Smart infrastructure provider ROCTEC Global Public Company Limited (SET: ROCTEC) reported a 6.4% year-over-year increase in net profit attributable to owners of the parent to THB 130 million for the second quarter ended September 30, 2026. Operating revenue rose 1.5% year-over-year to THB 832 million, driven by specialized mass transit infrastructure projects.
Key Financial Highlights
- Net Profit: THB 130 million (+6.4% YoY)
- Operating Revenue: THB 832 million (+1.5% YoY)
- Gross Profit Margin: Expanded 200 basis points to 30.9%
- Balance Sheet Health: Zero interest-bearing debt with THB 1.43 billion in cash
The company’s core Information and Communication Technology (ICT) Solutions division generated THB 713 million, representing 86% of total operating revenue. Growth was led by Transportation Solutions, where revenue jumped 34.8% to THB 336 million. Specialized railway network upgrade and maintenance engagements in Hong Kong fueled this expansion and lifted overall profitability.
In contrast, Integrated Technology Solutions revenue fell 10.4% to THB 188 million, while Digital Display Solutions contracted 20.5% to THB 189 million, both facing tough comparisons against high prior-year project baselines. Advertising revenue dipped 3.8% to THB 118 million due to selective spending by advertising clients.
Gross profit outpaced top-line growth, rising 8.6% to THB 257 million as gross margin widened to 30.9% from 28.9%. This margin expansion was driven by high-value Hong Kong engineering contracts. Reported SG&A expenses rose 17.3% to THB 102 million, primarily due to non-recurring cost benefits in the prior-year period rather than core operational inflation.
ROCTEC maintains strong balance sheet liquidity, holding THB 1.43 billion in cash reserves with zero interest-bearing debt. Operating cash flow reached THB 203 million for the first half.
Management reaffirmed its full-year guidance targeting high single-digit revenue growth. ROCTEC has secured 83% of this target through recognized sales (48%) and contracted backlog (35%). Future growth focuses on converting project pipelines and expanding practical AI solutions, including an AI customer service hotline.
