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Large diversified Chinese chemical producer making fertilizer, organic chemicals (e.g., caprolactam, DMF) and new materials.
Large diversified Chinese chemical producer making fertilizer, organic chemicals (e.g., caprolactam, DMF) and new materials.
Moat: none (scale). Large integrated commodity-chemical producer competing mainly on scale and cost.
Headquarters: Liaocheng, China · Employees: 12,121
Size Luxi Chemical (000830.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $3.13B, the 826th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.97 on 6 Nov 2026.
Performance Over six months the shares fell 35.7%, against -15.3% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue fell 1.1% over the last twelve months (peer median +12.2%); the operating margin is 4.1% (peer median 13.5%).
Valuation It trades at 12.1× forward earnings against a peer median of 19.0× (5th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.5 points above its cost of capital (6.4% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥29.8B | CN¥29.1B | CN¥29.7B | CN¥25.3B | CN¥30.2B |
| Revenue growth | — | -2% | +17% | -16% | — |
| Gross profit | CN¥5.37B | CN¥3.00B | CN¥4.21B | CN¥3.20B | CN¥5.83B |
| EBITDA | n/a | CN¥3.63B | CN¥4.78B | CN¥3.88B | CN¥6.27B |
| Net income | CN¥1.01B | CN¥907M | CN¥2.03B | CN¥819M | CN¥3.16B |
| Free cash flow | CN¥617M | CN¥2.22B | CN¥1.41B | CN¥379M | CN¥658M |
| Capital expenditure | CN¥1.71B | CN¥2.04B | CN¥2.53B | CN¥3.49B | CN¥4.46B |
| Total debt | CN¥10.6B | CN¥12.7B | CN¥13.6B | CN¥14.4B | CN¥12.8B |
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 |
|---|---|---|---|---|---|---|
| Luxi Chemical 000830.SZ | $3.13B | -36% | -1% | 4% | 12.1× | -1.4% |
| Hubei Xingfa Chemicals 600141.SS | $4.19B | -27% | +4% | 8% | 15.3× | n/a |
| Wanhua Chemical 600309.SS | $34.1B | -19% | +37% | 11% | 11.3× | -2.6% |
| Shandong Hualu-Hengsheng Chemical 600426.SS | $8.27B | -32% | +3% | 16% | 12.3× | -2.5% |
| Yunnan Yuntianhua 600096.SS | $7.17B | -28% | -19% | 11% | 9.3× | -1.7% |
| Hubei Yihua Chemical Industry 000422.SZ | $1.60B | -42% | +15% | 5% | 15.2× | n/a |
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 | 000830.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.0% | -7.4% | 9th highest of 21 |
| 6-month return | -35.7% | -15.3% | 4th lowest of 21 |
| Distance from 52-week high | -49.7% | -37.6% | 6th lowest of 21 |
| Revenue growth (TTM) | -1.1% | +12.2% | 2nd lowest of 21 |
| Operating margin | 4.1% | 13.5% | 2nd lowest of 21 |
| Forward P/E | 12.1× | 19.0× | 5th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -1.4% | 9.5% | 4th least demanding of 13 |
| Growth delivered (Del g) | +10.6% | +10.7% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | -12.0 pp | -4.2 pp | 4th least demanding of 13 |
| ROIC minus cost of capital | +1.5 pp | +3.6 pp | 9th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Luxi Chemical 000830.SZ | China | $3.13B | -36% | -1% | 4% | 12.1× | -1.4% | +10.6% |
| Hawkins HWKN | United States | $3.14B | -10% | +9% | 11% | 33.9× | 15.2% | +12.7% |
| Shanghai Haoyuan Chemexpress 688131.SS | China | $3.11B | +30% | +28% | 13% | 59.6× | 32.0% | +35.2% |
| Levima Advanced Materials 003022.SZ | China | $3.17B | -34% | +66% | 10% | 30.1× | n/a | n/a |
| XTC New Energy Materials (Xiamen) 688778.SS | China | $3.01B | -52% | +78% | 4% | 19.2× | 16.0% | +20.0% |
| Hexpol HPOL-B.ST | Sweden | $3.30B | +28% | -1% | 14% | 15.6× | 3.1% | +7.6% |
| Inner Mongolia Berun Chemical 000683.SZ | China | $3.36B | -32% | +11% | 13% | 13.8× | n/a | n/a |
| Guangzhou Guanggang Gases and Energy 688548.SS | China | $3.39B | -14% | +21% | 20% | 62.3× | n/a | n/a |
| Qingdao Gon Technology 2768.HK | Hong Kong | $2.88B | +13% | +20% | 7% | 10.3× | n/a | n/a |
| Sichuan Qiaoyuan Gas 301286.SZ | China | $2.88B | -4% | +8% | 26% | 73.4× | 31.8% | +8.0% |
| Beijing Easpring Material Technology 300073.SZ | China | $2.86B | -45% | +116% | 5% | 18.8× | n/a | n/a |
| Shanghai Bairun Investment 002568.SZ | China | $2.82B | -8% | +8% | 28% | 24.2× | 14.5% | +8.8% |
| PI Industries PIIND.NS | India | $2.79B | -44% | -15% | 13% | 22.7× | n/a | n/a |
| NOF 4403.T | Japan | $3.60B | -22% | +13% | 17% | 13.5× | -6.1% | +8.4% |
| K+s SDF.DE | Germany | $2.68B | -13% | +6% | 34% | 11.7× | n/a | n/a |
| Cabot CBT | United States | $3.67B | -17% | +1% | 14% | 10.9× | -3.2% | +1.9% |
| Ningbo Shanshan 600884.SS | China | $3.71B | -34% | +30% | 9% | 14.4× | 4.5% | +21.3% |
| Guizhou Chanhen Chemical 002895.SZ | China | $2.64B | -20% | +15% | 18% | 12.9× | 2.4% | +36.1% |
| Nifco 7988.T | Japan | $2.62B | +6% | +4% | 14% | 11.7× | -3.5% | +6.6% |
| Novoray 688300.SS | China | $3.76B | -9% | +23% | 26% | 52.7× | 47.6% | +22.6% |
| China Petroleum Engineering 600339.SS | China | $2.60B | -24% | +8% | 1% | 26.7× | n/a | n/a |