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China Mengniu Dairy Co (2319N) Price & Analysis

2319N Stock Chart & Stats

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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
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

2319N FAQ

What is China Mengniu Dairy Co’s market cap?
China Mengniu Dairy Co’s market cap is Mex$183.71B.
When is China Mengniu Dairy Co’s upcoming earnings report date?
China Mengniu Dairy Co’s upcoming earnings report date is Mar 31, 2027 which is in 150 days.
How were China Mengniu Dairy Co’s earnings last quarter?
China Mengniu Dairy Co released its earnings results on Aug 26, 2026. The company reported Mex$1.669 earnings per share for the quarter, missing the consensus estimate of Mex$2.155 by -Mex$0.486.
Is China Mengniu Dairy Co overvalued?
Not enough analysts have published a price target to calculate whether the price is overvalued.
Does China Mengniu Dairy Co pay dividends?
China Mengniu Dairy Co does not currently pay dividends.
What is China Mengniu Dairy Co’s EPS estimate?
China Mengniu Dairy Co’s EPS estimate is 1.64.
How many shares outstanding does China Mengniu Dairy Co have?
China Mengniu Dairy Co has 3,871,192,600 shares outstanding.
What happened to China Mengniu Dairy Co’s price movement after its last earnings report?
China Mengniu Dairy Co reported an EPS of Mex$1.669 in its last earnings report, missing expectations of Mex$2.155. Following the earnings report the stock price went same ―.
Which hedge fund is a major shareholder of China Mengniu Dairy Co?
Currently, no hedge funds are holding shares in MX:2319N
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology