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← CockpitCompetitor Analysis › 002258.SZ Lier Chemical Co., Ltd. Class AOpen in the cockpit ↗

Lier Chemical Co., Ltd. Class A002258.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Agricultural

Chinese agrochemical producer known for glufosinate herbicide and other pesticide active ingredients.

Momentum leader 94
Mkt cap
$1.85B
US dollars, full cap
Free float
57%
of shares outstanding
$/day
$36.7M
20-day average traded
Fwd P/E
21.0×
forward earnings
ROIC−WACC
+1.2 pp
WACC 6.3%
Hurdle
n/a
no reverse DCF
Next earnings
115 days
1 Mar 2027
Close · CNYCN¥15.45
1D0.0%
1W+11.2%
1M+12.6%
3M+5.2%
6M+19.8%
YTD+18.4%
1Y+27.4%
ATR %3.9%
52w lowhigh14.4% off high

What Lier Chemical does

Chinese agrochemical producer known for glufosinate herbicide and other pesticide active ingredients.

Products and services

  • Glufosinate herbicide
  • Other pesticide active ingredients

Customers

  • Agrochemical distributors
  • Export markets

Where it sits in the supply chain

  • Materials
  • Agricultural chemicals
  • Herbicides

What could go right

  • Global glufosinate demand as glyphosate alternative

What could go wrong

  • Herbicide commodity pricing cycles

Moat: none (scale). Commodity herbicide producer competing on production scale and cost.

Headquarters: Deyang, China · Employees: 5,924

Named competitors

Lier Chemical at a glance

Size Lier Chemical (002258.SZ) is a China Materials company (Chemicals: Agricultural) with a market value of $1.85B, the 1355th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥15.45 on 6 Nov 2026.

Performance Over six months the shares gained 19.8%, against -28.8% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 6.4% over the last twelve months (peer median +5.5%); the operating margin is 7.7% (peer median 8.1%).

Valuation It trades at 21.0× forward earnings against a peer median of 15.2× (6th most expensive of 18).

Capital Return on invested capital runs 1.2 points above its cost of capital (6.3% WACC).

Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026002258.SZ 122Peer median 71
Six months, rebased to 100: Lier Chemical against the median of its 20 peers (local-currency closes).

Lier Chemical financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥9.40BCN¥9.00BCN¥7.31BCN¥7.85BCN¥10.1B
Revenue growth—+23%-7%-23%—
Gross profitCN¥2.45BCN¥1.55BCN¥1.04BCN¥1.74BCN¥3.15B
EBITDAn/aCN¥1.74BCN¥1.13BCN¥1.52BCN¥2.92B
Net incomeCN¥444MCN¥479MCN¥215MCN¥604MCN¥1.81B
Free cash flow-CN¥205MCN¥213M-CN¥870M-CN¥1.03BCN¥388M
Capital expenditureCN¥1.35BCN¥1.08BCN¥1.18BCN¥1.97BCN¥2.21B
Total debtCN¥5.47BCN¥4.81BCN¥4.77BCN¥3.73BCN¥2.48B

Quarterly statements and history in the cockpit →

Lier Chemical competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%-20%-10%0%+10%002312600596SUMICHEM002539TATACHEMATUL000422BAYERCROPPARADEEPDEEPAKFERT1866002170301035002217002004000155000902603299002588002258.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Lier Chemical is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%+100%25×50×75×002312600596SUMICHEM002539TATACHEMATUL000422BAYERCROPPARADEEPDEEPAKFERT1866002170000155002588002258.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lier Chemical is the large dot.

Lier Chemical competitors and peer comparison

Head to head with its named competitors (002258.SZ vs 600486.SS vs 600596.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Lier Chemical 002258.SZ$1.85B+20%+6%8%21.0×n/a
Jiangsu Yangnong Chemical 600486.SS$3.42B-22%+3%13%16.2×0.8%
Zhejiang Xinan Chemical Industrial 600596.SS$1.75B-31%+5%2%22.9×12.4%

How Lier Chemical compares with its peers

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.

Lier Chemical against its 20 peers (data as of 6 Nov 2026)
Measure002258.SZPeer medianRank in peer set
1-month return+12.6%-8.9%highest of 21
6-month return+19.8%-28.8%highest of 21
Distance from 52-week high-14.4%-34.5%highest of 21
Revenue growth (TTM)+6.4%+5.5%9th highest of 21
Operating margin7.7%8.1%10th lowest of 21
Forward P/E21.0×15.2×6th most expensive of 18
ROIC minus cost of capital+1.2 pp+0.6 pp9th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Lier Chemical 002258.SZChina$1.85B+20%+6%8%21.0×n/an/a
Sichuan Development Lomon 002312.SZChina$1.93B-36%+5%6%35.0×8.2%+14.0%
Zhejiang Xinan Chemical Industrial 600596.SSChina$1.75B-31%+5%2%22.9×12.4%+3.1%
Sumitomo Chemical India SUMICHEM.NSIndia$1.74B-34%-3%18%28.1×23.4%+4.1%
Chengdu Wintrue 002539.SZChina$2.09B-24%+6%6%11.7×n/an/a
Tata Chemicals TATACHEM.NSIndia$1.64B-25%+2%3%85.9×n/an/a
Atul ATUL.NSIndia$1.63B-26%+18%12%19.7×18.2%+11.0%
Hubei Yihua Chemical Industry 000422.SZChina$1.60B-42%+15%5%15.2×n/an/a
Bayer Cropscience India BAYERCROP.NSIndia$1.58B-28%-5%15%19.5×16.1%+5.9%
Paradeep Phosphates PARADEEP.NSIndia$1.57B+12%+31%7%17.6×n/an/a
Deepak Fertilisers and Petrochemicals DEEPAKFERT.NSIndia$1.54B-14%+14%13%10.1×n/an/a
China XLX Fertiliser 1866.HKHong Kong$1.51B-27%+24%8%6.7×n/an/a
Shenzhen Batian Ecological Technique 002170.SZChina$1.44B-29%+3%23%7.1×-8.1%+18.8%
Shandong Weifang Rainbow Chemical 301035.SZChina$2.42B-32%+6%12%14.9×-0.1%+15.0%
Holitech Technology 002217.SZChina$1.41B-58%+17%2%n/a45.7%-37.1%
Huapont Life Sciences 002004.SZChina$1.39B-5%-6%11%n/a-8.7%+1.1%
Sichuan New Energy Power 000155.SZChina$2.54B-47%+98%32%12.9×n/an/a
Sichuan Hebang Biotechnology 603077.SSChina$2.59B-30%-24%-1%n/an/an/a
YONFER Agricultural Technology 000902.SZChina$2.69B-2%+15%11%11.4×n/an/a
Jiang Su Suyan Jingshen 603299.SSChina$1.28B-18%-5%5%25.9×n/an/a
Stanley Agricultural 002588.SZChina$1.27B-33%+3%8%8.8×n/an/a

Questions

Who are Lier Chemical's main competitors?
Named competitors: Jiangsu Yangnong Chemical (600486.SS), Zhejiang Xinan Chemical (600596.SS). The cockpit's measured peer set (industry) also includes Sichuan Development Lomon (002312.SZ), Zhejiang Xinan Chemical Industrial (600596.SS), Sumitomo Chemical India (SUMICHEM.NS), Chengdu Wintrue (002539.SZ), Tata Chemicals (TATACHEM.NS), Atul (ATUL.NS).
Is Lier Chemical expensive compared with its peers?
On forward p/e it trades at 21.0× against a peer median of 15.2×, 6th most expensive of 18 in its peer set.
How has Lier Chemical stock performed?
Over six months to 6 Nov 2026 the shares returned +19.8% against -28.8% for the median peer; over one year +27.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.