China Mengniu Dairy Company Limited (2319.HK)
Hong Kong, HK
China Mengniu Dairy Company Limited, an investment holding company, manufactures and distributes dairy products under the MENGNIU brand in the People’s Republic of China and internationally. It operates in five segments: Liquid Milk Business, Ice Cream Business, Milk Formula Business, Cheese Business, and Others. The Liquid Milk Business segment offers ultra-high temperature milk, milk beverages, yogurt, and fresh milk. The Ice Cream Business segment manufactures and distributes dairy-based ice cream. The Milk Formula Business segment is involved in the manufacture and distribution of milk powder. The Cheese Business segment engages in the manufacture and distribution of cheese. The Other segment is involved in manufacturing raw materials for daily products; and trading business. It also produces and sells organic food and formula products for babies and toddlers; and provides commercial factoring and financing guarantee services. China Mengniu Dairy Company Limited was founded in 1999 and is based in Causeway Bay, Hong Kong.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.23% | +1.37% | -2.25% | +4.82% | +12.99% | +13.75% | -4.07% | -44.39% | -63.95% | +35.90% | +595.08% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 6 | +1 |
| Buy | 19 | -3 |
| Hold | 2 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Packaged Foods: +4.4%-7.3% Q4'25: -14.4% (vs Q4'23)
-
EPS growth Packaged Foods: +14.6%+1,403.8% ★ Q4'25: -128.9% (vs Q4'23)
-
FCF margin FCF growth · Packaged Foods: +15.9%+3.8% Q4'25: +13.5% (vs Q4'23)
-
EBIT margin Packaged Foods: +7.9%+5.7% Q4'25: +3.9% (vs Q4'23)
-
ROIC Packaged Foods: +7.0%+5.9% Q4'25: +7.9% (vs Q4'23)
-
Share dilution Packaged Foods: +0.0%-0.5% ★ Q4'25: -1.3% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×3.35× ★ Q4'25: 2.17× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 24 Rev. Ana. 20 EPS Ana. |
Dec 2027 24 Rev. Ana. 20 EPS Ana. |
Dec 2028 20 Rev. Ana. 19 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
25.71B
est: 25.68B (+0.1%)
|
30.27B
est: 30.83B (-1.8%)
|
37.39B
est: 38.33B (-2.5%)
|
36.08B
est: 38.69B (-6.8%)
|
43.36B
est: 42.95B (+0.9%)
|
50.05B
est: 51.48B (-2.8%)
|
49.03B
est: 59.19B (-17.2%)
|
53.78B
est: 58.94B (-8.8%)
|
60.16B
est: 70.68B (-14.9%)
|
68.98B
est: 78.42B (-12.0%)
|
79.03B
est: 87.36B (-9.5%)
|
76.03B
est: 91.84B (-17.2%)
|
88.14B
est: 108.24B (-18.6%)
|
92.59B
est: 105.42B (-12.2%)
|
98.62B
est: 85.74B (+15.0%)
|
88.67B
est: 89.22B (-0.6%)
|
82.24B
est: 82.31B (-0.1%)
|
89.44B
87.33B – 90.22B
+8.7% YoY
|
93.11B
89.85B – 94.79B
+4.1% YoY
|
97.05B
94.19B – 98.36B
+4.2% YoY
|
| EBITDA |
2.07B
est: -491.92M (+520.6%)
|
2.28B
est: 2.34B (-2.7%)
|
2.97B
est: 2.74B (+8.2%)
|
2.76B
est: 2.91B (-5.0%)
|
3.57B
est: 2.98B (+19.8%)
|
4.82B
est: 4.29B (+12.3%)
|
4.78B
est: 4.53B (+5.7%)
|
1.43B
est: 4.96B (-71.1%)
|
4.70B
est: 1.27B (+270.7%)
|
6.23B
est: 4.59B (+35.8%)
|
5.76B
est: 6.30B (-8.5%)
|
6.86B
est: 8.24B (-16.7%)
|
9.01B
est: 9.59B (-6.0%)
|
10.51B
est: 10.36B (+1.4%)
|
11.18B
est: 8.36B (+33.7%)
|
5.87B
est: 8.66B (-32.2%)
|
7.59B
est: 8.03B (-5.4%)
|
8.72B
8.52B – 8.80B
+8.7% YoY
|
9.08B
8.76B – 9.24B
+4.1% YoY
|
9.46B
9.19B – 9.59B
+4.2% YoY
|
| EBIT |
1.41B
est: -1.29B (+208.7%)
|
1.58B
est: 1.56B (+1.2%)
|
2.12B
est: 1.81B (+17.3%)
|
1.77B
est: 1.91B (-7.7%)
|
2.35B
est: 1.65B (+42.4%)
|
3.48B
est: 2.24B (+55.1%)
|
3.34B
est: 2.61B (+27.8%)
|
-167.69M
est: 2.81B (-106.0%)
|
3.00B
est: -470.15M (+738.1%)
|
4.40B
est: 3.41B (+28.8%)
|
6.23B
est: 4.38B (+42.3%)
|
4.73B
est: 4.93B (-4.1%)
|
6.61B
est: 5.74B (+15.3%)
|
7.63B
est: 6.20B (+23.0%)
|
7.88B
est: 5.53B (+42.6%)
|
2.47B
est: 5.73B (-56.9%)
|
4.71B
est: 5.31B (-11.2%)
|
5.77B
5.63B – 5.82B
+8.7% YoY
|
6.00B
5.79B – 6.11B
+4.1% YoY
|
6.26B
6.07B – 6.34B
+4.2% YoY
|
| Net Income |
1.12B
est: -1.08B (+203.0%)
|
1.24B
est: 1.34B (-7.6%)
|
1.59B
est: 1.54B (+3.3%)
|
1.26B
est: 1.60B (-21.7%)
|
1.63B
est: 1.39B (+17.4%)
|
2.35B
est: 1.97B (+19.1%)
|
2.37B
est: 2.30B (+2.7%)
|
-751.16M
est: 2.51B (-129.9%)
|
2.05B
est: -840.74M (+343.6%)
|
3.04B
est: 2.35B (+29.4%)
|
4.11B
est: 3.48B (+18.1%)
|
3.53B
est: 4.07B (-13.5%)
|
5.03B
est: 4.74B (+6.1%)
|
5.30B
est: 4.57B (+16.0%)
|
4.81B
est: 3.94B (+22.1%)
|
104.51M
est: 2.40B (-95.7%)
|
1.55B
est: 3.98B (-61.2%)
|
4.98B
4.31B – 5.65B
+25.1% YoY
|
5.58B
4.78B – 6.37B
+11.9% YoY
|
5.24B
5.13B – 7.35B
-6.0% YoY
|
| SGA |
5.52B
est: 5.77B (-4.3%)
|
6.47B
est: 6.62B (-2.4%)
|
7.80B
est: 8.04B (-2.9%)
|
7.62B
est: 7.88B (-3.3%)
|
9.77B
est: 8.42B (+16.1%)
|
12.50B
est: 11.93B (+4.8%)
|
12.86B
est: 12.35B (+4.1%)
|
15.91B
est: 13.54B (+17.4%)
|
17.37B
est: 17.85B (-2.7%)
|
21.75B
est: 20.04B (+8.5%)
|
24.86B
est: 24.85B (+0.0%)
|
24.67B
est: 24.66B (+0.0%)
|
27.01B
est: 28.69B (-5.8%)
|
26.79B
est: 31.01B (-13.6%)
|
29.93B
est: 26.08B (+14.8%)
|
27.32B
est: 27.00B (+1.2%)
|
25.76B
est: 25.03B (+2.9%)
|
27.20B
26.56B – 27.44B
+8.7% YoY
|
28.32B
27.32B – 28.83B
+4.1% YoY
|
29.52B
28.65B – 29.91B
+4.2% YoY
|
| EPS |
0.34
est: 0.33 (+1.5%)
|
0.36
est: 0.33 (+10.3%)
|
0.45
est: 0.39 (+15.7%)
|
0.37
est: 0.33 (+13.2%)
|
0.45
est: 0.34 (+31.6%)
|
0.61
est: 0.43 (+40.7%)
|
0.61
est: 0.73 (-15.9%)
|
-0.19
est: 0.30 (-163.3%)
|
0.53
est: 0.71 (-25.0%)
|
0.78
est: 0.87 (-10.5%)
|
1.05
est: 1.09 (-3.9%)
|
0.90
est: 1.03 (-12.5%)
|
1.27
est: 1.62 (-21.4%)
|
1.34
est: 1.62 (-17.5%)
|
1.22
est: 1.00 (+21.8%)
|
0.03
est: 0.62 (-95.7%)
|
0.40
est: 1.01 (-60.5%)
|
1.32
1.10 – 1.45
+31.0% YoY
|
1.47
1.22 – 1.63
+11.0% YoY
|
1.61
1.31 – 1.88
+9.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-28 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-15 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VanEck Agribusiness ETF MOO | 1.97% | 19.00M | 0.56% |
| 2 | iShares MSCI Global Sustainable Development Goals ETF SDG | 1.21% | 2.05M | 0.50% |
| 3 | VanEck - MSCI Multifactor Emerging Markets Equity ETF EMKT.AX | 0.53% | 2.69M | 0.69% |
| 4 | iShares Edge MSCI EM Value Factor UCITS ETF EMVL.L | 0.51% | 8.43M | 0.40% |
| 5 | Amundi MSCI China ESG Selection Extra UCITS ETF Dist LHKG.DE | 0.50% | 2.76M | 0.65% |
| 6 | Amundi MSCI China ESG Selection Extra UCITS ETF Acc ASIU.L | 0.50% | 2.76M | 0.65% |
| 7 | UBS MSCI China Universal UCITS ETF USD dis CNSG.L | 0.44% | 1.02M | 0.30% |
| 8 | Amundi Index Solutions SICAV - MSCI China ESG Selection UCITS ETF DR Capitalisation CNEU.L | 0.41% | 887.2K | 0.35% |
| 9 | Kodex China H 099140.KS | 0.41% | 93.7K | 0.12% |
| 10 | BMO MSCI China Selection Equity Index ETF ZCH.TO | 0.39% | 319.8K | 0.67% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Fei Gao | Chief Executive Officer & Executive Director | 13M | male |
| Yan Wang | Vice President & Executive Director | 2M | female |
| Xinwen Shen | CFO & Executive Director | 602.1K | male |
| Jieping Wen | Chief Financial Officer of Yashili International Holdings Limited | — | female |
| Liu Lijun | Vice President & Head of Human Resources | — | female |
| Liuying Wu | Investor Relations Advisor | — | — |
| Pengcheng Li | Vice President and Head of Group Affairs & Group Office | — | male |
| Wai Cheong Kwok | Financial Controller & Company Secretary | — | male |
| Yan Luo | Vice President and Head of Chilled Product Business Unit & Fresh Milk Business Unit | — | male |
| Yiyi Chen | Vice President of the Group & Head of Strategic Management of the Group | — | male |
| Yongping Wen | Vice President and Head of Research & Development and Innovation | — | male |
| Zhigang Yang | Vice President and Head of Safety & Quality Management Unit | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 2319.HK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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