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Sichuan-based industrial/chemicals company; specific product line not established from available knowledge (distinct from Lomon Billions titanium dioxide, ticker 002601).
Sichuan-based industrial/chemicals company; specific product line not established from available knowledge (distinct from Lomon Billions titanium dioxide, ticker 002601).
Moat: none
Headquarters: Sichuan, China · Employees: 6,578
Size Sichuan Development Lomon (002312.SZ) is a China Materials company (Chemicals: Agricultural) with a market value of $1.93B, the 1303rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.00 on 6 Nov 2026.
Performance Over six months the shares fell 36.1%, against -27.7% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 4.5% over the last twelve months (peer median +5.9%); the operating margin is 6.1% (peer median 8.1%).
Valuation It trades at 1.44× book value against a peer median of 1.50× (10th cheapest of 21).
Price implies The share price implies a return on equity of about 15.6%; Sichuan Development Lomon delivers -2.1%, so the price asks more than the business earns today.
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥9.94B | CN¥9.95B | CN¥8.17B | CN¥7.70B | CN¥10.0B |
| Revenue growth | — | +22% | +6% | -23% | — |
| Gross profit | CN¥1.86B | CN¥1.28B | CN¥1.12B | CN¥970M | CN¥2.04B |
| EBITDA | n/a | CN¥1.24B | CN¥1.07B | CN¥856M | CN¥1.78B |
| Net income | -CN¥199M | CN¥414M | CN¥533M | CN¥414M | CN¥1.07B |
| Free cash flow | CN¥437M | -CN¥238M | -CN¥238M | CN¥6.95M | CN¥718M |
| Capital expenditure | CN¥481M | CN¥752M | CN¥970M | CN¥826M | CN¥614M |
| Total debt | CN¥9.57B | CN¥7.65B | CN¥6.65B | CN¥6.09B | CN¥4.08B |
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 | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Sichuan Development Lomon 002312.SZ | $1.93B | -36% | +5% | -2% | 1.44× | 15.6% |
| Yunnan Yuntianhua 600096.SS | $7.17B | -28% | -19% | 16% | 1.85× | 16.7% |
| Hubei Xingfa Chemicals 600141.SS | $4.19B | -27% | +4% | 6% | 1.12× | 14.8% |
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 | 002312.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.2% | -8.3% | 6th lowest of 21 |
| 6-month return | -36.1% | -27.7% | 4th lowest of 21 |
| Return on equity | -2.1% | 11.0% | 2nd lowest of 21 |
| Price / book | 1.44× | 1.50× | 10th cheapest of 21 |
| ROE the price implies | 15.6% | 13.7% | 10th most demanding of 21 |
| ROE delivered | -2.1% | 11.1% | lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Sichuan Development Lomon 002312.SZ | China | $1.93B | -36% | +5% | -2% | 1.44× | 15.6% | -2.1% |
| Lier Chemical 002258.SZ | China | $1.85B | +20% | +6% | 6% | 1.53× | 11.6% | 5.6% |
| Chengdu Wintrue 002539.SZ | China | $2.09B | -24% | +6% | 11% | 1.41× | 12.0% | 10.7% |
| Zhejiang Xinan Chemical Industrial 600596.SS | China | $1.75B | -31% | +5% | 2% | 0.93× | 11.6% | 2.1% |
| Sumitomo Chemical India SUMICHEM.NS | India | $1.74B | -34% | -3% | 16% | 4.44× | 42.6% | 16.2% |
| Tata Chemicals TATACHEM.NS | India | $1.64B | -25% | +2% | -9% | 0.73× | 14.0% | n/a |
| Atul ATUL.NS | India | $1.63B | -26% | +18% | 12% | 2.34× | 29.8% | 12.3% |
| Hubei Yihua Chemical Industry 000422.SZ | China | $1.60B | -42% | +15% | 5% | 1.34× | 13.4% | 4.8% |
| Bayer Cropscience India BAYERCROP.NS | India | $1.58B | -28% | -5% | 24% | 4.68× | 51.8% | 23.6% |
| Paradeep Phosphates PARADEEP.NS | India | $1.57B | +12% | +31% | 13% | 2.07× | 27.0% | 12.5% |
| Deepak Fertilisers and Petrochemicals DEEPAKFERT.NS | India | $1.54B | -14% | +14% | 11% | 2.13× | 34.8% | n/a |
| Shandong Weifang Rainbow Chemical 301035.SZ | China | $2.42B | -32% | +6% | 12% | 2.11× | 19.1% | 11.6% |
| China XLX Fertiliser 1866.HK | Hong Kong | $1.51B | -27% | +24% | 12% | 0.95× | 8.1% | 12.4% |
| Sichuan New Energy Power 000155.SZ | China | $2.54B | -47% | +98% | 7% | 1.60× | 16.0% | 7.0% |
| Shenzhen Batian Ecological Technique 002170.SZ | China | $1.44B | -29% | +3% | 23% | 2.60× | 17.9% | 23.0% |
| Sichuan Hebang Biotechnology 603077.SS | China | $2.59B | -30% | -24% | -1% | 0.89× | 8.1% | -0.9% |
| Holitech Technology 002217.SZ | China | $1.41B | -58% | +17% | 0% | 5.01× | 42.8% | 0.5% |
| Huapont Life Sciences 002004.SZ | China | $1.39B | -5% | -6% | 6% | 0.92× | 6.4% | 5.8% |
| YONFER Agricultural Technology 000902.SZ | China | $2.69B | -2% | +15% | 13% | 1.48× | 8.5% | 13.2% |
| Jiang Su Suyan Jingshen 603299.SS | China | $1.28B | -18% | -5% | 4% | 1.06× | 5.9% | 4.0% |
| Stanley Agricultural 002588.SZ | China | $1.27B | -33% | +3% | 11% | 1.08× | 6.6% | 11.4% |