MPJ is confident that the impact of the Middle East situation will be limited, and has approved a budget of 1,140 billion baht to support import and export growth.

MPJ estimates its low-risk customer base to be only 2%, and will employ a strategy of adjusting service prices based on actual energy costs. The company is moving forward with its four core businesses, focusing on the Eastern Economic Corridor (EEC), aiming for revenue of 1,375 million baht in 2026, a projected 26% increase. The board approved a dividend of 0.34 baht per share, boasting a high dividend yield of 8.7%, reinforcing its strong financial position and cash flow.

March 9, 2569— Mr. Pairat Phukhang, Chief Financial Officer, MPJ The company stated that it has mechanisms to mitigate cost risks through a flexible contract structure, allowing it to adjust transportation fees immediately in line with fluctuating oil prices. Furthermore, only 2% of its customers export to the Middle East.

“For 2569, it will continue to be a challenging year due to both domestic and international factors, especially the economy which is in the process of gradual recovery, and most recently, the conflict in the Middle East which is a significant variable… However, MPJ has provisions in its transportation service contracts that allow for price adjustments in response to rising oil prices, enabling it to manage cost risks effectively.”

For this year's expansion, MPJ targets total revenue of 1,375 million baht, representing a 26% growth from the previous year. The company plans to invest a total of 1,140 million baht to upgrade infrastructure to support demand in the Eastern Economic Corridor (EEC), aligning with the projected average annual growth of 6.8% in the country's import and export sectors.

Unveiling the roadmap for 4 main business groups.

1. Container management business (Revenue target 492 million baht): A budget of 380 million baht has been allocated to develop Laem Chabang Port 3, a 28-rai (approximately 8.5 hectares) area, to increase container handling capacity by an additional 200,000 TEUs per year. The facility is expected to commence operations in Q1 2027.
2. Warehouse rental service business. (Investment budget of 690 million baht): This is the business group with the highest growth focus. The Rayong 2 project, spanning 18,000 square meters, will begin construction in the second quarter of 2026, and the Laem Chabang 2 project, with another 24,000 square meters, is lined up for development next year.
3. Land transportation service business (Revenue target 585 million baht): Invest 70 million baht to acquire a new fleet of transport vehicles to increase efficiency and reduce costs in the long term.
4. International freight forwarding business (Revenue target 268 million baht): Aggressively entering the NVOCC (Non-Vessel Operating Common Carrier) service market to become an intermediary for international transportation management.

For the fiscal year 2568, the company reported service revenue of 1,075.4 million baht, an increase of 5.5%, and a net profit of 111 million baht, a growth of 13.3%. As a result, the board of directors approved a dividend payment of 0.34 baht per share, representing a dividend yield of 8.7%. The ex-dividend date (XD) is set for April 28, 2569, and the dividend will be paid on May 19, 2569.

"This dividend payment reflects the company's ability to generate cash flow and growth, coupled with continued shareholder returns, reinforcing its position as a fundamentally strong logistics stock, even in the face of challenging economic conditions."

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