Miniso Group Holding Ltd SEC Filings

MINISO Group Holding Ltd vice president Yunyun (Alice) Yang reported indirect open-market purchases of 2,100,000 ordinary shares of MINISO through affiliated holding vehicles. These buys occurred on May 29 and June 1, 2026 at weighted-average prices between $3.27 and $3.35 per share.

After these transactions, entities associated with Ms. Yang and her spouse, Mr. Guofu Ye, held large indirect positions, including 315,740,482 ordinary shares by Mini Investment Limited and 195,115,382 ordinary shares by YGF MN LIMITED, alongside additional holdings via YYY MC LIMITED, YGF MC LIMITED and Mini Investments SP1 Limited. The holdings include 96,000 ordinary shares in the form of American Depositary Shares, each ADS representing four ordinary shares.

MINISO Group Holding Ltd director and CEO Ye Guofu, through affiliated entities, reported open-market purchases of 2,100,000 ordinary shares. On May 29, 2026, YGF MN LIMITED and Mini Investment Limited bought 650,000 and 1,300,000 shares at weighted average prices of $3.2954 and $3.2743 per share. On June 1, 2026, Mini Investment Limited bought a further 150,000 shares at a weighted average price of $3.3494 per share. Footnotes state these trades were executed in Hong Kong in multiple transactions, with prices in Hong Kong dollars converted to U.S. dollars at HK$7.80 to US$1.00, and that Ye and his spouse are deemed beneficial owners of shares held through several holding vehicles, including Mini Investment Limited and related subsidiaries.

MINISO Group Holding Limited reports that its controlling shareholder and chief executive, Mr. Ye Guofu, has increased his personal stake in the company. Mr. Ye bought 2,100,000 ordinary shares in the open market at an average price of about HK$25.63 per share, using his own funds, for a total of roughly HK$53.828 million. This exceeds his previously announced plan to buy at least HK$50.0 million worth of shares within 12 months from April 23, 2026. After these purchases, he holds 791,641,061 shares, or about 63.9% of the company’s issued shares excluding treasury shares. The announcement notes that the buying reflects his confidence in MINISO’s prospects, that further increases are possible subject to laws and regulations, and that the company continues to maintain a sufficient public float. Shareholders and potential investors are reminded that any management share purchases depend on market conditions and individual discretion and are urged to exercise caution when trading the shares.

MINISO Group reported strong March quarter 2026 results, with rapid growth and higher profitability. Revenue rose 28.5% year over year to RMB5,688.4 million, driven by mid-single digit same-store sales growth and continued expansion to 8,565 stores worldwide, including 404 net new overseas stores versus a year earlier.

Profit for the period surged 199.7% to RMB1,248.1 million, helped by an RMB874.6 million unrealized fair value gain from an AI-focused limited partnership and RMB77.5 million profit contribution from Yonghui. Operating profit more than doubled to RMB1,521.4 million, lifting operating margin to 26.7%.

On a non-IFRS basis, adjusted net profit was RMB550.6 million, slightly below last year, and adjusted net margin narrowed to 9.7% as marketing, logistics and IP licensing costs rose. The company distributed US$115.8 million in cash dividends in April and May 2026 and plans potential share repurchases while maintaining a cash position of RMB7,049.1 million as of March 31, 2026.

MINISO Group Holding Limited expects very strong results for the quarter ended March 31, 2026. Based on preliminary unaudited figures, the Group forecasts revenue of about RMB5,678–5,728 million, up roughly 28–29% year over year, and operating profit of about RMB1,511–1,531 million, up about 113–116%.

Profit for the period is estimated at roughly RMB1,228–1,248 million, an increase of about 195–200% year over year, largely driven by an unrealized mark-to-market gain of RMB870–880 million from a limited partnership investment focused on early stage strategic pre-IPO AI opportunities and an estimated RMB78 million equity pick-up from Yonghui. Adjusted operating profit excluding foreign exchange is projected at RMB829–849 million, up about 13–16%, and adjusted net profit at RMB624–644 million, up about 7–10%.

The Board plans to approve the unaudited 26Q1 results at a meeting on May 26, 2026, followed by an earnings conference call on the same day, with details and replay access provided via Zoom dial-ins and the Company’s investor relations website.

MINISO Group Holding Limited is calling its annual general meeting for June 18, 2026 in Hong Kong and has filed its Form 20-F annual report for the year ended December 31, 2025. Shareholders and ADS holders of record on May 13, 2026 may vote in person or via proxy and ADS voting instructions.

At the meeting, the board is asking approval for a 10% general mandate to issue shares, a 10% mandate to repurchase shares, and a specific mandate to issue "Upper Strike Shares" under an existing call spread linked to US$550 million of equity linked securities. After dividend-related exercise price adjustments, up to 70,042,085 Upper Strike Shares may be issued. Shareholders will also vote on re-electing two independent non-executive directors and re-appointing Ernst & Young as auditors with an estimated 2026 audit fee of RMB15.0 million.