Added to YB: 2026-05-27
Pitch date: 2026-05-20
MNSO [bullish]
MINISO Group Holding Limited
Author Info
No bio for this author
Company Info
MINISO Group Holding Limited, an investment holding company, engages in the retail and wholesale of design-led lifestyle and pop toy products in Mainland China, the rest of Asia, North and Latin America, Europe, and internationally.
Market Cap
$27.9B
Pitch Price
N/A
Price Target
58.55
Dividend
4.92%
EV/EBITDA
7.05
P/E
13.88
EV/Sales
1.44
Sector
Broadline Retail
Category
growth
MINISO 2025: +26% Revenue, +1,100% Debt. Still Bullish?
MNSO: FY25 rev +26% to RMB 21.4B, Q4 +33% YoY exceeding guidance. Intl now 44% of rev (+29% YoY), US SSSG 'low-20s' despite tariffs. TOP TOY +95% YoY. Opened 705 net stores (72% overseas). Adj net profit +6.5% to RMB 2.9B, adj EBITDA +14% to RMB 5.0B. IFRS profit fell on Yonghui equity loss drag. PT $38 base (+158% / 23% IRR), $59 bull (+294% / 34% IRR).
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