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Viomi shifts focus to water solutions after divestment

EditorLina Guerrero
Published 07/25/2024, 03:14 PM
VIOT
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FOSHAN, China - Viomi Technology Co., Ltd (NASDAQ:VIOT), a China-based technology company, has announced a strategic restructuring that will see the firm divest part of its IoT@Home business to concentrate on its core home water solution business. The reorganization, which involves a cash transaction of RMB 65 million ($1= RMB 7.23) with entities controlled by Viomi's founder and CEO, Mr. Xiaoping Chen, is expected to conclude by the end of August 2024.

This move aligns with Viomi's "Focus" strategy, which aims to optimize the company's operations and enhance efficiency. By shedding loss-making segments, Viomi anticipates entering a more stable operational phase while leveraging its established strengths in water purification technology.

Viomi's home water solutions have been at the forefront of the industry for a decade, characterized by continuous research and development in filtration technology. The company has introduced innovative systems and products such as large flux direct drinking water technology and a long-lasting filter cartridge. Additionally, Viomi has integrated advanced AI technology into its water purifiers, offering features like real-time water quality display, remote monitoring, and intelligent self-cleaning systems.

The company's Water Purifier Gigafactory, with its highly automated production lines and end-to-end quality control, is set to produce 5 million units and 30 million filter cartridges annually. This consolidation is expected to drive optimal scale efficiency and strengthen Viomi's brand impact globally.

As part of its growth strategy, Viomi plans to focus on its leading industrial chain system to enhance its presence in the water purification market. The company, which has a brand value of around $2.2 billion and ranks 439 on the 2024 China's Top 500 Brands, is actively expanding its marketing and service capabilities both in China and overseas markets.

Industry observers note that the reorganization is a significant step for Viomi, as it sheds unprofitable businesses and focuses on areas where it can effectively utilize AI technology to provide advanced drinking water solutions for global customers.

InvestingPro Insights

In light of Viomi Technology Co.'s strategic restructuring, insights from InvestingPro paint a detailed financial picture of the company's current status. Viomi's management has been actively buying back shares, which could be a sign of confidence in the company's future prospects. Additionally, Viomi holds more cash than debt on its balance sheet, providing a cushion for its "Focus" strategy and operational optimization efforts. However, it's important to note that the company is trading at a low Price / Book multiple of 0.33 as of the last twelve months ending Q4 2023, which suggests that the market might be undervaluing the company's assets relative to its share price.

InvestingPro Data further reveals that Viomi has experienced a significant revenue decline of 22.87% over the last twelve months as of Q4 2023. Despite this, the company's gross profit margin remains relatively healthy at 22.84%, indicating that it retains the ability to generate earnings above its production costs. With a market capitalization of 58.68 million USD, the company's valuation reflects the challenges it faces, including a negative P/E ratio of -5.19, highlighting the company's lack of profitability over the past year.

For investors interested in a deeper dive into Viomi's financials and strategic positioning, InvestingPro offers additional insights. Utilizing the coupon code PRONEWS24, users can get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, unlocking access to a full range of InvestingPro Tips. These tips include perspectives on Viomi's cash burn rate, stock performance, and its standing in the Household Durables industry. With 13 additional InvestingPro Tips available, investors can gain a comprehensive understanding of Viomi's operational and financial nuances.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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