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<Research>Citi Expects BYD COMPANY (01211.HK) 2H25 NP per Vehicle to Rebound w/ TP $233 & Rating Buy
BYD COMPANY (01211.HK)(002594.SZ)'s 2Q25 net profit amounted to RMB6.36 billion, below market consensus and Citi Research's forecast, Citi Research issued a research report...
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<Research>Citi Expects BYD COMPANY (01211.HK) 2H25 NP per Vehicle to Rebound w/ TP $233 & Rating Buy
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BYD COMPANY (01211.HK)  -2.800 (-2.527%)    Short selling $1.10B; Ratio 24.302%   (002594.SZ)  -2.810 (-2.554%)   's 2Q25 net profit amounted to RMB6.36 billion, below market consensus and Citi Research's forecast, Citi Research issued a research report saying. The broker estimated BYD COMPANY's net profit per vehicle in 2Q25 to drop to approx. RMB4,900, lower than the RMB8,700-8,800 level in 1Q25.

If Citi Research maintains the above 1.34x ratio, the 2H25 fixed cost per vehicle (depreciation & amortization + R&D) should decrease by 12-32% HoH, meaning a reduction of RMB3,600-9,500 in fixed cost per vehicle. It is estimated that the 2H25 net profit per vehicle should rebound to RMB8,500-14,400, with its net profit for auto business mathematically reaching RMB20-40 billion in 2H25.

Related NewsCMBI Lowers BYD COMPANY (01211.HK) TP to $140 on 2Q Results Miss
By applying CAGR of 43% for net profit from FY2025-2027 and a 0.8x PE growth ratio for 2025, the broker derived its target price of $233, implying a PE ratio of 35x/ 22x for 2025/ 2026, with rating at Buy.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-09-03 16:25.) (A Shares quote is delayed for at least 15 mins.)

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