Jefferies Slightly Raises HAIDILAO Target Price to HK$15.5, Expects Growth from Multi-Brand Expansion and Delivery

Stock News03-26

Jefferies has released a research report indicating a slight increase in the target price for HAIDILAO from HK$15.4 to HK$15.5, while maintaining a "Hold" rating. This target price corresponds to a forecasted price-to-earnings ratio of approximately 18 times for 2026 and 16 times for 2027, with a dividend yield of around 5%. HAIDILAO's fiscal 2025 results showed that second-half sales increased by 6% year-over-year to RMB 22.5 billion. Management plans to focus on improving the core brand's operations in 2026 through differentiated theme restaurants and product innovation. Meanwhile, multi-brand expansion and the strong growth of the delivery business are expected to continue driving the group's development. The report notes that under HAIDILAO's "Pomegranate Plan," the seafood hot pot brand aims to expand to 500 stores within three years, and the sushi brand targets reaching 100 stores within two years. Consequently, capital expenditure for 2026 is anticipated to rise. Management believes this strategy will support the group's long-term growth and, following comprehensive operational analysis, will continue to prioritize shareholder returns.

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