China's Youran Dairy swings to H1 profit amid improved demand

China Youran Dairy

25/08/2026 13:49

Overview
China raw milk producer's H1 revenue rose 3.3% yr/yr to RMB 10.63 bln
Profit attributable to owners swung to RMB 806 mln from a loss a year earlier
Company cites stabilizing milk prices and improved dairy demand as supporting results

Outlook
Company did not provide specific guidance for the current qtr or full yr

Result Drivers
MILK PRICE STABILIZATION - Co said milk prices bottomed out, stabilized and began to rebound during the period
IMPROVED DAIRY DEMAND - Co said end-consumer demand for dairy products has stabilized and improved, supporting results
FEED COST DYNAMICS - Co noted lower soybean meal prices and higher corn and imported alfalfa hay costs affected feed expenses

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Revenue
 
RMB 10.63 bln
 
H1 Net Income Attributable
 
RMB 806.03 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the food processing peer group is "buy"
Wall Street's median 12-month price target for China Youran Dairy Group Ltd is HK$5.50, about 29.9% above its August 25 closing price of HK$4.24
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 7 three months ago

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Press Release s3://eap-prd-eu-west-1-source-content/eap_feed_proxy/fingerpost/HKSW/2026-08-25/3073d15f-ded8-4876-bd82-b1f4d10b18ce.file
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)