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Employees: 338
Size Ningbo Bohui Chemical Technology (300839.SZ) is a China Materials company (Chemicals: Major Diversified) with a market value of $606M, the 3394th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.02 on 6 Nov 2026.
Performance Over six months the shares fell 4.4%, against -19.6% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 41.7% over the last twelve months (peer median +5.1%); the operating margin is 4.4% (peer median 6.4%).
Valuation It trades at 24.6× forward earnings against a peer median of 19.2× (5th most expensive of 11).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +23%, so the hurdle is -20 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.9 points above its cost of capital (6.2% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.96B | CN¥2.75B | CN¥1.89B | CN¥2.64B | CN¥2.94B |
| Revenue growth | — | +45% | -29% | -10% | — |
| Gross profit | CN¥502M | -CN¥13.0M | -CN¥39.1M | CN¥102M | CN¥312M |
| EBITDA | n/a | CN¥38.7M | -CN¥63.9M | CN¥2.14M | CN¥290M |
| Net income | CN¥66.7M | -CN¥58.6M | -CN¥307M | -CN¥203M | CN¥152M |
| Free cash flow | CN¥171M | -CN¥464M | -CN¥354M | CN¥311M | -CN¥22.2M |
| Capital expenditure | -CN¥16.9M | CN¥337M | CN¥242M | CN¥119M | CN¥145M |
| Total debt | CN¥1.30B | CN¥869M | CN¥1.42B | CN¥1.04B | CN¥1.09B |
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| Measure | 300839.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.0% | -12.2% | 2nd highest of 21 |
| 6-month return | -4.4% | -19.6% | 5th highest of 21 |
| Distance from 52-week high | -35.6% | -38.1% | 8th highest of 21 |
| Revenue growth (TTM) | +41.7% | +5.1% | highest of 21 |
| Operating margin | 4.4% | 6.4% | 10th lowest of 21 |
| Forward P/E | 24.6× | 19.2× | 5th most expensive of 11 |
| Growth the price implies (Req g, 7 yrs) | 3.2% | 8.3% | 3rd least demanding of 12 |
| Growth delivered (Del g) | +23.1% | +8.3% | highest of 12 |
| Hurdle (Req g minus delivered) | -19.9 pp | -2.2 pp | least demanding of 12 |
| ROIC minus cost of capital | +9.9 pp | -3.1 pp | highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ningbo Bohui Chemical Technology 300839.SZ | China | $606M | -4% | +42% | 4% | 24.6× | 3.2% | +23.1% |
| Zhejiang Dragon Technology 603004.SS | China | $597M | -18% | -11% | 16% | 19.1× | 16.4% | +1.7% |
| Hunan Lead Power Technology 300530.SZ | China | $621M | +2% | +16% | -61% | n/a | n/a | n/a |
| Shandong Taihe Technologies 300801.SZ | China | $589M | -41% | -2% | 7% | n/a | 5.3% | +12.9% |
| Hunan Xiangtou Goldsky Titanium Industry Technology 688750.SS | China | $629M | -27% | +4% | 6% | n/a | 30.5% | -4.3% |
| Shandong Jianbang New Material 603285.SS | China | $631M | -40% | +8% | 22% | n/a | n/a | n/a |
| China Catalyst 688267.SS | China | $578M | -27% | -3% | 18% | 16.0× | n/a | n/a |
| Shandong Yanggu Huatai Chemical 300121.SZ | China | $648M | -20% | +11% | 8% | 16.1× | 3.2% | +12.1% |
| Ningxia Yinglite Chemicals 000635.SZ | China | $562M | +17% | -14% | -48% | n/a | n/a | n/a |
| Hubei Kailong Chemical 002783.SZ | China | $554M | -17% | -2% | 8% | n/a | -2.4% | +12.0% |
| Beijing WBD New Materials 300055.SZ | China | $549M | -59% | +13% | -9% | n/a | n/a | n/a |
| Nanjing Well Pharmaceutical 603351.SS | China | $548M | -1% | +9% | 13% | n/a | 9.7% | +12.7% |
| Archean Chemical Industries ACI.NS | India | $544M | -33% | +6% | 12% | 25.5× | n/a | n/a |
| Shandong Sanyuan Biotechnology 301206.SZ | China | $676M | -18% | +15% | 4% | n/a | n/a | n/a |
| Ningxia Zhongke Biotechnology 600165.SS | China | $679M | -19% | +8% | -73% | n/a | n/a | n/a |
| Jiansu Huachang Chemical 002274.SZ | China | $679M | -25% | +9% | -3% | 5.7× | 23.6% | +1.3% |
| Jiangsu Kuangshun Photosensitivity New Material Stock 300537.SZ | China | $536M | -24% | +4% | 4% | 122.9× | 58.4% | -8.5% |
| Shandong Rike Chemical 300214.SZ | China | $514M | -5% | -6% | 2% | 254.7× | 8.3% | +10.5% |
| Liaoning Oxiranchem,Inc 300082.SZ | China | $716M | -39% | +4% | 0% | 35.1× | n/a | n/a |
| KH Neochem 4189.T | Japan | $732M | +20% | -11% | 12% | 12.3× | -5.7% | +8.3% |
| China Steel Chemical 1723.TW | Taiwan | $496M | -9% | +8% | 12% | 19.3× | 4.1% | +1.6% |