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Inner Mongolia-based group known for its Erdos cashmere apparel brand, alongside coal, power and chemical businesses.
Inner Mongolia-based group known for its Erdos cashmere apparel brand, alongside coal, power and chemical businesses.
Runs two unrelated businesses under one roof: cashmere apparel and yarn sold under the Erdos brand, and heavy industry in coal, power generation and chemicals from its Inner Mongolia base, whose earnings follow commodity prices and power tariffs.
Moat: narrow (brand). Erdos is a well-known domestic cashmere brand, though other segments are commodity-driven.
Headquarters: Ordos, China · Founded: 1979 · Employees: 21,273
Size Inner Mongolia ERDOS Resources (600295.SS) is a China Consumer Discretionary company (Textiles) with a market value of $5.49B, the 455th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.81 on 6 Nov 2026.
Performance Over six months the shares fell 5.5%, against -10.1% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 20 in its peer set.
Growth Revenue grew 2.4% over the last twelve months (peer median +13.0%); the operating margin is 9.4% (peer median 9.2%).
Valuation It trades at 14.1× forward earnings against a peer median of 16.1× (9th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.3 points above its cost of capital (5.6% WACC).
Next results Next results expected around 9 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥26.9B | CN¥25.6B | CN¥27.6B | CN¥30.5B | CN¥36.2B |
| Revenue growth | — | -7% | -9% | -16% | — |
| Gross profit | CN¥8.65B | CN¥6.14B | CN¥5.03B | CN¥6.74B | CN¥10.4B |
| EBITDA | n/a | CN¥5.71B | CN¥4.98B | CN¥6.19B | CN¥9.74B |
| Net income | CN¥2.88B | CN¥2.36B | CN¥1.85B | CN¥2.90B | CN¥4.73B |
| Free cash flow | CN¥6.22B | CN¥4.49B | CN¥5.03B | CN¥6.43B | CN¥6.35B |
| Capital expenditure | CN¥635M | CN¥872M | CN¥921M | CN¥906M | CN¥3.40B |
| Total debt | CN¥8.31B | CN¥8.10B | CN¥11.6B | CN¥11.1B | CN¥11.9B |
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 |
|---|---|---|---|---|---|---|
| Inner Mongolia ERDOS Resources 600295.SS | $5.49B | -5% | +2% | 9% | 14.1× | -9.2% |
| Anta Sports 2020.HK | $28.2B | +2% | +17% | 21% | 12.5× | -0.7% |
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 | 600295.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +12.8% | -6.2% | 4th highest of 20 |
| 6-month return | -5.5% | -10.1% | 10th highest of 20 |
| Distance from 52-week high | -18.0% | -21.1% | 9th highest of 20 |
| Revenue growth (TTM) | +2.4% | +13.0% | 5th lowest of 20 |
| Operating margin | 9.4% | 9.2% | 10th highest of 20 |
| Forward P/E | 14.1× | 16.1× | 9th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | -9.2% | 0.4% | least demanding of 17 |
| Growth delivered (Del g) | +2.2% | +5.6% | 5th lowest of 17 |
| Hurdle (Req g minus delivered) | -11.4 pp | -1.7 pp | 7th least demanding of 17 |
| ROIC minus cost of capital | +5.3 pp | +1.7 pp | 4th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Inner Mongolia ERDOS Resources 600295.SS | China | $5.49B | -5% | +2% | 9% | 14.1× | -9.2% | +2.2% |
| Xinfengming 603225.SS | China | $4.54B | -2% | +22% | 4% | 9.7× | -3.9% | +14.1% |
| Huafon Chemical 002064.SZ | China | $7.15B | -18% | +13% | 14% | 12.0× | -0.3% | +10.5% |
| Hengyi Petrochemical 000703.SZ | China | $7.21B | -30% | +21% | 9% | 5.0× | -6.6% | +5.6% |
| Tongkun 601233.SS | China | $8.35B | -3% | +21% | 5% | 6.8× | -1.4% | +15.4% |
| Sinoma Science & Technology 002080.SZ | China | $8.76B | -40% | +18% | 9% | 19.5× | n/a | n/a |
| Grace Fabric Technology 603256.SS | China | $10.6B | -36% | +115% | 44% | 57.2× | n/a | n/a |
| Nitto Boseki 3110.T | Japan | $2.85B | -58% | +12% | 20% | 19.3× | n/a | n/a |
| Toray Industries 3402.T | Japan | $11.1B | +6% | +6% | 6% | 16.6× | 5.5% | +6.5% |
| HMT (Xiamen) New Technical Materials 603306.SS | China | $2.18B | -56% | -1% | 0% | 57.4× | 50.6% | +21.4% |
| Coats COA.L | United Kingdom | $2.14B | +2% | +5% | 15% | 11.2× | 11.6% | +4.1% |
| OC Oerlikon OERL.SW | Switzerland | $1.99B | +41% | -21% | 8% | 15.8× | 1.0% | -7.0% |
| Albany International AIN | United States | $1.91B | +8% | +14% | 13% | 22.5× | 8.5% | +5.6% |
| North Chemical Industries 002246.SZ | China | $1.80B | -10% | +17% | 15% | 28.4× | 8.3% | +3.0% |
| Tangshan Sanyou Chemical Industries 600409.SS | China | $1.72B | -28% | +1% | 1% | 24.0× | 4.5% | +1.3% |
| Ruentex Industries 2915.TW | Taiwan | $1.72B | +23% | -25% | 10% | 6.9× | 48.3% | -2.4% |
| Bros Eastern 601339.SS | China | $1.72B | -16% | +11% | 11% | 11.8× | -8.3% | +5.2% |
| Luolai Lifestyle Technology 002293.SZ | China | $1.55B | +10% | +6% | 14% | 16.4× | -2.6% | -0.2% |
| Billion Industrial 2299.HK | Hong Kong | $1.48B | +136% | +13% | 6% | n/a | -8.7% | +15.6% |
| Xinxiang Chemical Fiber 000949.SZ | China | $1.46B | -27% | +19% | 8% | 12.5× | -3.3% | +12.2% |