US Market Contributes Less Than 1% to Masan Consumer Revenue, Brokerage Forecasts Q1 Profit Could Increase By Nearly 90%

Masan Group (MSN) has recently taken steps to reassure investors after the Vietnamese stock market was impacted by US tariff policies. According to financial reports, the US market contributes less than 1% to Masan Consumer’s (MCH) revenue, indicating that the impact from tariffs will be limited. Additionally, Masan High-Tech Materials is expected to remain unaffected as their products are exempt from tariffs. Meanwhile, Masan Consumer and WinCommerce continue to provide essential products and services, making them less susceptible to new tariff policies. Brokerage firm VCBS predicts that Masan’s Q1 revenue could reach VND 19.6 trillion with a net profit of around VND 900 billion, an increase of nearly 87% year-on-year. Masan Consumer has opportunities to expand revenue by focusing on the high-end convenience food segment. The Masan Group’s revenue target for 2025 is set between VND 80 trillion and VND 85.5 trillion, while WinCommerce’s net profit is estimated at around VND 400 billion.