1. business and industrial
2. business operations
3. management
4. supply chain management

BJC Supply Chain
Milestone
Revenue Breakdown and Net Profit
Unit : THB BN
Packaging
Supply Chain (PSC)
Consumer
Supply Chain (CSC)
Healthcare
Supply Chain (HSC)
Technical
Supply Chain (TSC)
Others
Business Group
1.9
1886
2.4
2.1
2.4
1.6
Established by Albert Jucker and Henry Sigg as
“Jucker & Sigg & Co.”
1.3
37.4
31.2
25.6
22.8
2001
43.4
42.2
6 year
Revenue
CAGR 1.38%
TCC Group became the major shareholder
Product Line
Sale Contribution
Profile
2009
Berli Jucker’ s Packaging Supply
Chain business units focus on
design and manufacturing
as well as marketing, sales
and distribution of packaging
products, and offer engineering
solutions.
42
Operates full range of
consumer products and
services, from manufacturing,
distributing, marketing, and
retailing for both our owned
brand and customers' brands.
BJC has distributed medical
products for more than 40
years including pharmaceutical products, healthcare
products, medical imaging,
medical equipment and
medical supplies.
37
17
%
%
of Total Revenue
• Glass
• Aluminum Can
• Rigid Plastic Packaging
Berli Jucker’s Technical
Supply Chain focuses on
building strategic partnerships with suppliers to
provide the latest and
most innovative solutions
in graphics, Engineering
and specialty products.
• Pharmaceutical
Medicines
• Medical supplies and
Equipment
2014
• Outstanding Investor Relations Award (SET Awards 2014)
• Opened up new glass furnaces for TM3 at Thai Malaya
Glass Co., Ltd in September 2014
%
of Total Revenue
• Foods
• Non-Foods
• Stationary & Office
Supplies
• Consumer Electronics
• Logistics
• Distribution
• Acquired 65% of Thai An, a distributer of
consumer products in Hanoi
• Provided financial support to Phu Thai Group to
buy back capital from owner of convenience
stores in Vietnam
• Opened up “Ogenki”, BJC’s first beauty and
wellness store
4
%
of Total Revenue
2013
Focuses on retail business
in various sectors i.e. English
bookstores (Asia Books),
Beauty and Wellness stores
(Ogenki), and convenience
stores in Vietnam (B's mart),
as well as seek for opportunity in
merger and acquisition and
new business development.
of Total Revenue
• Engineering/Graphic
Products and Services
• Galvanized Steel
Structures
• Chemical Specialties
• Bookstores
• Beauty & Wellness Stores
• Convenience Stores
2010
2011
2013
2014
Revenue
Revenue
Revenue
Revenue
of PSC
of CSC
of HSC+TSC
of Other
Net Profit
Stock Information
SET : BJC
Market Cap (Million Baht)
56,523.85
36.75 Baht
52 week High Low
34.75 - 60.50
Volume
904,000
Value (k)
33,007
Change
: +1.25
% Change : +3.52%
Updated: 31 March 2015
Shareholder Information
Dividend History
As of March 27, 2015
Unit : Baht Per Share
55.3%
73.69%
50.0%
1.52
5.15 % DBS Vickers Securities
(Singapore) Private Limited
2.61% Bualuang Long-Term
BJC’s International Portfolio
Equity Fund
41.8%
1.20
1.06
0.79
0.73
0.60
0.33
Equity Fund 75/25
2009
0.45
0.35
0.21
0.21
1.02% Bualuang Flexible RMF
Trading & Distribution
1.53
1.37
2.10% Bualuang Long-Term
0.25
2010
2011
EPS
0.84
0.84
0.52
0.40
0.32
0.44
0.60
0.25
0.28
15.43% Other
Vietnam
56.6%
54.9%
53.3%
TCC Holding Company Limited
Myanmar
2012
2012
DPS
0.35
2013
2014
Payout
Hanoi
Laos
BJC Representative Office
BJC Representative Office
Yangon
Balance Sheet
Thailand
TBC - Ball Beverage Can (Vietnam) Limited
Combodia
Phnom
Penh
Vung Tau
44.5
11.7
BJC Representative Office
Malaysia
Thai Corp International (Vietnam) Limited
Selangor
Malaya Glass Products SDN BHD
11.4
2009
27.7
14.7
12.9
2010
Assets
Jahor Bharu
Convenience Store
45.2
38.3
23.0
(formerly Jacy Foods)
Maturity of Long Term Loan
Unit : THB BN
Malaya Vietnam Glass Limited
BJC Foods (Malaysia) Sdn. Bhd.
IBD Currency
Breakdown
Unit : THB BN
Binh Dougi
Ho Chi Min City
Interest Bearing Debt
(IBD)
33.0
18.5
14.5
2011
22.0
16.3
2012
Liabilities
26.8
17.7
26.9
18.3
IBD= Baht 16.9 Billion
Average Cost of Fund = approx. 3.31%
Long Term
Loan 40%
Short Term
Loan 60%
VND Loan 6.1%
USD Loan
2.1%
THB Loan
91.7%
Average Loan life = 1.91 Years
4,780
MYR Loan
0.1%
3,950
1,513
738
2013 2014
Equity
As of December 31, 2014
THB Loan
VND Loan
USD Loan
MYR Loan
2015
2016
2017
2018
Berli Jucker Public Company Limited
Berli Jucker House 99 Soi Rubia, Sukhumvit 42 Road,
Phrakanong, Klongtoey, Bangkok 10110 Thailand
Disclaimer
The following presentation may contain forward looking statements by the management of Berli Jucker Public Company Limited (“BJC”),
relating to financial or other trends for future periods, compared to the results for previous periods.
Some of the statements contained in this presentation that are not historical facts are statements of future expectations with respect to
the financial conditions, results of operations and businesses, and related plans and objectives. Forward looking information is based on
management’s current views and assumptions including, but not limited to, prevailing economic and market conditions. These statements
involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those
in the statements as originally made. Such statements are not, and should not be constructed as a representation as to future performance of BJC. In particular, such targets should not be regarded as a forecast or projection of future performance of BJC. It should be
noted that the actual performance of BJC may vary significantly from such targets.