Chairman's Message

This success was by no means accidental; rather, it is the result of our unwavering commitment to the business objective of building 'Financial Strength’. While the market grappled with liquidity constraints, Supalai continued to command high investor confidence. We successfully issued debentures at a remarkably low interest rate of merely 1.72%, significantly below the industry average. This advantage in cost of funds serves as a “Weapon”, empowering us to sustain profitability and positioning us to further expand our market share.

For the year 2026, Supalai envisions the future with strategic confidence grounded in data analysis—defined as 'Rational Optimism.' Although economic challenges persist, we see a glimmer of hope as the policy interest rate trends downward to 1 %, alongside the low-to-negative inflation observed last year. This signifies a 'Golden Opportunity' for consumers with regular income and financial discipline to own homes at the most valuable prices seen in decades.

While many businesses are downsizing, the Company has leveraged the strength of its 'A' Credit Rating, maintained for over 12 consecutive years, synergized with a new standard of product development under the concept 'Supalai Inspire Aesthetics of Life.' We are not merely building houses; we are crafting 'The Aesthetics of Living' through Double Volume high-ceiling designs that offer airy comfort, and by creating communities amidst nature featuring large lakes in high-potential locations such as Chanthaburi and Korat, as well as other landmark projects. Our ultimate goal is to deliver a quality of life where customers feel 'More Comfortable' from the very first day and 'Proud' in the long term.

For 2026, Supalai has set challenging targets: Total Presales of 45,000 million baht and Total Revenue of 37,500 million baht. The core of our strategy lies in 'Portfolio Balancing' to effectively diversify risks, as follows:

• Thailand Market (Presales Target: 30,000 million baht): We are set to launch 28 new projects worth 35,000 million baht, extending our footprint to cover 30 provinces nationwide. This expansion includes pioneering new potential locations such as Suphan Buri Province and Koh Samui. Key revenue drivers will be realized from 3 major ready-to-transfer condominium projects: Supalai Parc Ekkamai-Pattanakarn, Supalai Sense Srinakarin, and Supalai Kram Khao Tao.
• Australia Market (Presales Target: 15,000 million baht): Australia has emerged as an effective 'Risk Hedge' against domestic household debt concerns. With a robust portfolio of 25 projects across 4 states, carrying a total value of 176,500 million baht (based on Supalai’s shareholding proportion), our growth is bolstered by Australian government initiatives, such as the 5% down payment scheme and the 'Shared Equity' program of up to 40%. These factors propelled our sales performance last year to achieve leapfrog growth, setting a record increase of over 370%.

Supalai is fully transitioning into a data-driven 'Digital Organization’. For us, data is the 'New Rare Earth', a massive source of energy aggregated within 'The Data Frontier' (Central Brain) by processing insights through over 250 Analytical Dashboards. We are empowered to make precise strategic decisions within a remarkably short timeframe

Furthermore, we aim to achieve 100,000 downloads for the 'SABAI' Application this year, introducing new features such as a Marketplace offering curated quality products from our partners, and a Smart Village system utilizing AI Security and Smart Gardening to ensure maximum safety and convenience. This technological trajectory is intricately woven into our 'Sustainability Driven' mission, as we firmly believe that business operations must not burden future generations. Consequently, Supalai is marching towards Carbon Neutrality by 2030, with an interim goal to reduce greenhouse gas emissions by 40% within the same year. This is achieved through 'Green Operation' across our entire value chain, from upstream to downstream.

From the lessons of the Tom Yum Kung crisis, which saw interest rates skyrocket to 27-28%, to the recent ‘Earthquake' of the past year, Supalai has surmounted these obstacles through unwavering determination and strict financial discipline. Today, we stand ready to move forward with stability, fully equipped with both intellectual wisdom and financial power.

On behalf of the Board of Directors, I would like to express my heartfelt gratitude to our shareholders, customers, business partners, and all employees who serve as the vital cogs driving Supalai. We pledge to forge ahead in creating a new standard of living filled with aesthetics and sustainability, ensuring Supalai remains a trusted organization where we are poised to grow together endlessly.