Transfering Coverage of Yili and Mengniu; Yili Is Our Preferred Pick
We transfer coverage of Yili and Mengniu, China's two largest dairy processors.
Inner Mongolia Yili Industrial Group Co Ltd Class A 600887
Bulls Say, Bears Say
Bulls
Yili’s liquid dairy sales exceed expectations, driven by a robust recovery in product prices.
Bears
Yili loses market share in liquid dairy due to a slow transition from shelf-stable milk to fresh milk.
News
-
Yili Shares China's Whole-Value-Chain Dairy Symbiosis Model at FAO Global Conference
-
Yili Group Drives Innovation and Collaboration for a Sustainable Global Dairy Ecosystem at the 2026 World Dairy Industry Conference
-
Yili Unites International Talent at 2026 Global Elite Summit, Celebrating Diversity and Shared Vision
Trading Information
- Previous Close Price
- CN¥27.24
- Day Range
- CN¥27.10–27.38
- 52-Week Range
- CN¥23.76–29.78
- Bid/Ask
- CN¥27.29 / CN¥27.30
- Shares Outstanding
- 6.33B
- Market Cap
- CN¥172.68B
- Volume/Avg
- 30M / 59M
Key Statistics
- Price/Earnings (Normalized)
- 14.53
- Price/Sales
- 1.46
- Dividend Yield (Trailing)
- 5.05%
- Dividend Yield (Forward)
- 5.05%
- Dividend Payment Schedule
- Jun, Dec
- Total Yield
- 5.05%
Company Profile
Inner Mongolia Yili Industrial Group is the largest dairy products manufacturer in China, with the majority of revenue (around 70%) coming from the liquid milk segment. The company also manufactures ice cream, milk powder, and cheese products. Some flagship lineups include Satine, Yili Pure Milk, Ambrosial, and Changqing. The company also expands its overseas presence through setting up R&D centers and acquiring foreign dairy brands such as Westland in New Zealand and Chomthana in Thailand.
- Sector
- Consumer Defensive
- Industry
- Packaged Foods
- Stock Style Box
- Large Value
- Total Number of Employees
- 62,666
- Website
- https://www.yili.com
Competitors
Valuation
|
Metric
|
600887
|
02319
|
DANOY
|
|---|---|---|---|
Price/Earnings (Normalized) | 14.53 | 26.25 | 21.97 |
Price/Book Value | 3.22 | 1.47 | 2.06 |
Price/Sales | 1.46 | 0.73 | 1.29 |
Price/Cash Flow | 9.96 | 7.37 | 9.96 |
Price/Earnings
600887
02319
DANOY
Financial Strength
|
Metric
|
600887
|
02319
|
DANOY
|
|---|---|---|---|
Quick Ratio | 0.22 | 0.77 | 0.71 |
Current Ratio | 0.62 | 0.88 | 0.97 |
Interest Coverage | 8.32 | 4.52 | 5.40 |
Quick Ratio
600887
02319
DANOY
Profitability
|
Metric
|
600887
|
02319
|
DANOY
|
|---|---|---|---|
Return on Assets (Normalized) | 6.31% | 5.19% | 5.40% |
Return on Equity (Normalized) | 17.90% | 12.66% | 14.74% |
Return on Invested Capital (Normalized) | 7.84% | 6.81% | 8.18% |
Return on Assets
600887
02319
DANOY
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