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Banpu (BANPU) investor relations material

Banpu Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary10 Aug, 2026

Executive summary

  • Completed amalgamation and established new entity, with shares trading on SET from August 2026.

  • Announced interim dividend of 0.40 Baht/share, reflecting commitment to shareholder returns.

  • Net profit for 2Q2026 was $49 million, up $78 million year-over-year, driven by diversified energy portfolio and cost management.

  • EBITDA for 2Q2026 reached $327 million, with strong contributions from all business pillars.

Financial highlights

  • Sales and service income for 2Q2026 was $1,438 million, up 16% year-over-year.

  • Gross profit increased 26% to $318 million, with gross margin improvement across segments.

  • Net profit attributable to owners was $49 million, compared to a loss of $29 million in 2Q2025.

  • Basic earnings per share for 2Q2026 was $0.005 (Baht 0.160).

  • Total assets as of 30 June 2026 were $14,423 million, up 3% from year-end 2025.

  • Total equity increased 7% to $5,229 million.

Outlook and guidance

  • Energy demand outlook remains strong, driven by AI and data center growth.

  • Company aims to balance cash flow from existing businesses with future growth opportunities.

  • Focus on expanding low-carbon and technology-driven businesses, including CCUS and battery storage.

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