Berli Jucker Public Company Limited (SET: BJC) delivered strong financial performance in 3Q26, highlighted by a 183.7% YoY surge in net profit attributable to equity holders to THB 1,806 million. This notable expansion was propelled by solid core operational improvements alongside net non-recurring gains, including asset disposals.
Excluding non-operating items, BJC’s normalized net profit rose 36.2% YoY to THB 869 million, reflecting strong underlying earnings growth across its business portfolio.
Consolidated total revenue increased 9.4% YoY to THB 48,609 million. Sales and service income expanded 6.8% YoY to THB 44,098 million, supported by positive performance across all business units. The Packaging Supply Chain led growth with a 27.3% YoY sales surge to THB 7,196 million, driven by strong third-party demand in Glass Packaging (+27.8% YoY) and market share gains in Aluminum Cans (+26.8% YoY).
Consumer Supply Chain revenue climbed 5.9% YoY to THB 5,880 million, powered by an 18.4% increase in the Non-Foods group. Modern Retail sales reached THB 29,488 million, up 3.0% YoY, supported by 2.7% consolidated same-store sales growth. Additionally, other income jumped 43.9% YoY to THB 4,468 million, boosted by non-core asset sales and higher rental income as Town Center occupancy reached 92.5%.
Consolidated total expenses increased 6.5% YoY to THB 45,965 million. Cost of goods sold rose 7.4% YoY to THB 35,683 million alongside higher sales volume. Administrative expenses expanded 13.5% YoY to THB 1,630 million, primarily driven by corporate restructuring severance payments.
Selling expenses rose 3.5% YoY to THB 7,283 million due to new product launch activities. Despite expense increases, solid top-line execution drove EBIT up 47.7% YoY to THB 4,040 million, while finance costs decreased 5.6% YoY to THB 1,369 million, reinforcing overall net margin expansion.
