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Guangxi-based sugarcane processor and refiner, in China's largest cane-sugar growing region.
Guangxi-based sugarcane processor and refiner, in China's largest cane-sugar growing region.
Sells refined cane sugar and by-products such as molasses and alcohol at market prices, with no brand or long-term contract to cushion it, so income follows domestic sugar prices, which depend on China's crop and imports. Cane is bought from local growers and crushed in a short seasonal campaign after harvest.
Moat: none. Commodity sugar producer exposed to cane and global sugar prices.
Headquarters: Guigang, Guangxi, China · Employees: 3,152
Size Guangxi Yuegui Guangye (000833.SZ) is a China Consumer Staples company (Agricultural Commodities/Milling) with a market value of $2.19B, the 1167th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥17.04 on 6 Nov 2026.
Performance Over six months the shares fell 46.3%, against -8.4% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 67.2% over the last twelve months (peer median -0.5%); the operating margin is 29.9% (peer median 4.7%).
Valuation It trades at 9.6× forward earnings against a peer median of 20.1× (3rd cheapest of 14).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +3 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 11.2 points above its cost of capital (8.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.86B | CN¥3.04B | CN¥2.78B | CN¥3.35B | CN¥2.69B |
| Revenue growth | — | +9% | -17% | +24% | — |
| Gross profit | CN¥2.14B | CN¥1.04B | CN¥707M | CN¥409M | CN¥602M |
| EBITDA | n/a | CN¥803M | CN¥569M | CN¥305M | CN¥496M |
| Net income | CN¥1.20B | CN¥480M | CN¥279M | CN¥66.3M | CN¥295M |
| Free cash flow | CN¥131M | -CN¥456M | CN¥216M | -CN¥108M | CN¥449M |
| Capital expenditure | CN¥986M | CN¥1.03B | CN¥369M | CN¥497M | CN¥404M |
| Total debt | CN¥2.31B | CN¥1.55B | CN¥1.47B | CN¥1.63B | CN¥1.32B |
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 |
|---|---|---|---|---|---|---|
| Guangxi Yuegui Guangye 000833.SZ | $2.19B | -46% | +67% | 30% | 9.6× | 2.1% |
| Cofco Sugar 600737.SS | $3.94B | -18% | -29% | 6% | 22.9× | n/a |
| Guangxi Rural Investment Sugar Industry 000911.SZ | n/a | -19% | n/a | n/a | n/a | 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 | 000833.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.2% | -2.9% | 3rd lowest of 21 |
| 6-month return | -46.3% | -8.4% | lowest of 21 |
| Distance from 52-week high | -46.3% | -24.4% | 3rd lowest of 21 |
| Revenue growth (TTM) | +67.2% | -0.5% | highest of 21 |
| Operating margin | 29.9% | 4.7% | 2nd highest of 21 |
| Forward P/E | 9.6× | 20.1× | 3rd cheapest of 14 |
| Growth the price implies (Req g, 7 yrs) | 2.1% | 0.9% | 7th most demanding of 14 |
| Growth delivered (Del g) | -0.9% | +12.9% | lowest of 14 |
| Hurdle (Req g minus delivered) | +3.0 pp | -11.3 pp | 3rd most demanding of 14 |
| ROIC minus cost of capital | +11.2 pp | -1.7 pp | 3rd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangxi Yuegui Guangye 000833.SZ | China | $2.19B | -46% | +67% | 30% | 9.6× | 2.1% | -0.9% |
| Trulieve Cannabis TRLV | United States | $2.23B | +31% | -4% | 14% | 31.1× | 13.5% | +17.8% |
| Lien Hwa Industrial 1229.TW | Taiwan | $2.12B | -6% | -3% | 9% | n/a | 21.5% | +7.3% |
| B.F BFG.MI | Italy | $2.29B | +56% | +30% | -2% | 84.3× | n/a | n/a |
| AWL Agri Business AWL.NS | India | $2.30B | -21% | +18% | 2% | 17.6× | 13.4% | +15.0% |
| Genus GNS.L | United Kingdom | $2.07B | +5% | -2% | 13% | 23.0× | 17.9% | +2.8% |
| Fuji Oil 2607.T | Japan | $2.46B | +36% | +10% | 5% | 15.2× | 0.9% | +16.2% |
| Curaleaf CURA.TO | Canada | $2.50B | -18% | +5% | 1% | n/a | n/a | n/a |
| Bumitama Agri P8Z.SI | Singapore | $1.87B | -25% | +9% | 25% | 9.0× | -15.2% | +12.9% |
| Beijing Dbn Technology 002385.SZ | China | $1.86B | -23% | -1% | -6% | n/a | n/a | n/a |
| Yunnan Shennong Agricultural Industry 605296.SS | China | $2.60B | +10% | +2% | -19% | n/a | n/a | n/a |
| BioMar Group A/S BIOMAR.CO | Denmark | $1.83B | -37% | 0% | 6% | 13.0× | -2.0% | -0.5% |
| Uie UIE.CO | Denmark | $1.81B | +5% | +12% | 37% | n/a | -13.0% | +13.1% |
| Golden Agri-Resources E5H.SI | Singapore | $2.68B | -18% | +9% | 6% | 4.2× | -13.7% | +11.6% |
| Yuan Longping High-Tech Agriculture 000998.SZ | China | $1.77B | -11% | -5% | 5% | 46.5× | n/a | n/a |
| Jiangsu Provincial Agricultural Reclamation & Dev 601952.SS | China | $1.72B | -16% | -5% | 4% | 20.1× | -2.2% | +3.2% |
| Tecon Biology 002100.SZ | China | $1.72B | +6% | -8% | -5% | n/a | n/a | n/a |
| Schouw & SCHO.CO | Denmark | $2.90B | +30% | -1% | 4% | 15.1× | -3.3% | +9.9% |
| Shenzhen Agricultural Products 000061.SZ | China | $1.63B | -22% | -22% | 12% | 26.1× | 4.2% | +15.6% |
| Jiangsu Lihua Animal Husbandry 300761.SZ | China | $2.94B | +2% | +7% | 3% | 29.1× | 4.0% | +16.8% |
| Cal-Maine Foods CALM | United States | $3.02B | -15% | -43% | 1% | n/a | n/a | n/a |