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Employees: 1,750
Size Dalian Insulator (002606.SZ) is a China Industrials company (Electrical Products) with a market value of $788M, the 2803rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.09 on 6 Nov 2026.
Performance Over six months the shares fell 16.6%, against -28.4% for the median peer and -16.4% for the China market (cap-weighted) — 6th highest of 20 in its peer set.
Growth Revenue grew 35.7% over the last twelve months (peer median +13.2%); the operating margin is 22.4% (peer median 4.5%).
Valuation It trades at 15.7× forward earnings against a peer median of 26.1× (2nd cheapest of 11).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -20 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 14.2 points above its cost of capital (7.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.10B | CN¥1.76B | CN¥1.48B | CN¥828M | CN¥1.19B |
| Revenue growth | — | +19% | +79% | -31% | — |
| Gross profit | CN¥829M | CN¥529M | CN¥479M | CN¥196M | CN¥350M |
| EBITDA | n/a | CN¥338M | CN¥278M | CN¥69.4M | CN¥225M |
| Net income | CN¥378M | CN¥212M | CN¥211M | CN¥52.3M | CN¥181M |
| Free cash flow | CN¥604M | CN¥399M | -CN¥156M | CN¥85.3M | -CN¥8.96M |
| Capital expenditure | CN¥72.3M | CN¥97.5M | CN¥76.4M | CN¥136M | CN¥350M |
| Total debt | CN¥555M | CN¥727M | CN¥603M | CN¥331M | CN¥273M |
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| Measure | 002606.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.0% | -12.4% | 3rd highest of 21 |
| 6-month return | -16.6% | -28.4% | 6th highest of 20 |
| Distance from 52-week high | -33.3% | -40.6% | 7th highest of 21 |
| Revenue growth (TTM) | +35.7% | +13.2% | 6th highest of 21 |
| Operating margin | 22.4% | 4.5% | 2nd highest of 21 |
| Forward P/E | 15.7× | 26.1× | 2nd cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | -4.8% | 19.8% | 2nd least demanding of 9 |
| Growth delivered (Del g) | +15.5% | +21.7% | 3rd lowest of 9 |
| Hurdle (Req g minus delivered) | -20.3 pp | -3.4 pp | 4th least demanding of 9 |
| ROIC minus cost of capital | +14.2 pp | -2.8 pp | 3rd highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Dalian Insulator 002606.SZ | China | $788M | -17% | +36% | 22% | 15.7× | -4.8% | +15.5% |
| Honbridge 8137.HK | Hong Kong | $792M | 0% | +295% | -12% | n/a | n/a | n/a |
| Xinya Electronic 605277.SS | China | $794M | -28% | +12% | 7% | n/a | 7.9% | +31.5% |
| Shanghai Zhongchen Electronic Technology 603275.SS | China | $778M | -26% | +21% | 14% | 26.0× | n/a | n/a |
| Precision Wires India PRECWIRE.NS | India | $776M | -1% | +46% | 5% | 41.8× | n/a | n/a |
| Zhejiang Grandwall Electric Science & Technology 603897.SS | China | $803M | -50% | +15% | 3% | n/a | n/a | n/a |
| Taiwan Puritic 6826.TWO | Taiwan | $807M | -43% | +14% | 16% | n/a | -14.4% | +23.9% |
| Anhui Xinke New Materials 600255.SS | China | $767M | -21% | +23% | 2% | n/a | n/a | n/a |
| Shenzhen SNC Opto Electronic 001326.SZ | China | $767M | +36% | +6% | 5% | n/a | 33.4% | +19.5% |
| Lintes Technology 6715.TW | Taiwan | $763M | -22% | -18% | 5% | 42.9× | 53.3% | -6.9% |
| Esab India ESABINDIA.NS | India | $816M | -29% | +13% | 17% | n/a | 18.3% | +17.2% |
| Jiangsu Zhongli 002309.SZ | China | $758M | -35% | +4% | -5% | n/a | n/a | n/a |
| Jiangsu New Vision Automotive Electronics 2632.HK | Hong Kong | $820M | -50% | +15% | -5% | n/a | n/a | n/a |
| Hiconics Eco-energy Technology 300048.SZ | China | $756M | -31% | -22% | -3% | 13.4× | n/a | n/a |
| Zhuhai Enpower Electric 300681.SZ | China | $751M | -47% | +74% | 3% | 20.5× | 18.2% | +55.9% |
| Shenzhen INVT Electric 002334.SZ | China | $750M | -21% | +12% | 1% | 20.6× | n/a | n/a |
| Guangzhou Baiyun Electric Equipment 603861.SS | China | $831M | -35% | +6% | 4% | 25.2× | n/a | n/a |
| Jiangsu Tongling Electric 301168.SZ | China | $747M | -2% | -24% | 0% | 52.5× | n/a | n/a |
| Anhui Coreach Technology 002983.SZ | China | $745M | -4% | -16% | 9% | 26.3× | 26.8% | +12.1% |
| Daejoo Electronic Materials 078600.KS | South Korea | $835M | -53% | +42% | 8% | 44.6× | n/a | n/a |
| Kanohar Electricals KANOHAR.NS | India | $835M | n/a | +45% | 27% | n/a | 21.3% | +29.1% |