06 Aug 2026

NER Reports Q2/2026 Net Profit of THB 436.36 Million, Board Approves Interim Cash Dividend of THB 0.05 per Share

NER Reports Q2/2026 Net Profit of THB 436.36 Million, Board Approves Interim Cash Dividend of THB 0.05 per Share

North East Rubber Public Company Limited (NER) reported its Q2/2026 financial results with sales revenue of THB 7,143.58 million and net profit of THB 436.36 million, reflecting efficient cost management. The Board of Directors has approved an interim cash dividend of THB 0.05 per share, with the shares trading ex-dividend (XD) on 20 August and payment scheduled for 4 September 2026. Mr. Chuwit Jungtanasomboon, Chief Executive Officer, expressed confidence in the Company's raw material management strategy and its continued effectiveness in price risk management, which support profitability amid industry volatility. He assessed that natural rubber price direction and global demand remain at high levels, supporting continued growth in second-half performance.

Mr. Chuwit Jungtanasomboon, Chief Executive Officer of North East Rubber Public Company Limited (NER) — a leading producer and distributor of Ribbed Smoked Sheet (RSS), Standard Thai Rubber (STR), Mixtures Rubber and Finished Rubber Products, including high-quality natural rubber flooring sheets, supplying manufacturers in the automotive industry and trading intermediaries in both domestic and international markets — disclosed that the Company's overall performance in Q2/2026 (ended 30 June 2026) generated total sales revenue of THB 7,143.58 million on total sales volume of 108,909 tonnes. This comprised domestic sales revenue of THB 5,612.53 million, or 78.57% of total sales, and international sales revenue of THB 1,531.06 million, or 21.43%.

Net profit for Q2/2026 stood at THB 436.36 million, growing continuously from THB 254 million in Q1/2026. The gross profit margin for Q2/2026 was 10.24% and the net profit margin 6.11%, compared with 8.26% and 3.51% respectively in Q1/2026.

"The significant increase in gross profit margin and net profit margin in Q2/2026 compared with Q1/2026 reflects the efficiency of the Company's business management, with its emphasis on cost management, raw material sourcing and price risk management, even as market conditions remain volatile due to global economic factors and climate conditions."

In addition, the Board of Directors meeting held on 5 August 2026 resolved to pay an interim dividend for the first six months of 2026 operating results at THB 0.05 per share, with the shares trading ex-dividend (XD) on 20 August and payment scheduled for 4 September 2026.

Regarding the outlook for the natural rubber industry in the second half of the year, it is expected to continue to be supported by a tight global supply structure, with output from several key producing countries still affected by variable weather conditions, while natural rubber prices continue to move at levels favourable to operators able to manage costs and risks efficiently.

"Revenue is expected to continue growing in the second half of the year, driven by natural rubber demand from the tyre industry and the manufacturing sector. The Company is ready to move forward in developing its business capabilities under the concept of NER Creating Value Beyond Rubber, to build stable and sustainable growth," Mr. Chuwit concluded.