over the business and Kobkarnjana joining as advisor. A fresh leadership team can bring new strategy and efficiency, which investors often view as a positive catalyst for the stock.
Leadership change is a new event that can affect future strategy and investor sentiment.
Joint venture orders to start in Q4 The Star Union Packaging joint venture with Thai Union was delayed about six months by Strait of Hormuz conflict, but Thai Union has now approved all orders and will start sending them in Q4 2026. The first salmon packaging product is expected to bring about 100 million baht in revenue, boosting future earnings.
This clarifies a previously delayed growth driver that is now set to contribute revenue.