Berli Jucker Future Growth

Future criteria checks 2/6

Berli Jucker is forecast to grow earnings and revenue by 17.5% and 3.7% per annum respectively. EPS is expected to grow by 17.3% per annum. Return on equity is forecast to be 4.6% in 3 years.

Key information

17.5%

Earnings growth rate

17.3%

EPS growth rate

Consumer Retailing earnings growth	19.1%
Revenue growth rate	3.7%
Future return on equity	4.6%
Analyst coverage	Good
Last updated	13 Nov 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

SET:BJC - Analysts future estimates and past financials data (THB Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	172,375	5,814	10,544	16,070	12
12/31/2025	166,061	5,271	8,558	15,906	12
12/31/2024	159,640	4,148	7,495	14,547	11
9/30/2024	159,104	3,995	21,532	21,686	N/A
6/30/2024	158,470	3,986	21,705	21,871	N/A
3/31/2024	158,134	3,968	21,785	21,956	N/A
12/31/2023	157,020	4,795	19,671	19,856	N/A
9/30/2023	156,330	4,786	18,427	18,666	N/A
6/30/2023	155,304	5,025	17,306	17,546	N/A
3/31/2023	154,005	5,018	16,808	17,046	N/A
12/31/2022	152,717	5,010	17,968	18,173	N/A
9/30/2022	150,929	4,764	17,852	17,969	N/A
6/30/2022	148,521	4,199	17,449	17,547	N/A
3/31/2022	144,579	3,818	16,707	16,782	N/A
12/31/2021	140,868	3,585	16,563	16,641	N/A
9/30/2021	138,796	3,556	16,403	16,484	N/A
6/30/2021	139,357	4,251	19,763	19,856	N/A
3/31/2021	141,315	3,734	17,857	17,945	N/A
12/31/2020	147,277	4,001	16,547	16,631	N/A
9/30/2020	152,925	5,120	13,978	17,167	N/A
6/30/2020	156,518	5,832	9,559	14,795	N/A
3/31/2020	160,835	7,054	11,102	17,213	N/A
12/31/2019	160,741	7,278	10,283	18,700	N/A
9/30/2019	161,407	6,931	11,596	18,962	N/A
6/30/2019	161,610	6,841	11,835	19,968	N/A
3/31/2019	160,199	6,709	9,676	18,925	N/A
12/31/2018	158,879	6,650	8,014	17,636	N/A
9/30/2018	156,812	6,387	7,283	18,433	N/A
6/30/2018	155,056	6,091	N/A	18,381	N/A
3/31/2018	153,139	5,691	N/A	18,851	N/A
12/31/2017	151,747	5,211	N/A	17,380	N/A
9/30/2017	148,509	4,385	N/A	17,727	N/A
6/30/2017	144,923	4,604	N/A	16,623	N/A
3/31/2017	148,303	3,769	N/A	17,826	N/A
12/31/2016	127,343	3,307	N/A	17,938	N/A
9/30/2016	100,456	2,963	N/A	11,735	N/A
6/30/2016	77,363	2,181	N/A	9,663	N/A
3/31/2016	47,116	2,765	N/A	5,021	N/A
12/31/2015	42,893	2,792	N/A	4,693	N/A
9/30/2015	42,011	2,663	N/A	5,024	N/A
6/30/2015	41,737	2,109	N/A	4,722	N/A
3/31/2015	41,900	1,692	N/A	4,433	N/A
12/31/2014	41,829	1,680	N/A	4,396	N/A
9/30/2014	42,238	1,708	N/A	3,726	N/A
6/30/2014	42,521	1,972	N/A	3,467	N/A
3/31/2014	42,690	2,277	N/A	3,345	N/A
12/31/2013	42,707	2,426	N/A	3,908	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BJC's forecast earnings growth (17.5% per year) is above the savings rate (2%).

Earnings vs Market: BJC's earnings (17.5% per year) are forecast to grow faster than the TH market (16.8% per year).

High Growth Earnings: BJC's earnings are forecast to grow, but not significantly.

Revenue vs Market: BJC's revenue (3.7% per year) is forecast to grow slower than the TH market (6.6% per year).

High Growth Revenue: BJC's revenue (3.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: BJC's Return on Equity is forecast to be low in 3 years time (4.6%).

Berli Jucker Future Growth

Future criteria checks 2/6

Key information

Recent future growth updates

Price target decreased by 7.1% to ฿29.44

Consensus EPS estimates fall by 22%

Price target decreased by 7.8% to ฿36.07

Consensus EPS estimates fall to ฿1.04

Recent updates

Third quarter 2024 earnings released: EPS: ฿0.17 (vs ฿0.17 in 3Q 2023)

Upcoming dividend of ฿0.15 per share

First half dividend of ฿0.15 announced

Second quarter 2024 earnings: EPS exceeds analyst expectations

Price target decreased by 7.1% to ฿29.44

Consensus EPS estimates fall by 22%

First quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.31 in 1Q 2023)

Upcoming dividend of ฿0.65 per share

Final dividend of ฿0.65 announced

Berli Jucker Public Company Limited, Annual General Meeting, Apr 23, 2024

Full year 2023 earnings released: EPS: ฿1.20 (vs ฿1.25 in FY 2022)

Berli Jucker Public Company Limited Announces Resignation of Prasit Kovilaikool as Independent Director, Chairman of the Risk Management and Sustainability Development Committee Member

Berli Jucker Public Company Limited Announces Resignation of Thanadol Surarak as Independent Director and Audit Committee Member

Price target decreased by 7.8% to ฿36.07

Third quarter 2023 earnings released: EPS: ฿0.17 (vs ฿0.23 in 3Q 2022)

Berli Jucker Public Company Limited Announces Management Changes

Now 20% undervalued after recent price drop

Now 21% undervalued after recent price drop

Upcoming dividend of ฿0.15 per share at 2.3% yield

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Berli Jucker Public Company Limited Announces Resignation of Weerawong Chittmittrapap as Director

First quarter 2023 earnings: EPS and revenues miss analyst expectations

Upcoming dividend of ฿0.65 per share at 2.1% yield

Full year 2022 earnings released: EPS: ฿1.25 (vs ฿0.89 in FY 2021)

Third quarter 2022 earnings: Revenues exceed analyst expectations

Now 22% undervalued after recent price drop

Berli Jucker Public Company Limited to Report Q3, 2022 Results on Nov 09, 2022

Upcoming dividend of ฿0.15 per share

Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Berli Jucker Public Company Limited Announce Interim Dividend, Payable on September 8, 2022

Berli Jucker Public Company Limited BJC Ordinary Shares to Be Deleted from OTC Equity

Berli Jucker Public Company Limited to Report Q2, 2022 Results on Aug 09, 2022

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

Berli Jucker Public Company Limited to Report Q1, 2022 Results on May 10, 2022

Upcoming dividend of ฿0.51 per share

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

Berli Jucker Public Company Limited Approves to Propose Year-End Dividend, Payable on 19 May 2022

Now 21% undervalued after recent price drop

Now 20% undervalued after recent price drop

Third quarter 2021 earnings released: EPS ฿0.09 (vs ฿0.27 in 3Q 2020)

Consensus EPS estimates fall to ฿1.04

Upcoming dividend of ฿0.15 per share

Second quarter 2021 earnings released: EPS ฿0.20 (vs ฿0.076 in 2Q 2020)

First quarter 2021 earnings released: EPS ฿0.25 (vs ฿0.32 in 1Q 2020)

Upcoming dividend of ฿0.60 per share

Berli Jucker Public Company Limited, Annual General Meeting, Apr 22, 2021

Full year 2020 earnings released: EPS ฿1.00 (vs ฿1.82 in FY 2019)

Revenue and earnings miss expectations

New 90-day low: ฿32.25

Berli Jucker Public Company Limited Announces Executive Changes

New 90-day high: ฿38.00

Earnings beat expectations, revenue disappoints

Third quarter 2020 earnings released: EPS ฿0.27

Market bids up stock over the past week

New 90-day low: ฿32.00

New 90-day low: ฿34.75

Berli Jucker Public Company Limited (SET:BJC) made a tender offer to acquire remaining 6.91% stake in White Group Public Company Limited (SET:WG) from a group of shareholders for approximately THB 230 million.

First half earnings released

New 90-day low - ฿35.75

Berli Jucker Public Company Limited to Report Q2, 2020 Results on Aug 13, 2020

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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