UBE unveils second-half plan, focuses on tight cost control and accelerating Japanese restaurant expansion

Earnings
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Summary · why it matters

Ubon Bio Ethanol Public Company Limited, or UBE, has announced its business plan for the second half of 2026, focusing on intensive cost management across the supply chain and moving toward operational excellence, while accelerating the expansion of its Oshinei Japanese restaurant branches both domestically and internationally from the current 29 locations, with a full-year target of 31 branches. In the ethanol business, the company is using a multi-feed system to combine molasses with its main raw materials to increase flexibility, while the tapioca starch and flour business is preparing to continuously launch high-value products. For the second quarter of 2026, the group reported sales revenue of 1.1069 billion baht, down 15.6 percent from a year earlier and down 5.0 percent from the previous quarter. The restaurant business posted revenue of 211.5 million baht, up 19.3 percent year on year. Gross profit stood at 138.6 million baht, up 190.4 percent from a year earlier, as the prior year included a loss from net realizable value.

Impact on stocks 1

Synthetic Biology (non-pharma) · 1 stocks
Ubon Bio Ethanol PCL
UBE
▲ PositiveCapitalrelevance

UBE's plan focuses on cost control and operational excellence, with gross profit up 190.4% year on year.

Off-coverage companies 1

OshineiPrivate▲ Positive
Demandrelevance

Oshinei restaurant revenue up 19.3% year on year, with expansion plans from 29 to 31 branches.