Yili stock reflects mixed half-year results and buyback plans
Published on 10/07/2026 at 09:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Yili stock (ISIN CNE000000JP5) was last at CNY 27.30 on the Shanghai Stock Exchange on September 30, 2026, after the dairy group reported first-half revenue growth alongside a sharp profit decline. The latest report puts revenue at CNY 64.49 billion, while net profit attributable to shareholders fell 20.02 percent to CNY 5.76 billion.
Revenue grows as profit falls
According to Futunn on September 27, 2026, Yili's first-half revenue increased 4.13 percent year over year. The same report said second-quarter revenue reached CNY 29.665 billion, up 2.59 percent, but quarterly net profit dropped 84.35 percent to CNY 364 million.
The divergence came with CNY 2.46 billion of first-half asset impairment losses, according to Futunn. Core operating profit margin nevertheless reached 13.0 percent, up 0.7 percentage points year over year, giving investors a clearer split between reported earnings pressure and operating performance.
Buyback adds a returns angle
Yili also announced a share repurchase and cancellation program worth CNY 1.0 billion to CNY 2.0 billion, while maintaining a future dividend payout ratio of at least 75 percent, Dairy Business Middle East and Africa reported on September 7, 2026. The capital-return plan contrasts with the earnings decline and shifts attention toward cash distribution while management works through the impairment charge.
Morningstar assigned Yili a narrow economic moat and a CNY 33.60 fair value estimate in a report dated October 2, 2026, according to Morningstar. That level is CNY 6.30 above the September 30 price, a 23.1 percent difference, but it is an individual fair value estimate rather than a published analyst consensus.
Yili stock remains below yearly high
On September 30, 2026, Yili traded between CNY 27.10 and CNY 27.38, opened at CNY 27.25 and finished the session at CNY 27.30, up 0.22 percent from CNY 27.24. Its 52-week range was CNY 23.76 to CNY 29.78, leaving the stock 8.3 percent below the high.
Key facts on Yili stock
- Company: Inner Mongolia Yili Industrial Group Co., Ltd.
- ISIN: CNE000000JP5
- Ticker: 600887
- Trading venue: Shanghai Stock Exchange main board
- Price (as of September 30, 2026, 4:14 p.m. CST): CNY 27.30
- Market capitalization: CNY 172.7 billion (as of September 30, 2026)
- 52-week range: CNY 23.76-29.78 (as of September 30, 2026)
- Sector / Industry: Consumer Defensive / Beverages and Dairy
- Index membership: SSE 50, CSI 300, CSI A500
