Sabina Public Company Limited, or SABINA, expects its second-half performance, particularly in the fourth quarter of 2026, to grow better than in the first half, as that period marks the high season for sales. Chief Executive Officer Duangdao Mahanavanont said the company has shifted its strategy from one driven by sales volume to lean inventory management, cutting buffer production across all product groups and instead producing in line with the demand of each target segment, placing greater weight on net profit growth and net profit margin than on accelerating total sales. It is also expanding into non-underwear categories such as men's products under the Sabina Men and Norma brands, as well as sleepwear and activewear. The company has no plans to expand its own factories, opting instead to use quality contract manufacturing partners, or OEMs, in Asian regions such as China to manage costs and increase flexibility in adjusting production capacity. It views the impact of oil prices on petrochemical fiber costs as very low, at less than 1%, because production and raw material bookings are made about six months in advance. Meanwhile, its OEM business for overseas partners is likely to keep growing; where its main customer base was previously in the United Kingdom, it is now seeing more inquiries from customers in other European countries, especially the Nordic nations, as they look for new production bases to reduce the risk of relying on China.
Sabina Public Company LimitedSABINA expects stronger H2 2026 profit driven by the Q4 high-season sales period and growing OEM inquiries from Nordic/European customers.
