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Employees: 1,852
Size Dymatic Chemicals (002054.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $465M, the 4040th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.43 on 6 Nov 2026.
Performance Over six months the shares fell 25.5%, against -16.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 20.8% over the last twelve months (peer median +8.6%); the operating margin is 7.5% (peer median 1.4%).
Valuation It trades at 1.7× enterprise value to sales against a peer median of 1.2× (5th most expensive 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 +13%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.7 points above its cost of capital (5.4% WACC).
Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.61B | CN¥2.95B | CN¥2.94B | CN¥3.04B | CN¥3.05B |
| Revenue growth | — | 0% | -3% | 0% | — |
| Gross profit | CN¥1.32B | CN¥728M | CN¥592M | CN¥603M | CN¥510M |
| EBITDA | n/a | CN¥454M | CN¥342M | CN¥196M | CN¥158M |
| Net income | CN¥186M | CN¥118M | CN¥61.0M | CN¥30.3M | CN¥86.4M |
| Free cash flow | CN¥126M | CN¥177M | -CN¥73.9M | -CN¥460M | -CN¥243M |
| Capital expenditure | CN¥228M | CN¥246M | CN¥382M | CN¥457M | CN¥644M |
| Total debt | CN¥2.61B | CN¥2.71B | CN¥2.91B | CN¥2.85B | CN¥2.47B |
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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 | 002054.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.1% | -11.8% | 9th highest of 21 |
| 6-month return | -25.5% | -16.3% | 9th lowest of 21 |
| Distance from 52-week high | -46.8% | -39.0% | 8th lowest of 21 |
| Revenue growth (TTM) | +20.8% | +8.6% | 4th highest of 21 |
| Operating margin | 7.5% | 1.4% | 5th highest of 21 |
| EV / Sales | 1.7× | 1.2× | 5th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | -0.8% | 15.5% | 5th least demanding of 14 |
| Growth delivered (Del g) | +12.9% | +5.6% | 4th highest of 14 |
| Hurdle (Req g minus delivered) | -13.7 pp | -5.2 pp | 2nd least demanding of 14 |
| ROIC minus cost of capital | +0.7 pp | -6.0 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Dymatic Chemicals 002054.SZ | China | $465M | -25% | +21% | 8% | 1.7× | -0.8% | +12.9% |
| Kente Catalysts 603120.SS | China | $465M | +6% | +9% | 12% | 3.9× | 18.3% | -8.9% |
| Lee & Man Chemical 0746.HK | Hong Kong | $465M | -9% | +3% | 18% | 1.1× | -8.5% | +3.9% |
| Nantong Jiangtian Chemical 300927.SZ | China | $463M | -29% | +51% | 5% | 1.7× | 18.0% | +29.0% |
| JSP 7942.T | Japan | $462M | +29% | +14% | 8% | 0.5× | -4.0% | +7.2% |
| FuJian Nox Bellcow 300132.SZ | China | $459M | -37% | +18% | 7% | 1.0× | 3.1% | -10.5% |
| Ho Tung Chemical 1714.TW | Taiwan | $459M | +67% | +36% | 10% | 0.5× | -17.3% | -1.5% |
| Braskem S.A. Sponsored ADR Pfd BAK | United States | $457M | -70% | -1% | 1% | 0.9× | n/a | n/a |
| Shaanxi Xinghua Chemistry 002109.SZ | China | $473M | -39% | +20% | -1% | 1.6× | 2.0% | +13.0% |
| Zhejiang Hisun Biomaterials 688203.SS | China | $473M | +16% | +47% | 4% | 2.5× | 16.5% | +26.6% |
| Valhi VHI | United States | $456M | +11% | +3% | 1% | 0.6× | 32.2% | +2.3% |
| Gujarat Alkalies & Chemicals GUJALKALI.NS | India | $476M | -23% | +7% | 2% | 1.0× | 39.8% | +12.5% |
| Shanghai Huide Science & Technology 603192.SS | China | $476M | -15% | +2% | 3% | 1.0× | 15.5% | +10.5% |
| Advansix ASIX | United States | $454M | -17% | +8% | -1% | 0.5× | 55.3% | +5.6% |
| Changhua Chemical Technology 301518.SZ | China | $452M | -45% | +17% | -2% | 1.2× | n/a | n/a |
| Tian Jin Bohai Chemical 600800.SS | China | $479M | -37% | -24% | -20% | 1.7× | n/a | n/a |
| Soulbrain 036830.KS | South Korea | $480M | -55% | +16% | -3% | 1.5× | n/a | n/a |
| Laxmi Organic Industries LXCHEM.NS | India | $480M | 0% | +5% | 6% | 1.4× | n/a | n/a |
| Jiangxi Chenguang New Materials 605399.SS | China | $482M | -30% | +15% | -9% | 2.8× | n/a | n/a |
| Renxin New Material 301395.SZ | China | $445M | -10% | +1% | -6% | 1.4× | n/a | n/a |
| UPC Technology 1313.TW | Taiwan | $445M | +4% | -1% | -23% | 0.2× | -2.6% | +2.5% |