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← CockpitCompetitor Analysis › 002538.SZ Anhui Sierte Fertilizer Industry Co., Ltd. Class AOpen in the cockpit ↗

Anhui Sierte Fertilizer Industry Co., Ltd. Class A002538.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Agricultural
Momentum neutral 54
Mkt cap
$794M
US dollars, full cap
Free float
76%
of shares outstanding
$/day
$5.30M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-5.2 pp
WACC 9.9%
Hurdle
n/a
no reverse DCF
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥6.20
1D-0.5%
1W+7.3%
1M-6.8%
3M-9.4%
6M-15.4%
YTD-3.4%
1Y+15.0%
ATR %2.7%
52w lowhigh25.4% off high

What Anhui Sierte Fertilizer Industry does

Employees: 2,773

Anhui Sierte Fertilizer Industry at a glance

Size Anhui Sierte Fertilizer Industry (002538.SZ) is a China Materials company (Chemicals: Agricultural) with a market value of $794M, the 2780th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.20 on 6 Nov 2026.

Performance Over six months the shares fell 15.4%, against -22.9% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 8.8% over the last twelve months (peer median +5.8%); the operating margin is 3.4% (peer median 3.5%).

Valuation It trades at 1.0× enterprise value to sales against a peer median of 1.6× (5th cheapest of 21).

Capital Return on invested capital runs 5.2 points below its cost of capital (9.9% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026002538.SZ 85Peer median 78
Six months, rebased to 100: Anhui Sierte Fertilizer Industry against the median of its 20 peers (local-currency closes).

Anhui Sierte Fertilizer Industry financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.82BCN¥4.66BCN¥4.27BCN¥3.83BCN¥4.81B
Revenue growth—+9%+12%-20%—
Gross profitCN¥684MCN¥577MCN¥768MCN¥504MCN¥946M
EBITDAn/aCN¥390MCN¥544MCN¥346MCN¥808M
Net incomeCN¥146MCN¥165MCN¥312MCN¥131MCN¥531M
Free cash flow-CN¥167MCN¥231M-CN¥51.1M-CN¥92.4MCN¥977M
Capital expenditureCN¥476MCN¥236MCN¥177MCN¥76.1MCN¥79.4M
Total debtCN¥0CN¥0CN¥56.0MCN¥105MCN¥510M

Quarterly statements and history in the cockpit →

Anhui Sierte Fertilizer Industry 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

-50%0%+50%-40%-20%0%603395600227KRISHANA002734LXU002470300505FMCNUFMBAPL002749ODC000713OCI000525600389002538.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Anhui Sierte Fertilizer Industry is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%1×2×3×603395600227KRISHANA002734LXU002470300505FMCNUFMBAPL002749000713OCI000525600796600389002556RCFGSFC002538.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Anhui Sierte Fertilizer Industry is the large dot.

Anhui Sierte Fertilizer Industry competitors and peer comparison

How Anhui Sierte Fertilizer Industry 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.

Anhui Sierte Fertilizer Industry against its 20 peers (data as of 6 Nov 2026)
Measure002538.SZPeer medianRank in peer set
1-month return-6.8%-6.8%11th highest of 21
6-month return-15.4%-22.9%8th highest of 21
Distance from 52-week high-25.4%-36.1%5th highest of 21
Revenue growth (TTM)+8.8%+5.8%11th highest of 21
Operating margin3.4%3.5%11th highest of 21
EV / Sales1.0×1.6×5th cheapest of 21
ROIC minus cost of capital-5.2 pp-1.9 pp6th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Anhui Sierte Fertilizer Industry 002538.SZChina$794M-15%+9%3%1.0×n/an/a
CNSIG Anhui Hongsifang Fertilizer 603395.SSChina$798M-23%+3%0%1.6×n/an/a
Guizhou Chitianhua 600227.SSChina$803M-22%-2%-5%2.7×10.3%+2.4%
Krishana Phoschem KRISHANA.NSIndia$781M+79%+73%11%2.9×n/an/a
Limin 002734.SZChina$778M-37%-6%8%1.4×-1.2%+0.6%
LSB Industries LXUUnited States$763M-24%+13%11%1.6×-0.8%+11.9%
Kingenta Ecological Engineering 002470.SZChina$827M-39%+9%-5%1.1×n/an/a
Kunming Chuan Jin Nuo Chemical 300505.SZChina$838M-34%+14%10%1.4×n/an/a
FMC FMCUnited States$876M-58%-22%-21%1.6×-2.8%-5.7%
Nufarm NUF.AXAustralia$897M+40%-2%3%0.8×9.9%+5.2%
Madhya Bharat Agro Products MBAPL.NSIndia$944M+68%+48%10%4.8×n/an/a
Sichuan Guoguang Agrochemical 002749.SZChina$668M-24%-2%18%1.9×-8.5%+12.2%
Oil-Dri Corporation of America ODCUnited States$948M-9%+2%14%1.9×3.8%+10.1%
Sdic Fengle Seed 000713.SZChina$664M-15%+10%2%1.1×12.2%+3.4%
Oci OCI.ASNetherlands$967M+8%-81%-4%1.9×n/an/a
Nanjing Redsun 000525.SZChina$981M-10%+12%-2%2.7×12.2%-5.1%
Zhejiang Qianjiang Biochemical 600796.SSChina$629M-24%-2%11%3.2×7.8%-2.0%
Nantong Jiangshan Agrochemical & Chemicals 600389.SSChina$1.04B-44%+13%6%1.5×n/an/a
Anhui Huilong Agricultural Means of Production .Co 002556.SZChina$594M-31%0%1%0.5×8.7%-1.2%
Rashtriya Chemicals & Fertilizers RCF.NSIndia$590M-23%+18%4%0.3×n/an/a
Gujarat State Fertilizers & Chemicals GSFC.NSIndia$588M-22%+37%3%0.4×23.2%+3.2%

Questions

Which companies are Anhui Sierte Fertilizer Industry's closest peers?
The cockpit's peer set: CNSIG Anhui Hongsifang Fertilizer (603395.SS), Guizhou Chitianhua (600227.SS), Krishana Phoschem (KRISHANA.NS), Limin (002734.SZ), LSB Industries (LXU), Kingenta Ecological Engineering (002470.SZ), Kunming Chuan Jin Nuo Chemical (300505.SZ), FMC (FMC).
Is Anhui Sierte Fertilizer Industry expensive compared with its peers?
On ev / sales it trades at 1.0× against a peer median of 1.6×, 5th cheapest of 21 in its peer set.
How has Anhui Sierte Fertilizer Industry stock performed?
Over six months to 6 Nov 2026 the shares returned -15.4% against -22.9% for the median peer; over one year +15.0%.

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.