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← CockpitCompetitor Analysis › 0345.HK Vitasoy International Holdings LimitedOpen in the cockpit ↗

Vitasoy International Holdings Limited0345.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Consumer Staples›Food: Major Diversified
Momentum strong 63
Mkt cap
$794M
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$599,073
20-day average traded
Fwd P/E
21.8×
forward earnings
ROIC−WACC
+10.0 pp
WACC 5.3%
Hurdle
-6 pp
Req g minus delivered
Next earnings
13 days
19 Nov 2026
Close · HKDHK$6.16
1D-1.8%
1W+0.2%
1M-10.1%
3M-3.1%
6M-3.0%
YTD-1.6%
1Y-20.5%
ATR %2.8%
52w lowhigh21.8% off high

What Vitasoy International does

No business profile yet.

Vitasoy International at a glance

Size Vitasoy International (0345.HK) is a Hong Kong Consumer Staples company (Food: Major Diversified) with a market value of $794M, the 650th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$6.16 on 6 Nov 2026.

Performance Over six months the shares fell 3.0%, against -11.9% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 5th highest of 21 in its peer set.

Growth Revenue fell 3.4% over the last twelve months (peer median +4.5%); the operating margin is 7.2% (peer median 7.8%).

Valuation It trades at 21.8× forward earnings against a peer median of 16.4× (5th most expensive of 13).

Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is -6 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 10.0 points above its cost of capital (5.3% WACC).

Next results Next results expected around 19 Nov 2026 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 20260345.HK 98Peer median 88
Six months, rebased to 100: Vitasoy International against the median of its 20 peers (local-currency closes).

Vitasoy International financials

Reported figures in HKD; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueHK$6.06BHK$6.06BHK$6.27BHK$6.22BHK$6.34B
Revenue growth—-3%+1%-2%—
Gross profitHK$3.00BHK$2.91BHK$3.03BHK$2.92BHK$2.82B
EBITDAHK$917MHK$840MHK$893MHK$720MHK$619M
Net incomeHK$274MHK$274MHK$235MHK$116MHK$45.7M
Free cash flowHK$575MHK$575MHK$757MHK$648MHK$300M
Capital expenditureHK$152MHK$152MHK$125MHK$146MHK$187M
Total debtn/aHK$479MHK$564MHK$559MHK$661M

Quarterly statements and history in the cockpit →

Vitasoy International competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%-10%0%+10%+20%00052312276003001231AGTFBBTC603711001219601065SMPL6030576003052805000848ZZ-B60369671301497ZYDUSWELL0345.HK6-month return →1-month return →
Up and to the right = strong over both horizons. Vitasoy International is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%20×40×AGTF603711SMPL6030576003052805000848ZZ-B71301497ZYDUSWELL0345.HKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Vitasoy International is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%000523600300BBTC603711001219601065SMPL6003052805000848ZZ-B60369671301497603237ZYDUSWELL0345.HKGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Vitasoy International is the large dot.

Vitasoy International competitors and peer comparison

How Vitasoy International compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Vitasoy International against its 20 peers (data as of 6 Nov 2026)
Measure0345.HKPeer medianRank in peer set
1-month return-10.1%-3.5%5th lowest of 21
6-month return-3.0%-11.9%5th highest of 21
Distance from 52-week high-21.8%-27.4%8th highest of 21
Revenue growth (TTM)-3.4%+4.5%5th lowest of 21
Operating margin7.2%7.8%11th highest of 21
Forward P/E21.8×16.4×5th most expensive of 13
Growth the price implies (Req g, 7 yrs)-9.8%-6.1%6th least demanding of 17
Growth delivered (Del g)-4.2%+6.5%4th lowest of 17
Hurdle (Req g minus delivered)-5.6 pp-9.6 pp8th most demanding of 17
ROIC minus cost of capital+10.0 pp+2.5 pp7th highest of 21
EV / EBITDA6.1×9.8×3rd cheapest of 10
Net debt / EBITDA-0.8×-0.3×5th least indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Vitasoy International 0345.HKHong Kong$794M-3%-3%7%21.8×-9.8%-4.2%
Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou 000523.SZChina$798M-16%+4%2%n/a12.1%-8.5%
Standard Foods 1227.TWTaiwan$751M-5%0%4%n/an/an/a
V V Food & Beverage 600300.SSChina$717M-18%+6%11%n/a-9.2%-6.8%
Lian Hwa Foods 1231.TWTaiwan$694M-12%+3%9%n/an/an/a
AGT Food and Ingredients AGTF.TOCanada$922M+12%-19%-2%16.0×n/an/a
Bombay Burmah Trading BBTC.NSIndia$947M-18%+7%16%n/a-8.8%+8.2%
Xiangpiaopiao Food 603711.SSChina$660M-24%+2%7%20.7×-11.3%-4.9%
Qingdao Foods 001219.SZChina$656M+42%+3%23%n/a7.3%+2.4%
Jiangxi Salt Industry 601065.SSChina$613M-23%-14%0%n/a-2.3%+11.7%
Simply Good Foods SMPLUnited States$1.05B-2%-7%13%7.9×-12.3%+6.2%
Shanghai Ziyan Foods 603057.SSChina$1.09B-37%+7%6%39.1×n/an/a
Jiangsu Hengshun Vinegar-Industry 600305.SSChina$1.15B-7%+6%6%49.9×17.3%+2.6%
S&B Foods 2805.TJapan$1.16B+53%+7%9%16.8×-1.8%+2.5%
Cheng De Lolo 000848.SZChina$1.18B-11%+5%24%12.6×-10.8%+11.3%
Zinzino ZZ-B.STSweden$463M-11%+33%10%9.9×-5.3%+24.2%
Anji Foodstuff 603696.SSChina$455M-19%-17%3%n/a38.1%+6.9%
Yamae 7130.TJapan$444M-12%+10%2%4.7×-6.9%+17.5%
Xiamen Yan Palace Bird's Nest Industry 1497.HKHong Kong$442M-14%+12%12%10.0×-16.5%+8.2%
Zhejiang Wufangzhai Industry 603237.SSChina$404M-17%0%7%22.2×-14.3%-1.5%
Zydus Wellness ZYDUSWELL.NSIndia$1.58B-7%+74%9%41.0×32.3%+16.2%

Questions

Which companies are Vitasoy International's closest peers?
The cockpit's peer set: Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou (000523.SZ), Standard Foods (1227.TW), V V Food & Beverage (600300.SS), Lian Hwa Foods (1231.TW), AGT Food and Ingredients (AGTF.TO), Bombay Burmah Trading (BBTC.NS), Xiangpiaopiao Food (603711.SS), Qingdao Foods (001219.SZ).
Is Vitasoy International expensive compared with its peers?
On forward p/e it trades at 21.8× against a peer median of 16.4×, 5th most expensive of 13 in its peer set. For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is -6 pp: the price already allows for a slowdown.
How has Vitasoy International stock performed?
Over six months to 6 Nov 2026 the shares returned -3.0% against -11.9% for the median peer; over one year -20.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.