US Market Contributes Less Than 1% to Masan Consumer Revenue, Brokerage Firms Forecast Q1 Net Profit for Masan Could Increase by Nearly 90%

After the impact of a 46% tariff on Vietnamese goods from the US, the Vietnamese stock market saw recovery due to news of a temporary suspension of the tax policy. Masan Group reassured investors by stating that the US market contributes less than 1% to Masan Consumer’s revenue. According to VCBS brokerage analysis, Masan’s Q1 2025 revenue could reach VND 19.6 trillion (up 4%), with an estimated net profit of VND 900 billion, an increase of 87% year-on-year. Masan aims for growth by focusing on premium convenience food segments, and plans to list on HOSE, which could increase the group’s value and create cash flow for debt reduction. The Masan Group aims for revenues between VND 80 trillion and VND 85.5 trillion in 2025, with expected strong profit growth.