China Mengniu Dairy Co Ltd
02319
Company Profile
Business description
China Mengniu Dairy is China’s second-largest dairy producer by market share. The company produces a wide range of dairy products, including liquid milk, yogurt, ice cream, infant milk formula, and cheese. Liquid milk, composed of milk, milk beverages, and yogurt, contributed roughly 80% of Mengniu’s revenue in 2024. Flagship lineups include Deluxe, Mengniu Pure Milk, Just Yoghurt, and Yoyi C. Mengniu also owns two infant formula brands, Yashili and Bellamy, as well as Milkground, a cheese brand.
Contact
262 Gloucester Road, Causeway Bay
32nd Floor, COFCO Tower
Hong Kong
HKGT: +852 21809050
Sector
Consumer Defensive
Stock type
Defensive
Industry
Packaged Foods
Fiscal Year End
31 December 2026
Employees
38,000
Stocks News & Analysis
stocks
Higher fair value for undervalued wide moat share
Investors are overly concerned with upcoming capital expenditures.
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Fears of deteriorating loan quality sends bank share plummeting
We maintain our fair value estimate despite unfavourable economic conditions.
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Markets
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