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Beijing-based building materials conglomerate and leading cement producer in the Beijing-Tianjin-Hebei region.
Beijing-based building materials conglomerate and leading cement producer in the Beijing-Tianjin-Hebei region.
Sells cement mainly in Beijing, Tianjin and Hebei, where it is a major producer, plus other building materials, with smaller income from waste treatment and property. Sales follow regional construction and any state-set production limits. It is the Hong Kong listing of the company also quoted as 601992.SS.
Moat: narrow (scale, regulatory licence). Regional cement dominance in a policy-important region, but exposed to construction demand cycles.
Headquarters: Beijing, China · Founded: 2005 · Employees: 42,792
Size BBMG (2009.HK) is a Hong Kong Materials company (Construction Materials) with a market value of $1.87B, the 433rd largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$0.61 on 6 Nov 2026.
Performance Over six months the shares fell 19.7%, against -10.1% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue fell 21.6% over the last twelve months (peer median +0.6%); the operating margin is -3.9% (peer median 9.8%).
Valuation It trades at 0.16× book value against a peer median of 1.06× (cheapest of 21).
Price implies The share price implies a return on equity of about 3.9%; BBMG delivers -8.7%, so the price asks more than the business earns today.
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$87.5B | HK$98.6B | HK$120B | HK$119B | HK$119B |
| Revenue growth | — | -18% | +1% | 0% | — |
| Gross profit | HK$13.7B | HK$11.6B | HK$12.3B | HK$13.0B | HK$17.6B |
| EBITDA | n/a | HK$4.95B | HK$5.88B | HK$5.56B | HK$10.1B |
| Net income | -HK$3.75B | -HK$1.09B | -HK$602M | HK$27.9M | HK$1.41B |
| Free cash flow | HK$7.92B | -HK$1.39B | -HK$9.15B | HK$4.70B | HK$9.92B |
| Capital expenditure | HK$4.03B | HK$3.12B | HK$3.70B | HK$3.63B | HK$6.90B |
| Total debt | HK$188B | HK$176B | HK$165B | HK$153B | HK$142B |
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 | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| BBMG 2009.HK | $1.87B | -20% | -22% | -9% | 0.16× | 3.9% |
| China National Building Material 3323.HK | $2.76B | -51% | 0% | -6% | 0.20× | 4.6% |
| Anhui Conch Cement 0914.HK | $13.9B | -11% | -7% | 3% | 0.43× | 5.9% |
| BBMG Jidong Cement 000401.SZ | $1.35B | -21% | -8% | -5% | 0.35× | 3.1% |
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 | 2009.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.8% | +0.8% | 11th highest of 21 |
| 6-month return | -19.7% | -10.1% | 10th lowest of 20 |
| Return on equity | -8.7% | 5.5% | 2nd lowest of 21 |
| Price / book | 0.16× | 1.06× | cheapest of 21 |
| ROE the price implies | 3.9% | 10.1% | 2nd least demanding of 21 |
| ROE delivered | -8.7% | 5.5% | 2nd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| BBMG 2009.HK | Hong Kong | $1.87B | -20% | -22% | -9% | 0.16× | 3.9% | -8.7% |
| Gansu Shangfeng Materials 000672.SZ | China | $1.88B | -6% | -23% | 33% | 1.08× | 10.6% | 33.2% |
| SigmaRoc SRC.L | United Kingdom | $1.95B | +14% | +4% | 11% | 1.71× | 22.8% | 11.1% |
| Sichuan Hexie Shuangma 000935.SZ | China | $1.98B | -35% | -14% | -3% | 1.74× | 18.4% | -3.1% |
| CCCC Design And Consulting 600720.SS | China | $1.73B | -24% | -10% | 7% | 0.72× | 4.8% | 7.2% |
| YOUNGY 002192.SZ | China | $2.03B | -52% | +315% | 38% | 2.70× | 36.3% | 38.0% |
| Titan America TTAM | United States | $2.08B | -32% | +5% | 17% | 1.91× | 16.5% | 17.4% |
| Breedon BREE.L | United Kingdom | $1.60B | +17% | +8% | 7% | 0.96× | 12.4% | 6.9% |
| Imerys NK.PA | France | $2.41B | +11% | -2% | -15% | 0.81× | 8.6% | -14.9% |
| Fsilon Furnishing and Construction Materials 605318.SS | China | $1.36B | -29% | -15% | -4% | 14.64× | 100.7% | -3.9% |
| BBMG Jidong Cement 000401.SZ | China | $1.35B | -21% | -8% | -5% | 0.35× | 3.1% | -4.8% |
| Guangdong Tapai 002233.SZ | China | $1.34B | -10% | -11% | 3% | 0.77× | 4.8% | 2.6% |
| West China Cement 2233.HK | Hong Kong | $1.30B | -29% | -10% | 4% | 0.71× | 8.2% | 4.1% |
| Cementos Molins CMO.MC | Spain | $2.70B | n/a | +14% | 15% | 1.65× | 7.4% | 14.7% |
| Cementir CEM.MI | Italy | $2.70B | +5% | -2% | 11% | 1.24× | 11.7% | 10.8% |
| FangDa Carbon New Material 600516.SS | China | $2.74B | -20% | +17% | 0% | 1.05× | 9.7% | -0.4% |
| China National Building Material 3323.HK | Hong Kong | $2.76B | -51% | 0% | -6% | 0.20× | 4.6% | -6.0% |
| Caltagirone CALT.MI | Italy | $1.26B | +1% | +10% | 7% | 0.45× | 5.9% | 7.5% |
| Shandong Fiberglass 605006.SS | China | $1.25B | +10% | +31% | 2% | 2.56× | 26.0% | 1.6% |
| Cementos Pacasmayo SAA Sponsored ADR CPAC | United States | $1.16B | +20% | +21% | 19% | 2.54× | 15.2% | 18.7% |
| Taiheiyo Cement 5233.T | Japan | $3.03B | +19% | +1% | 4% | 0.68× | 6.6% | 4.1% |