SCGJWD Logistics Public Company Limited

SCGJWD Logistics Public Company Limited

9.90
THB
-0.10
(-1.00%)
0.76EPS
11.46P/E
14.21BMarket Cap
Nov 12Next Earn
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
2.15
4.28
2.18
2.38
3.15
3.5
3.78
5
5.79
13.83
13.53
14.04
14.14
Basic EPS, GAAP
0.14
0.61
-0.01
0.6
0.22
0.36
0.28
0.56
0.49
0.44
0.62
0.65
0.7
Free Cash Flow per Basic Share
-0.07
0.43
0.18
0.16
0.01
-0.19
0.35
0.26
0.09
1.2
0.64
1.03
1.09
Dividend per Share
0.32
0.48
0.02
0.08
0.25
0.21
0.25
0.22
0.25
0.46
0.25
0.38
0.39
Book Value per Share
1.21
2.54
2.51
2.99
2.96
3.09
3.06
3.66
3.06
12.33
12.63
12.85
13.04
Tangible Book Value per Share
0.85
2.11
2.09
2.5
2.31
2.49
2.51
2.97
2.4
3.56
3.96
4.13
4.37
Basic Weighted Avg Shares
1,020
548
1,020
1,020
1,020
1,020
1,020
1,020
1,020
1,716
1,811
1,791
1,811
Sales/Revenue/Turnover
2,188
2,349
2,219
2,423
3,208
3,566
3,858
5,101
5,902
23,732
24,504
25,158
25,612
Operating Margin (%)
15.68
20.97
9.37
12.88
9.63
9.45
9.03
9.53
8.95
5.09
4
5.92
5.86
Depreciation Expense
373
413
385
395
348
342
663
706
798
1,593
1,523
1,521
1,590
Net Income, GAAP
144
333
-9
612
225
363
290
572
504
761
1,119
1,172
1,264
Effective Tax Rate (%)
16.22
19.04
2,404.79
16.99
18.2
11.71
8.17
7.42
8.59
15.39
6.61
10.75
12.43
Profit Margin (%)
6.57
14.2
-0.4
25.26
7
10.17
7.52
11.21
8.54
3.21
4.57
4.66
4.94
Working Capital
-1,195
-41
196
572
387
-192
-629
-317
-1,861
1,183
57
-3,267
-3,601
LT Debt
1,333
1,367
1,677
954
1,372
1,915
3,616
5,278
4,886
10,360
12,903
9,579
9,371
Total Equity
1,299
2,646
2,613
3,100
3,140
3,270
3,252
3,978
3,434
23,328
23,912
23,914
24,210
Return on Invested Capital (%)
- -
7.52
-0.51
12.48
5.11
5.63
4.51
5.54
4.31
4.53
2.53
3.54
3.73
Return on Capital (%)
- -
10.5
-42.9
14.46
5.65
7.62
6.11
7.9
6.79
4.74
4.41
4.23
4.41
Return on Common Equity (%)
- -
17.39
-0.34
21.83
7.41
11.76
9.25
16.68
14.71
5.98
4.95
5.13
5.52

Capital Structure

THB

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
5,978
6,162
6,502
LT Borrowings
7,393
7,257
7,175
LT Finance Leases
2,186
2,122
2,196
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
1,777
1,777
1,777
Market Capitalization
13,146
13,146
14,212

Working Capital

THB

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
6,056
6,150
6,615
Cash, Cash Equivalents & STI
1,649
1,535
1,698
Accounts Receivable, Net
3,625
3,797
4,161
Inventories
37
45
50
Total Current Liabilities
9,323
9,495
10,216
Payables & Accruals
3,186
3,174
3,549
ST Debt
5,978
6,162
6,502
Deferred Revenue
- -
- -
- -

Growth Rates

THB

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
61.27%
118.09%
0.01%
Free Cash Flow
15.53%
409.54%
60.27%
Net Income, GAAP
-694.21%
37.61%
4.74%
Sales/Revenue/Turnover
41.14%
71.19%
2.67%
Total Cash Common Dividend
59.59%
44.36%
51.23%

Quarterly Revenue

THB

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
6,252
5,777
6,189
6,285
24,504
2025
6,382
6,372
6,187
6,217
25,158
2026
6,268
6,940
- -
- -
- -

Quarterly Earnings Per Share

THB

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.09
0.28
0.14
0.1
0.62
2025
0.2
0.16
0.14
0.15
0.65
2026
0.15
0.26
- -
- -
- -

Quarterly Dividends Per Share

THB

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
0.25
- -
- -
0.25
2025
- -
0.29
0.1
- -
0.38
2026
- -
0.3
- -
- -
- -

Company Description

CEO
Bunditkitsada Charvanin
Full Time Employees
4,120
Sector
Transportation
Industry
Other transportation
Address
36 Krungthep Kreetha Road Bangkok BM Thailand 10240
IPO Date
Sep 22, 2015
Website
scgjwd.com
Business
SCGJWD Logistics Public Company Limited is a leading integrated logistics and supply chain solutions provider in Southeast Asia, operating across nine ASEAN countries including Thailand, Cambodia, Vietnam, Laos, Myanmar, Malaysia, Singapore, Philippines, Indonesia, and extending into South China. The company offers a comprehensive range of logistics services including general and free zone warehousing; chemicals and dangerous goods logistics; food and cold chain logistics; automotive and auto parts logistics management; document storage; transport and distribution; freight forwarding; B2C logistics; moving and relocation services; self-storage; fine art logistics; e-commerce fulfillment; and overseas logistics. Industry-specific solutions cover cement, cold chain, agriculture, building materials, FMCG, automotive, electronics, chemicals, and packaging products. Founded with over 44 years of experience and headquartered in Thailand, SCGJWD operates with a full-service business model supported by a diversified risk strategy. The company leverages a large cold chain platform with consolidated pallet positions exceeding 1.2 million and warehouse space tailored for high-growth sectors such as pharmaceuticals and healthcare with over 28,000 square meters dedicated in strategic locations. Recent major developments include the 2024 merger between SCG Logistics Management Company Limited and JWD InfoLogistics Public Company Limited, forming a stronger partnership under the name SCG JWD Logistics, which scaled its cold chain and logistics platform significantly. The company has also pursued aggressive regional expansion, notably in sea, air, and land freight forwarding across ASEAN markets, including investments in Malaysia’s SWIFT integrated logistics business and increased shareholding in ANI for air cargo expansion. SCGJWD’s 2024 strategic focus includes broadening regional connectivity to increase profit contributions from overseas operations to 40% by 2027, scaling cold chain and automotive logistics, and expanding logistics services for healthcare and pharmaceutical industries. The company set a Net-Zero Carbon goal for 2050 to emphasize sustainable business operations. Additionally, it has established partnerships such as with MeSpace Self Storage and Airportels to enhance customer offerings, and contracted with AssetWise Group for premium moving services at multiple projects. Financially, SCGJWD reported strong profit growth with Q3/2024 net profit reaching 254.8 million baht and demonstrated robust cost management, with an interest-bearing debt-to-equity ratio of 0.67, underpinning a strong financial position supported by SCG group clients. The company maintains a comprehensive portfolio of logistics services and industry-specific solutions, backed by continuous investment and collaboration with strategic partners to enhance its position as the largest integrated logistics and supply chain provider in the ASEAN region. Its services infrastructure includes land, sea, and air transport networks; specialized handling of chemical and dangerous goods; fine art and oversized cargo logistics; and digital e-commerce fulfillment, enabling it to serve a diverse customer base from industrial manufacturers to consumer goods companies. SCGJWD Logistics Public Company Limited remains focused on expanding its freight forwarding business, enhancing cold chain capabilities, and increasing regional market penetration through strategic acquisitions and joint ventures while emphasizing sustainable and efficient supply chain management practices. The company is publicly listed under ticker SJWD.BK and continues to leverage its extensive expertise and network to capture growth opportunities in Southeast Asia’s dynamic logistics sector.