Revenue distribution by sectors:

• Packaging solutions: 60%
• Paper products: 25%
• Recycling and other services: 15%

TOP 3 markets and their percentage shares:

• Thailand: 40%
• Vietnam: 25%
• Indonesia: 15%

SCG Packaging Public Company Limited generates the majority of its revenue from the packaging sector, with packaging solutions accounting for the largest share. The domestic market of Thailand is the largest single market, followed by Vietnam and Indonesia, which also make significant contributions to the total revenue. These markets are crucial for the company as they exhibit strong demand for packaging solutions, supported by growth in the consumer goods and e-commerce sectors.

Production sites of SCG Packaging Public Company Limited:

1. Thailand: Main production site and company headquarters.
2. Vietnam: Important production site for the Southeast Asian market.
3. Indonesia: Production capacities to supply the local and regional markets.
4. Philippines: Strategic production facility to cover the Philippine market.
5. Malaysia: Production facilities to support regional expansion.
6. India: New production capacities to tap into the Indian market (estimated to start in 2025).

SCG Packaging Public Company Limited has strategically positioned its production facilities in multiple Asian countries to efficiently serve the demand in these high-growth markets. This allows the company to minimize transportation costs and better meet local market requirements. The expansion into India demonstrates the ambition to explore new markets and further expand production capacities.

Strategy for Future Growth:

1. Expansion into ASEAN Markets: SCG Packaging is pursuing an aggressive expansion strategy in the ASEAN markets to benefit from the growing demand in these emerging economies.

2. Sustainability Initiatives: The company is heavily investing in sustainable packaging solutions to meet the increasing demand for environmentally friendly products.

3. Technological Innovation: SCG Packaging is focusing on technological innovations to enhance efficiency and develop new, innovative packaging solutions.

SCG Packaging has recognized the enormous growth potential in the ASEAN region, particularly due to increasing urbanization and consumption. By investing in sustainable technologies and environmentally friendly products, the company is positioning itself as a leader in the industry.

Furthermore, technological innovation improves production efficiency, reducing costs and enhancing the company's competitiveness. This strategy aims to secure long-term growth and increase market share in the region.

Main raw materials: Pulp, waste paper, chemicals

Import countries:

• Pulp: Canada, Brazil, Chile
• Waste paper: USA, Europe
• Chemicals: China, Germany

SCG Packaging Public Company Limited (SCGP) imports a variety of raw materials that are crucial for its production processes. Pulp and waste paper are the primary materials for paper and packaging production. Canada, Brazil, and Chile are significant suppliers of pulp, while waste paper is mainly sourced from the USA and Europe.

Chemicals used in paper manufacturing and processing are imported from China and Germany. These countries are known for their advanced chemical products that are used in the paper industry.

Market share in Southeast Asia: 20% (estimated 2026)
EBITDA margin: 15% (2025)
R&D investments: 5% of revenue (2025)

SCG Packaging Public Company Limited (SCGP) has established itself as one of the leading providers of packaging solutions in Southeast Asia. With an estimated market share of 20% in the region, the company demonstrates a strong market presence. This position is supported by a solid EBITDA margin of 15%, indicating efficient operations and cost efficiency.

A key competitive advantage of SCGP is its continuous investment in research and development, accounting for approximately 5% of revenue. This enables the company to develop innovative and sustainable packaging solutions that meet changing customer requirements.

Furthermore, SCGP benefits from a diversified product range and a broad customer base, reducing the risk of market fluctuations. The strategic focus on sustainable packaging solutions further strengthens the market position, as the trend towards environmentally friendly products continues to grow.

Institutional Investor Share: Estimated at about 60% (2026)

Insider Purchases/Sales: No significant transactions reported in the last year (2026)

The institutional investor share in SCG Packaging Public Company Limited is approximately 60%, indicating a high level of trust from professional investors in the company. This is typical for established companies with stable business models.

In 2026, no significant insider purchases or sales were reported, suggesting that the management and other insiders do not currently anticipate any major changes in the company's valuation. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of SCG Packaging Public Company Limited (SCGP): 12% (estimated for 2026)

Top competitors and their market shares:

1. Amcor Limited: 15%
2. International Paper Company: 14%
3. Mondi Group: 13%
4. SCG Packaging Public Company Limited (SCGP): 12%
5. Smurfit Kappa Group: 10%
6. WestRock Company: 9%
7. DS Smith: 8%
8. Stora Enso: 7%
9. Nippon Paper Industries: 6%
10. Packaging Corporation of America: 6%

Moat of SCG Packaging:

SCG Packaging has a moderate moat supported by its strong presence in Southeast Asia and vertically integrated production capacities. This integration allows the company to reduce costs and increase efficiency, which is advantageous in a competitive market.

However, compared to its competitors, SCGP does not have a significant technological or patent advantage. Companies like Amcor and International Paper may have a stronger moat due to their global presence and extensive research and development resources.

In summary, SCGP is strongly positioned in its regional niche but faces intense global competition from players with larger resources and broader market presence.

Revenue Growth: 8.5% (2025) EBITDA Margin: 14.2% (2025) Debt-to-Equity Ratio: 0.9 (2025)

SCG Packaging Public Company Limited recorded a revenue growth of 8.5% in 2025. This indicates a solid demand for their products. The EBITDA margin of 14.2% shows that the company is able to effectively manage its operating costs while achieving a healthy profitability.

The debt-to-equity ratio of 0.9 is relatively moderate, suggesting that the company has good control over its debt in relation to its equity. This is a positive sign for financial stability and the ability to make future investments or withstand economic downturns.

Overall, SCG Packaging demonstrates strong operational performance and a solid financial foundation, making it a potentially attractive investment. However, investors should also consider external factors such as market developments and geopolitical risks before making a final decision.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Consistent payout over the last 5 years

SCG Packaging Public Company Limited has consistently distributed dividends to its shareholders in recent years. The dividend yield for 2026 is estimated to be around 2.5%, based on previous payouts and current market conditions.

The company has a solid dividend policy and demonstrates a reliable payout history, indicating stable financial performance and a strategic focus on continuous returns for shareholders. SCGP's dividend policy is designed to regularly return a portion of profits to shareholders, enhancing confidence in the company's financial stability.