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Chinese maker of active pharmaceutical ingredients (APIs), generic formulations and CDMO (contract manufacturing) services.
Chinese maker of active pharmaceutical ingredients (APIs), generic formulations and CDMO (contract manufacturing) services.
Earns from three lines that behave differently: active ingredients sold in bulk to drug makers at prices that follow supply and demand, CDMO fees for developing or making medicines to other companies' specifications under contract, and generic drugs sold at home. Exports to regulated markets rely on its plants passing FDA and European inspections.
In one line: A smaller Chinese Lonza/Cambrex (API/CDMO).
Moat: narrow (scale, regulatory licence). FDA/EU-compliant API manufacturing facilities and scale versus smaller API makers.
Headquarters: Hengdian, Zhejiang, China · Employees: 6,787
Size Apeloa Pharmaceutical (000739.SZ) is a China Health Care company (Pharmaceuticals: Major) with a market value of $3.73B, the 692nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥21.48 on 6 Nov 2026.
Performance Over six months the shares gained 17.6%, against -4.0% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue fell 15.5% over the last twelve months (peer median +6.7%); the operating margin is 10.1% (peer median 16.8%).
Valuation It trades at 25.1× forward earnings against a peer median of 19.6× (4th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +2 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 10.9 points above its cost of capital (6.6% WACC).
Next results Next results expected around 5 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.85B | CN¥9.76B | CN¥12.0B | CN¥11.4B | CN¥10.5B |
| Revenue growth | — | -19% | +5% | +9% | — |
| Gross profit | CN¥2.91B | CN¥2.37B | CN¥2.68B | CN¥2.73B | CN¥2.34B |
| EBITDA | n/a | CN¥1.56B | CN¥1.61B | CN¥1.64B | CN¥1.30B |
| Net income | CN¥804M | CN¥891M | CN¥1.03B | CN¥1.06B | CN¥989M |
| Free cash flow | CN¥679M | CN¥844M | CN¥768M | CN¥401M | CN¥817M |
| Capital expenditure | CN¥442M | CN¥386M | CN¥461M | CN¥630M | CN¥509M |
| Total debt | CN¥3.00B | CN¥3.41B | CN¥3.01B | CN¥3.43B | CN¥3.70B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Apeloa Pharmaceutical 000739.SZ | $3.73B | +18% | -16% | 10% | 25.1× | 6.3% |
| Zhejiang Huahai Pharmaceutical 600521.SS | $3.86B | +8% | +10% | 12% | 22.1× | 7.3% |
| Porton Pharma Solutions 300363.SZ | $1.92B | +14% | +6% | -2% | n/a | 5.3% |
| Zhejiang NHU 002001.SZ | $12.3B | -23% | +11% | 33% | 9.9× | -7.8% |
| Zhejiang Medicine 600216.SS | $1.61B | -23% | -6% | 7% | 11.3× | -6.7% |
| Zhejiang Xianju Pharmaceutical 002332.SZ | $1.34B | +2% | +8% | 11% | 18.6× | 0.3% |
| Zhejiang Hisun Pharmaceutical 600267.SS | $2.32B | +18% | -7% | 15% | 17.0× | -9.1% |
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 | 000739.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.2% | +5.8% | lowest of 21 |
| 6-month return | +17.6% | -4.0% | 2nd highest of 20 |
| Distance from 52-week high | -24.6% | -25.7% | 11th highest of 21 |
| Revenue growth (TTM) | -15.5% | +6.7% | 2nd lowest of 19 |
| Operating margin | 10.1% | 16.8% | 5th lowest of 17 |
| Forward P/E | 25.1× | 19.6× | 4th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 6.3% | -0.8% | 6th most demanding of 15 |
| Growth delivered (Del g) | +4.5% | +9.2% | 5th lowest of 15 |
| Hurdle (Req g minus delivered) | +1.9 pp | -12.1 pp | 2nd most demanding of 15 |
| ROIC minus cost of capital | +10.9 pp | +6.0 pp | 4th highest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Apeloa Pharmaceutical 000739.SZ | China | $3.73B | +18% | -16% | 10% | 25.1× | 6.3% | +4.5% |
| China Resources Pharmaceutical 3320.HK | Hong Kong | $3.74B | -11% | +8% | 4% | 6.0× | -5.3% | +7.8% |
| Livzon Pharmaceutical 000513.SZ | China | $3.71B | -4% | -14% | 19% | 16.9× | -9.8% | +2.7% |
| Amylyx Pharmaceuticals AMLX | United States | $3.70B | +97% | +100% | n/a | n/a | n/a | n/a |
| Xenon Pharmaceuticals XENE | United States | $3.79B | +4% | -100% | n/a | n/a | n/a | n/a |
| ACADIA Pharmaceuticals ACAD | United States | $3.66B | -5% | +12% | 8% | 21.5× | 16.7% | +19.4% |
| Organon & OGN | United States | $3.64B | +4% | -3% | 20% | 4.0× | -4.5% | -1.0% |
| Simcere Pharmaceutical 2096.HK | Hong Kong | $3.63B | -7% | +27% | 18% | 14.3× | -2.8% | +10.6% |
| Santen Pharmaceutical 4536.T | Japan | $3.86B | +17% | -1% | 16% | 15.6× | -5.2% | +3.2% |
| Zhejiang Huahai Pharmaceutical 600521.SS | China | $3.86B | +8% | +10% | 12% | 22.1× | 7.3% | +5.9% |
| Suzhou Zelgen Biopharmaceuticals 688266.SS | China | $3.60B | -13% | +136% | 29% | 43.4× | 20.5% | +98.4% |
| Laboratorios Farmaceuticos Rovi ROVI.MC | Spain | $3.89B | +15% | +3% | 20% | 22.3× | 1.5% | +12.1% |
| Parabilis Medicines PBLS | United States | $3.52B | n/a | n/a | n/a | n/a | n/a | n/a |
| Liquidia LQDA | United States | $3.97B | +5% | +2,234% | 37% | 32.9× | 0.7% | +192.5% |
| Siegfried SFZN.SW | Switzerland | $3.98B | -10% | +4% | 16% | 17.8× | n/a | n/a |
| Jiangsu Nhwa Pharmaceutical 002262.SZ | China | $3.47B | +2% | +3% | 19% | 19.6× | -2.2% | +12.0% |
| Yuhan 000100.KS | South Korea | $4.05B | -12% | +5% | 5% | 38.6× | 20.2% | +6.2% |
| HUBEI JUMPCAN PHARMACEUTICAL 600566.SS | China | $4.05B | +6% | -4% | 32% | 14.9× | -11.5% | +0.3% |
| Shanghai Junshi Biosciences 688180.SS | China | $4.06B | -24% | +29% | -15% | n/a | n/a | n/a |
| Viking Therapeutics VKTX | United States | $3.42B | -17% | n/a | n/a | n/a | n/a | n/a |
| Shanghai Henlius Biotech 2696.HK | Hong Kong | $3.41B | -37% | +33% | 12% | 23.8× | 15.2% | +61.4% |