Anjoy Foods Group Co., Ltd. Class A

Anjoy Foods Group Co., Ltd. Class A

82.99
CNY
+2.04
(+2.52%)
4.75EPS
17.06P/E
26.73BMarket Cap
Oct 28Next Earn
Anjoy Foods Group Co., Ltd. Class A
SSE:603345
(Shanghai Stock Exchange)

Recent

price

82.99

P/E

ratio

17.06

div

yld

2.96%

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
CNY
7.71
8.76
10.99
13.63
15.77
18.41
16.87
19.7
23.56
30.11
38.59
43.04
47.89
51.75
52.42
56.2
Revenue per Share
0.45
0.58
0.64
0.8
0.79
1.09
0.98
1.25
1.67
2.61
2.84
3.89
5.04
5.08
4.4
4.7
Basic EPS, GAAP
- -
- -
-0.18
0.14
0.95
-0.19
0.28
-0.74
-0.14
-0.14
-1.56
1.18
1.74
4.11
4.67
- -
Free Cash Flow per Basic Share
0.02
0.03
0.05
0.07
0.06
0.05
0.3
0.35
0.45
0.56
0.81
0.77
1.94
3.18
3.44
2.46
Dividend per Share
5.06
2.87
3.51
4.31
5.1
6.2
7.84
9.62
12.41
15.56
20.76
39.82
43.06
44.16
46.48
47.51
Book Value per Share
4.42
2.46
3.03
3.84
4.65
5.64
7.43
9.14
11.76
14.71
16.82
34.67
38.1
39.29
41.71
42.98
Tangible Book Value per Share
159
163
163
163
162
163
207
216
224
231
240
283
293
292
309
322
Basic Weighted Avg Shares
1,224
1,427
1,786
2,220
2,561
2,997
3,484
4,259
5,267
6,965
9,272
12,183
14,045
15,127
16,193
18,093
Sales/Revenue/Turnover
7.74
8.71
7.55
7.69
5.62
7.28
7.24
8.16
8.81
10.96
8.4
10.8
12.94
12.25
12.06
12.69
Operating Margin (%)
- -
- -
33
47
57
81
91
114
142
173
243
342
412
492
579
- -
Depreciation Expense
71
95
104
130
128
177
202
270
373
604
682
1,101
1,478
1,485
1,359
1,514
Net Income, GAAP
19.98
24.67
24.63
23.88
23.64
23.23
23.14
22.16
22.88
22.73
21.9
21.68
22.47
23.87
25.3
25.49
Effective Tax Rate (%)
5.84
6.62
5.83
5.87
5.01
5.92
5.81
6.35
7.09
8.67
7.36
9.04
10.52
9.82
8.39
8.37
Profit Margin (%)
133
68
-16
-63
-173
-142
375
679
736
1,648
1,210
6,429
6,420
6,672
8,943
9,259
Working Capital
- -
37
10
- -
- -
- -
- -
354
- -
736
146
4
4
37
48
50
LT Debt
399
464
569
699
827
1,005
1,693
2,078
2,856
3,684
5,144
11,899
12,901
13,270
15,904
16,249
Total Equity
- -
16.05
14.03
15.27
10.96
14.54
12.52
10.89
11.78
14.94
12.87
11.51
11.14
11.01
8.73
9.6
Return on Invested Capital (%)
- -
17.28
16.75
17.64
14.6
16.85
13.72
12.06
12.73
15.7
13.5
12.18
11.44
10.93
8.99
9.67
Return on Capital (%)
- -
22.58
20.15
20.56
16.82
19.37
15.01
14.33
15.13
18.47
15.58
13.14
12.16
11.61
9.56
10.37
Return on Common Equity (%)

Capital Structure

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
921
604
878
LT Borrowings
- -
- -
- -
LT Finance Leases
48
48
50
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
333
333
333
Market Capitalization
26,423
31,083
26,726

Working Capital

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
13,226
13,036
13,043
Cash, Cash Equivalents & STI
8,619
9,159
8,233
Accounts Receivable, Net
671
585
754
Inventories
3,647
3,040
3,676
Total Current Liabilities
4,283
3,492
3,784
Payables & Accruals
- -
- -
- -
ST Debt
921
604
878
Deferred Revenue
- -
- -
- -

Growth Rates

CNY

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
38.13%
40.42%
19.84%
Free Cash Flow
24.3%
221.09%
20.01%
Net Income, GAAP
28.63%
20.12%
-8.46%
Sales/Revenue/Turnover
20.6%
18.91%
7.05%
Total Cash Common Dividend
105.93%
60.19%
14.42%

Quarterly Revenue

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
3,755
3,789
3,533
4,050
15,127
2025
3,600
4,005
- -
4,822
16,193
2026
4,710
4,556
- -
- -
- -

Quarterly Earnings Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1.5
1.25
0.84
1.5
5.08
2025
1.35
0.96
- -
1.23
4.4
2026
1.7
0.78
- -
- -
- -

Quarterly Dividends Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.01
1.78
1.39
- -
3.18
2025
0.95
1.02
- -
0.19
3.44
2026
0.01
1.28
- -
- -
- -
Business
Anjoy Foods Group Co., Ltd. is a China-based company primarily engaged in the research, development, production, and sales of quick-frozen foods including quick-frozen prepared foods; quick-frozen dishes; quick-frozen noodles; rice products; seafood; meat; flour; and other processed food products. The company also provides hot pot and BBQ food products catering mainly to the Chinese market. Founded in December 2001 and headquartered in Fujian, China, Anjoy Foods has grown into one of the leading and most influential quick-frozen food enterprises in China with a marketing network centered in East China and extending nationwide. Recent major developments include the company's accelerated strategy to "go global" with significant expansion into overseas markets, particularly Southeast Asia, Europe, and North America. In 2025, Anjoy Foods completed the acquisition of a 70% stake in Jiangsu Ding Wei Tai Food Co., Ltd. and 100% equity in Ding Yifeng Food (Taicang) Co., Ltd., marking a strategic entry into the frozen bakery sector. This move diversifies its product portfolio and enhances channels, including partnerships with premium supermarket chains such as Walmart and Aldi. Additionally, Anjoy Foods listed in Hong Kong to raise approximately HK$2.64 billion (US$336 million) to fund premium production capacity expansion and international sales channels through further strategic partnerships, investments in local overseas manufacturing, and targeted acquisitions. The company also actively participates in international standard setting for frozen surimi products, reflecting a commitment to global industry leadership. Anjoy Foods' business segments cover frozen surimi products including codfish paste and oden sub-categories, frozen bakery, and a broad range of frozen staple foods, targeting retail, catering, and foodservice channels. The company supplies major domestic supermarket chains and prominent catering clients like Haidilao and Zhang Liang Malatang, leveraging this broad customer base to underpin steady expansion. Its subsidiaries include acquired brands such as Honghu Temptation, Liuwu, and Kung Fu Food, with overseas presence notably strengthened by the acquisition of Kung Fu Food, serving the European Union market. Anjoy Foods continues to pursue geographic and product diversification while maintaining its base in China, aiming at capturing growth in international hotpot and frozen food markets with annual growth prospects highlighted in Southeast Asia and Europe.