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Chinese company spanning pharmaceuticals and agrochemical/chemical manufacturing, having pivoted from its original pesticide business into life sciences.
Chinese company spanning pharmaceuticals and agrochemical/chemical manufacturing, having pivoted from its original pesticide business into life sciences.
Moat: none. Diversified holding spanning pharma and chemicals without a clear single-business moat.
Headquarters: Wuhan, China · Employees: 11,950
Size Huapont Life Sciences (002004.SZ) is a China Materials company (Chemicals: Agricultural) with a market value of $1.39B, the 1745th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.70 on 6 Nov 2026.
Performance Over six months the shares fell 5.4%, against -25.7% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 5.6% over the last twelve months (peer median +9.7%); the operating margin is 11.3% (peer median 7.7%).
Valuation It trades at 1.8× enterprise value to sales against a peer median of 1.6× (10th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.5 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥11.1B | CN¥11.5B | CN¥11.6B | CN¥11.5B | CN¥13.2B |
| Revenue growth | — | -1% | +1% | -12% | — |
| Gross profit | CN¥4.91B | CN¥3.92B | CN¥3.66B | CN¥4.19B | CN¥5.06B |
| EBITDA | n/a | CN¥2.51B | CN¥2.09B | CN¥2.26B | CN¥2.71B |
| Net income | CN¥572M | CN¥713M | -CN¥299M | CN¥302M | CN¥433M |
| Free cash flow | CN¥2.09B | CN¥1.60B | CN¥872M | CN¥436M | CN¥1.50B |
| Capital expenditure | CN¥541M | CN¥638M | CN¥956M | CN¥1.28B | CN¥1.13B |
| Total debt | CN¥7.79B | CN¥8.14B | CN¥9.74B | CN¥9.81B | CN¥9.20B |
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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 | 002004.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.1% | -8.3% | highest of 21 |
| 6-month return | -5.4% | -25.7% | 3rd highest of 21 |
| Distance from 52-week high | -22.7% | -34.7% | 4th highest of 21 |
| Revenue growth (TTM) | -5.6% | +9.7% | lowest of 21 |
| Operating margin | 11.3% | 7.7% | 9th highest of 21 |
| EV / Sales | 1.8× | 1.6× | 10th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | -8.7% | 0.0% | 2nd least demanding of 12 |
| Growth delivered (Del g) | +1.1% | +6.9% | 2nd lowest of 12 |
| Hurdle (Req g minus delivered) | -9.8 pp | -3.5 pp | 6th least demanding of 12 |
| ROIC minus cost of capital | +1.5 pp | +0.2 pp | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Huapont Life Sciences 002004.SZ | China | $1.39B | -5% | -6% | 11% | 1.8× | -8.7% | +1.1% |
| Holitech Technology 002217.SZ | China | $1.41B | -58% | +17% | 2% | 5.1× | 45.7% | -37.1% |
| Shenzhen Batian Ecological Technique 002170.SZ | China | $1.44B | -29% | +3% | 23% | 2.1× | -8.1% | +18.8% |
| China XLX Fertiliser 1866.HK | Hong Kong | $1.51B | -27% | +24% | 8% | 1.1× | n/a | n/a |
| Jiang Su Suyan Jingshen 603299.SS | China | $1.28B | -18% | -5% | 5% | 2.0× | n/a | n/a |
| Stanley Agricultural 002588.SZ | China | $1.27B | -33% | +3% | 8% | 0.8× | n/a | n/a |
| Deepak Fertilisers and Petrochemicals DEEPAKFERT.NS | India | $1.54B | -14% | +14% | 13% | 1.2× | n/a | n/a |
| Shenzhen Noposion Crop Science 002215.SZ | China | $1.25B | -23% | +12% | 13% | 2.1× | -3.9% | +6.9% |
| Paradeep Phosphates PARADEEP.NS | India | $1.57B | +12% | +31% | 7% | 1.0× | n/a | n/a |
| Bayer Cropscience India BAYERCROP.NS | India | $1.58B | -28% | -5% | 15% | 2.7× | 16.1% | +5.9% |
| Hubei Yihua Chemical Industry 000422.SZ | China | $1.60B | -42% | +15% | 5% | 1.5× | n/a | n/a |
| E.I.D.-Parry (India) EIDPARRY.NS | India | $1.21B | -24% | +16% | 7% | 0.3× | n/a | n/a |
| Atul ATUL.NS | India | $1.63B | -26% | +18% | 12% | 2.0× | 18.2% | +11.0% |
| Tata Chemicals TATACHEM.NS | India | $1.64B | -25% | +2% | 3% | 1.0× | n/a | n/a |
| Taiwan Fertilizer 1722.TW | Taiwan | $1.18B | -15% | +4% | -16% | 3.1× | 0.0% | +3.5% |
| CAC Nantong Chemical 301665.SZ | China | $1.17B | -26% | +27% | 13% | 1.6× | -1.7% | +11.9% |
| CVR Partners, LP UAN | United States | $1.16B | -13% | +7% | 21% | 2.4× | -10.5% | +11.6% |
| Sumitomo Chemical India SUMICHEM.NS | India | $1.74B | -34% | -3% | 18% | 4.8× | 23.4% | +4.1% |
| Zhejiang Xinan Chemical Industrial 600596.SS | China | $1.75B | -31% | +5% | 2% | 1.0× | 12.4% | +3.1% |
| Migao 9879.HK | Hong Kong | $1.08B | +16% | +27% | 8% | 1.3× | -2.8% | +23.4% |
| China BlueChemical 3983.HK | Hong Kong | $1.08B | -32% | +4% | 5% | n/a | n/a | n/a |