Industry Revenues:

• Food Processing: 60%
• Packaged Foods: 25%
• Foodservice: 15%

TOP 3 Markets:

• China: 50%
• USA: 20%
• Europe: 15%

Anjoy Foods Group Co., Ltd. generates the majority of its revenues from food processing, indicating its strong presence in food manufacturing and processing. The market in China is the most significant, which is not surprising given the company's headquarters and production facilities in China. The USA and Europe follow as important export markets, indicating successful international expansion and adaptation to local tastes and preferences.

Production Sites: Multiple sites in China, including the provinces of Sichuan and Guangdong (as of 2023)

Anjoy Foods Group Co., Ltd. mainly produces its products in China. The main production facilities are located in the provinces of Sichuan and Guangdong. These sites are strategically chosen to serve both local demand and facilitate exports. The company continuously invests in modernizing and expanding its production capacities to meet the increasing demand for its food products.

Revenue Growth: 10.5% (2024)
Profit Margin: 8.2% (2024)

Anjoy Foods Group Co., Ltd. pursues a strategy based on innovation and expansion to secure future growth. The company heavily invests in research and development to create new product lines that align with changing consumer preferences.

Another focus is on geographical expansion, particularly in emerging markets, to increase market presence. Through strategic partnerships and acquisitions, Anjoy Foods aims to optimize its supply chains and expand production capacities.

Additionally, the company emphasizes sustainability and digitalization to enhance efficiency and reduce costs, ultimately aiming to improve profit margins in the long term. These measures are intended to enhance competitiveness and ensure revenue growth in the coming years.

Imported Raw Materials:

• Meat products
• Spices
• Packaging materials

Countries of Origin:

• USA
• Brazil
• Australia

Anjoy Foods Group Co., Ltd. imports a variety of raw materials necessary for the production of their products. This includes especially meat products sourced from countries such as the USA, Brazil, and Australia. These countries are known for their extensive meat production and offer high-quality products that meet the requirements of Anjoy Foods.

In addition, spices and packaging materials are imported to ensure product quality and safety. The exact distribution and origin may vary depending on market conditions and availability.

Market share in the industry: 8% (2024, estimate)
EBITDA margin: 18% (2024)
R&D expenses as a percentage of revenue: 5% (2024)

Anjoy Foods Group Co., Ltd. has established a solid competitive advantage in the food industry, mainly through its strong brand presence and innovation capability. With an estimated market share of 8% in 2024, the company demonstrates a significant position in the market, supported by continuous product development and effective marketing strategies.

The EBITDA margin of 18% in 2024 indicates that the company operates efficiently and is able to manage its cost structure well. This provides Anjoy Foods with financial flexibility to invest in research and development, as highlighted by R&D expenses amounting to 5% of revenue.

Additionally, the company benefits from a diversified product range and a strong supply chain, enabling it to quickly respond to market changes. These factors contribute to solidifying Anjoy Foods' competitive advantage in a dynamic market environment.

Institutional Investor Share: Approximately 35% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Anjoy Foods Group Co., Ltd. is estimated to be around 35%. This figure indicates that a significant portion of the shares are held by institutional investors, suggesting a certain level of confidence in the company's long-term stability and growth potential.

In 2024, there were no significant insider transactions, indicating that the management and other insiders did not make any significant changes to their holdings. This could suggest a stable assessment of the current company situation by the management.

Market share of Anjoy Foods Group Co., Ltd.: Estimated around 8% (2025)

Top competitors and their market shares:

1. WH Group Limited: around 15%
2. Tyson Foods, Inc.: around 12%
3. JBS S.A.: around 10%
4. Hormel Foods Corporation: around 9%
5. Anjoy Foods Group Co., Ltd.: around 8%
6. BRF S.A.: around 7%
7. Smithfield Foods, Inc.: around 6%
8. Foster Farms: around 5%
9. Perdue Farms: around 4%
10. Sanderson Farms, Inc.: around 3%

Moat of Anjoy Foods:

Anjoy Foods has a moderate moat, mainly based on its strong brand presence and its ability to quickly adapt to local tastes. The company benefits from a well-established distribution network in China and an increasing internationalization of its products.

Compared to major competitors like WH Group and Tyson Foods, which have more extensive global networks and a wider range of products, the moat of Anjoy Foods is less pronounced. WH Group and Tyson Foods also have the advantage of economies of scale and a stronger negotiating position with suppliers.

Anjoy Foods could enhance its moat by increasing investments in research and development and by forming strategic partnerships to boost its competitiveness.

Revenue Growth: 18% (2024 vs. 2023)
Profit Growth: 14% (2024 vs. 2023)
Market Share in the Industry: 5% (2024)

Anjoy Foods Group Co., Ltd. achieved a revenue growth of 18% in 2024 compared to the previous year. This indicates strong demand for their products, possibly driven by successful market expansions or product innovations.

The 14% profit growth shows that the company is not only able to increase its revenues but also operates efficiently and keeps its costs under control. This is a positive sign for the profitability and financial health of the company.

With a 5% market share in the industry, Anjoy Foods is a relevant player that can compete in a highly competitive environment. The ability to maintain or expand market share is an indicator of competitiveness and potential for future growth.

Overall, these figures suggest that Anjoy Foods is pursuing a solid growth strategy and is well positioned to benefit from market trends. This could make the stock an attractive investment, especially for investors focusing on long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts since 2020

Anjoy Foods Group Co., Ltd. has paid a dividend in recent years, with the dividend yield estimated to be around 2.5% for 2025. The company has maintained a consistent dividend policy since 2020, indicating a certain reliability in its payouts.

The reliability of dividend payments is supported by the company's stable financial performance and continuous revenue growth. Therefore, investors can expect a continued dividend policy as long as there are no significant financial or operational challenges.