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Updated 1m ago
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Delta Electronics (Thailand) Public Company LimitedSET:DELTA Stock Report

Market Cap ฿2.9t
Updated 1m ago
Share Price
n/a
1Y47.7%
7D-10.4%
1D3.0%
Portfolio Value
​
View

Delta Electronics (Thailand) Public Company Limited

SET:DELTA Stock Report

Market Cap: ฿2.9t

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Delta Electronics (Thailand) (DELTA) Stock Overview

Researches and develops, manufactures, and distributes electronic products. More details

DELTA fundamental analysis
Snowflake Score
Valuation1/6
Future Growth6/6
Past Performance6/6
Financial Health5/6
Dividends0/6

Rewards

Earnings are forecast to grow 25.21% per year

Earnings grew by 64.2% over the past year

Analysts in good agreement that stock price will rise by 39.8%

Risk Analysis

Volatile share price over the past 3 months compared to the TH market


DELTA Community Fair Values

Create Narrative

See what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
28.0% undervalued intrinsic discount
AnalystConsensusTarget
•1mo ago

AI Hardware And Data Center Demand Will Support A Stronger Long Term Outlook

33
0
2
AN
AnalystLowTarget
10.4% undervalued intrinsic discount
AnalystLowTarget
•9d ago

AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader

20
0
0
AN
AnalystHighTarget
46.4% undervalued intrinsic discount
AnalystHighTarget
•23d ago

AI And Energy Transition Tailwinds Will Drive This Power Electronics Leader Higher

10
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
28.0% undervalued intrinsic discount
AnalystConsensusTarget
•1mo ago

AI Hardware And Data Center Demand Will Support A Stronger Long Term Outlook

33
0
2
AN
AnalystLowTarget
10.4% undervalued intrinsic discount
AnalystLowTarget
•9d ago

AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader

20
0
0
AN
AnalystHighTarget
46.4% undervalued intrinsic discount
AnalystHighTarget
•23d ago

AI And Energy Transition Tailwinds Will Drive This Power Electronics Leader Higher

10
0
0
View all narratives

Delta Electronics (Thailand) Public Company Limited Competitors

KCE Electronics

Symbol: SET:KCE
Market cap: ฿76.8b

Delta Electronics

Symbol: TWSE:2308
Market cap: NT$4.4t

Samsung Electro-Mechanics

Symbol: KOSE:A009150
Market cap: ₩101.8t

Murata Manufacturing

Symbol: TSE:6981
Market cap: JP¥13.9t

Price History & Performance

Summary of share price highs, lows and changes for Delta Electronics (Thailand)
Historical stock prices
Current Share Price฿240.00
52 Week High฿372.00
52 Week Low฿155.50
Beta0.76
1 Month Change-11.11%
3 Month Change-28.14%
1 Year Change47.69%
3 Year Change129.67%
5 Year Change393.83%
Change since IPO20,589.69%

Recent News & Updates

User avatar
Narrative Update • Sep 07

DELTA: New Plant Investment Will Support Elevated Future P/E Risk

Analysts have raised their price target for Delta Electronics (Thailand) from THB244 to THB268, citing updated assumptions for revenue growth, profit margins and future P/E. What’s in the News for Delta Electronics (Thailand) At Board of Directors meeting No. 5/2026 on 24 July 2026, the company approved construction of a new manufacturing plant to replace the existing facility in Bangpoo Industrial Estate, Samut Prakan Province.
User avatar
New Narrative • Aug 24

AI And Energy Transition Tailwinds Will Drive This Power Electronics Leader Higher

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) supplies power electronics, ICT infrastructure and energy solutions to customers across data centers, industrial automation, automotive and broader electronics markets. What are the underlying business or industry changes driving this perspective?
User avatar
Narrative Update • Aug 10

DELTA: New Manufacturing Plant Plan Will Sustain Excessive P/E Risk

Analysts have trimmed their price target for Delta Electronics (Thailand) from THB253 to THB244, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Delta Electronics (Thailand) received Board approval on 24 July 2026 to construct a new BP1 manufacturing plant in Bangpoo Industrial Estate, Samut Prakan Province, to replace the existing plant that faces capacity limitations.
User avatar
New Narrative • Aug 10

AI Hardware And Data Center Demand Will Support A Stronger Long Term Outlook

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) produces power electronics, ICT infrastructure and energy solutions for data centers, industrial automation, automotive and energy infrastructure customers across multiple regions. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • Jul 27

AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) supplies power electronics, data center and ICT infrastructure, industrial automation, energy infrastructure and automotive power solutions across multiple regions. What are the underlying business or industry changes driving this perspective?

Recent updates

User avatar
Narrative Update • Sep 07

DELTA: New Plant Investment Will Support Elevated Future P/E Risk

Analysts have raised their price target for Delta Electronics (Thailand) from THB244 to THB268, citing updated assumptions for revenue growth, profit margins and future P/E. What’s in the News for Delta Electronics (Thailand) At Board of Directors meeting No. 5/2026 on 24 July 2026, the company approved construction of a new manufacturing plant to replace the existing facility in Bangpoo Industrial Estate, Samut Prakan Province.
User avatar
New Narrative • Aug 24

AI And Energy Transition Tailwinds Will Drive This Power Electronics Leader Higher

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) supplies power electronics, ICT infrastructure and energy solutions to customers across data centers, industrial automation, automotive and broader electronics markets. What are the underlying business or industry changes driving this perspective?
User avatar
Narrative Update • Aug 10

DELTA: New Manufacturing Plant Plan Will Sustain Excessive P/E Risk

Analysts have trimmed their price target for Delta Electronics (Thailand) from THB253 to THB244, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Delta Electronics (Thailand) received Board approval on 24 July 2026 to construct a new BP1 manufacturing plant in Bangpoo Industrial Estate, Samut Prakan Province, to replace the existing plant that faces capacity limitations.
User avatar
New Narrative • Aug 10

AI Hardware And Data Center Demand Will Support A Stronger Long Term Outlook

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) produces power electronics, ICT infrastructure and energy solutions for data centers, industrial automation, automotive and energy infrastructure customers across multiple regions. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • Jul 27

AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) supplies power electronics, data center and ICT infrastructure, industrial automation, energy infrastructure and automotive power solutions across multiple regions. What are the underlying business or industry changes driving this perspective?

Shareholder Returns

DELTATH ElectronicTH Market
7D-10.4%-12.4%-3.4%
1Y47.7%43.9%19.2%

Return vs Industry: DELTA exceeded the TH Electronic industry which returned 43.9% over the past year.

Return vs Market: DELTA exceeded the TH Market which returned 19.2% over the past year.

Price Volatility

Is DELTA's price volatile compared to industry and market?
DELTA volatility
DELTA Average Weekly Movement7.2%
Electronic Industry Average Movement6.1%
Market Average Movement4.0%
10% most volatile stocks in TH Market9.5%
10% least volatile stocks in TH Market2.0%

Stable Share Price: DELTA's share price has been volatile over the past 3 months compared to the TH market.

Volatility Over Time: DELTA's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of TH stocks.

About the Company

FoundedEmployeesCEOWebsite
1988n/aVictor Chengwww.deltathailand.com

Delta Electronics (Thailand) Public Company Limited, together with its subsidiaries, researches and develops, manufactures, and distributes electronic products. The company operates through four segments: Power Electronics, Mobility, Infrastructure, and Automation. It offers inductors, RF inductors, transformers, networking products, EMI filters, solenoids, current sensing resistors, and power modules; power and system products, such as USB socket outlets, medical power, industrial power supplies, industrial battery charging, high voltage power, embedded power, and adapters; DC brushless fans and blowers, motors, thermal management products, cabinet thermal solutions, indoor air quality solutions, and automotive fans; EV powertrain systems; and display and visualization, mobile power, industrial power, and medical power products, as well as healthcare devices.

Delta Electronics (Thailand) Public Company Limited Fundamentals Summary

How do Delta Electronics (Thailand)'s earnings and revenue compare to its market cap?
DELTA fundamental statistics
Market cap฿2.91t
Earnings (TTM)฿29.85b
Revenue (TTM)฿238.13b
100.3x
P/E Ratio
12.6x
P/S Ratio

Is DELTA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DELTA income statement (TTM)
Revenue฿238.13b
Cost of Revenue฿168.98b
Gross Profit฿69.15b
Other Expenses฿39.29b
Earnings฿29.85b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.39
Gross Margin29.04%
Net Profit Margin12.54%
Debt/Equity Ratio3.8%

How did DELTA perform over the long term?

See historical performance and comparison

Dividends

0.3%
Current Dividend Yield
25%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/17 11:23
End of Day Share Price 2026/09/17 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Delta Electronics (Thailand) Public Company Limited is covered by 28 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Anakepong PutthapibalAsia Plus Securities Company Limited
Chotipat LeksakulBofA Global Research
Suppapong IemkongaekBofA Global Research

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