Livestock & Animal FeedCompanies & operators

Betagro (BTG)

Betagro (SET: BTG) is the Thai-listed mid-scale integrated agro-industrial group controlled by the Taepaisitphongse family. FY2024 revenue THB 114.94B (+5.3% YoY); net profit THB 2.47B reversing FY2023's THB 1.40B loss. Vertically integrated across feed, breeding, growing, processing and distribution. At roughly one-fifth of CPF's scale, Betagro is the second integrated operator in Thai poultry-pork and the dominant mid-tier benchmark. IPO at THB 40 in 2022 raised THB 17.4B.

Snapshot

Headline numbers a buyer checks first.

FY2024 revenue

THB 114.94B

FY2024

+5.3% YoY

FY2024 net profit

THB 2.47B

FY2024

Reversed FY2023 THB 1.40B loss

IPO raise

THB 17.4B

2022

SET: BTG, IPO price THB 40

Employees

~30,000

FY2024

Across feed, farm, processing

What this company actually does

Betagro (SET: BTG) operates an integrated agro-industrial chain spanning animal feed production, breeding, contract farming, slaughterhouse processing and cold-chain distribution. Core protein categories are chicken, pork and eggs; the group also produces pet food, value-added processed meats and pharmaceutical veterinary products. FY2024 revenue of THB 114.94B reflects +5.3% growth, and the net profit recovery to THB 2.47B reversed the FY2023 loss year caused by elevated feed costs and supply-chain disruptions.

Vs CPF the group is approximately one-fifth scale; vs GFPT it is roughly six times larger and materially broader because Betagro covers both pork and eggs alongside poultry. The 2022 IPO at THB 40 raised THB 17.4B earmarked for capacity expansion and debt repayment. The Taepaisitphongse family retains a controlling stake post-IPO.

Betagro SET filings, FY2024 56-1
Data as of: FY2024

FY2024 financial snapshot

Revenue

THB 114.94B (+5.3% YoY)

FY2024 revenue grew from $3.16B in FY2023. Growth driven by poultry volume recovery and price normalisation in pork after feed-cost peak.

Net profit

THB 2.47B — loss reversal

FY2023 net loss of $40.6M reversed to $71.6M profit in FY2024 as corn and soybean feed costs declined and chicken export pricing firmed.

Market cap

~THB 55–65B range

Traded on SET since 2022 IPO at $1.16. Market cap fluctuates with feed-cost cycle and protein price expectations. Major free-float institutional investor base post-IPO.

Capital deployment

THB 17.4B IPO proceeds

2022 IPO raised $504.3M for slaughterhouse, feed-mill and processing-plant capacity expansion plus balance-sheet debt repayment. Expansion programme largely complete by FY2024.

Competitive scale comparison: Thai integrated agro-industrial

FY2024 revenue estimates. Betagro positions in the mid-tier gap between CPF and pure-plays.

Charoen Pokphand Foods

Ticker

SET:CPF

FY2024 revenue (THB B)

~560B

Protein segments

Chicken, shrimp, pork, aqua

Integration model

Fully integrated, global

Betagro (BTG)

Ticker

SET:BTG

FY2024 revenue (THB B)

114.94B

Protein segments

Chicken, pork, eggs, feed

Integration model

Fully integrated, Thailand-focused

Thai Foods Group

Ticker

SET:TFG

FY2024 revenue (THB B)

~35B

Protein segments

Chicken, pork

Integration model

Integrated, mid-scale

GFPT PCL

Ticker

SET:GFPT

FY2024 revenue (THB B)

~20B

Protein segments

Chicken (pure-play)

Integration model

Partially integrated

SET filings, company 56-1 disclosures
Data as of: FY2024
CPF and TFG figures are estimates; BTG and GFPT are SET-disclosed.

Feed cost cycle and the 2024 recovery thesis

Betagro's FY2023 loss was primarily a feed-cost squeeze: corn and soybean meal prices spiked globally in 2022–2023, compressing margins across the integrated chain. The FY2024 profit recovery reflects both the normalisation of feed input costs and the pass-through of higher chicken-export prices following the Thai avian-influenza-free status confirmation.

The structural read: Betagro's earnings are more feed-cost sensitive than CPF because it lacks CPF's geographic diversification and offshore protein-price hedging. For buyers of the livestock and poultry reports, Betagro's margin trajectory is a cleaner read of Thai domestic feed-cost dynamics than CPF's blended global P&L.

Betagro FY2024 annual report, USDA GAIN Thailand livestock
Data as of: FY2024

Watchpoints

Corn, soybean feed cost

Primary margin driver; Betagro has less geographic hedging than CPF against global feed cycles.

Avian influenza status

Thailand AI-free certification underpins chicken export premiums to Japan, EU; any outbreak triggers export-ban risk.

Pork cycle Thailand

Domestic pork pricing tied to hog supply cycles; ASF resurgence is a tail risk.

Taepaisitphongse family control

Post-IPO controlling stake means governance follows family priorities; watch dividend policy and capex strategy.

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Betagro (BTG) - Market Atlas · Insight