HANA expects Q2 profit to rebound strongly to 182 million baht, boosted by weaker baht

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Hana Microelectronics, or HANA, expects normalized profit in the second quarter of 2026 to recover markedly to 182 million baht, up 76 percent from the previous quarter and 19 percent from a year earlier. The improvement is driven by US dollar revenue projected at 160 million dollars, up 3 percent quarter-on-quarter and 2 percent year-on-year, thanks to a recovery in the PCBA and IC businesses, while the PMS business is still seeing a limited rebound. Gross margin is expected at 10.0 percent, up 192 basis points from the prior quarter and 58 basis points from a year ago, helped by a 3.4 percent depreciation of the baht against the dollar and better capacity utilization. Selling and administrative expenses are forecast to drop 9 percent from the previous quarter to 450 million baht, as the prior quarter included special expenses. The company is scheduled to announce its results on August 14, 2026. For the remainder of the year, the outlook is for a gradual improvement along with the semiconductor industry upcycle, and there is still an opportunity to receive additional orders from AI customers later in the year, which could provide further support. HANA maintains its normalized profit forecast for 2026 at 812 million baht and for 2027 at 1.41 billion baht, which is expected to be the first year to fully recognize revenue from the AI business.

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