Berli Jucker Public Company Limited (SET: BJC) has announced its financial results for the second quarter of 2025, showing a mixed performance influenced by strategic divestments and varied market conditions.
| Quarter | 2Q25 | 2Q24 |
| Net Profit (Loss) Million Baht |
989.80 | 1,227.83 |
| Earning Per Share (Baht) |
0.25 | 0.31 |
| % Change | -19.39 | |
| 6 Months | 6M25 | 6M24 |
| Net Profit (Loss) Million Baht |
2,081.09 | 1,655.54 |
| Earning Per Share (Baht) | 0.52 | 0.41 |
| % Change | 25.70 | |
Consolidated total revenue for 2Q2025 was THB 41,807 million, down 3.0% year-on-year (YoY). The decline was primarily due to the divestment of Thai-Scandic Steel Co., Ltd. (TSS), which affected the Healthcare & Technical Supply Chain, along with softer sales in both the Packaging and Modern Retail supply chains. Other income also fell 2.3%, mainly from lower rental and service income.
Despite revenue challenges, BJC maintained a strong focus on cost efficiency, with consolidated total expenses falling 2.2% YoY to THB 40,287 million. This reflects effective cost management in both cost of goods and services sold and selling expenses. Proactive financial management also drove a 6.5% YoY reduction in interest expenses.
Earnings before interest and tax (EBIT) decreased 13.8% YoY to THB 2,889 million, impacted by softer sales and a significant rise in foreign exchange losses, which increased by THB 156 million compared to the same quarter last year.
Net profit attributable to equity holders dropped 19.4% YoY to THB 990 million. However, excluding one-off and non-operating items—such as TSS operations, foreign exchange impacts, and provisions for Big C Mini store closures—normalized net profit was more stable, falling only 3.2% YoY to THB 1,180 million. This resilience was supported by solid operational execution and strong cost control.
By segment, the Consumer Supply Chain posted robust growth, particularly in the Non-Food category, where sales rose 6.8% YoY. In contrast, the Modern Retail Supply Chain was affected by unusually heavy rainfall, slower tourist arrivals, and temporary disruptions from large-scale renovations. The Packaging Supply Chain saw sales decline 9.0%, although its Glass Packaging business achieved its highest gross profit margin in three years, driven by lower input costs.
In addition, the Board of Directors approved a dividend payment of THB 0.15 per share to be paid on 12 September 2025 with an ex-dividend date on 27 August 2025.
