优然牧业(9858.HK):现金EBITDA表现亮眼 期待原奶周期反转

华西证券
29 Apr

事件概述公司24FY 实现营业收入201.0 亿元,同比+7.5%,实现股东应占亏损6.91 亿元,去年同期为亏损10.50 亿元。据此推算,公司24H2 实现营业收入100.5 亿元,同比+4.6%,实现股东应占亏损3.6 亿元,去年同期为亏损0.58 亿元。分析判断:原料奶业务增长,反刍动物养殖解决方案业务承压分业务来看,公司24FY 原料奶业务/反刍动物养殖解决方案业务分别实现营收151 亿...

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