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Zhejiang pharma maker known for a fungal-fermentation traditional medicine capsule used to treat insomnia and fatigue.
Zhejiang pharma maker known for a fungal-fermentation traditional medicine capsule used to treat insomnia and fatigue.
One capsule product carries most sales, sold mainly through hospital prescriptions and pharmacies, so reimbursement listing and prescriber habits matter more than the rest of the range.
In one line: A small, single-product Chinese sleep-aid drugmaker.
Moat: narrow (brand, IP / patents). Patented fermentation process and an established brand in a niche TCM sleep-aid category.
Headquarters: Huzhou, Zhejiang, China · Employees: 2,861
Size Zhejiang Jolly Pharmaceutical (300181.SZ) is a China Health Care company (Pharmaceuticals: Major) with a market value of $1.13B, the 2068th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.52 on 6 Nov 2026.
Performance Over six months the shares fell 17.7%, against -14.4% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 16.9% over the last twelve months (peer median -2.5%); the operating margin is 19.7% (peer median 7.6%).
Valuation It trades at 12.8× forward earnings against a peer median of 26.5× (3rd cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +23%, so the hurdle is -22 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.0 points above its cost of capital (6.8% WACC).
Next results Next results expected around 22 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.27B | CN¥3.02B | CN¥2.55B | CN¥1.93B | CN¥1.79B |
| Revenue growth | — | +18% | +32% | +8% | — |
| Gross profit | CN¥2.06B | CN¥1.83B | CN¥1.51B | CN¥1.29B | CN¥1.24B |
| EBITDA | n/a | CN¥832M | CN¥666M | CN¥490M | CN¥386M |
| Net income | CN¥617M | CN¥632M | CN¥508M | CN¥383M | CN¥273M |
| Free cash flow | CN¥203M | CN¥128M | CN¥34.8M | CN¥157M | CN¥143M |
| Capital expenditure | CN¥170M | CN¥287M | CN¥263M | CN¥132M | CN¥178M |
| Total debt | CN¥964M | CN¥774M | CN¥482M | CN¥244M | CN¥196M |
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 |
|---|---|---|---|---|---|---|
| Zhejiang Jolly Pharmaceutical 300181.SZ | $1.13B | -18% | +17% | 20% | 12.8× | 1.1% |
| Shijiazhuang Yiling Pharmaceutical 002603.SZ | $4.02B | -6% | +32% | 21% | 18.1× | -3.2% |
| Tasly Pharmaceutical 600535.SS | $3.20B | -5% | -4% | 19% | 16.5× | -7.6% |
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 | 300181.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.6% | -6.9% | 10th highest of 21 |
| 6-month return | -17.7% | -14.4% | 10th lowest of 21 |
| Distance from 52-week high | -32.9% | -38.0% | 9th highest of 21 |
| Revenue growth (TTM) | +16.9% | -2.5% | 7th highest of 19 |
| Operating margin | 19.7% | 7.6% | 4th highest of 19 |
| Forward P/E | 12.8× | 26.5× | 3rd cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 1.1% | 7.0% | 2nd least demanding of 13 |
| Growth delivered (Del g) | +22.8% | +6.1% | highest of 13 |
| Hurdle (Req g minus delivered) | -21.7 pp | +0.2 pp | least demanding of 13 |
| ROIC minus cost of capital | +7.0 pp | -0.2 pp | 3rd highest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhejiang Jolly Pharmaceutical 300181.SZ | China | $1.13B | -18% | +17% | 20% | 12.8× | 1.1% | +22.8% |
| Aurisco Pharmaceutical 605116.SS | China | $1.13B | -18% | +9% | 28% | 15.4× | 1.5% | +18.7% |
| Shanghai Yizhong Pharmaceutical 688091.SS | China | $1.13B | -34% | +32% | 14% | n/a | n/a | n/a |
| MedinCell MEDCL.PA | France | $1.15B | -1% | -23% | -131% | n/a | n/a | n/a |
| ST Pharm 237690.KS | South Korea | $1.12B | -52% | +26% | 18% | 27.9× | n/a | n/a |
| Seaport Therapeutics SPTX | United States | $1.15B | +34% | n/a | n/a | n/a | n/a | n/a |
| Shandong Lukang Pharmaceutical 600789.SS | China | $1.11B | -13% | -7% | 3% | n/a | 3.3% | +6.5% |
| Blue Jet Healthcare BLUEJET.NS | India | $1.11B | +13% | -28% | 28% | 32.5× | 49.0% | +13.8% |
| Bio-Thera Solutions 688177.SS | China | $1.10B | -14% | +24% | -44% | n/a | n/a | n/a |
| Ningbo Menovo Pharmaceutical 603538.SS | China | $1.10B | -51% | +19% | 9% | 49.2× | 13.9% | +4.9% |
| Jiangxi Fushine Pharmaceutical 300497.SZ | China | $1.10B | -29% | +103% | 24% | 10.6× | 8.6% | -4.5% |
| North China Pharmaceutical 600812.SS | China | $1.17B | -8% | -21% | 5% | n/a | 1.4% | -4.2% |
| Shanghai InnoStar Bio-tech 688710.SS | China | $1.17B | +28% | +24% | 6% | 85.2× | 16.2% | +19.4% |
| Chongqing Taiji Industry (Group) 600129.SS | China | $1.09B | -15% | -4% | 2% | 26.5× | n/a | n/a |
| Cosmo CMHC.SW | Switzerland | $1.17B | -25% | -45% | -13% | 432.6× | n/a | n/a |
| Vetoquinol VETO.PA | France | $1.17B | +22% | -1% | 15% | 15.8× | -3.0% | +4.2% |
| Tianjin Ringpu Bio-technology 300119.SZ | China | $1.18B | -4% | -9% | 11% | 19.6× | 5.8% | +11.3% |
| GC Biopharma 006280.KS | South Korea | $1.18B | +2% | -3% | 4% | 5.0× | 8.3% | +5.8% |
| Chengdu Easton Biopharmaceuticals 688513.SS | China | $1.09B | -35% | -2% | 13% | 26.5× | 5.5% | +7.7% |
| BeBetter Med 688759.SS | China | $1.08B | -49% | n/a | n/a | n/a | n/a | n/a |
| InventisBio 688382.SS | China | $1.19B | -41% | -61% | -563% | n/a | 10.4% | -60.6% |