Jiangsu Yanghe Distillery Co., Ltd. Just Missed EPS By 71%: Here's What Analysts Think Will Happen Next

As you might know, Jiangsu Yanghe Distillery Co., Ltd. (SZSE:002304) last week released its latest quarterly, and things did not turn out so great for shareholders. Jiangsu Yanghe Distillery delivered a grave earnings miss, with both revenues (CN¥4.6b) and statutory earnings per share (CN¥0.41) falling badly short of analyst expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

View our latest analysis for Jiangsu Yanghe Distillery

Taking into account the latest results, the current consensus from Jiangsu Yanghe Distillery's 23 analysts is for revenues of CN¥34.4b in 2025. This would reflect a notable 13% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to step up 19% to CN¥6.65. In the lead-up to this report, the analysts had been modelling revenues of CN¥36.4b and earnings per share (EPS) of CN¥7.16 in 2025. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a minor downgrade to earnings per share estimates.

The consensus price target fell 7.1% to CN¥93.15, with the weaker earnings outlook clearly leading valuation estimates. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Jiangsu Yanghe Distillery, with the most bullish analyst valuing it at CN¥128 and the most bearish at CN¥61.60 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 10% growth on an annualised basis. That is in line with its 11% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 12% per year. So although Jiangsu Yanghe Distillery is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Jiangsu Yanghe Distillery. Sadly, they also downgraded their revenue forecasts, but the business is still expected to grow at roughly the same rate as the industry itself. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Jiangsu Yanghe Distillery's future valuation.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Jiangsu Yanghe Distillery going out to 2026, and you can see them free on our platform here..

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Jiangsu Yanghe Distillery that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.