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Chinese phosphate-chemical producer based in Guizhou, making phosphate fertilizer and phosphorus chemical products.
Chinese phosphate-chemical producer based in Guizhou, making phosphate fertilizer and phosphorus chemical products.
Moat: none (scale). Commodity phosphate-fertilizer producer competing on scale and cost within a fragmented industry.
Headquarters: Guiyang, China · Employees: 3,518
Size Guizhou Chanhen Chemical (002895.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $2.64B, the 979th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥29.30 on 6 Nov 2026.
Performance Over six months the shares fell 19.7%, against -9.7% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 14.7% over the last twelve months (peer median +7.0%); the operating margin is 18.1% (peer median 7.5%).
Valuation It trades at 12.9× forward earnings against a peer median of 18.3× (6th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +36%, so the hurdle is -34 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.7 points above its cost of capital (7.9% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.87B | CN¥8.31B | CN¥5.89B | CN¥4.30B | CN¥3.44B |
| Revenue growth | — | +41% | +37% | +25% | — |
| Gross profit | CN¥2.92B | CN¥2.46B | CN¥1.90B | CN¥1.64B | CN¥1.52B |
| EBITDA | n/a | CN¥2.13B | CN¥1.75B | CN¥1.48B | CN¥1.28B |
| Net income | CN¥1.22B | CN¥1.26B | CN¥956M | CN¥766M | CN¥759M |
| Free cash flow | CN¥575M | CN¥283M | CN¥416M | -CN¥270M | -CN¥1.26B |
| Capital expenditure | CN¥390M | CN¥370M | CN¥452M | CN¥804M | CN¥1.80B |
| Total debt | CN¥3.82B | CN¥3.28B | CN¥4.28B | CN¥4.55B | CN¥3.92B |
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 |
|---|---|---|---|---|---|---|
| Guizhou Chanhen Chemical 002895.SZ | $2.64B | -20% | +15% | 18% | 12.9× | 2.4% |
| Hubei Xingfa Chemicals 600141.SS | $4.19B | -27% | +4% | 8% | 15.3× | n/a |
| Yunnan Yuntianhua 600096.SS | $7.17B | -28% | -19% | 11% | 9.3× | -1.7% |
| Hubei Yihua Chemical Industry 000422.SZ | $1.60B | -42% | +15% | 5% | 15.2× | n/a |
| Anhui Liuguo Chemical 600470.SS | $376M | -31% | -2% | -7% | n/a | n/a |
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 | 002895.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.1% | -5.7% | 7th highest of 21 |
| 6-month return | -19.7% | -9.7% | 8th lowest of 21 |
| Distance from 52-week high | -36.3% | -34.8% | 10th lowest of 21 |
| Revenue growth (TTM) | +14.7% | +7.0% | 5th highest of 21 |
| Operating margin | 18.1% | 7.5% | 4th highest of 20 |
| Forward P/E | 12.9× | 18.3× | 6th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | 2.4% | 13.2% | 4th least demanding of 15 |
| Growth delivered (Del g) | +36.1% | +8.3% | highest of 15 |
| Hurdle (Req g minus delivered) | -33.7 pp | -0.3 pp | least demanding of 15 |
| ROIC minus cost of capital | +4.7 pp | -1.0 pp | 5th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guizhou Chanhen Chemical 002895.SZ | China | $2.64B | -20% | +15% | 18% | 12.9× | 2.4% | +36.1% |
| Nifco 7988.T | Japan | $2.62B | +6% | +4% | 14% | 11.7× | -3.5% | +6.6% |
| China Petroleum Engineering 600339.SS | China | $2.60B | -24% | +8% | 1% | 26.7× | n/a | n/a |
| K+s SDF.DE | Germany | $2.68B | -13% | +6% | 34% | 11.7× | n/a | n/a |
| Quaker Houghton KWR | United States | $2.58B | +2% | +9% | 9% | 16.9× | 16.3% | +5.9% |
| Hubei Zhenhua Chemical 603067.SS | China | $2.56B | -35% | +31% | 11% | 23.6× | n/a | n/a |
| Kemira KEMIRA.HE | Finland | $2.55B | -8% | -3% | 8% | 16.0× | 3.9% | +2.6% |
| PI Industries PIIND.NS | India | $2.79B | -44% | -15% | 13% | 22.7× | n/a | n/a |
| Bloomage Biotechnology 688363.SS | China | $2.49B | -16% | -22% | 5% | 55.6× | 20.8% | +9.8% |
| Daicel 4202.T | Japan | $2.48B | +24% | +2% | 7% | 11.1× | 6.1% | +8.1% |
| Shanghai Bairun Investment 002568.SZ | China | $2.82B | -8% | +8% | 28% | 24.2× | 14.5% | +8.8% |
| Qingdao Gon Technology 002768.SZ | China | $2.83B | +48% | +15% | 7% | 17.7× | n/a | n/a |
| Beijing Easpring Material Technology 300073.SZ | China | $2.86B | -45% | +116% | 5% | 18.8× | n/a | n/a |
| Shandong Dongyue Silicone Material 300821.SZ | China | $2.43B | -11% | +13% | 13% | n/a | 20.7% | +8.6% |
| Sichuan Qiaoyuan Gas 301286.SZ | China | $2.88B | -4% | +8% | 26% | 73.4× | 31.8% | +8.0% |
| Shanghai Huayi 600623.SS | China | $2.41B | -24% | +5% | n/a | 14.8× | -11.1% | +10.3% |
| XTC New Energy Materials (Xiamen) 688778.SS | China | $3.01B | -52% | +78% | 4% | 19.2× | 16.0% | +20.0% |
| Kaneka 4118.T | Japan | $2.30B | +23% | +4% | 5% | 11.6× | 4.9% | +7.0% |
| Sinochem International 600500.SS | China | $2.27B | -7% | -5% | -1% | n/a | 11.9% | -2.7% |
| Shanghai Haoyuan Chemexpress 688131.SS | China | $3.11B | +30% | +28% | 13% | 59.6× | 32.0% | +35.2% |
| Luxi Chemical 000830.SZ | China | $3.13B | -36% | -1% | 4% | 12.1× | -1.4% | +10.6% |