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澳優(01717.HK)前三季度經調整淨利潤增長67.6%至6.625億元 毛利率升至52%
格隆匯 11-13 21:16

格隆匯11月13日丨澳優(01717.HK)發佈公告,截至2019年9月30日止9個月,公司收入46.875億元人民幣,同比增長23.9%;毛利24.39億元,同比增長36%;經調整EBITDA9.64億元,同比增長60.9%;經調整公司擁有人應占淨利潤6.625億元,同比增長67.6%;毛利率52%,同比上升4.6個百分點。

作為集團核心業務分部,自家品牌配方牛奶粉(尤其是盈利能力較高的海普諾凱荷致、能立多及悠藍產品)及羊奶粉(佳貝艾特)業務的表現繼續穩中向好,收入分別增長30.6%及40.3%至人民幣2,114.9百萬元及人民幣1,995.7百萬元。由於公司採取戰略調整,優先投放更多資源於自家品牌配方奶粉業務,因此為世界各地其他顧客進行原設備生產及乳品配料銷售業務的收入減少,抵銷了自家品牌配方奶粉業務收入部分升幅。

董事會相信,該集團的財務表現提升主要源於(i)該集團實行有效之策略計劃,尤其是持續提高上游營運效益、精簡全球供應鏈及加強產品組合;及(ii)業務架構因該集團自家品牌配方牛奶粉及羊奶粉產品的銷售比例日增而改善。

該集團將繼續建立品牌、客户推廣及開發新產品,進一步推動銷售增速。隨着中國頂級嬰幼兒配方奶粉市場板塊,尤其是羊奶及有機等專門分部持續增長,預期該集團的收入將可保持增長。

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