Delta Electronics Thailand stock follows a new AI data center launch

Published on 10/08/2026 at 01:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Delta Electronics Thailand stock was last at THB 268 on October 7, 2026, while Q2 revenue reached USD 2,011 million. AI infrastructure demand met higher material costs in Q2.

Delta Thai, TH0528010R18, Illustration mit AI erstellt.

Delta Electronics Thailand stock was last at THB 268 on October 7, 2026, down 1.47 percent from the prior close of THB 272 on the Stock Exchange of Thailand. The company also advanced its AI infrastructure portfolio with a new modular data center and microgrid platform disclosed on October 2, 2026.

AI hardware gets a new platform

According to Delta Electronics on October 2, 2026, the prefabricated AI Modular Data Center combines 800 VDC in-row power with liquid cooling for data centers based on NVIDIA Vera Rubin architecture.

The showcased power system delivers 660 kW of output and up to 98 percent AC to DC efficiency. Delta also presented battery backup capacity of 480 kW and containerized data center systems supporting up to 60 kW per rack.

Q2 growth meets cost pressure

In Q2 2026, revenue reached USD 2,011 million, up 50.7 percent year over year and 3.4 percent quarter over quarter, according to Yahoo Finance. Net profit was USD 186 million, up 33.4 percent year over year but down 35 percent from Q1.

The contrast matters for investors. Data center revenue rose 79 percent quarter over quarter, while raw material shortages, higher semiconductor costs and an inventory provision pressured profitability in the same quarter, as the company discussed in the earnings call carried by Yahoo Finance.

Broker target remains THB 290

Finansia Syrus Securities kept a Buy recommendation and a THB 290 target price in its October 5, 2026 view, reported by Kaohoon International. The target lies 8.2 percent above the October 7 price of THB 268.

Finansia expects Q3 2026 net profit of THB 8.3 billion, up 37 percent quarter over quarter and 12 percent year over year. Its full-year 2026 forecast is THB 32 billion, representing 30 percent growth from the prior year, but those figures remain estimates rather than reported results.

Stock stays below its yearly high

Delta Electronics Thailand stock was last at THB 268 on the SET on October 7, 2026 at 4:35 p.m. ICT, with volume of 17,790,703 shares. Its 52-week range was THB 155.50 to THB 372, and market capitalization stood at THB 3,343.0 billion.