Moody’s upgrades Xiaomi to Baa1 on strong EV and IoT performance

Published 26/08/2025, 16:02
© Reuters.

Investing.com -- Moody’s Ratings has upgraded Xiaomi Corporation’s issuer rating to Baa1 from Baa2 and revised its outlook to stable from positive, citing better-than-expected performance in the company’s smart electric vehicle and IoT businesses.

The upgrade reflects Xiaomi’s strengthened business profile, solid financial position featuring low leverage and excellent liquidity, which Moody’s expects will continue over the next 12-18 months, according to Gerwin Ho, Moody’s Vice President and Senior Credit Officer.

Xiaomi maintained its position as the third-largest global smartphone provider since 2021, according to International Data Corporation. The company has also established a leading market position in IoT smart hardware products, with approximately 989 million connected devices as of June 30, 2025, up from 434 million at the end of 2021.

Moody’s projects Xiaomi’s revenue to grow by about 31% over the next 12-18 months compared to 2024 levels, reaching approximately RMB478 billion. This growth is expected to be driven by increasing smartphone demand, market share gains, expansion in IoT products and internet services, and further development of its smart EV business.

The company’s smart EV business, which began deliveries in the second quarter of last year, has demonstrated stronger-than-expected profitability in terms of gross margin. This reflects its premium segment positioning, high volume per model, and strong cost control.

Despite these positive developments, Moody’s forecasts Xiaomi’s adjusted EBITDA margin to contract to about 8.8% over the next 12-18 months from 9.2% in 2024, due to higher operating expenses as the company invests in research and development across its business lines.

The company’s leverage is expected to improve to around 0.9x over the next 12-18 months compared to 1.1x in 2024, reflecting EBITDA growth and steady debt levels. Xiaomi’s liquidity remains excellent with a net cash position of RMB64 billion as of June 30, 2025.

In March 2025, Xiaomi raised approximately RMB40 billion in equity capital, further strengthening its liquidity and financial flexibility.

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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