Update shared on 20 Oct 2025
Fair value Decreased 0.88%Analysts have slightly lowered their price target for China Mengniu Dairy from ¥21.50 to ¥21.31, citing modestly reduced expectations for revenue growth and future price-to-earnings ratios.
What's in the News
- The company completed a repurchase of 14,202,000 shares for HKD 245.63 million between January and August 2025 as part of its ongoing buyback program (company announcement).
- In a separate transaction, the company repurchased 2,850,000 shares for HKD 46.32 million in June 2025 (company announcement).
- Chief Financial Officer Mr. Zhang Ping will retire effective September 1, 2025. Mr. Shen Xinwen, who brings over 20 years of experience in finance and corporate administration, will become the new CFO (company announcement).
- The board scheduled a meeting for August 27, 2025 to approve interim results for the first half of 2025 and to consider an interim dividend (company announcement).
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from ¥21.50 to ¥21.31.
- Discount Rate remains unchanged at 6.77%.
- Revenue Growth expectation has edged down from 3.27% to 3.15%.
- Net Profit Margin is stable, with a minimal increase from 6.44% to 6.44%.
- Future P/E ratio has decreased from 16.70x to 15.24x.
Disclaimer
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