MC Group Public Company (MC) Q3 2026 earnings summary

Executive summary

• Achieved revenue growth of 3.3% year-over-year in Q3 FY2026, with strong online sales offsetting offline declines.

• Principal business is manufacturing and distribution of clothing and accessories, operating solely in Thailand.

• Maintained a robust financial position with zero interest-bearing debt and THB 1.9 billion in cash and short-term investments.

• Major shareholder holds 46.06% as of March 31, 2026.

• Strategic focus on outlet productivity, online growth, and brand extension to younger demographics.

Financial highlights

• Q3 FY2026 sales revenue rose to THB 1,102 million, up 3.3% year-over-year; 9M revenue up 7.7% to THB 3,496 million.

• Online sales surged 74% year-over-year, now contributing 26% of total sales; offline sales declined 5%.

• Gross profit for 9M FY2026 increased 6.1% to THB 2,216 million; SG&A expenses rose 9.5%.

• Basic EPS for nine months ended March 31, 2026: THB 0.75 (down from THB 0.79 year-over-year).

• Dividends paid for nine months ended March 31, 2026: THB 736.6 million (THB 0.93 per share).

Outlook and guidance

• Strategic initiatives target a 20% increase in sales per square meter and continued expansion of outlets and online channels.

• Launch of youth-focused sub-brand MCJ to capture Gen Z and late Gen Y consumers.

• Ongoing investment in technology, AI, and CRM to drive productivity and customer engagement.

• Adoption of new Thai Financial Reporting Standards effective January 1, 2026, with management assessing impact.