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Employees: 23,593
Size Lu Thai Textile (000726.SZ) is a China Consumer Discretionary company (Textiles) with a market value of $658M, the 3218th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.98 on 6 Nov 2026.
Performance Over six months the shares fell 8.7%, against -8.5% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 3.4% over the last twelve months (peer median +3.6%); the operating margin is 7.8% (peer median 6.3%).
Valuation It trades at 10.5× forward earnings against a peer median of 18.9× (3rd cheapest of 10).
Price implies For today's price to make sense, revenue must grow about -20% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -25 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.8 points above its cost of capital (5.0% WACC).
Next results Next results expected around 9 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.77B | CN¥5.88B | CN¥6.06B | CN¥5.93B | CN¥6.87B |
| Revenue growth | — | -3% | +2% | -14% | — |
| Gross profit | CN¥1.62B | CN¥1.26B | CN¥1.35B | CN¥1.26B | CN¥1.64B |
| EBITDA | n/a | CN¥1.04B | CN¥1.14B | CN¥956M | CN¥1.20B |
| Net income | CN¥479M | CN¥594M | CN¥410M | CN¥403M | CN¥964M |
| Free cash flow | CN¥727M | CN¥848M | CN¥1.08B | CN¥119M | CN¥999M |
| Capital expenditure | CN¥359M | CN¥189M | CN¥217M | CN¥847M | CN¥504M |
| Total debt | CN¥1.02B | CN¥2.87B | CN¥2.91B | CN¥2.58B | CN¥2.72B |
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.
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.
| Measure | 000726.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.0% | -4.9% | 6th highest of 21 |
| 6-month return | -8.7% | -8.5% | 11th highest of 21 |
| Distance from 52-week high | -25.5% | -34.3% | 9th highest of 21 |
| Revenue growth (TTM) | -3.4% | +3.6% | 7th lowest of 21 |
| Operating margin | 7.8% | 6.3% | 10th highest of 21 |
| Forward P/E | 10.5× | 18.9× | 3rd cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | -20.4% | 6.5% | 2nd least demanding of 16 |
| Growth delivered (Del g) | +4.5% | +1.4% | 5th highest of 16 |
| Hurdle (Req g minus delivered) | -24.9 pp | -1.1 pp | least demanding of 16 |
| ROIC minus cost of capital | +1.8 pp | -1.5 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lu Thai Textile 000726.SZ | China | $658M | -9% | -3% | 8% | 10.5× | -20.4% | +4.5% |
| Jiangsu Huaxicun 000936.SZ | China | $658M | -31% | +14% | -5% | n/a | n/a | n/a |
| Tainan Spinning 1440.TW | Taiwan | $639M | +2% | -21% | -4% | 60.7× | -0.5% | -3.9% |
| Jiangsu Aoyang Health Industry 002172.SZ | China | $637M | +48% | -9% | 4% | n/a | n/a | n/a |
| Zhejiang Unifull Industrial Fiber 002427.SZ | China | $636M | -26% | +3% | 3% | n/a | n/a | n/a |
| Guangdong Highsun Meida New Materials 000782.SZ | China | $728M | -4% | 0% | -5% | n/a | n/a | n/a |
| Jiangsu Jujie Microfiber Technology 300819.SZ | China | $734M | -42% | +5% | 9% | 66.9× | n/a | n/a |
| Texhong International 2678.HK | Hong Kong | $587M | -32% | +6% | 8% | 3.0× | -20.5% | +2.3% |
| Hangzhou Fuen 001312.SZ | China | $582M | -29% | -5% | 14% | n/a | -3.6% | -0.8% |
| Shanghai Shenda 600626.SS | China | $745M | -4% | -2% | 1% | n/a | -1.0% | -0.1% |
| Shinkong Textile 1419.TW | Taiwan | $574M | 0% | +19% | 9% | n/a | 10.8% | +17.1% |
| Jiangsu Jiuding New Material 002201.SZ | China | $760M | -42% | +6% | 9% | n/a | 22.1% | +1.4% |
| Fujibo 3104.T | Japan | $551M | -34% | +14% | 18% | 11.8× | 1.3% | +4.5% |
| Japan Wool Textile 3201.T | Japan | $792M | +14% | 0% | 11% | n/a | -8.6% | +2.6% |
| Sumitomo Seika Chemicals 4008.T | Japan | $545M | +12% | +5% | 10% | n/a | -5.2% | +7.5% |
| Gunze 3002.T | Japan | $797M | +17% | -4% | 5% | 26.6× | 10.5% | +1.1% |
| Xingye Leather Technology 002674.SZ | China | $807M | +35% | +7% | 8% | 30.9× | 14.3% | +15.4% |
| Beijing Sanlian Hope Shin-Gosen Technical Service 300384.SZ | China | $533M | -21% | -36% | 15% | 10.3× | 6.5% | -1.3% |
| Huafu Fashion 002042.SZ | China | $822M | -31% | -23% | 2% | 18.9× | 15.1% | -10.8% |
| Fuchun Dye and Weave 605189.SS | China | $523M | -13% | +29% | 4% | 13.0× | 6.5% | +17.6% |
| AnHui Jinchun Nonwoven 300877.SZ | China | $522M | -3% | +28% | 3% | n/a | 18.0% | 0.0% |