CLSA assigns CNY 35.00 target to Yili stock and rates it Outperform

Published on 10/13/2026 at 14:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Earnings are due October 30, 2026, with CNY 30.01 billion consensus revenue. Yili stock costs CNY 27.77 on October 13, 2026, down 0.68 percent on Shanghai.

Array

Yili, CNE000000JP5, Illustration mit AI erstellt.

According to Longbridge on September 30, 2026, CLSA assigned Yili stock a CNY 35.00 target and an Outperform rating. The target stands 26.04 percent above the Shanghai price of CNY 27.77, while the stock was down 0.68 percent versus the prior close of CNY 27.96 on October 13, 2026 at 3:00 p.m. CST.

October 30 earnings date

Investing.com lists October 30, 2026 as Yili's next earnings date and gives a consensus revenue estimate of CNY 30.01 billion. That date gives the market a defined checkpoint after the company's first-half results.

Stock stays below yearly high

The Shanghai quotation sits within a CNY 23.76 to CNY 29.78 52-week range as of October 13, 2026. At CNY 27.77, Yili is 6.75 percent below the high and 16.88 percent above the low, leaving the upcoming report as the next major dated test for the valuation.

Yili's first-half 2026 revenue reached CNY 64.49 billion, up 4.13 percent year over year, while net profit attributable to shareholders fell 20.02 percent to CNY 5.76 billion, according to Futunn. The same report identified CNY 2.46 billion of first-half asset impairment losses, primarily linked to Ausnutria, which helps explain why revenue growth and profit performance diverged.

Valuation and peer comparison

Yili had a market capitalization of CNY 175.7 billion and a P/E ratio of 17.38 as of October 13, 2026. Its trailing dividend yield was 0.05 percent, according to the current market quotation.

Comparison with peers

Yili (Shanghai, CNY): down 0.68 percent, P/E 17.38, market capitalization CNY 175.7 billion
China Mengniu Dairy (HKEX, HKD): up 0.44 percent, P/E 32.27, market capitalization HKD 70.2 billion
Bright Dairy & Food (Shanghai, CNY): down 1.15 percent, P/E minus 80.23, market capitalization CNY 9.5 billion

Shanghai price and next checkpoint

Yili stock was priced at CNY 27.77 on the Shanghai Stock Exchange on October 13, 2026 at 3:00 p.m. CST, down 0.68 percent versus the prior close of CNY 27.96. The next dated market event is the October 30, 2026 earnings release, with consensus revenue of CNY 30.01 billion.