NER expects 2026 revenue to exceed 30 billion baht on surging global rubber prices

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Summary · why it matters

North East Rubber, or NER, expects the rubber industry in the final stretch of 2026 to remain supported by continuously growing demand for rubber, particularly in the Chinese and Indian markets. At the same time, global natural rubber output remains tight, with the European Union's enforcement of the EUDR regulation serving as an additional factor. Chuwit Jungtanasomboon, Chief Executive Officer of NER, said the company is pressing ahead with efficient cost and inventory management alongside raw material risk management to cope with volatility in rubber prices and customer demand. In the third quarter of 2026, the company expects higher average selling prices to help support revenue, even though sales volume will be affected by the tightness of raw materials, with a focus on managing production across its plants in line with available raw material volumes. He also affirmed confidence that revenue in 2026 will climb to 30 billion baht, in line with the plan that has been set.

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Global natural rubber output remains tight and EUDR enforcement adds pressure, supporting natural rubber prices.