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Thai Union Group Public Company (TU) investor relations material
Thai Union Group Public Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary3 Nov, 2025
Executive summary
Organic sales returned to growth in Q3, led by Frozen and PetCare, despite FX and US tariff headwinds; management expressed satisfaction with sequential improvement in revenue and margins.
Gross profit margin remained resilient at 19.0%, within the 18.5–19.5% target range, as margin improvements in Frozen and PetCare offset declines in Ambient.
Adjusted net profit declined 7.2% YoY to THB 1,516mn, but EPS rose 12.1% YoY due to share buybacks and cancellations.
Transformation and cost-saving programs, including Sonar and Tailwind, are progressing as planned, with significant savings and operational improvements expected from 2026 onward.
Multiple industry awards and recognitions received, including for CEO, CFO, IR team, and treasury solutions.
Financial highlights
Q3 sales were THB 34,501mn, down 1.0% YoY, but organic sales grew 1.8% YoY excluding FX impact; gross profit was THB 6,549mn, with GPM at 19.0%.
Adjusted net profit was THB 1,516mn, down 7.2% YoY; reported net profit was THB 1,304mn, down 6.8% YoY.
Free cash flow for 9M 2025 reached THB 4,127mn; EBITDA slightly exceeded THB 9bn.
Net debt increased to THB 59bn, mainly due to share buybacks and working capital needs.
EPS rose 12.1% YoY, supported by share cancellation.
Outlook and guidance
2025 sales growth guidance revised to -2% to -4% YoY, reflecting tariff and FX headwinds; Q4 expected to improve.
Gross profit margin guidance maintained at 18.5% to 19.5%; SG&A expected at 13.5% to 14.5%.
CapEx planned at THB 3.5–4.0bn; dividend policy unchanged at minimum 50% payout, twice yearly.
Transformation costs to impact 2025, but cost savings and margin improvements expected from 2026.
Why revised 2025 sales growth target?
Expected financing cost reduction from Blue Finance?
Drivers for higher net debt to equity ratio?
Pillar Two tax impact sustainability beyond 2025
US tariff uncertainty impact on customer orders
Deleveraging strategy to reach target range
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Next Thai Union Group Public Company earnings date
Q4 202517 Feb, 2026
Next Thai Union Group Public Company earnings date
Q4 202517 Feb, 2026
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Frequently asked questions
Thai Union Group Public Company Limited is a global seafood company engaged in the production, processing, and distribution of seafood products. The company offers a wide range of canned, frozen, and chilled seafood, including tuna, shrimp, salmon, and other marine products. It serves retail, foodservice, and industrial customers worldwide through its portfolio of brands and private-label manufacturing. The company is headquartered in Samut Sakhon, Thailand, and its shares are listed on the Stock Exchange of Thailand (SET).
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