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Yue Yuen Industrial (551) investor relations material
Yue Yuen Industrial Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
9M25 revenue was US$6,017.4mn, down 1.0% year-over-year, with profit attributable to owners at US$278.7mn, a 16.0% decline year-over-year due to lower shipment volumes and higher labor costs.
Manufacturing revenue grew 2.3% year-over-year to US$4,231.7mn, while retail (Pou Sheng) revenue fell 7.7% in RMB terms.
Manufacturing business showed sequential margin improvement in Q3 despite a challenging environment and lower capacity utilization.
Group gross profit margin decreased by 1.4pp to 22.8%, and operating profit margin dropped by 1.2pp to 5.4%.
Digital transformation and capacity diversification strategies continued, with investments in Indonesia and India.
Financial highlights
Group gross profit was US$1,371.4mn, down 6.9% year-over-year; gross margin fell 1.4pp to 22.8%.
Operating profit was US$324.2mn, a 19.3% decrease year-over-year.
EBITDA for 9M25 was US$579.1mn, down 13.6% year-over-year.
Free cash flow for 9M25 was US$101.1mn.
Recurring profit attributable to owners was US$262.0mn, down 14.2% year-over-year.
Outlook and guidance
Management remains focused on premium order mix, digital transformation, and agile capacity allocation to offset market volatility.
Q4 expected to see higher shipment volumes as the traditional peak season, but near-term volatility remains due to tariffs, inflation, and supply chain risks.
Long-term optimism driven by global sporting events and the athleisure trend; continued investment in capacity expansion in Indonesia and India.
Focus on operational agility, disciplined workforce planning, and digital transformation to maintain profitability.
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Next Yue Yuen Industrial earnings date
H2 202510 Mar, 2026
Next Yue Yuen Industrial earnings date
H2 202510 Mar, 2026
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Frequently asked questions
Yue Yuen Industrial Holdings Limited is a footwear manufacturing company specializing in the production of athletic, casual, and outdoor shoes. The company operates as an original equipment manufacturer (OEM) for numerous global brands, managing the entire production process from design to final manufacturing. Yue Yuen also has a retail segment through its subsidiary, Pou Sheng International, which distributes sportswear and footwear across various Asian markets. The company is headquartered in Hong Kong, China, and its shares are listed on the HKEX.
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