Announcement • 1h
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report First Half, 2026 Results on Aug 25, 2026 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report first half, 2026 results on Aug 25, 2026 Buy Or Sell Opportunity • Jun 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to CN¥24.95. The fair value is estimated to be CN¥31.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • Jun 05
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to CN¥25.40. The fair value is estimated to be CN¥31.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Apr 25
First quarter 2026 earnings released: CN¥1.25 loss per share (vs CN¥0.44 profit in 1Q 2025) First quarter 2026 results: CN¥1.25 loss per share (down from CN¥0.44 profit in 1Q 2025). Revenue: CN¥1.32b (down 10% from 1Q 2025). Net loss: CN¥648.4m (down 384% from profit in 1Q 2025). Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Food industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Apr 25
Yunnan Shennong Agricultural Industry Group Co.,LTD., Annual General Meeting, May 20, 2026 Yunnan Shennong Agricultural Industry Group Co.,LTD., Annual General Meeting, May 20, 2026, at 14:00 China Standard Time. Location: 39F, No. 23, Dongfeng East Road, Panlong District, Kunming, Yunnan China Announcement • Mar 30
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Q1, 2026 Results on Apr 25, 2026 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report Q1, 2026 results on Apr 25, 2026 Announcement • Dec 26
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Fiscal Year 2025 Results on Apr 25, 2026 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report fiscal year 2025 results on Apr 25, 2026 Reported Earnings • Oct 30
Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.67 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.14 (down from CN¥0.67 in 3Q 2024). Revenue: CN¥1.13b (down 29% from 3Q 2024). Net income: CN¥74.1m (down 79% from 3Q 2024). Profit margin: 6.6% (down from 23% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Food industry in China. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Announcement • Sep 30
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Q3, 2025 Results on Oct 28, 2025 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report Q3, 2025 results on Oct 28, 2025 New Risk • Sep 03
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • Sep 01
Second quarter 2025 earnings released: EPS: CN¥0.31 (vs CN¥0.19 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.31 (up from CN¥0.19 in 2Q 2024). Revenue: CN¥1.33b (down 6.1% from 2Q 2024). Net income: CN¥158.9m (up 25% from 2Q 2024). Profit margin: 12% (up from 9.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Food industry in China. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Price Target Changed • Aug 28
Price target increased by 28% to CN¥45.86 Up from CN¥35.70, the current price target is provided by 1 analyst. New target price is 42% above last closing price of CN¥32.31. Stock is up 17% over the past year. The company is forecast to post earnings per share of CN¥1.14 for next year compared to CN¥1.31 last year. Buy Or Sell Opportunity • Aug 28
Now 21% undervalued Over the last 90 days, the stock has risen 11% to CN¥32.31. The fair value is estimated to be CN¥40.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to decline by 7.6% in the next 2 years. Buy Or Sell Opportunity • Aug 13
Now 20% undervalued Over the last 90 days, the stock has risen 13% to CN¥32.43. The fair value is estimated to be CN¥40.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to decline by 7.6% in the next 2 years. Buy Or Sell Opportunity • Jul 29
Now 20% undervalued Over the last 90 days, the stock has risen 11% to CN¥32.28. The fair value is estimated to be CN¥40.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to decline by 7.6% in the next 2 years. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥35.70, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 20x in the Food industry in China. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥40.47 per share. Buy Or Sell Opportunity • Jul 07
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.2% to CN¥31.21. The fair value is estimated to be CN¥40.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to decline by 7.6% in the next 2 years. Announcement • Jul 03
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report First Half, 2025 Results on Aug 27, 2025 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report first half, 2025 results on Aug 27, 2025 Buy Or Sell Opportunity • May 09
Now 22% undervalued Over the last 90 days, the stock has risen 13% to CN¥28.55. The fair value is estimated to be CN¥36.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to decline by 7.6% in the next 2 years. Reported Earnings • May 02
First quarter 2025 earnings released: EPS: CN¥0.44 (vs CN¥0.01 loss in 1Q 2024) First quarter 2025 results: EPS: CN¥0.44 (up from CN¥0.01 loss in 1Q 2024). Revenue: CN¥1.47b (up 36% from 1Q 2024). Net income: CN¥228.6m (up CN¥232.2m from 1Q 2024). Profit margin: 16% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Food industry in China. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Apr 29
Yunnan Shennong Agricultural Industry Group Co.,LTD., Annual General Meeting, May 20, 2025 Yunnan Shennong Agricultural Industry Group Co.,LTD., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Announcement • Mar 28
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Q1, 2025 Results on Apr 29, 2025 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report Q1, 2025 results on Apr 29, 2025 Announcement • Dec 27
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Fiscal Year 2024 Results on Apr 29, 2025 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report fiscal year 2024 results on Apr 29, 2025 Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: CN¥0.67 (vs CN¥0.09 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.67 (up from CN¥0.09 in 3Q 2023). Revenue: CN¥1.58b (up 36% from 3Q 2023). Net income: CN¥356.3m (up CN¥309.6m from 3Q 2023). Profit margin: 23% (up from 4.0% in 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Food industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Announcement • Sep 30
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Q3, 2024 Results on Oct 29, 2024 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report Q3, 2024 results on Oct 29, 2024 New Risk • Sep 27
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Price Target Changed • Sep 03
Price target decreased by 8.4% to CN¥41.51 Down from CN¥45.30, the current price target is an average from 2 analysts. New target price is 50% above last closing price of CN¥27.67. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥1.25 next year compared to a net loss per share of CN¥0.77 last year. Reported Earnings • Aug 29
Second quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.31 loss in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.31 loss in 2Q 2023). Revenue: CN¥1.41b (up 74% from 2Q 2023). Net income: CN¥127.5m (up CN¥285.5m from 2Q 2023). Profit margin: 9.0% (up from net loss in 2Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Food industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Announcement • Jun 28
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report First Half, 2024 Results on Aug 29, 2024 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report first half, 2024 results on Aug 29, 2024 New Risk • Jun 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Apr 27
First quarter 2024 earnings released: CN¥0.01 loss per share (vs CN¥0.20 loss in 1Q 2023) First quarter 2024 results: CN¥0.01 loss per share (improved from CN¥0.20 loss in 1Q 2023). Revenue: CN¥1.08b (up 21% from 1Q 2023). Net loss: CN¥3.57m (loss narrowed 97% from 1Q 2023). Revenue is forecast to grow 45% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Food industry in China. Announcement • Apr 27
Yunnan Shennong Agricultural Industry Group Co.,LTD., Annual General Meeting, May 16, 2024 Yunnan Shennong Agricultural Industry Group Co.,LTD., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: 39F, No. 23, Dongfeng East Road, Panlong District, Kunming, Yunnan China Price Target Changed • Apr 09
Price target increased by 16% to CN¥39.58 Up from CN¥34.05, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥38.11. Stock is up 45% over the past year. The company is forecast to post a net loss per share of CN¥0.45 compared to earnings per share of CN¥0.49 last year. Announcement • Mar 29
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Q1, 2024 Results on Apr 26, 2024 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report Q1, 2024 results on Apr 26, 2024 Major Estimate Revision • Feb 09
Consensus EPS estimates fall by 67% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥4.22b to CN¥4.16b. Losses expected to increase from CN¥0.17 per share to CN¥0.28. Food industry in China expected to see average net income growth of 34% next year. Consensus price target broadly unchanged at CN¥34.55. Share price fell 3.9% to CN¥27.40 over the past week. Announcement • Dec 29
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Fiscal Year 2023 Results on Apr 26, 2024 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report fiscal year 2023 results on Apr 26, 2024 New Risk • Oct 27
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.2% Last year net profit margin: 1.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 19x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.27 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.09 (down from CN¥0.27 in 3Q 2022). Revenue: CN¥1.16b (up 30% from 3Q 2022). Net income: CN¥46.7m (down 70% from 3Q 2022). Profit margin: 4.0% (down from 17% in 3Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Food industry in China. Announcement • Sep 30
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report Q3, 2023 Results on Oct 27, 2023 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report Q3, 2023 results on Oct 27, 2023 Reported Earnings • Aug 31
Second quarter 2023 earnings released: CN¥0.31 loss per share (vs CN¥0.055 profit in 2Q 2022) Second quarter 2023 results: CN¥0.31 loss per share (down from CN¥0.055 profit in 2Q 2022). Revenue: CN¥812.1m (up 30% from 2Q 2022). Net loss: CN¥157.9m (down CN¥185.2m from profit in 2Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Food industry in China. Announcement • Jun 28
Yunnan Shennong Agricultural Industry Group Co.,LTD. to Report First Half, 2023 Results on Aug 30, 2023 Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that they will report first half, 2023 results on Aug 30, 2023 Announcement • Jun 21
Yunnan Shennong Agricultural Industry Group Co.,LTD. announced that it expects to receive CNY 1.1499714 billion in funding Yunnan Shennong Agricultural Industry Group Co.,LTD. announced a private placement of not more than 150,000,000 A shares for gross proceeds of not more than CNY 1,149,971,400 on June 20, 2023. The issuance price of this of stocks shall not be lower than 80% of the average stock trading price of the 20 trading days before the pricing base date. The transaction will include participation from not more than 35 specific investors. The transaction was approved in 13th meeting of the company’s 4th directorate and is subject to the approvals of the company’s shareholders, the Shanghai Stock Exchange, and the China Securities Regulatory Commission. The transaction was approved in the 11th Meeting of the 4th Supervisory Board. The shares cannot be transferred within 6 months from the issuance closing date. Reported Earnings • Apr 26
First quarter 2023 earnings released: CN¥0.20 loss per share (vs CN¥0.28 loss in 1Q 2022) First quarter 2023 results: CN¥0.20 loss per share (improved from CN¥0.28 loss in 1Q 2022). Revenue: CN¥895.9m (up 62% from 1Q 2022). Net loss: CN¥105.9m (loss narrowed 29% from 1Q 2022). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Deputy General Manager and Director Xiaodong Zhang was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥0.27 loss in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.27 (up from CN¥0.27 loss in 3Q 2021). Revenue: CN¥894.1m (up 43% from 3Q 2021). Net income: CN¥154.6m (up CN¥289.7m from 3Q 2021). Profit margin: 17% (up from net loss in 3Q 2021). Reported Earnings • Aug 31
Second quarter 2022 earnings released: EPS: CN¥0.055 (vs CN¥0.10 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.055 (down from CN¥0.10 in 2Q 2021). Revenue: CN¥625.0m (down 14% from 2Q 2021). Net income: CN¥27.2m (down 45% from 2Q 2021). Profit margin: 4.4% (down from 6.8% in 2Q 2021). Reported Earnings • Apr 27
First quarter 2022 earnings released: CN¥0.37 loss per share (vs CN¥0.87 profit in 1Q 2021) First quarter 2022 results: CN¥0.37 loss per share (down from CN¥0.87 profit in 1Q 2021). Revenue: CN¥553.1m (down 36% from 1Q 2021). Net loss: CN¥150.0m (down 148% from profit in 1Q 2021). Reported Earnings • Oct 23
Third quarter 2021 earnings released: CN¥0.35 loss per share (vs CN¥0.70 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥626.2m (down 11% from 3Q 2020). Net loss: CN¥135.0m (down 153% from profit in 3Q 2020).