CCP Benefits from Data Centers, Expects Revenue Growth of Over 10% in 2026

Earnings
โดย Kaohoon·TH·Read original
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Mr. Arthit Teepakornsukkasem, Managing Director of Cholburi Concrete Products Public Company Limited (CCP), revealed that the company has a backlog of approximately 1.87 billion baht. It is expected that 50-60% of this will be recognized as revenue in 2026, with the remainder recognized in 2027. The backlog includes work related to Data Center projects, reflecting opportunities to expand into digital infrastructure, which is growing in line with increasing demand for data and digital technology. The company focuses on developing Low Carbon products that meet international standards to support projects prioritizing ESG and carbon reduction, increasing opportunities to secure large-scale projects, including Data Centers and future government work. Meanwhile, its subsidiary, Charlie Top Logistics Solutions Company Limited (CHARLIE), is preparing to capitalize on the development of the area around Laem Chabang Port Phase 3 and the plan to relocate Klong Toey Port. It is studying the construction of additional chemical container yards, with clarity expected in the second quarter of 2027. It is also preparing to build additional warehouses and focusing on long-term contracts of 10 years or more to generate recurring revenue. Furthermore, CHARLIE is expanding its EV Truck business with a battery swap system, with the first battery swap station at Laem Chabang. It is currently assembling and preparing to deliver 30 EV Trucks, with service expected to begin in the fourth quarter of 2026, which will be a New S-Curve to further its logistics business. Mr. Arthit stated that the company targets growth of no less than 10%, leveraging its strengths in personnel, technology, and automation to control costs and increase production capacity, while continuously bidding for projects nationwide.

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Charlie Top Logistics Solution Co., Ltd.Private▲ Positive
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CHARLIE is preparing to capitalize on Laem Chabang Port Phase 3 development and Klong Toey Port relocation, plus expanding EV Truck and warehouse businesses for recurring revenue.

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