China Mengniu Dairy Co (2319N) Price & Analysis
2319N Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 183.71B
- Enterprise Value
- MXN 75.42B
- Total Cash (Recent Filing)
- MXN 26.09B
- Total Debt (Recent Filing)
- MXN 30.72B
- Price to Earnings (P/E)
- 35.1
- Beta
- N/A
- Next Earnings
- Mar 31, 2027
- EPS Estimate
- 1.64
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Scale And Distribution
Mengniu’s broad portfolio and nationwide route to market support recurring consumer access across multiple dairy categories and channels. Scale in processing, branding, procurement and distribution can reinforce shelf presence, improve operating leverage, and support durable competitive positioning.
Cash Generation
Consistently strong operating cash flow provides an important foundation despite earnings volatility, while sizeable free cash flow supports reinvestment, debt service and shareholder returns. This cash-generation capacity can help Mengniu sustain operations through periods of weaker reported profitability.
Improving Leverage
The reduction in debt-to-equity indicates improving balance-sheet flexibility and lowers the financial burden relative to prior years. A more manageable capital structure gives Mengniu greater capacity to fund its branded dairy business and absorb operating volatility without relying as heavily on additional borrowing.
Bears Say
Revenue Contraction
Recent revenue contraction signals weaker demand, volume, pricing or product-mix momentum across the business. If the decline persists, lower scale utilization and reduced channel momentum could make it harder for Mengniu to spread fixed costs, defend market position and restore earnings growth.
Compressed Profitability
The sharp reduction in net margin shows that Mengniu is converting substantially less revenue into profit than in earlier years. Even with steady-to-improving gross margin, weaker operating profitability limits reinvestment capacity and leaves earnings more exposed to promotions, costs and execution pressure.
Lower Shareholder Returns
ROE remains well below its historical double-digit range, indicating that the company is generating materially less profit from shareholder capital. This weakens the quality of the improving leverage profile and suggests that balance-sheet discipline has not yet translated into a comparable recovery in returns.
China Mengniu Dairy Co News
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China Mengniu Dairy Co Stock Smart Score
Company Description
China Mengniu Dairy Co
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.
- Sector
- Consumerdefensive
- Industry
- Packaged Foods
- CEO
- Fei Gao
- Employees
- 38,000
- Website
- www.mengniuir.com
- Address
- HK





