Anchalee Rimviriyasab, Chief Financial Officer of Berli Jucker Public Company Limited (SET: BJC), shared the company’s business outlook in the “Opportunity Day” event hosted by the Stock Exchange of Thailand on May 30, 2025.
BJC aims for total sales growth of 4-6% in 2025 compared to the previous year, with a focus on increasing its gross profit margin by an additional 20-40 basis points.
For each business unit, BJC anticipates the following growth:
- Packaging: low single-digit growth
- Consumer: high single-digit growth
- Healthcare & Technical: mid-to-high single-digit growth
- Modern Retail & Supply Chain: mid single-digit growth
The company’s 2025 investment budget is set at THB 10-12 billion, allocated as follows:
- 39% for modern retail to expand and renovate branches
- 37% for packaging, including plant expansions and upgrading production lines
- 17% for consumer products to improve manufacturing and capture future demand
BJC also plans to open new stores in 2025, which include:
- 7 big-format stores (2 hypermarkets such as Big C Bluport Hua Hin, and 5 supermarkets)
- 200 Big C Mini stores
- 9 Pure Pharmacy stores
- 15 Asia Books branches
- 5 Wawee Coffee shops
Internationally, the company’s plans include launching 24 Big C stores in Hong Kong and 3 Big Mini stores in Cambodia.
BJC also intends to optimize its portfolio by divesting non-core and non-profitable businesses to boost efficiency and maximize profit generation.
BJC’s “Out-of-Store” sales (OSX) accounted for 13.1% of total revenue in 1Q25. The company aims to raise this to the mid-teens (14-16%) by year-end, supported by a 49% YoY surge in online sales and growth in online fresh food sales, integrated with the company’s physical stores.
BJC’s Big Point loyalty program membership has reached 21.2 million, adding 1.5 million members over the past year. A new “Personalized Shopping Missions” system has launched to encourage purchase frequency and increase average spend per transaction.
1Q25 revenue totaled THB 41,616.69 million, down 0.82% from THB 41,961.33 million YoY. However, net profit soared 155.11% to THB 1,091.11 million from THB 427.71 million. The robust profit was fueled by sales recovery in the consumer goods and food businesses, retail trade revenue growth, as well as a decrease in interest and tax expenses.
