The Siam Cement Public Company Limited (SCVPY) Q2 2026 Earnings Call Prepared Remarks Transcript

The Siam Cement Public Company Limited ( SCVPY ) Q2 2026 Earnings Call July 22, 2026 11:00 PM EDT Company Participants Thammasak Sethaudom - President & Director Sakchai Patiparnpreechavud - Chief Executive Officer & President of SCG Chemicals Wiroat Rattanachaisit - Chief Commercial Officer & President of SCG Cement-Building Materials Co., Ltd Chantanida Sarigaphuti - VP of Finance and Investment & CFO Presentation Unknown Executive Good morning, ladies and gentlemen. Welcome to the SCG Analyst Conference for the Second Quarter of 2026. I'm [ Sikachi ] from SCG, Investor Relations Specialist, and I will be the moderator for today's session. We are pleased to welcome all the guests who joined our session both online and offline. For those who join online, please kindly change your name and your company, I will accept you to the meeting room. Today, our management are here to provide you the continued earnings momentum for the second quarter as well and the business update, followed by outlook. After the presentation, we will open the floor for the questions. Today's presenters comprise of SCG management, led by Khun Thammasak, the CEO of SCG, who will walk you through for the consolidated results and outlook. And SCGC management led by Khun Sakchai, the CEO of SCG Chemicals. Next, Khun Wiroat, President and CEO of SCG Cement - Building Materials will be also presenting for the SCG Decor. And lastly, Khun Chantanida, CFO of SCG, who will present the financial parts and also SCG Packaging. And now let's start for today's presentation, beginning with Khun Thammasak. Thammasak Sethaudom President & Director Good morning, and welcome back to analyst conference discussion today. So I just want to spend a little bit of time to look back at Q2, right? What really happened and what did we do right, probably what did we do wrong that we have to