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DELTA.SI SGX Electrical Components & Equipment

Delta Electronics Thailand PCL

$14,58
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Mcap
P/E
EV / Rev
Div yield
0,20 %
Op margin
16,0 %
ROE
8,9 %
Net margin
15,7 %
Debt / equity
0,03
Beta
52w range
Volume
Day range
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Ex-dividend
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About

Delta Electronics Thailand PCL is a manufacturer and distributor of electrical components and equipment, primarily generating revenue through the sale of industrial goods.

Business. Delta Electronics Thailand PCL (DELTA.SI) is an industrial goods company operating in the electrical components and equipment industry. The firm is headquartered in Thailand and is primarily listed on the Singapore Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryElectrical Components & Equipment
ActivityIndustrial Goods
Generated · model-assisted
Sell-side consensus
HOLD15 analysts
7 buy5 hold3 sell
Avg 12m price target295,20

Analyst recommendations

15 analysts · consensus Hold
Buy7
Hold5
Sell3
12-month price target
295,20
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
15 analysts · indicative
Ownership
not yet wired
Profitability
8,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning DELTA.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to DELTA.SI. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Delta Electronics Thailand PCL (DELTA.SI) is an industrial goods company operating in the electrical components and equipment industry. The firm is headquartered in Thailand and is primarily listed on the Singapore Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryElectrical Components & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    Delta Electronics Thailand PCL maintains a strong liquidity position, with a current ratio of 2.12 and cash and equivalents amounting to 6,145.9 million THB. The company's debt-to-equity ratio is 0.03, indicating a conservative capital structure with minimal leverage.

    Profitability metrics show a return on equity of 8.86% and a return on assets of 5.71%, which are in line with the industry's preferred metrics for electrical components and equipment. The company's operating income of 6,682.87 million THB and net income of 6,565.02 million THB reflect solid operational performance.

    The company's revenue is primarily concentrated in the industrial goods segment, with no disclosed geographic breakdown. However, the lack of geographic diversification may expose the company to regional economic fluctuations.

    Looking ahead, the company is projected to maintain a stable growth trajectory, with no significant changes in revenue expected in the next fiscal year. The company's operating cash flow of 12,576.88 million THB and free cash flow of 5,409.60 million THB support its ability to fund operations and capital expenditures.

    Risk factors for Delta Electronics Thailand PCL are currently low, with no immediate filing-based liquidity or dilution flags detected. The company's low dilution potential and conservative capital structure further support its financial stability.

    Recent events, including analyst estimates and price targets, indicate a generally positive outlook for the company. The mean price target of 295.20 THB and the median price target of 304.00 THB suggest that analysts expect the stock to perform well in the near term.

    Key takeaways
    • Delta Electronics Thailand PCL has a strong liquidity position with a current ratio of 2.12 and significant cash reserves.
    • The company's profitability metrics, including a return on equity of 8.86%, are in line with industry standards.
    • The company's revenue is primarily concentrated in the industrial goods segment, with no disclosed geographic diversification.
    • Analysts have a generally positive outlook for the company, with a mean price target of 295.20 THB.
    • The company's low debt-to-equity ratio of 0.03 indicates a conservative capital structure with minimal leverage.
    • No immediate liquidity or dilution risks have been identified for the company.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Revenue grew at a 23.8% CAGR from 2022 to 2026, demonstrating strong top-line expansion momentum.

    Net income surged with a 38.7% CAGR over four years, indicating robust profitability growth.

    Operating and net margins are best-in-class compared to the electrical components cohort median.

    Free cash flow is projected to jump 139.2% year-over-year in 2026, signaling strong liquidity.

    The debt-to-equity ratio of 0.03 is significantly lower than the cohort median of 0.24.

    BEAR CASE · 2

    Capex to revenue ratio is in the bottom quartile, suggesting potentially insufficient reinvestment for growth.

    Analysts assign a hold recommendation, suggesting limited near-term upside potential despite high target prices.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-04-27
    Q1 2026 · Quarter highlights

    Revenue THB 61.39B, +43,6% YoY; Operating income +66,2% YoY.

    RevenueTHB 61.39B+43,6 % YoY
    Operating incomeTHB 10.35B+66,2 % YoY
    Net incomeTHB 9.08B+65,5 % YoY
    Free cash flowTHB 7.10B+68,1 % YoY
    EPS
    Operating cash flowTHB 3.02B−32,7 % YoY
    Financials
    Income statement
    RevenueTHB 61.39B
    Gross profitTHB 19.47B
    Operating incomeTHB 10.35B
    Net incomeTHB 9.08B
    Margins
    Gross margin31.7%
    Operating margin16.9%
    Net margin14.8%
    FCF margin11.6%
    Balance sheet
    Total assetsTHB 174.21B
    Total liabilitiesTHB 67.70B
    Total equityTHB 106.51B
    Cash & equivalentsTHB 19.05B
    Long-term debtTHB 1.48B
    Cash flow
    Operating cash flowTHB 3.02B
    CapEx-THB 4.31B
    Free cash flowTHB 7.10B
    SBC
    P&L flow · revenue → net income
    Revenue THB 61.39BOperating costs THB 51.04BTax THB 1.27BNet income THB 9.08B
    Highlights
    • Revenue THB 61.39B, +43,6% YoY
    • Operating income +66,2% YoY
    • Net income +65,5% YoY
    • Free cash flow +68,1% YoY
    • Net margin 14.8%

    Valuation TTM

    Market price
    $14,58
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $74.11B
    Net cash
    $4.12B
    Current ratio
    2.1
    Debt / equity
    0.0
    ROA
    5.7%
    ROE
    8.9%
    Cash conversion
    192.0%
    CapEx / revenue
    -18.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    2,87
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    15
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-01 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate2,87
    Revenueno estimateno estimate266,5B THB
    Operating incomeno estimateno estimate41,8B THB
    Full-year consensus mean (period as reported by source) · consensus in THB. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution15 analysts
    Strong buy1
    Buy6
    Hold5
    Sell3
    Strong sell0
    12-month price target$295,20 · Median $304,00
    Low $162,00High $370,00
    Operating income · consensus41,8B THB
    EPS surprise
    −30,4 %
    reported vs consensus · miss
    Revenue surprise
    −26,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$162,00
    Mean$295,20
    Median$304,00
    High$370,00
    Spot$14,58
    +1924.7 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin16,0 %Best in class
    Net Margin15,7 %Best in class
    ROE8,9 %Above median
    Capex / Rev-18,0 %Bottom quartile
    D/E0,03Above P75
    Cash Conv1,92Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Delta Electronics Thailand PCL Market data — financials · 2026-05-27
    • Delta Electronics Thailand PCL Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    DELTA.SICanonical
    SGX · USD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-04-27 17:47 UTCEARNINGSQuarterly results — Q1 2026 Revenue THB 61.39B · Net THB 9.08B
    2026-02-13 17:20 UTCEARNINGSQuarterly results — Q4 2025 Revenue THB 57.71B · Net THB 7.26B
    2026-02-13 17:20 UTCEARNINGSAnnual results — FY 2026 Revenue THB 198.15B · Net THB 24.81B
    2025-10-24 17:26 UTCEARNINGSQuarterly results — Q3 2025 Revenue THB 53.21B · Net THB 7.44B
    2025-07-25 17:37 UTCEARNINGSQuarterly results — Q2 2025 Revenue THB 44.49B · Net THB 4.63B
    2025-04-25 16:23 UTCEARNINGSQuarterly results — Q1 2025 Revenue THB 42.74B · Net THB 5.49B
    2025-02-14 17:04 UTCEARNINGSQuarterly results — Q4 2024 Revenue THB 41.75B · Net THB 2.16B
    2025-02-14 17:04 UTCEARNINGSAnnual results — FY 2025 Revenue THB 164.73B · Net THB 18.94B
    2024-10-25 16:33 UTCEARNINGSQuarterly results — Q3 2024 Revenue THB 43.23B · Net THB 5.91B
    2024-07-26 16:49 UTCEARNINGSQuarterly results — Q2 2024 Revenue THB 41.77B · Net THB 6.57B
    2024-02-15 17:07 UTCEARNINGSAnnual results — FY 2024 Revenue THB 146.37B · Net THB 18.42B
    2023-02-15 16:29 UTCEARNINGSAnnual results — FY 2023 Revenue THB 118.56B · Net THB 15.34B
    2022-02-15 16:23 UTCEARNINGSAnnual results — FY 2022 Revenue THB 84.32B · Net THB 6.70B
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage