China Modern Dairy Holdings Ltd.

China Modern Dairy Holdings Ltd.

China Modern Dairy Holdings Ltd.

Overview
Date Founded

2005

Headquarters

Ugland House,George Town KY1-1104

Type of Company

Public

Employees (Worldwide)

6,051

Industries

Holding Companies
Agriculture & Mills
Livestock & Animals

Company Description

China Modern Dairy We are the largest dairy farming company in terms of herd size as well as the largest raw milk producer in China according to the China Dairy Association. As of 30 June 2012, we had approximately 159,000 dairy cows in 20 large-scale dairy farms across China. We are among the first companies in China to adopt a large-scale industrialized free-stall dairy farming business model. All of our standardized dairy farms are designed and constructed with a capacity of raising up to 10,000 dairy cows per farm. We commenced business in 2005 and our first farm became operational in Maanshan, Anhui province in 2006. Since then, we have expanded to all the 6 Regions in China. Our farms are situated across the PRC in strategic geographic locations, which are close to downstream dairy product processing plants and feed supply sources required by our farms. Our farms are designed and constructed with modern and scientific layouts to ensure high milk yields and cost efficiency. We believe our raw milk is amongst the highest quality and safest milk in China. We also believe that we operate the best large-scale dairy farms in China, with highly experienced management, comprehensive facilities and the latest breeding, feeding and herd management technology. We have enjoyed significant growth during the past few years, driven largely by our ability to expand rapidly by replicating our business model in new domestic markets. In addition, our growth has also been driven by rising demand for high quality and safe raw milk following the melamine and other similar incidents in China’s milk industry in recent years. In 2010, we were ranked the number one fastest growing enterprise in China by the China Entrepreneur magazine (?????). We believe significant opportunities are presented by China’s dairy industry due to the sustained rapid growth of milk consumption, a continued scarcity of high quality raw milk, and a growing demand for large-scale dairy farms in China. We believe we are well-positioned to capitalize on these opportunities. We expect to further strengthen our market leading position in the dairy farming industry in China

Executives & Employees

Chief Executive Officer

Chief Operations Officer & Executive Director

Chief Financial Officer

Secretary

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Board of Directors

Chief Executive Officer at China Modern Dairy Holdings Ltd.

Former Professional at Morgan Stanley Private Equity Asia, Ltd.

Chief Operations Officer & Executive Director at China Modern Dairy Holdings Ltd.

Former Partner at Ernst & Young (China)

Partner at Fangda Partners

President-Cattle Raising Division at Chinese Association of Animal Science & Veterinary Medicine

Chief Executive Officer & Executive Director at China Mengniu Dairy Co., Ltd.

Chief Financial Officer at China Mengniu Dairy Co., Ltd.

Non-Executive Director at China Modern Dairy Holdings Ltd.

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Ruffer Asia is an active, long-term, benchmark agnostic manager which aims to produce consistent positive returns in all market conditions. They seek to build 'all weather' portfolios that will perform well under all market conditions, aiming to strike a balance between equities and a combination of conventional and inflation-linked bonds, currencies and precious metals.The firm manages investments on a discretionary basis, typically investing directly in a wide range of individual securities, creating bespoke or segregated portfolios for clients. They aim to not lose money on a rolling twelve month period and to generate returns after fees that are significantly greater than the Bank of England's Bank Rate.

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EAM is an active, growth-oriented manager that targets risk-adjusted returns and capital preservation through a combination of top-down macroeconomic trend analysis and bottom-up stock selection. Their top-down analysis aims to identify major changes in global economic cycles and understanding how they will affect various sectors. The firm performs fundamental analysis with an emphasis on competitive analysis and cash-flow modeling, and seeks sectors and stocks with direct and indirect exposure in order to reduce company-specific risk and improve liquidity. The firm's fund manager uses price action to identify and confirm investment ideas, performing technical analysis to determine the timing of the decision making process. Cash is used to protect capital in times of market duress.The investment objective of the CF Eclectica European Fund is to achieve long-term capital growth through investment in a diversified portfolio of quoted equity investments in European companies (including the UK and Eastern Europe) or in companies that have a significant proportion of their assets or interests in Europe. The investment objective of CF Eclectica Continental European Fund is to achieve long-term capital growth through investment in a diversified portfolio of quoted equity investments in European companies (excluding the UK) or in companies that have a significant proportion of their assets or interests in Europe.

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HAM is an active, benchmark-insensitive investor and, depending on economic cycles, follows a growth or a value orientation. They manage portfolios invested in equity, fixed-income and alternative investments in listed and unlisted companies in the Asia region. They have no sector or market cap restrictions; however, they have specialist expertise for Asian mid-caps. Portfolios are invested through standard equity funds but also absolute return products, such as long/short funds.The firm utilizes both quantitative and fundamental research and engages in bottom-up stock picking. As a quantitative investor they use valuation tools to assess factors such as price-to book ratio and return on equity. As fundamental investors, they aim to assess the business prospects, management quality, identifiable stock drivers and competitive landscape of potential investees. Fund managers are responsible for specific countries within Asia and make investment decisions. They also carry out regular company visits.

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Recent Transactions
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China Mengniu Dairy Co., Ltd. purchases China Modern Dairy Holdings Ltd.

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China Mengniu Dairy Co., Ltd. purchases China Modern Dairy Holdings Ltd. from Success Dairy II Ltd.

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Modern Farming (Group) Co., Ltd., China Modern Dairy Holdings Ltd. purchase Modern Farm (Anhui) Dairy Product Sales Co., Ltd.

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Transaction Advisors
Global Coordinator

Advised onChina Modern Dairy Holdings Ltd. issued Ordinary Shares

Lead Manager

Advised onChina Modern Dairy Holdings Ltd. issued Ordinary Shares

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Advised onChina Modern Dairy Holdings Ltd. issued Ordinary Shares

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Advisors & Consultants
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Former Professional at Morgan Stanley Private Equity Asia, Ltd.

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Partner at Simpson Thacher & Bartlett LLP

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Clients

China Mengniu Dairy Co., Ltd. is an investment holding company, which engages in the manufacture and distribution of dairy products. It operates through the following segments: Liquid Milk Products, Ice Cream Products, Milk Powder Products, and Others. The Liquid Milk Products segment produces and distributes ultra-high temperature milk, milk beverages, and yogurt. The Ice Cream Products segment offers its products under the Deluxe, Mood for Green, Ice+, and Suibian brands. The Milk Powder Products segment includes infant milk formula brand products such as Milex, Meimengyi, Ruipuen Oushi Series, Yashily Super a-Golden, Yashili Golden Ambery, Arla Merla, Arla Baby & Me, and Dumex Series. The Others segment comprises of cheese products, plant-based nutrition product, and trading business. The company was founded on February 16, 2004 and is headquartered in Hong Kong.

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Key Stats and Financials As of 2016
Market Capitalization
$8.91B
Total Enterprise Value
$16.5B
Earnings Per Share
$-0.16
Revenue
$5.68B
Net Profit
$-867M
EBITDA
$1.05B
EBITDAMargin
18.56%
Total Debt
$7.59B
Total Equity
$7.95B
Enterprise Value Sales
2.9x
Enterprise Value EBITDAOperating
15.62x
TEVNet Income
-19x
Debt TEV
0.46x
Three Year Compounded Annual Growth Rate Of Revenue
5.82%
Five Year Compounded Annual Growth Rate Of Revenue
34.14%
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Investments
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Asia Dairy Holdings, a subsidiary of China Mengniu Dairy Co., Ltd., is a company headquartered in Cayman Islands. The firm owns and operates a dairy farm.

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Asia Dairy Holdings II, a subsidiary of China Mengniu Dairy Co., Ltd., is a company headquartered in Cayman Islands. The firm owns and operates a dairy farm.

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