Loading…
Employees: 4,901
Size Mesnac (002073.SZ) is a China Industrials company (Industrial Machinery) with a market value of $923M, the 2462nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.01 on 6 Nov 2026.
Performance Over six months the shares fell 11.2%, against -14.7% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 20 in its peer set.
Growth Revenue grew 17.8% over the last twelve months (peer median +11.2%); the operating margin is 4.4% (peer median 7.8%).
Valuation It trades at 14.7× forward earnings against a peer median of 19.3× (4th cheapest of 12).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is -25 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.3 points above its cost of capital (6.4% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥9.37B | CN¥8.14B | CN¥7.17B | CN¥5.63B | CN¥5.72B |
| Revenue growth | — | +14% | +27% | -2% | — |
| Gross profit | CN¥2.20B | CN¥1.59B | CN¥1.60B | CN¥1.40B | CN¥1.10B |
| EBITDA | n/a | CN¥759M | CN¥851M | CN¥638M | CN¥347M |
| Net income | CN¥395M | CN¥403M | CN¥506M | CN¥333M | CN¥203M |
| Free cash flow | CN¥48.6M | CN¥124M | CN¥668M | -CN¥224M | -CN¥27.5M |
| Capital expenditure | CN¥328M | CN¥295M | CN¥297M | CN¥526M | CN¥454M |
| Total debt | CN¥3.69B | CN¥4.04B | CN¥3.60B | CN¥3.50B | CN¥3.04B |
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.
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 | 002073.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.2% | -5.7% | 3rd highest of 21 |
| 6-month return | -11.2% | -14.7% | 9th highest of 20 |
| Distance from 52-week high | -35.5% | -38.6% | 10th highest of 21 |
| Revenue growth (TTM) | +17.8% | +11.2% | 8th highest of 21 |
| Operating margin | 4.4% | 7.8% | 8th lowest of 21 |
| Forward P/E | 14.7× | 19.3× | 4th cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | -3.2% | 8.8% | 3rd least demanding of 12 |
| Growth delivered (Del g) | +21.6% | +13.9% | 4th highest of 12 |
| Hurdle (Req g minus delivered) | -24.8 pp | -5.2 pp | 4th least demanding of 12 |
| ROIC minus cost of capital | +1.3 pp | -2.8 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mesnac 002073.SZ | China | $923M | -11% | +18% | 4% | 14.7× | -3.2% | +21.6% |
| Dynamatic Technologies DYNAMATECH.NS | India | $922M | +3% | +17% | 7% | 88.0× | n/a | n/a |
| Qingdao Gaoce Technology 688556.SS | China | $922M | -45% | +5% | -17% | n/a | 8.8% | +37.4% |
| Galilei 6420.T | Japan | $925M | -3% | +4% | 13% | 10.7× | n/a | n/a |
| Tianjin Motor Dies 002510.SZ | China | $918M | -10% | +5% | -1% | n/a | 33.8% | +12.2% |
| Graham GHM | United States | $916M | -21% | +21% | 7% | 44.8× | n/a | n/a |
| Kitz 6498.T | Japan | $915M | -21% | +8% | 8% | 10.1× | 4.3% | +9.5% |
| Shanghai SK Automation Technology 688155.SS | China | $936M | -53% | +56% | 15% | 17.6× | 5.3% | +43.3% |
| Unimech Aerospace & Manufacturing UNIMECH.NS | India | $937M | +63% | +40% | 27% | 61.6× | n/a | n/a |
| Shenzhen Dobot 2432.HK | Hong Kong | $937M | -50% | +67% | -33% | n/a | n/a | n/a |
| Shanghai Seer Intelligent Technology 6106.HK | Hong Kong | $940M | n/a | +30% | -12% | n/a | n/a | n/a |
| Jiangyin Hengrun Heavy Industries 603985.SS | China | $942M | -45% | -20% | 9% | n/a | n/a | n/a |
| Banco Products (India) BANCOINDIA.NS | India | $905M | -7% | +22% | 14% | n/a | 24.8% | +20.6% |
| Sinoseal 300470.SZ | China | $903M | -18% | +1% | 20% | 14.9× | -0.7% | +13.9% |
| Zhejiang Jinggong Integration Technology 002006.SZ | China | $946M | -31% | -12% | 5% | 21.6× | 28.8% | +9.6% |
| SUSS MicroTec SMHN.DE | Germany | $948M | -53% | -15% | 9% | 35.8× | 24.2% | +14.8% |
| Trican Well Service TCW.TO | Canada | $899M | -10% | +15% | 14% | 9.3× | -11.5% | +22.5% |
| Zhejiang Taitan 003036.SZ | China | $953M | -10% | +14% | 2% | n/a | n/a | n/a |
| Shanghai Shibei Hi-Tech 600604.SS | China | $960M | -13% | -26% | 4% | n/a | 15.1% | -1.7% |
| KraussMaffei 600579.SS | China | $888M | -15% | -22% | 0% | n/a | n/a | n/a |
| Chang Wah Electromaterials 8070.TW | Taiwan | $965M | -10% | +19% | 12% | 19.3× | -6.6% | +3.3% |