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← CockpitCompetitor Analysis › 000525.SZ Nanjing Redsun Co., Ltd Class AOpen in the cockpit ↗

Nanjing Redsun Co., Ltd Class A000525.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Agricultural
Momentum leader 87
Mkt cap
$981M
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$31.6M
20-day average traded
P/B
2.52×
price to book
ROE
-1.8%
delivered
Implied ROE
6.7%
what the price asks
Close · CNYCN¥5.02
1D+10.1%
1W+11.8%
1M+9.8%
3M+5.9%
6M-9.6%
YTD-8.1%
1Y-23.8%
ATR %5.8%
52w lowhigh33.1% off high

What Nanjing Redsun does

Employees: 2,871

Nanjing Redsun at a glance

Size Nanjing Redsun (000525.SZ) is a China Materials company (Chemicals: Agricultural) with a market value of $981M, the 2333rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.02 on 6 Nov 2026.

Performance Over six months the shares fell 9.6%, against -22.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 12.0% over the last twelve months (peer median +8.1%); the operating margin is -1.8% (peer median 6.0%).

Valuation It trades at 2.52× book value against a peer median of 1.56× (6th most expensive of 20).

Price implies The share price implies a return on equity of about 6.7%; Nanjing Redsun delivers -1.8%, so the price asks more than the business earns today.

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026000525.SZ 93Peer median 78
Six months, rebased to 100: Nanjing Redsun against the median of its 20 peers (local-currency closes).

Nanjing Redsun financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.93BCN¥3.08BCN¥3.01BCN¥3.23BCN¥6.43B
Revenue growth—+2%-7%-50%—
Gross profitCN¥905MCN¥251M-CN¥2.93MCN¥87.9MCN¥2.26B
EBITDAn/aCN¥77.8MCN¥1.14BCN¥100MCN¥1.71B
Net income-CN¥45.7M-CN¥379MCN¥388M-CN¥389MCN¥732M
Free cash flowCN¥109MCN¥44.3MCN¥276MCN¥483MCN¥702M
Capital expenditureCN¥118MCN¥136MCN¥71.0MCN¥49.6MCN¥440M
Total debtCN¥1.56BCN¥1.89BCN¥2.04BCN¥4.65BCN¥4.82B

Quarterly statements and history in the cockpit →

Nanjing Redsun competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%OCIODCMBAPL600389NUF029739839879FMCUAN0024703016651722600227603395KRISHANA002734000525.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Nanjing Redsun is the large dot.

Fundamentals: return on equity against price-to-book

-200%-100%0%00×50×100×150×OCIODCMBAPL600389NUF9879FMCUAN002470603395002734000525.SZReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Nanjing Redsun is the large dot.

Capital: ROE delivered against the ROE the price implies

-20%0%20%40%-25%0%25%OCIODC600389NUF029739839879300505UAN002470600227603395002538000525.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Nanjing Redsun is the large dot.

Nanjing Redsun competitors and peer comparison

How Nanjing Redsun compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Nanjing Redsun against its 20 peers (data as of 6 Nov 2026)
Measure000525.SZPeer medianRank in peer set
1-month return+9.8%-7.3%3rd highest of 21
6-month return-9.6%-22.5%7th highest of 21
Return on equity-1.8%7.4%5th lowest of 21
Price / book2.52×1.56×6th most expensive of 20
ROE the price implies6.7%13.4%6th least demanding of 19
ROE delivered-1.8%4.5%5th lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Nanjing Redsun 000525.SZChina$981M-10%+12%-2%2.52×6.7%-1.8%
Oci OCI.ASNetherlands$967M+8%-81%-1%0.82×4.5%-0.9%
Oil-Dri Corporation of America ODCUnited States$948M-9%+2%20%3.19×22.3%19.6%
Madhya Bharat Agro Products MBAPL.NSIndia$944M+68%+48%32%15.49×101.4%n/a
Nantong Jiangshan Agrochemical & Chemicals 600389.SSChina$1.04B-44%+13%10%1.60×12.4%10.5%
Nufarm NUF.AXAustralia$897M+40%-2%-7%0.71×6.5%-7.2%
Sinofert 0297.HKHong Kong$1.08B-25%+16%12%0.61×5.7%11.6%
China BlueChemical 3983.HKHong Kong$1.08B-32%+4%4%0.39×4.8%4.5%
Migao 9879.HKHong Kong$1.08B+16%+27%13%2.45×9.0%12.9%
FMC FMCUnited States$876M-58%-22%-223%0.34×n/a-222.5%
Kunming Chuan Jin Nuo Chemical 300505.SZChina$838M-34%+14%11%1.56×16.2%11.0%
CVR Partners, LP UANUnited States$1.16B-13%+7%36%4.25×17.3%36.0%
Kingenta Ecological Engineering 002470.SZChina$827M-39%+9%-34%3.86×22.0%-33.6%
CAC Nantong Chemical 301665.SZChina$1.17B-26%+27%12%2.48×17.6%12.5%
Taiwan Fertilizer 1722.TWTaiwan$1.18B-15%+4%1%0.72×2.9%0.5%
Guizhou Chitianhua 600227.SSChina$803M-22%-2%-8%2.30×14.4%-7.8%
CNSIG Anhui Hongsifang Fertilizer 603395.SSChina$798M-23%+3%1%4.00×31.5%0.8%
Anhui Sierte Fertilizer Industry 002538.SZChina$794M-15%+9%3%1.01×9.9%2.7%
E.I.D.-Parry (India) EIDPARRY.NSIndia$1.21B-24%+16%7%1.30×18.9%n/a
Krishana Phoschem KRISHANA.NSIndia$781M+79%+73%38%n/an/an/a
Limin 002734.SZChina$778M-37%-6%8%1.35×12.2%8.1%

Questions

Which companies are Nanjing Redsun's closest peers?
The cockpit's peer set: Oci (OCI.AS), Oil-Dri Corporation of America (ODC), Madhya Bharat Agro Products (MBAPL.NS), Nantong Jiangshan Agrochemical & Chemicals (600389.SS), Nufarm (NUF.AX), Sinofert (0297.HK), China BlueChemical (3983.HK), Migao (9879.HK).
Is Nanjing Redsun expensive compared with its peers?
On price / book it trades at 2.52× against a peer median of 1.56×, 6th most expensive of 20 in its peer set. The share price implies a return on equity of about 6.7%; Nanjing Redsun delivers -1.8%, so the price asks more than the business earns today.
How has Nanjing Redsun stock performed?
Over six months to 6 Nov 2026 the shares returned -9.6% against -22.5% for the median peer; over one year -23.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.