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Employees: 15,453
Size Lygend Resources And Technology (001246.SZ) is a China Materials company (Other Metals/Minerals) with a market value of $3.48B, the 741st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥30.04 on 6 Nov 2026.
Growth Revenue grew 27.9% over the last twelve months (peer median +23.5%); the operating margin is 19.1% (peer median 12.3%).
Valuation It trades at 8.9× forward earnings against a peer median of 17.8× (5th cheapest 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 +40%, so the hurdle is -46 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.4 points above its cost of capital (9.3% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥46.0B | CN¥39.2B | CN¥29.8B | CN¥21.2B | CN¥18.8B |
| Revenue growth | — | +32% | +41% | +13% | — |
| Gross profit | CN¥10.3B | CN¥7.52B | CN¥5.45B | CN¥3.40B | CN¥4.62B |
| EBITDA | CN¥10.3B | CN¥7.55B | CN¥5.29B | CN¥2.89B | CN¥4.17B |
| Net income | CN¥4.06B | CN¥2.78B | CN¥1.81B | CN¥1.06B | CN¥1.78B |
| Free cash flow | CN¥1.23B | CN¥762M | -CN¥1.90B | -CN¥4.11B | -CN¥2.22B |
| Capital expenditure | CN¥4.10B | CN¥4.67B | CN¥5.82B | CN¥6.80B | CN¥4.01B |
| Total debt | n/a | CN¥20.0B | CN¥13.9B | CN¥11.5B | CN¥6.24B |
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| Measure | 001246.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -43.9% | -17.0% | lowest of 21 |
| Distance from 52-week high | -64.6% | -56.4% | 5th lowest of 21 |
| Revenue growth (TTM) | +27.9% | +23.5% | 10th highest of 20 |
| Operating margin | 19.1% | 12.3% | 6th highest of 20 |
| Forward P/E | 8.9× | 17.8× | 5th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -5.9% | 0.4% | least demanding of 8 |
| Growth delivered (Del g) | +39.8% | +19.9% | highest of 8 |
| Hurdle (Req g minus delivered) | -45.7 pp | -10.2 pp | least demanding of 8 |
| ROIC minus cost of capital | +6.4 pp | -0.3 pp | 5th highest of 20 |
| EV / EBITDA | 4.0× | 5.6× | cheapest of 4 |
| Net debt / EBITDA | 0.9× | 0.6× | 2nd most indebted of 4 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lygend Resources And Technology 001246.SZ | China | $3.48B | n/a | +28% | 19% | 8.9× | -5.9% | +39.8% |
| Suzhou Kematek 301611.SZ | China | $3.48B | -36% | +18% | 15% | 128.5× | n/a | n/a |
| Shenzhen Zhongjin Lingnan Nonfemet 000060.SZ | China | $3.43B | -24% | +16% | 3% | 17.8× | n/a | n/a |
| Uranium Energy UEC | United States | $3.43B | -54% | -44% | -358% | n/a | n/a | n/a |
| GuoCheng Mining 000688.SZ | China | $3.57B | -60% | +193% | 50% | 11.2× | 3.3% | +39.6% |
| NGEx Minerals NGEX.TO | Canada | $3.37B | -15% | n/a | n/a | n/a | n/a | n/a |
| Zhejiang Wazam New Material 603186.SS | China | $3.33B | +79% | +60% | 14% | 58.0× | 24.9% | +13.9% |
| Hunan Silver 002716.SZ | China | $3.19B | -35% | +50% | 4% | n/a | n/a | n/a |
| Chuangxin Industries 2788.HK | Hong Kong | $3.82B | -43% | +23% | 23% | 5.3× | -0.8% | +8.9% |
| Chongyi Zhangyuan Tungsten 002378.SZ | China | $3.18B | -48% | +105% | 12% | n/a | n/a | n/a |
| Chengtun Mining 600711.SS | China | $3.84B | -39% | +28% | 12% | 7.4× | n/a | n/a |
| China Rare Earth Nonferrous Metals 600259.SS | China | $3.13B | -33% | -43% | 4% | 34.1× | n/a | n/a |
| Ningxia Orient Tantalum Industry 000962.SZ | China | $3.08B | -11% | +43% | 12% | 54.0× | n/a | n/a |
| Ero Copper ERO.TO | Canada | $3.03B | +10% | +106% | 40% | 5.9× | 0.4% | +20.4% |
| Sinomine Resource 002738.SZ | China | $4.06B | -59% | +18% | 31% | 11.1× | n/a | n/a |
| Shenghe Resources 600392.SS | China | $4.09B | -40% | +34% | 8% | 16.2× | n/a | n/a |
| North Copper 000737.SZ | China | $2.97B | -28% | +54% | 9% | n/a | -3.9% | +26.8% |
| Dazhong Mining 001203.SZ | China | $4.20B | -64% | +3% | 26% | 30.5× | n/a | n/a |
| Western Superconducting Technologies 688122.SS | China | $4.21B | -33% | -5% | 8% | 43.2× | 29.3% | +19.9% |
| Zhuzhou Smelter 600961.SS | China | $2.85B | -33% | +23% | 12% | 6.7× | -1.6% | +8.5% |
| Sichuan Hongda 600331.SS | China | $4.30B | -40% | 0% | -1% | 543.0× | n/a | n/a |