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One of China's largest poultry-breeding companies, supplying grandparent/parent broiler-chicken breeding stock.
One of China's largest poultry-breeding companies, supplying grandparent/parent broiler-chicken breeding stock.
Sells breeding birds and day-old chicks, whose prices swing with chicken-meat supply, so profit follows the poultry cycle. A small number of large integrated producers account for much of the demand.
Moat: narrow (IP / patents, installed base). Controls upstream breeding-stock genetics that downstream broiler farms depend on.
Headquarters: Weifang, Shandong, China · Employees: 6,769
Size Shandong Yisheng Livestock & Poultry Breeding (002458.SZ) is a China Consumer Staples company (Agricultural Commodities/Milling) with a market value of $1.54B, the 1602nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.27 on 6 Nov 2026.
Performance Over six months the shares fell 15.7%, against -5.4% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue grew 15.2% over the last twelve months (peer median +1.4%); the operating margin is 17.4% (peer median 5.4%).
Valuation It trades at 18.2× forward earnings against a peer median of 12.7× (6th most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.4 points above its cost of capital (8.8% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.47B | CN¥2.95B | CN¥3.14B | CN¥3.22B | CN¥2.11B |
| Revenue growth | — | -6% | -3% | +53% | — |
| Gross profit | CN¥1.16B | CN¥478M | CN¥877M | CN¥969M | -CN¥33.2M |
| EBITDA | n/a | CN¥571M | CN¥898M | CN¥966M | CN¥3.53M |
| Net income | CN¥577M | CN¥165M | CN¥504M | CN¥541M | -CN¥367M |
| Free cash flow | CN¥536M | CN¥249M | CN¥160M | CN¥437M | -CN¥212M |
| Capital expenditure | CN¥343M | CN¥313M | CN¥594M | CN¥567M | CN¥302M |
| Total debt | CN¥1.86B | CN¥1.88B | CN¥2.17B | CN¥1.37B | CN¥2.38B |
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 | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Shandong Yisheng Livestock & Poultry Breeding 002458.SZ | $1.54B | -16% | +15% | 17% | 18.2× | 6.3% |
| Fujian Sunner Development 002299.SZ | $3.28B | -7% | +13% | 5% | 19.1× | -1.0% |
| Wen's Foodstuff 300498.SZ | $16.7B | +2% | -5% | -4% | n/a | n/a |
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 | 002458.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.9% | -4.4% | 5th lowest of 21 |
| 6-month return | -15.7% | -5.4% | 9th lowest of 20 |
| Distance from 52-week high | -33.9% | -24.2% | 7th lowest of 21 |
| Revenue growth (TTM) | +15.2% | +1.4% | 2nd highest of 21 |
| Operating margin | 17.4% | 5.4% | 4th highest of 21 |
| Forward P/E | 18.2× | 12.7× | 6th most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 6.3% | 1.1% | 5th most demanding of 11 |
| Growth delivered (Del g) | +11.1% | +12.5% | 5th lowest of 11 |
| Hurdle (Req g minus delivered) | -4.7 pp | -3.4 pp | 6th least demanding of 11 |
| ROIC minus cost of capital | +3.4 pp | -1.7 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shandong Yisheng Livestock & Poultry Breeding 002458.SZ | China | $1.54B | -16% | +15% | 17% | 18.2× | 6.3% | +11.1% |
| LT Foods LTFOODS.NS | India | $1.55B | -3% | +24% | 8% | 12.8× | 25.7% | +18.2% |
| Balrampur Chini Mills BALRAMCHIN.NS | India | $1.50B | +28% | +11% | 9% | 19.5× | n/a | n/a |
| Liuliumei 6658.HK | Hong Kong | $1.58B | n/a | +6% | 12% | n/a | n/a | n/a |
| Kernel KER.WA | Poland | $1.47B | 0% | -1% | 5% | 5.4× | 8.0% | -5.4% |
| Shenzhen Agricultural Products 000061.SZ | China | $1.63B | -22% | -22% | 12% | 26.1× | 4.2% | +15.6% |
| Tecon Biology 002100.SZ | China | $1.72B | +6% | -8% | -5% | n/a | n/a | n/a |
| China Modern Dairy 1117.HK | Hong Kong | $1.37B | +3% | +5% | -15% | 12.5× | n/a | n/a |
| Jiangsu Provincial Agricultural Reclamation & Dev 601952.SS | China | $1.72B | -16% | -5% | 4% | 20.1× | -2.2% | +3.2% |
| Beijing Shunxin Agriculture 000860.SZ | China | $1.36B | -4% | -20% | -5% | n/a | n/a | n/a |
| Yuan Longping High-Tech Agriculture 000998.SZ | China | $1.77B | -11% | -5% | 5% | 46.5× | n/a | n/a |
| Uie UIE.CO | Denmark | $1.81B | +5% | +12% | 37% | n/a | -13.0% | +13.1% |
| Adecoagro AGRO | United States | $1.30B | -31% | +7% | 2% | 5.3× | 37.5% | +12.1% |
| BioMar Group A/S BIOMAR.CO | Denmark | $1.83B | -37% | 0% | 6% | 13.0× | -2.0% | -0.5% |
| Del Monte DMC | United States | $1.29B | -27% | +1% | 4% | 12.1× | n/a | n/a |
| Great Wall Enterprise 1210.TW | Taiwan | $1.28B | -4% | +2% | 4% | 12.0× | n/a | n/a |
| Beijing Dbn Technology 002385.SZ | China | $1.86B | -23% | -1% | -6% | n/a | n/a | n/a |
| Bumitama Agri P8Z.SI | Singapore | $1.87B | -25% | +9% | 25% | 9.0× | -15.2% | +12.9% |
| Godrej Agrovet GODREJAGRO.NS | India | $1.23B | +3% | +9% | 6% | 21.7× | 15.1% | +10.3% |
| M.P. Evans MPE.L | United Kingdom | $1.20B | -5% | +1% | 39% | 9.7× | -9.7% | +15.6% |
| Leshan Giantstar Farming & Husbandry 603477.SS | China | $1.19B | -19% | -2% | -15% | n/a | n/a | n/a |