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Chinese maker of gear reducers and transmission equipment, with an investment stake in battery cathode materials.
Chinese maker of gear reducers and transmission equipment, with an investment stake in battery cathode materials.
Sells reducers and drive trains to machine makers, paid per unit and competing on engineering support, so volume follows industrial investment. Its battery-materials stake is a separate holding rather than part of its factory business.
Moat: narrow (installed base). Established reducer manufacturing base, though battery-materials diversification is a separate, less-proven business.
Headquarters: Ningbo, China · Employees: 1,857
Size Ningbo Donly (002164.SZ) is a China Industrials company (Industrial Machinery) with a market value of $1.49B, the 1645th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥18.68 on 6 Nov 2026.
Performance Over six months the shares gained 48.7%, against -30.5% for the median peer and -16.4% for the China market (cap-weighted) — highest of 20 in its peer set.
Growth Revenue grew 5.4% over the last twelve months (peer median +14.4%); the operating margin is 5.3% (peer median 10.6%).
Valuation It trades at 6.6× enterprise value to sales against a peer median of 2.3× (5th most expensive of 21).
Capital Return on invested capital runs 0.0 points below its cost of capital (6.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.57B | CN¥1.46B | CN¥1.46B | CN¥1.48B | CN¥1.46B |
| Revenue growth | — | 0% | -1% | +1% | — |
| Gross profit | CN¥430M | CN¥325M | CN¥271M | CN¥272M | CN¥328M |
| EBITDA | n/a | CN¥180M | CN¥142M | CN¥127M | CN¥149M |
| Net income | CN¥219M | CN¥196M | CN¥45.9M | CN¥40.4M | CN¥328M |
| Free cash flow | -CN¥212M | -CN¥75.5M | CN¥108M | CN¥32.2M | -CN¥40.3M |
| Capital expenditure | CN¥378M | CN¥246M | CN¥114M | CN¥24.5M | CN¥25.2M |
| Total debt | CN¥631M | CN¥403M | CN¥326M | CN¥367M | CN¥315M |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Ningbo Donly 002164.SZ | $1.49B | +49% | +5% | 5% | 6.6× | n/a |
| Jiangsu Guomao Reducer 603915.SS | $1.37B | -11% | +11% | 9% | 2.6× | 16.3% |
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 | 002164.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +45.6% | -13.1% | highest of 21 |
| 6-month return | +48.7% | -30.5% | highest of 20 |
| Distance from 52-week high | -5.8% | -50.7% | highest of 21 |
| Revenue growth (TTM) | +5.4% | +14.4% | 5th lowest of 21 |
| Operating margin | 5.3% | 10.6% | 6th lowest of 21 |
| EV / Sales | 6.6× | 2.3× | 5th most expensive of 21 |
| ROIC minus cost of capital | -0.0 pp | -2.5 pp | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ningbo Donly 002164.SZ | China | $1.49B | +49% | +5% | 5% | 6.6× | n/a | n/a |
| Interroll INRN.SW | Switzerland | $1.47B | -11% | +2% | 13% | 1.9× | 1.4% | -0.6% |
| Crompton Greaves Consumer Electricals CROMPTON.NS | India | $1.47B | -26% | +12% | 8% | 1.6× | 20.5% | +11.0% |
| Changzheng Engineering Technology 603698.SS | China | $1.51B | -57% | -4% | 7% | 2.7× | n/a | n/a |
| LU-VE LUVE.MI | Italy | $1.47B | -13% | +8% | 10% | 2.2× | 14.5% | +8.6% |
| Jiangsu Huahong Technology Stock 002645.SZ | China | $1.52B | -38% | +57% | 5% | 1.0× | n/a | n/a |
| Rokae (Shandong) Robotics 3752.HK | Hong Kong | $1.52B | n/a | +105% | -5% | 16.3× | n/a | n/a |
| Goodwin GDWN.L | United Kingdom | $1.46B | +16% | +2% | 13% | 15.7× | 47.7% | -12.1% |
| Shenzhen Qiangrui Precision Technology 301128.SZ | China | $1.46B | -47% | +56% | 10% | 4.0× | n/a | n/a |
| Hongyuan Green Energy 603185.SS | China | $1.46B | -34% | +14% | -15% | 1.3× | n/a | n/a |
| Qinchuan Machine Tool & Tool Group Share 000837.SZ | China | $1.46B | -14% | +8% | -4% | 2.3× | n/a | n/a |
| Jirfine Intelligent Equipment 301603.SZ | China | $1.53B | -12% | +43% | 15% | 3.0× | 28.5% | +26.7% |
| CKD 6407.T | Japan | $1.54B | -40% | +11% | 14% | 1.4× | 12.4% | +8.1% |
| Zhuzhou Huarui Precision Cutting Tools 688059.SS | China | $1.44B | -33% | +23% | 36% | 8.4× | n/a | n/a |
| Test Research 3030.TW | Taiwan | $1.44B | -51% | +32% | 40% | 4.6× | -2.5% | +11.3% |
| Wasion 3393.HK | Hong Kong | $1.43B | -59% | +22% | 16% | 1.1× | -11.3% | +19.7% |
| Ningbo Haitian Precision Machinery 601882.SS | China | $1.56B | -1% | +19% | 11% | 2.4× | 12.8% | +15.6% |
| Helios Technologies HLIO | United States | $1.56B | -30% | +14% | 13% | 2.1× | 11.2% | +9.9% |
| Okuma 6103.T | Japan | $1.56B | -16% | +15% | 9% | 0.9× | n/a | n/a |
| Quick Intelligent Equipment 603203.SS | China | $1.57B | -12% | +20% | 21% | 7.6× | 28.7% | +15.2% |
| Shanghai Highly (Group) 600619.SS | China | $1.57B | -33% | +3% | 3% | 0.8× | 8.6% | +13.1% |