US market contributes less than 1% to Masan Consumer’s revenue, securities firm forecasts Q1 net profit of Masan could increase by nearly 90%

The Vietnamese stock market has shown signs of recovery after the postponement of new tariffs from the US. Masan Group stated that the US market has minimal impact as it accounts for less than 1% of Masan Consumer’s revenue. Masan increased its market capitalization amidst market fluctuations, with MCH raising an additional 6.3 trillion VND, reaching 135.6 trillion VND, surpassing Vinamilk to become the largest FMCG company. In Q1 2025, Masan is expected to achieve revenue of 19.6 trillion VND (up 4%) and net profit of 900 billion VND (up 87%). The full-year forecast for 2025 is close to 85 trillion VND with stable growth in the consumer sector. WinCommerce also expects strong growth, planning to open 400-700 stores, while Masan MeatLife benefits from meat and raw material price policies. Masan Consumer will continue to promote premium food product lines.