Weilong Delicious Global Holdings AGM Update

Weilong held its AGM outlining a strategic shift toward regional organizational restructuring and data-led product innovation. The company maintains a Buy rating while targeting 15% revenue growth for 2026.

Key Takeaways

• 1.Management has reorganized sales operations into three regional units (North, East, South) to drive accountability and efficiency.
• 2.New product innovation is now driven by data from e-commerce and value retailers, targeting specific localized flavors.
• 3.Company maintains a stable dividend policy with a payout ratio of 60%+.

Table of Contents

• AGM: digital-driven new product innovation and refined offline anchoring high quality growth; stick to shareholder return; Buy
• Key Data
• GS Forecast
• Ratios & Valuation
• Growth & Margins (%)
• Income Statement (Rmb mn)
• Balance Sheet (Rmb mn)
• Cash Flow (Rmb mn)
• Key takeaways from AGM
• Product Performance & Strategy
• Channel Strategy
• Overseas Development
• Comments on Shareholder Returns
• Price Target, Risks, and Methodology - Weilong Delicious Global Holdings
• Disclosure Appendix

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