Super Energy Corporation Public Company Limited

Several Thai listed companies announced business updates at the same time. GULF disclosed that three joint ventures signed project loan agreements totaling no more than 8.6 billion baht with a 22-year tenor to develop three wind power projects with combined capacity of 208 megawatts. Commercial operation dates are expected to be phased in during 2027, with 25-year power purchase agreements with EGAT. Meanwhile, SCGP is spending 9.846 billion baht through Siam Kraft Industry Company Limited, a wholly owned subsidiary, to expand gypsum board paper production capacity in Kanchanaburi province by another 400,000 tonnes per year, with commercial operations expected in the fourth quarter of 2028. MPJ reported second-quarter 2026 net profit of 51.1 million baht, up 69.2 percent, and first-half profit of 74.8 million baht, up 25.1 percent, while maintaining this year's revenue target of 1.264 billion baht, growth of 18 percent, and preparing capital spending of more than 1.14 billion baht over the next two to three years, including expanding its Laem Chabang container yard by another 28 rai, with service expected to begin in the second quarter of 2027. SUPER signed a long-term credit facility with the Bank for Investment and Development of Vietnam worth 8.3 trillion dong, or about 1.065 billion baht, to support phase one of the Soc Trang Wind Power Plant with capacity of 30 megawatts. The loan has a 15-year tenor. WICE unveiled its second-half 2026 strategy, moving forward with expanding its customer network and regional trade routes, while also entering the US market and expanding its service area to 158,020 square metres.

Super Energy Corporation Public Company Limited, or SUPER, has successfully secured long-term financing from the Bank for Investment and Development of Vietnam, or BIDV, to support a wind power project in Vietnam. The company signed a 15-year long-term loan agreement worth 830 billion Vietnamese dong, or approximately 1.065 billion baht. The facility will support operations and investment management for phase one of the Soc Trang Wind Power Plant, which has a total contracted installed capacity of 30 megawatts. Chief Executive Officer Jomsap Lochaya said that receiving financial support from BIDV, one of Vietnam's largest banks by assets, confirms the confidence of regional financial institutions in the project's potential and in SUPER's ability to develop and manage renewable energy projects.

PTG swung to a net profit attributable to owners of the parent of 74 million baht in the second quarter of 2026, from a net loss of 205 million baht in the previous quarter, helped by improved gross profit per litre in its oil business and 61.5% year-on-year revenue growth at its Punthai Coffee business. The company maintained its target for non-oil businesses to contribute 40 to 45 percent of gross profit. Meanwhile, SUPER signed an agreement for long-term credit support with the Bank for Investment and Development of Vietnam worth about 1.065 billion baht to support the first phase of the Soc Trang wind farm project with installed capacity of 30 megawatts. SUSCO received an outstanding standard toilet award from the Bangkok Metropolitan Administration for 2026.

The government is preparing to inject a 200 billion baht loan into the country's energy transition mission, creating new opportunities across the system. Meanwhile, SUPER holds contracted capacity under power purchase agreements of 2,063.85 megawatts and is set to recognize the first phase of Bac Lieu at an additional 99 megawatts, strengthening its long-term revenue base. The SCB EIC economic and business research center estimates that the 400 billion baht emergency loan decree will pave the way for the government to move forward with the country's energy transition projects. Of that amount, 200 billion baht is focused on driving the energy transition through improving electricity usage efficiency, promoting renewable energy, supporting environmentally friendly vehicles, and upskilling and reskilling the workforce. One key project is a measure to support rooftop solar installation for households, which will help increase investment in distributed solar power generation systems and create opportunities for operators across the business chain. SUPER is considered one of the companies well positioned to benefit from this megatrend because it has a large renewable energy business base. It currently has total contracted capacity under power purchase agreements of 2,063.85 megawatts, with 1,433.88 megawatts already in commercial operation. The first phase of the Bac Lieu wind power project, with a capacity of 99 megawatts and expected to reach commercial operation soon, will lift commercially operating capacity to 1,532.88 megawatts, enlarging SUPER's renewable portfolio and helping to increase its revenue base from electricity sales going forward.

Super Energy Corporation, or SUPER, is preparing to begin commercial electricity sales, or COD, for two wind farms in Vietnam with combined capacity of 129 megawatts, comprising the 30-megawatt Soc Trang project and the 99-megawatt Bac Lieu project. This is expected to support performance in the second half of 2026, which is the high season for wind and solar power generation. Chief Executive Officer Jomsap Lojaya said the company is also in talks with partners to jointly develop new projects both domestically and internationally, such as solar power, wind power, and waste-to-energy plants, to strengthen long-term growth. Currently, SUPER has total contracted capacity under power purchase agreements of 2,063.85 megawatts, of which 1,433.88 megawatts have achieved COD. Including the first phase of the Bac Lieu project at 99 megawatts, which will achieve COD soon, total COD capacity will rise to 1,532.88 megawatts. For the first six months of 2026, the company reported net profit of 859.73 million baht, up 246.64 percent from the same period last year, total revenue of 3.94 billion baht, and EBITDA before foreign exchange impacts and extraordinary items of 3.05 billion baht, representing an EBITDA margin of 80 percent.

Super Energy Corporation is set to bring two wind power projects in Vietnam with a combined capacity of 129 megawatts into commercial operation between August and September this year. The Soc Trang 30 megawatt and Bac Lieu 99 megawatt projects will immediately start recognising revenue under long-term power purchase agreements. Chief Executive Officer Jomsap Lojaya is confident that second-half 2026 performance will continue to grow, supported by the new projects and partnership negotiations to expand the renewable energy business. The investment aligns with the Vietnamese government's PDP8 plan to accelerate the share of clean energy, amid rising electricity demand from foreign direct investment and industrial expansion.