Anjoy Foods Group (603345) Q1 2026 earnings summary

Executive summary

• Revenue for Q1 2026 reached RMB 4.71 billion, up 30.84% year-over-year, driven by increased market demand and growth in prepared food and subsidiary contributions.

• Net profit attributable to shareholders was RMB 563.16 million, a 42.74% increase year-over-year, with adjusted net profit up 53.04%.

• Operating cash flow rose 54.99% year-over-year to RMB 1.04 billion, reflecting stronger sales and cash collections.

Financial highlights

• Total assets at quarter-end were RMB 20.55 billion, slightly down 1.02% from year-end 2025.

• Shareholders’ equity increased to RMB 16.05 billion from RMB 15.49 billion at year-end 2025.

• Basic and diluted EPS were both RMB 1.70, up 25.93% year-over-year.

• Gross profit margin improved as revenue growth outpaced cost increases.

Outlook and guidance

• Revenue and profit growth attributed to robust demand for quick-frozen and prepared foods, with continued expansion from subsidiaries.