Chang Jiang Shang Bao·2025-08-18 08:26Group 1 - A2 Milk Company is undergoing a strategic transformation by acquiring and divesting assets, including the purchase of Yashili New Zealand Dairy Company for approximately NZD 282 million (around RMB 1.2 billion) from Mengniu Dairy's subsidiary [1] - The acquisition of the Yashili factory marks a significant milestone in A2's supply chain transformation strategy, allowing the company to gain access to more desired Chinese label registered formulas [2] - A2 Milk Company reported a 13.5% increase in revenue to NZD 1.902 billion and a 21.1% increase in net profit after tax (NPAT) to NZD 202.9 million for the fiscal year ending June 30, 2025 [2] Group 2 - Revenue growth by region includes a 13.9% increase in China and other Asian markets, a 22.5% increase in the U.S., and a 42.7% increase in Matou Valley Milk, while revenue in the Australia-New Zealand region remained flat [3] - By product category, A2 Milk Company saw a 9.9% increase in infant formula, a 3.3% increase in standard products, a 17.2% increase in English standard products, and a 14.4% increase in liquid milk [3] - A2 Milk Company achieved a record market share in the Chinese infant formula market, increasing from 7.1% in FY2024 to 8%, positioning itself among the top four brands in the world's largest infant formula market [3]