Berli Jucker Public Company Limited (SET: BJC) Chief Financial Officer, Anchalee Rimviriyasab, has revealed the company’s 2025 business outlook, targeting low single-digit sales growth in the range of 1-3%.
The primary growth driver is expected to be the consumer supply chain segment, forecasted to deliver single-digit sales growth of 1-9% in 2025. This will be propelled by expanding sales channels and launching new products across both health products and premium item categories.
BJC also plans further expansion into e-commerce platforms and overseas markets.
In the healthcare and technical supply chain business, BJC anticipates mid to high single-digit sales growth for 2025. The company is looking to capitalize on opportunities in the chronic non-communicable diseases segment, with products such as diabetes medications already in its portfolio.
Additionally, rapid growth is expected from beauty supplement products, in particular collagen, given strong market demand driving continual product innovation.
Strategic partnership is also a priority, with BJC having recently signed a Memorandum of Understanding (MOU) with Bangkok Lab & Cosmetic for co-creation of new products under the BJC Healthcare brand, with initial joint initiatives expected by Q4 2025.
For the packaging supply chain, BJC divides activity into can and glass packaging. The can segment will focus on expanding the 500 ml can customer base in the international markets.
As for glass packaging, strategic thrust involves targeting new markets and leveraging investments in advanced furnace technology to penetrate the premium segment, including cosmetics, personal care, fragrances, and premium bottles. Commercial-scale production and sales are targeted to begin by November 2025.
On the modern retail supply chain front, BJC is adjusting the same store sales growth (SSSG) target to be flat year-on-year, down from an earlier low to mid single-digit (1-5%) growth projection, to reflect current economic conditions.
The expansion plan for Big C Mini outlets is being revised to 100-120 new stores, compared to the previous 200-store target, as BJC transitions towards opening larger-format outlets. The company also plans to close 164 branches in total; 44 of these have already shut during H1, with a further 120 closures scheduled for H2.
In addition to operational expansion, BJC is committed to growing its Big Point loyalty membership program. The current member count stands at 21.5 million, and the company aims to drive up the redemption ratio to an average of 70%, from the present 66%, by tailoring promotions that align with individual shopping patterns.
BJC has set its 2025 CAPEX budget between THB 10-12 billion, primarily to expand and upgrade modern retail branches and to invest in can packaging production line expansion.
