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China Shengmu Organic Milk Ltd
(Frankfurt:1432)
China Shengmu Organic Milk Ltd (1432) vs. iShares MSCI Hong Kong ETF (EWH)
China Shengmu Organic Milk Ltd Business Overview & Revenue Model
China Shengmu Organic Milk Ltd Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 3.08B | 3.13B | 3.38B | 3.18B | 2.98B | 2.66B |
| Gross Profit | 404.19M | 925.89M | 1.03B | 1.01B | 1.06B | 1.03B |
| EBITDA | 314.51M | 809.48M | 900.27M | 922.50M | 997.18M | 991.51M |
| Net Income | 29.86M | -65.50M | 86.08M | 416.46M | 471.71M | 406.68M |
Balance Sheet | ||||||
| Total Assets | 8.03B | 8.46B | 8.52B | 7.89B | 7.13B | 6.73B |
| Cash, Cash Equivalents and Short-Term Investments | 998.49M | 697.23M | 525.46M | 994.08M | 579.57M | 367.17M |
| Total Debt | 2.30B | 2.33B | 2.18B | 1.85B | 1.68B | 1.37B |
| Total Liabilities | 3.90B | 4.29B | 4.28B | 3.63B | 3.24B | 3.31B |
| Stockholders Equity | 3.92B | 3.96B | 4.02B | 4.06B | 3.68B | 3.20B |
Cash Flow | ||||||
| Free Cash Flow | 43.64M | -482.21M | -375.46M | 126.00M | 224.27M | 393.57M |
| Operating Cash Flow | 698.60M | 916.23M | 940.28M | 1.12B | 1.03B | 1.09B |
| Investing Cash Flow | -431.81M | -966.85M | -1.15B | -1.06B | -1.07B | -267.06M |
| Financing Cash Flow | -256.52M | 86.06M | 118.43M | -98.82M | 238.32M | -625.45M |
China Shengmu Organic Milk Ltd Technical Analysis
China Shengmu Organic Milk Ltd Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | HK$1.41B | 4.39 | 5.66% | ― | 13.78% | 432.26% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
59 Neutral | HK$18.88B | -27.15 | -5.81% | ― | 3.07% | -64.23% | |
55 Neutral | HK$12.79B | -5.61 | -21.76% | 0.86% | -2.69% | -695.87% | |
53 Neutral | HK$2.85B | 86.25 | 0.82% | 0.69% | -7.11% | ― |
China Shengmu Organic Milk Ltd Corporate Events
China Shengmu Organic Milk Limited announced that shareholders approved all resolutions at its extraordinary general meeting held on 30 December 2025, including the 2026 Raw Fresh Milk Supply Framework Agreement with a subsidiary of China Mengniu and the 2026 Dabeinong Products and Services Supply Framework Agreement. With interested shareholders, including China Mengniu’s subsidiary and an associate of Dabeinong Group’s de facto controller, abstaining in line with Hong Kong listing rules, the remaining shareholders voted overwhelmingly in favour of both sets of transactions and their annual caps for 2026–2028, ensuring continuity and visibility of key supply and service arrangements that underpin Shengmu’s operational stability and strategic ties with two of its most important industry partners.
The most recent analyst rating on (HK:1432) stock is a Hold with a HK$0.50 price target. To see the full list of analyst forecasts on China Shengmu Organic Milk Ltd stock, see the HK:1432 Stock Forecast page.
China Modern Dairy Holdings Ltd has provided a monthly update on its possible mandatory conditional cash offer, to be made via CLSA, for all issued shares of China Shengmu Organic Milk Limited not already owned by Modern Dairy and its concert party Start Great. The company confirmed that completion of the underlying share purchase agreements, which is subject to multiple conditions precedent, remains outstanding, with no conditions yet satisfied or waived, although preparation of the shareholder circular and regulatory filings is under way and the circular is expected to be dispatched by 31 December 2025. The offer will only proceed if these share purchase agreements complete, meaning the transaction – which could significantly increase Modern Dairy’s control over Shengmu and further consolidate China’s dairy sector – may or may not occur, and both companies are urging shareholders and potential investors to exercise caution when trading their shares pending further announcements.
The most recent analyst rating on (HK:1432) stock is a Hold with a HK$0.50 price target. To see the full list of analyst forecasts on China Shengmu Organic Milk Ltd stock, see the HK:1432 Stock Forecast page.
China Shengmu Organic Milk Ltd has announced an extraordinary general meeting to approve two key framework agreements. The first agreement involves the supply of raw fresh milk to Inner Mongolia Mengniu Dairy for a three-year term starting January 2026. The second agreement is with Beijing Dabeinong Technology Group and Yiyingmei Dairy for the supply of various products and processing services, also for a three-year term. These agreements are expected to enhance the company’s operational capabilities and market positioning.
The most recent analyst rating on (HK:1432) stock is a Hold with a HK$0.50 price target. To see the full list of analyst forecasts on China Shengmu Organic Milk Ltd stock, see the HK:1432 Stock Forecast page.
China Shengmu Organic Milk Ltd has announced the closure of its register of members in preparation for an Extraordinary General Meeting (EGM) scheduled for December 30, 2025. This meeting will address the approval of two significant framework agreements for the supply of raw fresh milk and Dabeinong products and services, both set to commence in 2026 and conclude in 2028. The closure period for the register of members is from December 23 to December 30, 2025, during which no share transfers will be processed. This strategic move is expected to impact the company’s operations by securing long-term supply agreements, potentially enhancing its market positioning and stakeholder confidence.
The most recent analyst rating on (HK:1432) stock is a Hold with a HK$0.50 price target. To see the full list of analyst forecasts on China Shengmu Organic Milk Ltd stock, see the HK:1432 Stock Forecast page.
China Shengmu Organic Milk Ltd has announced the renewal of its Raw Fresh Milk Supply Framework Agreement with Inner Mongolia Mengniu, a subsidiary of China Mengniu, for a three-year term starting from January 2026. This agreement, which is subject to shareholder approval due to its significant financial implications, underscores the company’s ongoing strategic partnership with China Mengniu and highlights its role as a key supplier in the organic milk sector.
The most recent analyst rating on (HK:1432) stock is a Hold with a HK$0.50 price target. To see the full list of analyst forecasts on China Shengmu Organic Milk Ltd stock, see the HK:1432 Stock Forecast page.
China Shengmu Organic Milk Ltd has entered into a new 2026 Dabeinong Products and Services Supply Framework Agreement with Dabeinong Group and Yiyingmei Dairy, effective from January 1, 2026, to December 31, 2028. This agreement aims to enhance the flexibility and cost-effectiveness of the company’s procurement of products and services, including feed, additives, medicines, and milk powder, while also providing processing services for milk powder production. The agreement replaces previous framework agreements set to expire, and due to the involvement of connected persons, it requires independent shareholders’ approval under Hong Kong’s Listing Rules.
The most recent analyst rating on (HK:1432) stock is a Hold with a HK$0.50 price target. To see the full list of analyst forecasts on China Shengmu Organic Milk Ltd stock, see the HK:1432 Stock Forecast page.
China Modern Dairy Holdings Ltd has announced a possible mandatory conditional cash offer to acquire all issued shares of China Shengmu Organic Milk Ltd, not already owned by them or Start Great Holdings Limited. An independent board committee has been established to evaluate the fairness and reasonableness of the offer, which is priced at HK$0.35 per share, and provide a recommendation to shareholders.
The most recent analyst rating on (HK:1432) stock is a Hold with a HK$0.50 price target. To see the full list of analyst forecasts on China Shengmu Organic Milk Ltd stock, see the HK:1432 Stock Forecast page.