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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 2025, up 1.8% YoY (excluding FX), led by Frozen and PetCare, despite FX and US tariff headwinds.
Management expressed satisfaction with sequential improvement in revenue and organic growth, even as reported sales declined 1.0% YoY to THB 34,501mn due to FX impact.
Transformation initiatives (Project Sonar, Project Tailwind) and cost reset programs are progressing as planned, with significant savings expected from 2026 onward.
EPS rose 12.1% YoY, supported by share buybacks and cancellations.
Collaboration with Mitsubishi continues despite an unsuccessful general offer; strategic partnerships remain in place.
Financial highlights
Q3 2025 sales were THB 34,501mn, down 1.0% YoY, with organic sales up 1.8% YoY excluding FX impact.
Gross profit margin held steady at 19.0% for the quarter; gross profit was THB 6,549mn, down 3.6% YoY.
Adjusted operating profit was THB 2,007mn (-13.0% YoY); adjusted net profit was THB 1,516mn (-7.2% YoY); reported net profit was THB 1,304mn (-6.8% YoY).
EBITDA for the nine months exceeded THB 9bn; free cash flow for 9M 2025 was THB 4,127mn.
Net debt rose to THB 59bn, mainly from share buybacks and dividends.
Outlook and guidance
2025 sales growth guidance revised to -2% to -4% YoY, reflecting tariff and FX headwinds; Q4 expected to show improvement.
Gross profit margin guidance maintained at 18.5%-19.5%; SG&A expected at 13.5%-14.5%.
CapEx guidance set at THB 3.5-4bn; dividend policy unchanged at minimum 50% payout, twice yearly.
Transformation costs to impact 2025, but cost savings and margin improvements expected from 2026.
FX volatility and US tariffs expected to persist, but operational efficiency and cost programs to support resilience.
Why revised 2025 sales growth target?
Expected financing cost reduction from Blue Finance?
Drivers for higher net debt to equity ratio?
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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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