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Employees: 536
Size Shanghai Kinlita Chemical (300225.SZ) is a China Materials company (Industrial Specialties) with a market value of $472M, the 3993rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.90 on 6 Nov 2026.
Performance Over six months the shares gained 7.5%, against -21.5% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 20 in its peer set.
Growth Revenue grew 20.4% over the last twelve months (peer median +7.1%); the operating margin is 1.8% (peer median 4.6%).
Valuation It trades at 3.2× enterprise value to sales against a peer median of 2.3× (8th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 49% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +51 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 9.4 points below its cost of capital (13.2% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥931M | CN¥799M | CN¥726M | CN¥728M | CN¥631M |
| Revenue growth | — | +10% | 0% | +15% | — |
| Gross profit | CN¥288M | CN¥229M | CN¥207M | CN¥174M | CN¥69.2M |
| EBITDA | n/a | CN¥52.1M | CN¥63.5M | CN¥57.2M | -CN¥98.8M |
| Net income | CN¥17.4M | CN¥16.9M | CN¥30.9M | CN¥14.3M | -CN¥106M |
| Free cash flow | CN¥55.9M | CN¥36.4M | CN¥99.8M | -CN¥15.7M | CN¥94.6M |
| Capital expenditure | CN¥13.8M | CN¥7.82M | CN¥10.3M | CN¥11.1M | CN¥17.8M |
| Total debt | CN¥202M | CN¥339M | CN¥349M | CN¥287M | CN¥159M |
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.
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 | 300225.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.3% | -12.0% | 10th lowest of 21 |
| 6-month return | +7.5% | -21.5% | 4th highest of 20 |
| Distance from 52-week high | -32.1% | -44.2% | 6th highest of 21 |
| Revenue growth (TTM) | +20.4% | +7.1% | 5th highest of 21 |
| Operating margin | 1.8% | 4.6% | 7th lowest of 21 |
| EV / Sales | 3.2× | 2.3× | 8th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 48.9% | 19.9% | most demanding of 11 |
| Growth delivered (Del g) | -2.0% | +14.0% | 2nd lowest of 11 |
| Hurdle (Req g minus delivered) | +50.9 pp | +6.6 pp | most demanding of 11 |
| ROIC minus cost of capital | -9.4 pp | -3.1 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shanghai Kinlita Chemical 300225.SZ | China | $472M | +7% | +20% | 2% | 3.2× | 48.9% | -2.0% |
| Hangzhou Heshun Technology 301237.SZ | China | $471M | -41% | +23% | -20% | 5.0× | n/a | n/a |
| Sokan New Materials 688157.SS | China | $476M | -44% | -8% | -3% | 4.7× | n/a | n/a |
| SANVO Fine Chemicals 0301.HK | Hong Kong | $476M | +269% | +3% | -3% | 3.5× | n/a | n/a |
| Matsumoto Yushiseiyaku 4365.T | Japan | $467M | +10% | -1% | 20% | 0.5× | n/a | n/a |
| Jiangsu Xiuqiang Glasswork 300160.SZ | China | $478M | -20% | -8% | 7% | 1.4× | 1.7% | +5.3% |
| Shanxi Huhua 003002.SZ | China | $482M | -52% | -4% | 6% | 2.2× | 12.0% | +18.8% |
| Indigo Paints INDIGOPNTS.NS | India | $462M | -1% | +12% | 13% | 2.7× | 27.6% | +14.2% |
| Hubei Xiangyuan New Material Technology 300980.SZ | China | $461M | -52% | +15% | 5% | 4.3× | 21.6% | +13.8% |
| Sanlux 002224.SZ | China | $458M | -22% | +8% | -4% | 2.2× | n/a | n/a |
| Beijing Comens New Materials 300200.SZ | China | $491M | -24% | +20% | 4% | 2.4× | n/a | n/a |
| Kangda New Materials (Group) 002669.SZ | China | $498M | -18% | +23% | 3% | 1.2× | n/a | n/a |
| NanJing Sanchao Advanced Materials 300554.SZ | China | $508M | -27% | +6% | -51% | 12.4× | n/a | n/a |
| Shenzhen King Explorer Science & Technology 002917.SZ | China | $509M | -25% | +1% | 11% | 2.2× | -1.1% | +22.8% |
| Praise Victor Industrial 7768.TW | Taiwan | $434M | n/a | +3% | 16% | 6.2× | n/a | n/a |
| Dongguan Changlian New Materials Technology 301618.SZ | China | $519M | -21% | +23% | 4% | 5.0× | 48.7% | +3.2% |
| Essentra ESNT.L | United Kingdom | $430M | +37% | +7% | 8% | 1.3× | 18.7% | -19.6% |
| Changchun Gas 600333.SS | China | $520M | -1% | +15% | 4% | 2.4× | 21.2% | +9.6% |
| Hangzhou Toka Ink 688571.SS | China | $429M | -26% | +4% | 7% | 1.6× | n/a | n/a |
| Shanghai Yongguan Adhesive Products 603681.SS | China | $520M | -20% | +7% | 1% | 0.8× | 28.1% | +22.6% |
| HankukCarbon 017960.KS | South Korea | $526M | -71% | +11% | 18% | 0.6× | -20.0% | +17.2% |