BJC Confident H2 Revenue to Grow More Than H1, Glass and Can Orders Full Until Year-End

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Summary · why it matters

BJC Group Public Company Limited (BJC) expects revenue in the second half of 2026 to continue growing from the first half, which saw total revenue of over 96.3 billion baht. This is supported by its glass and can packaging manufacturing business, which has orders booked through the end of the year, and it has locked in raw material prices until mid-2027. Meanwhile, Big C's same-store sales growth (SSSG) turned positive in August and is expected to improve further towards the end of the year. MM Mega Market Vietnam (MMVN) will recognize a full quarter of revenue in Q3 2026, with SSSG growing in double digits. The company maintains its plan to list Big C on a foreign stock exchange within 3-5 years and is seeking a strategic partner. At the same time, it is in negotiations to sell its Big C business in Cambodia to a Vietnamese partner.

Impact on assets 1

Consumer Staples▲ · 1 stocks
Berli Jucker PCL
BJC
▲ PositiveDemandrelevance

Glass and can packaging orders booked through year-end, supporting H2 revenue growth.

Off-coverage companies 1

MM VietnamPrivate▲ Positive
Demandrelevance

MM Mega Market Vietnam to recognize full quarter revenue with double-digit SSSG.