舜宇光学科技：CMBI Corp Day takeaways: Positive on high-end upgrade, AI phone, ADAS hybrid lens and AR Glass outlook

26 Jun 2024 Earnings Summary (YE 31 Dec) FY22A FY23A FY24E FY25E FY26E Revenue (RMB mn) 33,197 31,681 36,545 40,524 43,473 YoY growth (%) (11.5) (4.6) 15.4 10.9 7.3 Net profit (RMB mn) 2,407.8 1,099.4 1,351.2 1,837.9 2,193.6 YoY growth (%) (51.8) (54.3) 22.9 36.0 19.4 EPS (Reported) (RMB) 2.20 1.01 1.24 1.68 2.01 Consensus EPS (RMB) 2.20 1.20 2.21 2.97 4.20 P/E (x) 20.1 43.9 35.7 26.3 22.0 P/B (x) 2.2 2.1 2.0 2.0 1.9 Yield (%) 2.2 1.0 1.2 1.7 2.0 ROE (%) 11.2 4.9 5.8 7.6 8.6 Net gearing (%) (22.6) (45.5) 34 ...