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Employees: 328
Size Nanjing Railway New Technology (301016.SZ) is a China Industrials company (Trucks/Construction/Farm Machinery) with a market value of $542M, the 3665th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.79 on 6 Nov 2026.
Performance Over six months the shares fell 27.6%, against -21.3% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue fell 0.7% over the last twelve months (peer median +0.3%); the operating margin is 17.8% (peer median 4.0%).
Valuation It trades at 8.1× enterprise value to sales against a peer median of 2.1× (5th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is +23 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 5.5 points above its cost of capital (6.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥377M | CN¥383M | CN¥364M | CN¥346M | CN¥447M |
| Revenue growth | — | +5% | +5% | -23% | — |
| Gross profit | CN¥150M | CN¥134M | CN¥132M | CN¥107M | CN¥166M |
| EBITDA | n/a | CN¥89.1M | CN¥84.7M | CN¥60.9M | CN¥109M |
| Net income | CN¥68.5M | CN¥70.8M | CN¥67.3M | CN¥54.2M | CN¥90.8M |
| Free cash flow | CN¥72.7M | CN¥17.5M | CN¥46.5M | -CN¥29.1M | CN¥108M |
| Capital expenditure | CN¥8.42M | CN¥8.03M | CN¥11.3M | CN¥21.5M | CN¥8.16M |
| Total debt | CN¥37.8M | CN¥35.8M | CN¥38.9M | CN¥92.7M | CN¥59.3M |
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| Measure | 301016.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -18.6% | -8.5% | 4th lowest of 21 |
| 6-month return | -27.6% | -21.3% | 8th lowest of 21 |
| Distance from 52-week high | -45.7% | -39.0% | 6th lowest of 21 |
| Revenue growth (TTM) | -0.7% | +0.3% | 11th highest of 21 |
| Operating margin | 17.8% | 4.0% | 4th highest of 21 |
| EV / Sales | 8.1× | 2.1× | 5th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 19.2% | 5.8% | 4th most demanding of 12 |
| Growth delivered (Del g) | -3.9% | +0.8% | 4th lowest of 12 |
| Hurdle (Req g minus delivered) | +23.1 pp | +3.4 pp | 4th most demanding of 12 |
| ROIC minus cost of capital | +5.5 pp | -3.5 pp | 3rd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nanjing Railway New Technology 301016.SZ | China | $542M | -28% | -1% | 18% | 8.1× | 19.2% | -3.9% |
| Tianjin Keyvia Electric 300407.SZ | China | $549M | -20% | +13% | 2% | 0.8× | -1.6% | +6.6% |
| Japan Engine 6016.T | Japan | $532M | -19% | -2% | 20% | 2.9× | n/a | n/a |
| Eurocrane (China) 603966.SS | China | $557M | -32% | -3% | 9% | 1.6× | 1.2% | +14.0% |
| Inner Mongolia North Hauler Joint Stock 600262.SS | China | $510M | -18% | -3% | 8% | 0.7× | -13.2% | +17.5% |
| Columbus McKinnon CMCO | United States | $510M | +11% | +81% | 4% | 2.1× | n/a | n/a |
| Aichi 6345.T | Japan | $507M | -11% | +2% | 11% | 0.9× | -5.3% | +0.1% |
| Naipu Mining Machinery 300818.SZ | China | $504M | -40% | +21% | 9% | 3.6× | n/a | n/a |
| Greaves Cotton GREAVESCOT.NS | India | $503M | +22% | +28% | 3% | 1.2× | 41.8% | +17.8% |
| Hangzhou Huning Elevator Parts 300669.SZ | China | $591M | -36% | -2% | 1% | 12.2× | 50.1% | -1.7% |
| Ponsse PON1V.HE | Finland | $595M | -15% | -3% | 4% | 0.8× | n/a | n/a |
| Songz Automobile Air Conditioning 002454.SZ | China | $596M | -36% | +7% | 4% | 0.7× | n/a | n/a |
| Beijing Tieke Shougang Railway-Tech 688569.SS | China | $606M | -5% | +24% | 22% | 2.5× | -2.0% | +0.8% |
| Kyokuto Kaihatsu Kogyo 7226.T | Japan | $481M | -25% | +15% | 6% | 0.6× | n/a | n/a |
| Shaanxi Construction Machinery 600984.SS | China | $611M | -24% | -4% | -61% | 4.9× | 6.9% | -8.6% |
| Kunming Yunnei Power 000903.SZ | China | $474M | -23% | -13% | -23% | 2.1× | n/a | n/a |
| Weihai Guangtai Airport Equipment 002111.SZ | China | $620M | -29% | +11% | 6% | 1.6× | 5.8% | +2.4% |
| Chengdu Xinzhu Road & Bridge Machinery 002480.SZ | China | $620M | -18% | -21% | -4% | 8.2× | 12.5% | -8.7% |
| Anshan Senyuan Road and Bridge 300210.SZ | China | $471M | -40% | -36% | -24% | 14.9× | n/a | n/a |
| Balu Forge Industries BALUFORGE.NS | India | $624M | -10% | +31% | 26% | 5.0× | n/a | n/a |
| Hangzhou Hota M&E 001225.SZ | China | $469M | -32% | -2% | 3% | 9.9× | 42.5% | -10.3% |