SCI Electric Public Company Limited

Kriangkrai Pianwittayasakul, Chief Executive Officer of SCI Electric Public Company Limited, or SCI, told "Than Hoon" that the operating performance trend in the third quarter of 2026 and the second half of the year will improve clearly compared with the recent period, because the current quarter has begun gradually recognizing revenue from some high-voltage transmission tower business project work that had been expected to occur in the second quarter of 2026. Combined with normal orders, this will help drive clear revenue growth, and there is a chance that earnings will return to a higher level on new work with higher profit margins, after total first-half 2026 earnings declined because of slowing public investment projects and intensifying competition. The company is also watching the annual national expenditure budget, which begins in October and usually prompts both public and private customers to accelerate orders, and it expects total 2026 revenue to grow higher than the previous year, when total revenue was 1.251 billion baht. As for the data center theme, although the Data Center board ordered a temporary suspension, the company still has customers ordering products to support operations and believes there will be continuing transmission tower and related infrastructure work over the long term. In addition, the company invested in bitcoin of about 40 coins at an average cost of about 19,000 to 20,000 US dollars per bitcoin, and when the price rose back to test resistance near 80,000 US dollars per bitcoin again, there was a clear investment gain, with a policy of considering selling to take profit when the price reaches or approaches about 120,000 US dollars per bitcoin.