Chirapan Khotcharit Choosang, Deputy Managing Director of T.A.C. Consumer Public Company Limited (SET: TACC), revealed that the business direction for the second half of 2025 remains optimistic, continuing the momentum from the first half of the year in both the B2B ( 7-Eleven) and the B2C (Non 7-Eleven) segment, despite the overall sluggish economic outlook.
The company continues to develop products in its Core Menu and New Menu categories in cooperation with its key strategic partner, 7-Eleven. This includes cold beverages for dispenser machines (7-Select) and Non-Coffee beverages at All Café. Concurrently, TACC will continue to actively expand its distribution channels within the B2C group.
The company expects that in 2025, approximately 88% of its revenue will originate from the B2B segment, down slightly from 91% at the end of 2Q25. Meanwhile, the B2C segment’s contribution is expected to increase to around 12%, up from 9% at the end of Q2. This shift reflects the ongoing expansion in B2C distribution channels.
TACC maintains its 2025 revenue target of over THB 2 billion, representing no less than 10% growth year-over-year. For the first six months of 2025, sales revenue reached THB 1,107.66 million, a jump of 15.91% from the same period a year earlier, while net profit stood at THB 152.16 million, an 18.20% rise year-on-year. Sales momentum in 3Q25 remains robust, continuing the positive trend from 2Q25.
Regarding key raw materials, coffee prices—an important input for TACC—are expected to peak during 3-4Q25, but remain manageable within the company’s cost framework. Looking forward to 2026, global coffee prices are anticipated to either stabilize or decline. Presently, TACC has built up coffee stocks and secured coffee prices for 2025, ensuring reduced input costs.
Sales in Cambodia remain steady and have not been affected by recent border tensions between Thailand and Cambodia. However, logistics have been impacted due to border checkpoint closures, as TACC primarily transports products by land.
Furthermore, TACC is actively seeking new business opportunities through Mergers & Acquisitions (M&A) and Joint Ventures (JV). The company is bringing in new technologies to enhance management efficiency and is pushing for Environmental, Social, and Governance (ESG) considerations as a core business principle to ensure sustainable long-term growth. TACC continues to place strong emphasis on both direct and indirect cost management to maximize operational efficiency.
