Betagro Public Company Limited (SET: BTG) revealed to ‘Kaohoon’ that the company expects its performance in the second quarter of 2026 to continue showing robust growth from the first quarter of 2026, driven by increasing demand for food products both domestically and internationally.
This positive trend is attributed to the strategy of realigning its product portfolio and distribution channels toward high-margin segments, along with more effective cost control measures. Currently, Betagro has secured advance orders from overseas customers through to the third quarter of 2026.
For 1Q26, the company’s performance is anticipated to be similar to or slightly better than the fourth quarter of 2025, supported by rising food demand in both local and international markets, and is expected to persist throughout the remainder of the year.
Despite rising costs in energy, transportation, and raw materials, Betagro believes the impact is limited thanks to its expense management strategies. The company employs a Transportation Management System (TMS) to improve logistics efficiency and manage transportation costs more effectively, with a goal of reducing such expenses by about 5% in 2026.
Additionally, Betagro has renegotiated terms with suppliers and customers to match the shifting cost environment. For raw materials management, the company has secured advance purchases of key inputs through the third quarter of 2026 and has locked in shipping contracts at fixed rates and volumes until the end of this year, aiming to mitigate cost volatility.
Betagro operates Innovation Centers across its business units, such as the Food Innovation Center, Agro Innovation Center, and Pet Innovation Center. These facilities drive process development and improvement to counter rising costs, including initiatives to reduce plastic packaging and a target to use 100% environmentally friendly packaging by 2030. Animal feed formulations are also being adapted to address changes in raw material costs.
Regarding higher living costs, Betagro emphasized that its business operates within the food sector, which provides essential goods for daily living. Its diverse product range caters to all market segments, from the economy segment via traditional trade channels to premium customers through foodservice, modern trade, and export channels. The company expects that ongoing government measures aimed at stimulating consumption will help mitigate the effects of rising living expenses.
