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Nantong-based chemical company; specific product line not established from available knowledge.
Nantong-based chemical company; specific product line not established from available knowledge.
Moat: none
Headquarters: Nantong, China · Employees: 2,711
Size CAC Nantong Chemical (301665.SZ) is a China Materials company (Chemicals: Agricultural) with a market value of $1.17B, the 2025th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.36 on 6 Nov 2026.
Performance Over six months the shares fell 25.8%, against -16.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 27.4% over the last twelve months (peer median +9.6%); the operating margin is 13.1% (peer median 7.2%).
Valuation It trades at 15.8× forward earnings against a peer median of 9.7× (3rd most expensive of 15).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.5 points above its cost of capital (7.0% WACC).
Next results Next results expected around 3 May 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.83B | CN¥5.37B | CN¥4.21B | CN¥3.87B | CN¥5.10B |
| Revenue growth | — | +27% | +9% | -24% | — |
| Gross profit | CN¥1.66B | CN¥1.37B | n/a | CN¥865M | CN¥1.32B |
| EBITDA | n/a | CN¥1.01B | n/a | CN¥640M | CN¥1.03B |
| Net income | CN¥450M | CN¥466M | CN¥261M | CN¥346M | CN¥649M |
| Free cash flow | CN¥316M | -CN¥89.2M | n/a | -CN¥226M | -CN¥134M |
| Capital expenditure | CN¥629M | CN¥692M | CN¥0 | CN¥859M | CN¥445M |
| Total debt | CN¥1.23B | CN¥1.45B | CN¥0 | CN¥946M | CN¥1.15B |
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| Measure | 301665.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.8% | -2.0% | 10th lowest of 21 |
| 6-month return | -25.8% | -16.5% | 7th lowest of 21 |
| Distance from 52-week high | -39.9% | -32.2% | 6th lowest of 21 |
| Revenue growth (TTM) | +27.4% | +9.6% | 2nd highest of 21 |
| Operating margin | 13.1% | 7.2% | 5th highest of 21 |
| Forward P/E | 15.8× | 9.7× | 3rd most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | -1.7% | -2.8% | 6th most demanding of 12 |
| Growth delivered (Del g) | +11.9% | +5.2% | 3rd highest of 12 |
| Hurdle (Req g minus delivered) | -13.6 pp | -9.8 pp | 5th least demanding of 12 |
| ROIC minus cost of capital | +6.5 pp | +0.8 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| CAC Nantong Chemical 301665.SZ | China | $1.17B | -26% | +27% | 13% | 15.8× | -1.7% | +11.9% |
| CVR Partners, LP UAN | United States | $1.16B | -13% | +7% | 21% | 7.4× | -10.5% | +11.6% |
| Taiwan Fertilizer 1722.TW | Taiwan | $1.18B | -15% | +4% | -16% | 13.7× | 0.0% | +3.5% |
| E.I.D.-Parry (India) EIDPARRY.NS | India | $1.21B | -24% | +16% | 7% | 11.4× | n/a | n/a |
| Shenzhen Noposion Crop Science 002215.SZ | China | $1.25B | -23% | +12% | 13% | 9.3× | -3.9% | +6.9% |
| Migao 9879.HK | Hong Kong | $1.08B | +16% | +27% | 8% | 10.3× | -2.8% | +23.4% |
| China BlueChemical 3983.HK | Hong Kong | $1.08B | -32% | +4% | 5% | 6.0× | n/a | n/a |
| Sinofert 0297.HK | Hong Kong | $1.08B | -25% | +16% | 6% | 5.5× | -18.5% | +1.0% |
| Stanley Agricultural 002588.SZ | China | $1.27B | -33% | +3% | 8% | 8.8× | n/a | n/a |
| Jiang Su Suyan Jingshen 603299.SS | China | $1.28B | -18% | -5% | 5% | 25.9× | n/a | n/a |
| Nantong Jiangshan Agrochemical & Chemicals 600389.SS | China | $1.04B | -44% | +13% | 6% | 10.4× | n/a | n/a |
| Nanjing Redsun 000525.SZ | China | $981M | -10% | +12% | -2% | n/a | 12.2% | -5.1% |
| Huapont Life Sciences 002004.SZ | China | $1.39B | -5% | -6% | 11% | n/a | -8.7% | +1.1% |
| Oci OCI.AS | Netherlands | $967M | +8% | -81% | -4% | n/a | n/a | n/a |
| Holitech Technology 002217.SZ | China | $1.41B | -58% | +17% | 2% | n/a | 45.7% | -37.1% |
| Oil-Dri Corporation of America ODC | United States | $948M | -9% | +2% | 14% | n/a | 3.8% | +10.1% |
| Shenzhen Batian Ecological Technique 002170.SZ | China | $1.44B | -29% | +3% | 23% | 7.1× | -8.1% | +18.8% |
| Madhya Bharat Agro Products MBAPL.NS | India | $944M | +68% | +48% | 10% | n/a | n/a | n/a |
| China XLX Fertiliser 1866.HK | Hong Kong | $1.51B | -27% | +24% | 8% | 6.7× | n/a | n/a |
| Nufarm NUF.AX | Australia | $897M | +40% | -2% | 3% | 62.4× | 9.9% | +5.2% |
| Deepak Fertilisers and Petrochemicals DEEPAKFERT.NS | India | $1.54B | -14% | +14% | 13% | 10.1× | n/a | n/a |