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Chinese maker of industrial robots, servo systems and motion-control equipment for factory automation.
Chinese maker of industrial robots, servo systems and motion-control equipment for factory automation.
Sells robots, servo drives and motion controllers built around its own core components, which lets it keep more margin. It sells directly and through integrators to auto, EV and battery factories, whose capital spending drives orders. Founder Wu Bo is the controlling shareholder.
Moat: narrow (scale, installed base). One of the largest Chinese-owned robot makers gives distribution and service-network scale versus local peers.
Headquarters: Nanjing, China · Founded: 1993 · Employees: 3,261
Size Estun Automation (002747.SZ) is a China Industrials company (Industrial Machinery) with a market value of $3.65B, the 707th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥28.46 on 6 Nov 2026.
Performance Over six months the shares gained 30.1%, against -14.6% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 7.6% over the last twelve months (peer median +8.4%); the operating margin is 3.7% (peer median 8.8%).
Valuation It trades at 104.6× forward earnings against a peer median of 25.8× (2nd most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 48% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +34 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 6.7 points below its cost of capital (11.5% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.78B | CN¥4.88B | CN¥4.00B | CN¥4.64B | CN¥3.87B |
| Revenue growth | — | +22% | -14% | +20% | — |
| Gross profit | CN¥1.61B | CN¥1.30B | CN¥1.05B | CN¥1.37B | CN¥1.21B |
| EBITDA | n/a | CN¥362M | -CN¥114M | CN¥372M | CN¥388M |
| Net income | CN¥187M | CN¥45.0M | -CN¥810M | CN¥135M | CN¥166M |
| Free cash flow | CN¥208M | CN¥213M | -CN¥404M | -CN¥364M | -CN¥235M |
| Capital expenditure | CN¥211M | CN¥312M | CN¥343M | CN¥416M | CN¥283M |
| Total debt | CN¥3.88B | CN¥4.62B | CN¥5.57B | CN¥4.99B | CN¥3.42B |
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 |
|---|---|---|---|---|---|---|
| Estun Automation 002747.SZ | $3.65B | +30% | +8% | 4% | 104.6× | 48.2% |
| Fanuc 6954.T | $31.2B | -23% | +13% | 23% | 22.0× | 16.9% |
| Yaskawa Electric 6506.T | $5.71B | -38% | +6% | 8% | 19.7× | 24.8% |
| ABB ABBN.SW | $147B | -17% | +1% | 18% | 24.5× | 4.3% |
| SIASUN Robot & Automation 300024.SZ | $3.12B | -11% | +11% | -7% | 235.7× | n/a |
| Shenzhen Inovance Technology 300124.SZ | $23.0B | -17% | +19% | 10% | 27.0× | 21.3% |
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 | 002747.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.0% | +1.9% | 8th highest of 21 |
| 6-month return | +30.1% | -14.6% | highest of 21 |
| Distance from 52-week high | -41.9% | -34.1% | 9th lowest of 21 |
| Revenue growth (TTM) | +7.6% | +8.4% | 9th lowest of 21 |
| Operating margin | 3.7% | 8.8% | 2nd lowest of 21 |
| Forward P/E | 104.6× | 25.8× | 2nd most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 48.2% | 6.0% | most demanding of 12 |
| Growth delivered (Del g) | +14.3% | +10.6% | 3rd highest of 12 |
| Hurdle (Req g minus delivered) | +33.9 pp | -3.4 pp | 2nd most demanding of 12 |
| ROIC minus cost of capital | -6.7 pp | +0.2 pp | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Estun Automation 002747.SZ | China | $3.65B | +30% | +8% | 4% | 104.6× | 48.2% | +14.3% |
| Sumitomo Heavy Industries 6302.T | Japan | $3.64B | -10% | +9% | 6% | 13.0× | 6.3% | +4.3% |
| Haitian International 1882.HK | Hong Kong | $3.64B | -18% | +8% | 17% | 7.4× | -11.5% | +7.7% |
| Kunshan Kinglai Hygienic Materials 300260.SZ | China | $3.61B | -12% | +11% | 8% | 73.2× | n/a | n/a |
| Zijin Longking 600388.SS | China | $3.70B | -6% | +13% | 11% | 17.4× | n/a | n/a |
| Danieli & C. Officine Meccaniche DAN.MI | Italy | $3.60B | -24% | -8% | -6% | 13.5× | n/a | n/a |
| Mueller Water Products MWA | United States | $3.75B | -9% | +6% | 21% | 15.3× | 2.4% | +5.8% |
| Ningbo Zhenyu Technology 300953.SZ | China | $3.77B | -35% | +58% | 6% | 21.2× | n/a | n/a |
| THK 6481.T | Japan | $3.52B | -16% | +8% | 7% | 10.6× | 24.8% | +1.9% |
| Anhui Yingliu Electromechanical 603308.SS | China | $3.50B | -58% | +38% | 13% | 42.0× | n/a | n/a |
| Aixtron AIXA.DE | Germany | $3.84B | -45% | -9% | 16% | 42.6× | 5.7% | +15.6% |
| Voltas VOLTAS.NS | India | $3.84B | -19% | +4% | 4% | 50.1× | n/a | n/a |
| Thermax THERMAX.NS | India | $3.46B | -34% | +5% | 6% | 43.6× | n/a | n/a |
| Kadant KAI | United States | $3.46B | -14% | +17% | 16% | 21.7× | 15.5% | +10.6% |
| Shenzhen Zhaowei Machinery & Electronics 003021.SZ | China | $3.45B | +6% | 0% | 9% | 124.4× | 46.0% | +7.5% |
| Blue Star BLUESTARCO.NS | India | $3.43B | -10% | +9% | 5% | 56.0× | n/a | n/a |
| Guangdong Shenling Environmental Systems 301018.SZ | China | $3.42B | -27% | +45% | 5% | 64.8× | n/a | n/a |
| Jiangsu Lettall Electronic 603629.SS | China | $3.41B | -40% | +27% | 34% | n/a | 4.8% | +15.0% |
| Avic Aviation High-Technology 600862.SS | China | $3.92B | -6% | -3% | 22% | 31.2× | 6.0% | +11.4% |
| Krones KRN.DE | Germany | $3.94B | -7% | +3% | 7% | 11.2× | -1.8% | +11.3% |
| Moon Environment Technology 000811.SZ | China | $3.34B | -10% | +27% | 10% | 25.8× | 20.9% | +11.8% |