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Maker of tire molds and tire-manufacturing equipment sold to tire producers in China and internationally.
Maker of tire molds and tire-manufacturing equipment sold to tire producers in China and internationally.
Makes each mold to the tire maker's own tread design and ships it for use on production lines, so orders follow tire makers' launches of new tread patterns and additions to capacity, and worn molds are later replaced. Tire molds are the main product; tire-building machines are a smaller addition. Exports are an important part of sales.
In one line: A Chinese Bartell Machinery for tire-building equipment.
Moat: narrow (process know-how, customer qualification). Established tire-mold precision-engineering expertise and long-standing tire-maker relationships.
Headquarters: Weifang, Shandong, China · Founded: 2003 · Employees: 18,383
Size Himile Mechanical Science & Technology (Shandong) (002595.SZ) is a China Industrials company (Metal Fabrication) with a market value of $7.40B, the 331st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥42.60 on 6 Nov 2026.
Performance Over six months the shares fell 29.4%, against -13.7% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 16.9% over the last twelve months (peer median +19.2%); the operating margin is 20.3% (peer median 10.7%).
Valuation It trades at 19.8× forward earnings against a peer median of 31.0× (9th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.6 points above its cost of capital (6.8% WACC).
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥12.3B | CN¥11.0B | CN¥8.75B | CN¥7.11B | CN¥6.60B |
| Revenue growth | — | +26% | +23% | +8% | — |
| Gross profit | CN¥4.07B | CN¥3.60B | CN¥2.93B | CN¥2.38B | CN¥1.81B |
| EBITDA | n/a | CN¥2.91B | CN¥2.47B | CN¥2.09B | CN¥1.55B |
| Net income | CN¥2.22B | CN¥2.39B | CN¥2.01B | CN¥1.61B | CN¥1.20B |
| Free cash flow | CN¥28.8M | CN¥167M | CN¥815M | CN¥1.35B | CN¥208M |
| Capital expenditure | CN¥1.05B | CN¥913M | CN¥372M | CN¥302M | CN¥369M |
| Total debt | CN¥239M | CN¥285M | CN¥120M | CN¥120M | CN¥138M |
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| Measure | 002595.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.5% | -6.4% | 3rd highest of 21 |
| 6-month return | -29.4% | -13.7% | 2nd lowest of 21 |
| Distance from 52-week high | -39.1% | -27.2% | 9th lowest of 21 |
| Revenue growth (TTM) | +16.9% | +19.2% | 9th lowest of 21 |
| Operating margin | 20.3% | 10.7% | 4th highest of 21 |
| Forward P/E | 19.8× | 31.0× | 9th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 8.4% | 16.7% | 4th least demanding of 12 |
| Growth delivered (Del g) | +15.9% | +13.9% | 6th highest of 12 |
| Hurdle (Req g minus delivered) | -7.5 pp | +3.5 pp | 4th least demanding of 12 |
| ROIC minus cost of capital | +10.6 pp | +0.1 pp | 3rd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Himile Mechanical Science & Technology (Shandong) 002595.SZ | China | $7.40B | -29% | +17% | 20% | 19.8× | 8.4% | +15.9% |
| Valmont Industries VMI | United States | $7.74B | -21% | +5% | 14% | 15.9× | 10.7% | +7.2% |
| SFS SFSN.SW | Switzerland | $6.68B | +15% | +2% | 12% | 19.8× | -2.1% | +12.3% |
| Anhui Tongguan Copper Foil 301217.SZ | China | $8.60B | -12% | +36% | 5% | 105.6× | n/a | n/a |
| Bharat Forge BHARATFORG.NS | India | $9.01B | -13% | +18% | 11% | 51.4× | 46.3% | +21.6% |
| SSAB SSAB-A.ST | Sweden | $9.31B | +10% | +3% | 8% | 12.2× | n/a | n/a |
| Schaeffler India SCHAEFFLER.NS | India | $5.83B | -17% | +23% | 15% | 40.4× | 29.7% | +20.8% |
| Bluescope Steel BSL.AX | Australia | $9.53B | +4% | +2% | 6% | 10.3× | 16.7% | +5.3% |
| Jiujiang Defu Technology 301511.SZ | China | $5.09B | -28% | +69% | 6% | 44.4× | n/a | n/a |
| Mueller Industries MLI | United States | $11.5B | -25% | +21% | 20% | 12.0× | 0.0% | +11.7% |
| JL MAG Rare-Earth 6680.HK | Hong Kong | $4.59B | -27% | +46% | 11% | 17.3× | 14.3% | +25.2% |
| SKF SKF-A.ST | Sweden | $12.7B | +18% | -10% | 12% | 16.4× | 5.8% | +4.1% |
| POCO 300811.SZ | China | $4.24B | -15% | +48% | 24% | 38.4× | n/a | n/a |
| Hengdian Group DMEGC Magnetics 002056.SZ | China | $4.16B | -9% | +3% | 7% | 14.5× | n/a | n/a |
| PTC Industries PTCIL.NS | India | $4.09B | +45% | +95% | 19% | 174.5× | n/a | n/a |
| Shyam Metalics & Energy SHYAMMETL.NS | India | $3.84B | +47% | +26% | 9% | 19.3× | n/a | n/a |
| Endurance Technologies ENDURANCE.NS | India | $3.71B | -1% | +32% | 8% | 32.3× | 29.9% | +17.6% |
| RBC Bearings RBC | United States | $15.0B | -22% | +17% | 26% | 29.6× | 26.0% | +25.2% |
| Sinomach Precision Industry 002046.SZ | China | $3.47B | -17% | -1% | 4% | 75.7× | n/a | n/a |
| Shaanxi Sirui Advanced Materials 688102.SS | China | $2.99B | -39% | +38% | 11% | 96.5× | n/a | n/a |
| Zhejiang XCC 603667.SS | China | $2.99B | -20% | -15% | 2% | 91.0× | 47.9% | +13.9% |