China Mengniu Dairy Co Ltd
China Mengniu Dairy Co Ltd is a leading dairy and beverage company in China, primarily generating revenue through the production, packaging, and distribution of dairy products, including milk, yogurt, and flavored milk.
Business. China Mengniu Dairy Co Ltd (2319.HK) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm generates revenue through the sale of food and beverage products. It is headquartered in China and is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.
Analyst recommendations
27 analysts · consensus BuyAt a glance
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
China Mengniu Dairy Co Ltd (2319.HK) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm generates revenue through the sale of food and beverage products. It is headquartered in China and is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.
China Mengniu Dairy maintains a capital structure with no dilution risk, as shares outstanding remain unchanged between basic and diluted shares. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.
Profitability metrics are not available in the valuation snapshot, and no industry_config preferred metrics are provided for comparison. This limits the ability to assess returns or margins relative to the cohort median.
The company's revenue is concentrated in disclosed segments, though specific geographic exposure and segment breakdowns are not provided in the available data. This limits visibility into geographic diversification and segment performance.
Growth trajectory is not quantified in the outlook, as no numeric deltas or revenue history are provided. Analysts have issued a mean recommendation of 1.70, indicating a generally positive outlook, with 10 strong-buy and 15 buy ratings.
Risk factors include the inability to assess liquidity risk, as no balance-sheet inputs are available. Dilution risk is currently low, with no dilution potential identified in the basic shares outstanding.
Recent events include analyst estimates with a mean price target of 21.78 CNY and a median of 21.20 CNY, suggesting a range of expectations among analysts.
- Analysts have a generally positive outlook, with a mean recommendation of 1.70 and 25 buy/strong-buy ratings.
- No dilution risk is currently identified, as shares outstanding remain unchanged.
- Liquidity risk could not be assessed due to missing balance-sheet data.
- Growth trajectory and profitability metrics are not quantified in the available data.
- Revenue concentration and geographic exposure are not disclosed in detail.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue ¥82.24B, −7,2% YoY; Operating income +99,4% YoY.
- ▍Revenue ¥82.24B, −7,2% YoY
- ▍Operating income +99,4% YoY
- ▍Net income +1 378,7% YoY
- ▍Free cash flow +128,5% YoY
- ▍Net margin 1.9%
Revenue ¥88.67B, −10,1% YoY; Operating income −68,5% YoY.
- ▍Revenue ¥88.67B, −10,1% YoY
- ▍Operating income −68,5% YoY
- ▍Net income −97,8% YoY
- ▍Free cash flow −171,8% YoY
- ▍Net margin 0.1%
Revenue ¥98.62B, +6,5% YoY; Operating income +4,8% YoY.
- ▍Revenue ¥98.62B, +6,5% YoY
- ▍Operating income +4,8% YoY
- ▍Net income −9,3% YoY
- ▍Free cash flow +65,3% YoY
- ▍Net margin 4.9%
Revenue ¥92.59B, +5,0% YoY; Operating income +19,3% YoY.
- ▍Revenue ¥92.59B, +5,0% YoY
- ▍Operating income +19,3% YoY
- ▍Net income +5,5% YoY
- ▍Free cash flow +2 219,9% YoY
- ▍Net margin 5.7%
Revenue ¥88.14B; Operating income ¥4.89B.
- ▍Revenue ¥88.14B
- ▍Operating income ¥4.89B
- ▍Net margin 5.7%
Valuation FY
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Peer comparison
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Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 1,28 |
| Revenue | —no estimate | —no estimate | 86,2B CNY |
| Operating income | —no estimate | —no estimate | 6,8B CNY |
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- China Mengniu Dairy Co Ltd Market data — financials · 2026-05-26
- China Mengniu Dairy Co Ltd Market data — analyst estimates · 2026-05-26
- China Mengniu Dairy Co Ltd Market data — ESG · 2026-05-26