維他奶(00345.HK):撇除匯率影響中期純利按年增7% 派中期息3.8港仙
格隆匯11月21日丨維他奶(00345.HK)公佈,截至2019年9月30日止6個月,集團實現收入46.84億港元,同比增長%;毛利25.56億港元,同比增長6%,毛利率由上年同期的54%增至55%;經營溢利7.22億港元,同比增長1%;公司股權持有人應占溢利5.33億港元,同比增長3%;基本每股盈利50.2港仙,宣派中期股息每股3.8港仙。
撇除匯率影響,收入增加9%,而經營溢利則增加5%。因2018年同期的收入/經營溢利均錄得高增長(較2017/2018財政年度首6個月增長22%/26%),加上兩者表現同時受到人民幣及澳元價格波動的不利情況影響。
因去年同期的強勁增長以及市場競爭越趨激烈的情況下,中國內地於上半年的增長較為温和。香港及澳洲按當地貨幣計算的收入與去年同期相若。香港的收入受到部份較預算延遲執行的創新計劃影響,而溢利下跌主要因為已踏入最後階段的基礎設施投資。澳洲於本年度出現極端乾旱天氣,大幅降低當地大豆供應,引致材料成本上升、生產受限制,故向客户供應產品亦大受影響。新加坡在投資業務擴展之餘繼續錄得收入增長。菲律賓合營公司Vitasoy-URC,Inc.計劃於2020年開始在當地生產。
在2018年中期內錄得30%高增長的基礎上,公司股權持有人應占溢利增加3%。增長主要是由於中國內地業務持續增長。撇除匯率影響,公司股權持有人應占溢利增加7%。
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