NYSE$MNSO

MINISO Group Holding Limited · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

MINISO September quarter 2025: RMB5.80B revenue (+28%), adjusted net profit RMB767M as stores top 8,000

MINISO Group reported September-quarter 2025 revenue of RMB5.80 billion (US$814.3 million), up 28.2% year over year and above its prior 25%-28% guidance range, marking the first quarter above RMB5 billion. Profit for the period was RMB443.2 million versus RMB648.3 million a year ago; adjusted net profit rose 11.7% to RMB766.8 million with adjusted net margin of 13.2%. Basic and diluted EPS per ADS were RMB1.44; adjusted EPS per ADS was RMB2.48 (+12.7%). Gross profit grew 27.6% to RMB2.59 billion at a 44.7% margin. Operating profit was RMB846.6 million and adjusted operating profit RMB1.02 billion (+14.8%). The global store count reached 8,138 (+718 net new stores), including 4,407 MINISO stores in mainland China. Group same-store GMV grew mid-single digits; TOP TOY brand revenue surged 111.4% to RMB574.5 million. Adjusted EBITDA rose 18.8% to RMB1.35 billion.

  • Revenue RMB5.80B (+28.2% YoY); adjusted net profit RMB766.8M (+11.7%); adjusted EPS per ADS RMB2.48
  • Global store count 8,138 (+718 net new); MINISO mainland China added 102 net stores with high-single-digit SSSG
  • TOP TOY revenue RMB574.5M (+111.4%); group same-store GMV up mid-single digits
  • Adjusted operating profit RMB1.02B (+14.8%); adjusted EBITDA RMB1.35B (+18.8%)
  • Cash position RMB7.77B; operating cash flow RMB1.30B in the quarter

Headline financials

Total Revenue

¥5.8B

No prior period
EPS (adj)

¥2.48

No prior period
Adjusted EBITDA

¥1.35B

No prior period
Total Stores

8.1K

No prior period
Gross Margin

44.7%

No prior period
Free Cash Flow

¥969M

No prior period
Net Income

¥443M

No prior period
Operating Income

¥847M

No prior period
Gross Profit

¥2.59B

No prior period
Cash & Equivalents

¥7.77B

No prior period

Revenue & EPS history

MINISO · Revenue · Quarterly

¥5.8B

Q2 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

MINISO · ¥5.8B total across 2 segments · Q2 2025

  • MINISO Brand
    ¥5.22B
  • TOP TOY Brand
    ¥575M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+6.2%

Avg return

Earnings day

+6.2%

Avg return

5 days after

+4.8%

Avg return

30 days after

69%

11 / 16 earnings

Positive

+54.7%

Q1 2023

Best reaction

-12.8%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q3 2026-1.9%+4.6%-3.6%
Q2 2025+5.7%-6.6%-4.7%
Q4 2024-8.9%-9.7%-24.8%
Q3 2024+8.2%+28.0%+30.1%
Q4 2023+14.5%+11.1%+23.5%
Q3 2023+1.0%-7.0%+2.8%
Q2 2023+6.8%+13.6%+2.6%
Q1 2023+54.7%+38.0%+61.1%
Q4 2022+10.3%+6.2%-24.6%
Q3 2022+7.9%+3.6%+65.2%
Q2 2022+4.8%-1.7%-6.9%
Q1 2022-12.8%-16.8%-38.8%
Q4 2021-5.4%+2.9%+0.2%
Q3 2021+3.9%+9.5%+0.4%
Q2 2020-5.1%+1.8%-23.4%
Q1 2020+15.1%+22.1%+18.1%
Q4 2020
Q3 2020
Q2 2019
Q1 2019
Q4 2018

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