TNP.BK(TNP.BK)

$2.86—Stale · unknown old

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TNP.BK(TNP.BK)

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$2.86—Stale · unknown old

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TNP.BK(TNP.BK)

TNP.BK

9/15/26

Thanapiriya Public (TNP.BK)

Tuesday

11:07 PM

ThesisThe company's strategic focus on e-commerce and local sourcing is resonating well with consumers, leading to improved sales and margins.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$3.1B	$3.3B	$3.6B
Rev. Growth	+7.6%	+7.8%	+8.4%
EPS	$0.27	$0.27	$0.30
EPS Growth	+17.4%	+1.2%	+9.8%
P/E (fwd)	10.6×	10.5×	9.5×

★ Analysts see FY2027 revenue reaching $3.6B — +8.4% growth in a single year.

The Bull Case for Growth

01Expansion into e-commerce has increased online sales by 25% YoY, enhancing overall revenue growth potential.
02New partnerships with local farmers have reduced supply chain costs by 15%, improving gross margins.
03Introduction of private label products has increased market share by 5%, driving customer loyalty.
04Recent investments in store renovations have led to a 10% increase in foot traffic, boosting sales.
05Shift towards sustainable and local sourcing in grocery retail
06Growth of e-commerce in the grocery sector
07Consumer spending trends in Thailand
08Changes in food commodity prices affecting margins

FY2025 Snapshot

Revenue: $3.1B
Rev. Growth: +7.6%
Gross Margin: 18.3%
Op. Margin: 8.1%
Net Margin: 6.9%
Net Income: $213M
NI Growth: +14.6%
EPS: $0.27
1Y Return: +4.0%

TNP.BK Chart

My Notes

"Management noted, 'Our commitment to quality and local partnerships is driving customer loyalty and sales growth.'"
Moat: Thanapiriya's competitive advantage lies in its strong local sourcing and community engagement, which fosters customer loyalty.
value - The company offers stable cash flows and a low valuation relative to peers, appealing to value investors.
Low - The company has minimal debt, so rising interest rates do not significantly affect financing costs.
Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Gross Margin Percentage.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $3.3B to $3.6B as expansion into e-commerce has increased online sales by 25% yoy, enhancing overall revenue growth potential.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

10.6×

10.5×

9.5×

The Bull Case for Growth

01Expansion into e-commerce has increased online sales by 25% YoY, enhancing overall revenue growth potential.

02New partnerships with local farmers have reduced supply chain costs by 15%, improving gross margins.

03Introduction of private label products has increased market share by 5%, driving customer loyalty.

04Recent investments in store renovations have led to a 10% increase in foot traffic, boosting sales.

05Shift towards sustainable and local sourcing in grocery retail

06Growth of e-commerce in the grocery sector

07Consumer spending trends in Thailand

08Changes in food commodity prices affecting margins

My Notes

"Management noted, 'Our commitment to quality and local partnerships is driving customer loyalty and sales growth.'"

Moat: Thanapiriya's competitive advantage lies in its strong local sourcing and community engagement, which fosters customer loyalty.

value - The company offers stable cash flows and a low valuation relative to peers, appealing to value investors.

Low - The company has minimal debt, so rising interest rates do not significantly affect financing costs.

Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Gross Margin Percentage.