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← CockpitCompetitor Analysis › 000553.SZ ADAMA Ltd. Class AOpen in the cockpit ↗

ADAMA Ltd. Class A000553.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty

Global crop-protection company majority owned by China's ChemChina, selling branded generic herbicides, insecticides and fungicides worldwide.

≈ A globally-distributed generic crop-protection company like a scaled-up FMCMomentum laggard 16
Mkt cap
$1.55B
US dollars, full cap
Free float
14%
of shares outstanding
$/day
$4.74M
20-day average traded
P/B
0.64×
price to book
ROE
-5.5%
delivered
Implied ROE
5.8%
what the price asks
Next earnings
144 days
30 Mar 2027
Close · CNYCN¥4.60
1D-1.7%
1W+3.4%
1M-15.9%
3M-15.0%
6M-32.5%
YTD-16.1%
1Y-30.4%
ATR %3.2%
52w lowhigh39.7% off high

What ADAMA does

Global crop-protection company majority owned by China's ChemChina, selling branded generic herbicides, insecticides and fungicides worldwide.

Sells off-patent crop chemicals under its own brands through distributors in dozens of countries, so success depends on holding regulatory registrations country by country and on seasonal crop cycles. Formerly Israel's Makhteshim Agan, it now belongs to Syngenta Group, formed when ChemChina merged with Sinochem.

In one line: A globally-distributed generic crop-protection company like a scaled-up FMC.

Products and services

  • Herbicides
  • Insecticides
  • Fungicides

Customers

  • Farmers/agricultural distributors worldwide

Where it sits in the supply chain

  • Materials
  • Agricultural chemicals
  • Crop protection (branded generics)

What could go right

  • Global crop-protection demand
  • Emerging-market agricultural intensification

What could go wrong

  • Generic agrochemical price competition
  • Currency/emerging-market exposure

Moat: narrow (scale, distribution, brand). One of the largest global generic crop-protection distribution networks, though it operates in an off-patent, competitive segment.

Headquarters: Airport City, Israel (majority owned by ChemChina) · Employees: 7,255

Named competitors

ADAMA at a glance

Size ADAMA (000553.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $1.55B, the 1589th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.60 on 6 Nov 2026.

Performance Over six months the shares fell 32.5%, against -16.8% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 20 in its peer set.

Growth Revenue fell 6.1% over the last twelve months (peer median +10.9%); the operating margin is 2.8% (peer median 7.4%).

Valuation It trades at 0.64× book value against a peer median of 1.59× (4th cheapest of 20).

Price implies The share price implies a return on equity of about 5.8%; ADAMA delivers -5.5%, so the price asks more than the business earns today.

Next results Next results expected around 30 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 81000553.SZ 61
Six months, rebased to 100: ADAMA against the median of its 20 peers (local-currency closes).

ADAMA financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥27.8BCN¥28.9BCN¥29.5BCN¥32.8BCN¥37.4B
Revenue growth—-2%-10%-12%—
Gross profitCN¥8.03BCN¥6.50BCN¥5.60BCN¥5.65BCN¥8.20B
EBITDAn/aCN¥3.46BCN¥2.54BCN¥2.71BCN¥4.79B
Net income-CN¥968M-CN¥1.05B-CN¥2.90B-CN¥1.61BCN¥609M
Free cash flowCN¥1.91BCN¥2.84BCN¥2.34BCN¥291M-CN¥1.72B
Capital expenditureCN¥1.08BCN¥1.21BCN¥1.42BCN¥2.37BCN¥2.67B
Total debtCN¥14.5BCN¥18.3BCN¥18.8BCN¥21.3BCN¥18.5B

Quarterly statements and history in the cockpit →

ADAMA 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%-25%0%+25%-20%0%PRLBGELSCL40464061300409011780600063SHAILY4043CHAMBLFERT300741600366603826300769011170ELM688378002167000553.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. ADAMA is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%20%00×50×100×150×PRLBSCL404667454061300409011780SHAILYCHAMBLFERT603826011170688378002167000553.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. ADAMA is the large dot.

Capital: ROE delivered against the ROE the price implies

0%50%100%150%0%50%100%150%PRLBSCL40466745SHAILY011170ELM688378002167000553.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. ADAMA is the large dot.

ADAMA competitors and peer comparison

Head to head with its named competitors (000553.SZ vs FMC vs CTVA vs UPL.NS)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
ADAMA 000553.SZ$1.55B-33%-6%-6%0.64×5.8%
FMC FMC$876M-58%-22%-223%0.34×n/a
Corteva CTVA$7.94B-85%+4%4%0.32×4.5%
UPL UPL.NS$4.78B-18%+10%6%1.30×20.2%
Nufarm NUF.AX$897M+40%-2%-7%0.71×6.5%

How ADAMA 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.

ADAMA against its 20 peers (data as of 6 Nov 2026)
Measure000553.SZPeer medianRank in peer set
1-month return-15.9%-14.6%8th lowest of 21
6-month return-32.5%-16.8%7th lowest of 20
Return on equity-5.5%6.7%2nd lowest of 21
Price / book0.64×1.59×4th cheapest of 20
ROE the price implies5.8%15.7%3rd least demanding of 20
ROE delivered-5.5%6.7%2nd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
ADAMA 000553.SZChina$1.55B-33%-6%-6%0.64×5.8%-5.5%
Proto Labs PRLBUnited States$1.57B-5%+12%5%2.23×24.2%5.1%
Genesis Energy, L.P GELUnited States$1.57B-21%-17%59%n/an/a58.9%
Stepan SCLUnited States$1.52B+26%+10%0%1.22×10.8%0.4%
Osaka Soda 4046.TJapan$1.52B-2%+8%14%1.71×15.7%14.0%
Befar 6745.HKHong Kong$1.52Bn/a+25%3%0.39×9.6%3.2%
Denka 4061.TJapan$1.51B-33%-3%4%0.77×6.1%4.5%
Guangdong Dowstone Technology 300409.SZChina$1.59B-50%+34%5%1.30×19.1%4.9%
KumhoPetrochem 011780.KSSouth Korea$1.50B-37%0%8%0.35×4.3%7.9%
Anhui Wanwei Updated High-Tech Material Industry 600063.SSChina$1.49B-32%+3%5%1.15×10.9%5.1%
Shaily Engineering Plastics SHAILY.NSIndia$1.48B+14%+18%25%16.78×141.3%25.4%
Tokuyama 4043.TJapan$1.63B-11%+7%7%0.88×7.3%7.2%
Chambal Fertilisers & Chemicals CHAMBLFERT.NSIndia$1.63B-15%+6%18%1.36×21.1%18.0%
Huabao Technology 300741.SZChina$1.63B+7%+17%3%1.59×15.0%2.8%
Ningbo Yunsheng 600366.SSChina$1.64B-24%+33%7%1.67×22.6%7.0%
Fujian Kuncai Material Technology 603826.SSChina$1.64B-51%+59%1%5.82×14.3%1.2%
Shenzhen Dynanonic 300769.SZChina$1.65B-50%+188%6%1.82×28.3%6.3%
LOTTE CHEMICAL 011170.KSSouth Korea$1.45B-59%+5%-9%0.15×3.6%-8.8%
Elementis ELM.LUnited Kingdom$1.45B+34%-12%11%2.18×28.6%10.6%
Jilin OLED Material Tech 688378.SSChina$1.45B-17%+74%12%4.53×70.6%11.8%
Guangdong Orient Zirconic Industry Science & Technology 002167.SZChina$1.44B+5%+17%10%5.48×62.9%9.8%

Questions

Who are ADAMA's main competitors?
Named competitors: FMC Corporation (FMC), Corteva (CTVA), UPL Limited (UPL.NS), Nufarm (NUF.AX). The cockpit's measured peer set (industry) also includes Proto Labs (PRLB), Genesis Energy, L.P (GEL), Stepan (SCL), Osaka Soda (4046.T), Befar (6745.HK), Denka (4061.T).
Is ADAMA expensive compared with its peers?
On price / book it trades at 0.64× against a peer median of 1.59×, 4th cheapest of 20 in its peer set. The share price implies a return on equity of about 5.8%; ADAMA delivers -5.5%, so the price asks more than the business earns today.
How has ADAMA stock performed?
Over six months to 6 Nov 2026 the shares returned -32.5% against -16.8% for the median peer; over one year -30.4%.

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.