Mr. Phet Nuntavisai, Chief Operating Officer of Thai Foods Group Public Company Limited (SET: TFG), and Mr. Prapripoo Phattanaphumthai, Senior Investor Relations Officer of Betagro Public Company Limited (SET: BTG), both reveal the positive impact caused by the bird flu pandemic in Brazil over a large cultivation area, leading to a chicken import banned in China, Japan, and Europe.
Mr. Phet stated that due to the incident, TFG was able to secure delivery orders from Europe that covered 70% of the company’s 3Q25 sales target for that region, with sales price increased by 10 – 15% from 2Q25. TFG also forecasts that even excluding the positive impact, its raw chicken export this year would reach 75,000 tons, increased from 2024’s of 60,000 tons, with the rate of cooked chicken export increased by 20 – 25%.
As for performance on 2Q25, the company expects its revenue and profit to continue rising YoY and QoQ due to high delivery orders on chicken and swine, both in the Thai and export market, and the high sales prices of swine in Thailand and Vietnam, and the chicken in Europe.
TFG also estimated that its animal feed business would generate high profit margin due to low cost on the raw ingredient. Furthermore, there is also a positive factor from its Thaifoods Fresh Market business that has seen revenue sales increase by 20% since the first quarter. The company plans to expand its branches from the current 430 to 600 with a target for revenue growth of 15% YoY.
Mr. Phet also added about the year round performance as TFG expected its sales revenue to rise by 15% to THB 75 billion from THB 65 billion last year. The company also plans to survey potential markets in foreign nations to diversify the risk and manage the cost and expense within 5 – 7% of total revenue.
As for BTG, Mr. Prapripoo stated that the company started to see a drop in Brazil’s delivery order, especially from Japan as the nation began seeking alternative suppliers. The company estimated that in the near future, BTG would receive higher orders from Japan.
As for the sales in other nations, the company reported the continued growing rate in Europe due to demand and the concern over the trade war that motivated the customer to accelerate the import. In Singapore, BTG’s newly acquired business, Eggiculture, is expected to show more business cooperation in the later half of 2025, with the year round sales revenue estimated to grow by 5 – 6 times to SGD 150 – 180 million YoY.
In Cambodia, the company plans to expand the sausage production this quarter, while in Laos, BTG plans to focus more on processed chicken due to the increase of opposition on poultry import.
Regarding the company’s other business, BTG reported the revenue increase in the animal feed business’ premium group, both online and offline, while in the food and protein business, the company plans to expand the foreign market through current and new customer groups.
Mr. Prapripoo also stated about the forecast on BTG’s 2Q25 performance as there is a possibility of continued growth, with the prices of chicken and pig remain at high levels. As for the performance in the rest of the year, the chance of continued growth would depend on business cooperation or the possible high product sales in Singapore.
BTG set this year’s revenue target to grow by 3 – 7% YoY, aligning with the business expansion that follows three strategies, which are the continued expansion on foreign markets, the acquisition of Eggriculture, and the collaboration with the business partners.
