[Stock Prediction] Xiaomi’s Q2 Earnings Are Coming — Will It Surprise the Market?
$XIAOMI-W(01810)$ is set to report its Q2 2025 earnings on August 19. Analysts and investors are watching closely: from electric vehicles to smartphones to IoT, Xiaomi is firing on all cylinders.
💰 Bloomberg Consensus Estimates
Revenue: RMB 115.28 billion (+29.7% YoY)
Adjusted Net Profit: RMB 10.2 billion (+52.4% YoY)
Adjusted EPS: RMB 0.39
Gross Margin: 22.36% (+8.07pp YoY)
🔍 What to Watch
🚗 EV Breakthroughs：Xiaomi Auto is ramping up fast. With 25,000+ vehicles delivered in June and its Beijing Phase II factory going online, Xiaomi aims to hit 50,000 units/month by year-end. Phase III planning and a new Wuhan factory suggest long-term scale is in place.
📱 Smartphone Premiumization：Xiaomi is now the #2 smartphone brand in Europe, overtaking Apple. The Xiaomi 15 Ultra’s ASP even exceeds the iPhone 16 Pro Max. In Q2, global shipments are expected at 42.7M units. Analysts see this as a turning point in its high-end strategy.
🛋️ IoT Growth Backed by Subsidies：IoT shipments in Europe jumped 40% YoY, led by major home appliances. Xiaomi is building a new smart appliance factory in Wuhan for flexible production as subsidies gradually fade. Connected device count surpassed 944M in Q1, showing strong ecosystem stickiness.
📣 What Are Analysts Saying?
Goldman Sachs: Raised 2025–27 profit forecasts, citing sustained AIoT + EV momentum. Maintains Neutral rating, HK$60 target.
CLSA: Acknowledged near-term margin pressure from smartphones and EV ramp, but noted strong pre-orders for the YU7 and scale benefits improving auto profitability.
Event Details
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⏰Event Duration
The deadline for this event is 09:00 on 20 August 2025.
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Xiaomi overtook Apple in European smartphone market share for the first time, signaling regained traction.
Several analyses have also raised target price for Xiaomi, citing improved profitability and strategic execution.
I predict that Xiaomi will close around HKD 55 to HKD 60 range. Xiaomi share price has been on an upward momentum and is up 55.2% year todate and a whopping 199% in 2024.
CEO Leijun has done a phenomenal job in guiding Xiaomi to do so well. He took a big risk in introducing the SU7 EV and his efforts are now reaping great results in terms of sales.
Go Xiaomi! 🚀🚀🚀🌛🌛🌛💰💰💰
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