Morningstar sets CNY 33.60 fair value for Yili stock

Published on 10/16/2026 at 10:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue rose 4.13 percent while net profit fell 20.02 percent. Yili stock has results scheduled for October 30, 2026.

Results and valuation dates

Morningstar assigned a CNY 33.60 fair value to Yili on October 2, 2026.
First-half revenue reached CNY 64.49 billion, while net profit fell 20.02 percent.
Yili is scheduled to publish its next results on October 30, 2026.

Yili, CNE000000JP5, Illustration mit AI erstellt.

Yili (ISIN CNE000000JP5) received a CNY 33.60 fair value estimate from Morningstar on October 2, 2026. The analyst note called Yili its preferred pick among the Chinese dairy companies covered in the report, giving valuation context ahead of the next results.

Revenue grew as profit declined

Yili's first-half 2026 revenue reached CNY 64.49 billion, an increase of 4.13 percent from the prior-year period, while net profit fell 20.02 percent to CNY 5.76 billion, according to Futunn on September 27, 2026. The figures show a widening gap between sales resilience and bottom-line performance.

Three results shaped the picture

On August 27, 2026, Yili reported second-quarter revenue of CNY 29.67 billion, 0.82 percent above the CNY 29.43 billion consensus, while earnings per share of CNY 0.24 came in below the CNY 0.38 estimate, according to Investing.com. On September 27, 2026, the first-half report showed CNY 64.49 billion in revenue and CNY 5.76 billion in net profit, before Morningstar set its CNY 33.60 fair value on October 2, 2026.

What does the CNY 33.60 value imply?

Morningstar's estimate stands against a Shanghai quote of CNY 28.20, leaving a difference of CNY 5.40 per share. The comparison is useful because the valuation view rests on a business with growing first-half sales but a sharp profit decline during the same period.

Results date is October 30

Yili's next reporting date is October 30, 2026, according to Investing.com. That release should show whether revenue growth is translating into improved earnings after the weak second-quarter profit figure.

Shanghai quote and valuation

On the Shanghai Stock Exchange, Yili was last at CNY 28.20 on October 16, 2026 at 3:00 p.m. CST. The same market snapshot put the 52-week range at CNY 23.76 to CNY 29.78 and market capitalization at CNY 178.4 billion.