Ajaya Intaraprasong, Head of Investor Relations at Bangkok Dusit Medical Services Public Company Limited (SET: BDMS), disclosed that the performance trend for 2Q26 is expected to decline compared to the same period last year due to it being the low season.
However, the overall revenue from hospitals in April grew by around 1% from the previous quarter, mostly contributed by upcountry hospitals, which saw about a 3% growth, an increase from 1Q26’s 2% growth.
The company anticipates that performance will accelerate in 3Q26, as this will be the high season, with contributing factors from weather conditions that are expected to increase respiratory diseases. Nevertheless, in 2026, BDMS expects growth to be around the lower range at about 2%, given the impact from the Middle East situation. Profitability is expected to be maintained at approximately 24%.
Regarding the higher air ticket prices, the company assesses that this does not have a significant impact on the main patient group. Most Middle Eastern patients are supported by the government, and affluent patients continue to travel for treatment consistently.
