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One of the world's largest producers and exporters of apple and other fruit-juice concentrates, based in Shandong.
One of the world's largest producers and exporters of apple and other fruit-juice concentrates, based in Shandong.
The Hong Kong line of the same company as the Shanghai-listed shares. Sells juice concentrate priced off global fruit prices, mainly for export, and its profit depends on the gap between apple cost and concentrate price across harvest seasons.
In one line: A concentrated fruit-juice ingredient supplier, like a smaller SunOpta.
Moat: narrow (scale, cost advantage). Large processing capacity and access to China's apple-growing regions support export cost competitiveness.
Headquarters: Yantai, Shandong, China · Founded: 1994 · Employees: 956
Size Yantai North Andre Juice (2218.HK) is a Hong Kong Consumer Staples company (Food: Specialty/Candy) with a market value of $2.31B, the 389th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$20.56 on 6 Nov 2026.
Performance Over six months the shares gained 26.8%, against -5.2% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue fell 13.7% over the last twelve months (peer median +3.4%); the operating margin is 17.6% (peer median 9.3%).
Valuation It trades at 21.9× forward earnings against a peer median of 18.3× (7th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.9 points above its cost of capital (6.2% WACC).
Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$1.62B | HK$1.82B | HK$1.53B | HK$965M | HK$1.22B |
| Revenue growth | — | +18% | +59% | -21% | — |
| Gross profit | HK$384M | HK$428M | HK$369M | HK$308M | HK$223M |
| EBITDA | HK$332M | HK$390M | HK$309M | HK$288M | HK$185M |
| Net income | HK$282M | HK$358M | HK$283M | HK$282M | HK$226M |
| Free cash flow | HK$225M | HK$475M | -HK$279M | -HK$2.26M | HK$276M |
| Capital expenditure | HK$88.0M | HK$67.8M | HK$176M | HK$147M | HK$64.5M |
| Total debt | HK$0 | HK$0 | HK$0 | HK$0 | HK$146M |
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.
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.
| Measure | 2218.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.5% | +3.2% | 3rd lowest of 21 |
| 6-month return | +26.8% | -5.2% | 4th highest of 21 |
| Distance from 52-week high | -50.0% | -14.0% | 2nd lowest of 21 |
| Revenue growth (TTM) | -13.7% | +3.4% | lowest of 21 |
| Operating margin | 17.6% | 9.3% | 6th highest of 21 |
| Forward P/E | 21.9× | 18.3× | 7th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 21.9% | -0.3% | 2nd most demanding of 18 |
| Growth delivered (Del g) | +14.0% | +7.8% | 2nd highest of 18 |
| Hurdle (Req g minus delivered) | +7.9 pp | -6.8 pp | 2nd most demanding of 18 |
| ROIC minus cost of capital | +4.9 pp | +4.0 pp | 10th highest of 21 |
| EV / EBITDA | 51.5× | 9.5× | most expensive of 15 |
| Net debt / EBITDA | -3.0× | 0.4× | 2nd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yantai North Andre Juice 2218.HK | Hong Kong | $2.31B | +27% | -14% | 18% | 21.9× | 21.9% | +14.0% |
| Premier Foods PFD.L | United Kingdom | $2.34B | +3% | +2% | 18% | 12.6× | -1.3% | +4.4% |
| Kanematsu 8020.T | Japan | $2.35B | +2% | +4% | 5% | 9.6× | -2.4% | +10.5% |
| Gambol Pet 301498.SZ | China | $2.25B | -32% | +14% | 7% | 43.6× | n/a | n/a |
| CALBEE 2229.T | Japan | $2.37B | +7% | +5% | 8% | 22.0× | -1.8% | +5.0% |
| Lotus 600186.SS | China | $2.37B | -18% | +21% | 13% | 35.2× | n/a | n/a |
| Sichuan Teway Food 603317.SS | China | $2.24B | -18% | +22% | 21% | 20.4× | 2.9% | +7.8% |
| Weilong Delicious Global 9985.HK | Hong Kong | $2.22B | -20% | +13% | 25% | 9.6× | -6.3% | +11.1% |
| Suedzucker SZU.DE | Germany | $2.57B | -5% | -5% | -3% | 34.2× | 0.7% | +4.6% |
| House Foods 2810.T | Japan | $2.58B | +49% | 0% | 6% | 27.2× | 5.0% | +4.9% |
| UTZ Brands UTZ | United States | $2.05B | +90% | +2% | 4% | 17.9× | 31.8% | +8.3% |
| Chongqing Fuling Zhacai 002507.SZ | China | $2.04B | -6% | +3% | 28% | 18.0× | -0.9% | +1.4% |
| Nissui 1332.T | Japan | $1.97B | -16% | +8% | 4% | 10.8× | 0.9% | +8.7% |
| Kotobuki Spirits 2222.T | Japan | $2.81B | +41% | +10% | 25% | 29.3× | 5.2% | +27.7% |
| Marzetti MZTI | United States | $2.86B | -8% | -1% | 11% | 15.6× | -2.4% | +5.6% |
| Robertet RBT.PA | France | $1.84B | +4% | 0% | 15% | 18.3× | -0.4% | +9.4% |
| Anhui Jinhe Industrial 002597.SZ | China | $1.83B | -8% | +22% | 4% | 19.4× | 10.3% | +6.0% |
| Tootsie Roll Industries TR | United States | $2.92B | -8% | +2% | 12% | n/a | 14.1% | +9.2% |
| Cloetta CLA-B.ST | Sweden | $1.82B | +16% | 0% | 14% | 20.9× | -0.3% | +8.4% |
| MeiHua 600873.SS | China | $2.99B | -27% | -3% | 4% | 14.5× | n/a | n/a |
| Nongshim 004370.KS | South Korea | $1.74B | +8% | +5% | 6% | 11.8× | -16.1% | +5.9% |