Delta Electronics (Thailand)

Delta Electronics (Thailand) (DELTA) investor relations material

Delta Electronics (Thailand) Q4 2025 earnings summary

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

Q4 2025 earnings summary23 Feb, 2026

Executive summary

Fiscal year 2025 closed with strong performance: revenue up 30.9% year-on-year to $6.025 billion (THB 198.2 billion), net profit up 42.4% to $754 million (THB 24.8 billion), driven by digitization, AI, and decarbonization demand.
Growth supported by balanced product mix, disciplined cost management, and resilient supply chain amid global tech sector challenges.
The Group operates globally in power electronics, mobility, infrastructure, and automation segments, with a diversified customer base and no major customer concentration in 2025.
Continued focus on AI, energy transition, and smart infrastructure for next phase growth.
Consolidated financial statements for 2025 received an unqualified opinion from the independent auditor.

Financial highlights

Full year 2025 revenue: $6.025 billion (THB 198,154 million), up 30.9% year-on-year; net profit: $754 million (THB 24,814 million), up 42.4% year-on-year.
Q4 2025 production revenue increased 11% quarter-over-quarter; overall revenue exceeded expectations, achieving 127% of budget.
Building automation revenue in Thailand grew 160% year-on-year; India's Q4 revenue up 15% year-on-year.
Industrial and medical business revenue in Europe and US grew 25.4% year-on-year in 2025.
Q4'25 gross profit was THB 16.5 billion (28.5% margin), up 75.5% year-on-year; FY2025 gross profit was THB 53.6 billion (27.1% margin), up 32.4% year-on-year.

Outlook and guidance

Global GDP growth forecast at 3.3% for 2025 and 2026; Thailand GDP growth at 1.5% in 2026 and 2.3% in 2027.
Double-digit growth expected for 2026, driven by AI data center infrastructure projects and strong customer forecasts.
The Board proposed a dividend of Baht 0.60 per share (total Baht 7,484 million) for 2025 results.
Group restructuring is planned, with the parent company acquiring a wholly owned subsidiary in 2026.
Q1 2026 expected to be busy with strong growth momentum continuing through the year.

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