Analysts at Finansia Syrus Securities recommend "buy" on shares of Eastern Polymer Group Public Company Limited, or EPG, with a target price of 9 baht. They expect core profit in fiscal year 2027 to grow 19.8% from the previous year, after the Aeroflex business group posted record sales of 1.3 billion baht in the first quarter of fiscal 2027 and set another record in July-August 2026. Aeroflex in the United States holds a market share of about 25% and has seen revenue rise roughly 10% per year over the past two years. The company plans to expand first-phase production capacity by an additional 2,000 tons per year on top of its existing capacity of 8,000 tons per year, with commercial operations expected to begin in early 2027. Dr. Chaliow Witoonpakorn, Chief Executive Officer of EPG, said the weaker baht, following the US central bank's direction of raising policy rates, will help support export revenue, which accounts for about 65% of total revenue. He expects second-quarter 2027 results to improve from the same period a year earlier, and for the full year 2027 the company targets revenue growth of 2-3% from roughly 13.7 billion baht last year, after generating about 3.64 billion baht in revenue in the first quarter of this year.
Eastern Polymer Group Public Company LimitedFinansia Syrus recommends buy on EPG with a 9 baht target, expecting FY2027 core profit to grow 19.8%.
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