GTJA sets VND 59,000 target for Vietnam Dairy Products stock

Published on 10/15/2026 at 11:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached VND 34,996 billion, up 17.80 percent year on year. October 30 results will test Vietnam Dairy Products stock.

Analyst view and reporting date

GTJA set a VND 59,000 target for Vietnam Dairy Products on October 13, 2026.
First-half net revenue reached VND 34,996 billion, up 17.80 percent year on year.
Vietnam Dairy Products is scheduled to disclose third-quarter 2026 financial statements on October 30, 2026.

Vietnam Dairy Products, VN000000VNM8, Illustration mit AI erstellt.

Vietnam Dairy Products (VN000000VNM8) is heading toward a VND 59,000 analyst target after first-half revenue rose 17.80 percent year on year. 24HMoney reported on October 13, 2026 that Guotai Haitong recommended an Accumulate rating with a VND 59,000 target.

Three results shaped the story

On July 26, 2026, Vietnam Dairy Products reported first-half net revenue of VND 34,996 billion, up 17.80 percent from the same period of 2025. Net profit after tax reached VND 5,643 billion, an increase of 38.40 percent, according to 24HMoney.

On September 15, 2026, VDSC published a Buy recommendation with a VND 70,100 target, while the October 13, 2026 GTJA report set a lower VND 59,000 target. The sequence shows how analyst views differed even as operating figures improved.

What will October 30 test?

Vietnam Dairy Products generated VND 18,847.3 billion in second-quarter revenue, up 12.70 percent year on year, while its gross margin reached 43.50 percent versus 42.00 percent a year earlier. The company also reported first-half export revenue of VND 4,990 billion, up 42.30 percent, according to HODL.VN.

When is the next report?

Vinamilk's investor-relations calendar lists October 30, 2026 for disclosure of its third-quarter 2026 financial statements. That report will show whether the 43.50 percent second-quarter gross margin and 42.30 percent export growth continued into the second half of the year.

HOSE quote remains in VND

Vietnam Dairy Products was last quoted at VND 57,900 on the HOSE on October 14, 2026 at 2:54 p.m. ICT. Its listed ticker is VNM, and the company operates in consumer staples and food and drinks, according to Global Banking and Finance. The investor question is now operational: can revenue growth and margin strength persist after the strong first half?