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Chinese phosphate-chemicals producer making phosphate fertilizers and phosphorus-based chemicals, mistagged by exchange data as freight.
Chinese phosphate-chemicals producer making phosphate fertilizers and phosphorus-based chemicals, mistagged by exchange data as freight.
Mines phosphate rock and processes it into fertilizer and phosphorus chemicals, so its own mines supply the key raw material and it can shift output between fertilizer and chemicals. The Yunnan provincial government is the controlling shareholder.
In one line: China's Mosaic Company (phosphate fertilizer).
Moat: narrow (scale, installed base). Owns upstream phosphate rock resources, a cost advantage in fertilizer/chemical production.
Headquarters: Kunming, China · Founded: 1997 · Employees: 12,090
Size Yunnan Yuntianhua (600096.SS) is a China Industrials company (Air Freight/Couriers) with a market value of $7.17B, the 343rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥26.22 on 6 Nov 2026.
Performance Over six months the shares fell 27.5%, against +0.5% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 20 in its peer set.
Growth Revenue fell 18.9% over the last twelve months (peer median +8.3%); the operating margin is 10.8% (peer median 3.1%).
Valuation It trades at 9.3× forward earnings against a peer median of 14.8× (3rd cheapest of 16).
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 -1%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.2 points above its cost of capital (7.9% WACC).
Next results Next results expected around 30 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥42.5B | CN¥48.3B | CN¥61.5B | CN¥68.9B | CN¥75.2B |
| Revenue growth | — | -21% | -11% | -8% | — |
| Gross profit | CN¥10.9B | CN¥9.46B | CN¥10.4B | CN¥10.1B | CN¥11.9B |
| EBITDA | n/a | CN¥9.23B | CN¥10.4B | CN¥9.78B | CN¥11.4B |
| Net income | CN¥4.11B | CN¥5.16B | CN¥5.34B | CN¥4.52B | CN¥6.02B |
| Free cash flow | CN¥2.23B | CN¥6.58B | CN¥9.01B | CN¥7.83B | CN¥5.25B |
| Capital expenditure | CN¥2.12B | CN¥2.28B | CN¥1.76B | CN¥1.94B | CN¥4.22B |
| Total debt | CN¥14.7B | CN¥12.2B | CN¥15.9B | CN¥20.0B | CN¥23.6B |
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 |
|---|---|---|---|---|---|---|
| Yunnan Yuntianhua 600096.SS | $7.17B | -28% | -19% | 11% | 9.3× | -1.7% |
| Mosaic Company (The) MOS | $7.11B | +2% | 0% | 3% | 26.2× | n/a |
| Hubei Xingfa Chemicals 600141.SS | $4.19B | -27% | +4% | 8% | 15.3× | n/a |
| Nutrien NTR.TO | $34.3B | +8% | +8% | 14% | 13.2× | 4.1% |
| ICL ICL | $6.04B | -27% | +11% | 11% | 11.5× | 3.5% |
| Hubei Yihua Chemical Industry 000422.SZ | $1.60B | -42% | +15% | 5% | 15.2× | n/a |
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 | 600096.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.0% | +5.2% | 3rd lowest of 21 |
| 6-month return | -27.5% | +0.5% | 4th lowest of 20 |
| Distance from 52-week high | -42.5% | -14.9% | 3rd lowest of 21 |
| Revenue growth (TTM) | -18.9% | +8.3% | 2nd lowest of 21 |
| Operating margin | 10.8% | 3.1% | 4th highest of 21 |
| Forward P/E | 9.3× | 14.8× | 3rd cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -1.7% | -0.4% | 9th least demanding of 18 |
| Growth delivered (Del g) | -1.5% | +9.3% | 2nd lowest of 18 |
| Hurdle (Req g minus delivered) | -0.2 pp | -11.3 pp | 7th most demanding of 18 |
| ROIC minus cost of capital | +6.2 pp | -0.8 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yunnan Yuntianhua 600096.SS | China | $7.17B | -28% | -19% | 11% | 9.3× | -1.7% | -1.5% |
| Sinotrans 601598.SS | China | $6.74B | +18% | -1% | 0% | 14.8× | 4.3% | +2.7% |
| GXO Logistics GXO | United States | $6.33B | +7% | +7% | 3% | 16.0× | 20.2% | +16.3% |
| Nippon Express Hldgs 9147.T | Japan | $8.22B | +35% | +2% | 3% | 17.6× | 7.9% | +4.4% |
| Jd Logistics 2618.HK | Hong Kong | $9.10B | -29% | +29% | 3% | 6.9× | -0.4% | +23.4% |
| Swiggy SWIGGY.NS | India | $5.61B | -32% | +42% | -15% | n/a | n/a | n/a |
| SG Holdings Co., Ltd. 9143.T | Japan | $5.56B | +1% | +14% | 5% | 14.0× | -2.6% | +4.6% |
| Logista Integral LOG.MC | Spain | $5.42B | +15% | +4% | 2% | 15.8× | -5.9% | +5.4% |
| YTO Express 600233.SS | China | $9.63B | -13% | +8% | 9% | 10.3× | -12.2% | +16.6% |
| Ryder System R | United States | $10.2B | +11% | +3% | 8% | 15.2× | 7.9% | +8.5% |
| Yamato 9064.T | Japan | $4.83B | +26% | +2% | 2% | 34.5× | 8.9% | +1.9% |
| Compagnie de l'Odet ODET.PA | France | $4.74B | -30% | -83% | -8% | n/a | 24.3% | -29.4% |
| Hyundaiglovis 086280.KS | South Korea | $10.9B | -13% | +12% | 6% | 8.7× | -10.8% | +12.3% |
| Eastern Air Logistics 601156.SS | China | $4.70B | +23% | +20% | 14% | 10.9× | -16.0% | +9.9% |
| J&T Global Express 1519.HK | Hong Kong | $11.9B | -2% | +32% | 6% | 18.6× | -3.8% | +51.4% |
| Delivery Hero DHER.DE | Germany | $12.9B | +31% | +11% | 0% | n/a | n/a | n/a |
| Delivery Hero SE TEMP DHE1.DE | Germany | $12.9B | n/a | +11% | 0% | n/a | n/a | n/a |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 10.4× | -14.4% | +0.4% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | n/a | -4.0% | +13.5% |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 12.4× | 21.2% | +9.3% |
| Grab GRAB | United States | $13.9B | -8% | +23% | 11% | 23.3× | 17.8% | +48.4% |