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Chengdu-based industrial machinery/automation equipment maker; specific products unconfirmed.
Chengdu-based industrial machinery/automation equipment maker; specific products unconfirmed.
Moat: none
Headquarters: Chengdu, Sichuan, China · Employees: 1,388
Size Chengdu Leejun Industrial (002651.SZ) is a China Industrials company (Trucks/Construction/Farm Machinery) with a market value of $1.17B, the 2011th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.62 on 6 Nov 2026.
Performance Over six months the shares fell 20.5%, against -16.7% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 7.5% over the last twelve months (peer median +10.0%); the operating margin is -6.1% (peer median 8.2%).
Valuation It trades at 8.0× enterprise value to sales against a peer median of 2.0× (4th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +17 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 11.1 points below its cost of capital (10.9% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥767M | CN¥724M | CN¥771M | CN¥1.06B | CN¥1.01B |
| Revenue growth | — | -6% | -28% | +5% | — |
| Gross profit | CN¥232M | CN¥246M | CN¥285M | CN¥424M | CN¥388M |
| EBITDA | n/a | CN¥79.0M | CN¥148M | CN¥269M | CN¥273M |
| Net income | -CN¥20.1M | CN¥56.0M | CN¥120M | CN¥123M | CN¥220M |
| Free cash flow | CN¥272M | CN¥150M | CN¥295M | CN¥247M | CN¥162M |
| Capital expenditure | CN¥13.7M | CN¥34.9M | CN¥63.1M | CN¥35.3M | CN¥57.6M |
| Total debt | CN¥98.8M | CN¥78.2M | CN¥73.1M | CN¥52.4M | CN¥63.3M |
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| Measure | 002651.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.8% | -1.6% | 11th highest of 21 |
| 6-month return | -20.5% | -16.7% | 7th lowest of 21 |
| Distance from 52-week high | -41.4% | -30.0% | 7th lowest of 21 |
| Revenue growth (TTM) | +7.5% | +10.0% | 7th lowest of 21 |
| Operating margin | -6.1% | 8.2% | 4th lowest of 21 |
| EV / Sales | 8.0× | 2.0× | 4th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 15.0% | 8.5% | 5th most demanding of 14 |
| Growth delivered (Del g) | -2.3% | +9.1% | lowest of 14 |
| Hurdle (Req g minus delivered) | +17.3 pp | -2.9 pp | 4th most demanding of 14 |
| ROIC minus cost of capital | -11.1 pp | -1.0 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Chengdu Leejun Industrial 002651.SZ | China | $1.17B | -20% | +7% | -6% | 8.0× | 15.0% | -2.3% |
| Chengdu Yunda Technology 300440.SZ | China | $1.17B | -1% | +9% | 6% | 6.9× | 42.0% | +8.7% |
| OMH SCIENCE 300486.SZ | China | $1.17B | -30% | +35% | 2% | 6.2× | 47.7% | -0.3% |
| Xinjiang Machinery Research Institute 300159.SZ | China | $1.21B | -28% | +28% | -40% | 8.4× | n/a | n/a |
| Asian Star Anchor Chain 601890.SS | China | $1.22B | -23% | +2% | 13% | 3.4× | 10.7% | +13.5% |
| Yamabiko 6250.T | Japan | $1.11B | +8% | +10% | 13% | 0.9× | -2.2% | +5.7% |
| Austal ASB.AX | Australia | $1.23B | 0% | +11% | -7% | 0.9× | n/a | n/a |
| Taiyuan Heavy Industry 600169.SS | China | $1.10B | -8% | +10% | 6% | 1.9× | -3.8% | +3.7% |
| Vossloh Aktiengesellschaft VOS.DE | Germany | $1.08B | -31% | +21% | 5% | 1.3× | 12.9% | +9.1% |
| Lindsay LNN | United States | $1.08B | -3% | -6% | 11% | 1.6× | 6.0% | +2.3% |
| Willing New Energy 002667.SZ | China | $1.08B | -20% | +49% | -44% | 16.3× | n/a | n/a |
| KTK 603680.SS | China | $1.28B | -24% | -16% | 17% | 1.9× | -6.0% | +2.3% |
| Greenbrier Companies GBX | United States | $1.29B | -18% | -24% | 4% | 1.3× | n/a | n/a |
| Alimak ALIG.ST | Sweden | $1.31B | +13% | -2% | 15% | 2.4× | 8.5% | +12.9% |
| Newag NWG.WA | Poland | $1.04B | -16% | +45% | 21% | 1.5× | -4.3% | +12.6% |
| Ingersoll-Rand (India) INGERRAND.NS | India | $1.33B | -13% | +8% | 23% | 8.6× | 34.1% | +17.6% |
| TADANO 6395.T | Japan | $1.02B | -8% | +21% | 9% | 0.6× | n/a | n/a |
| Sunward Intelligent Equipment 002097.SZ | China | $985M | -38% | +10% | 1% | 2.1× | n/a | n/a |
| Hengbo 301225.SZ | China | $1.41B | -11% | +69% | 7% | 5.7× | n/a | n/a |
| Titagarh Rail Systems TITAGARH.NS | India | $967M | -20% | -10% | 10% | 2.8× | 45.4% | +15.9% |
| Comer Industries COM.MI | Italy | $1.43B | -18% | +31% | 10% | 1.3× | 3.1% | +17.7% |