Loading…
One of the world's largest graphite-electrode makers, supplying electrodes used in electric-arc-furnace steelmaking.
One of the world's largest graphite-electrode makers, supplying electrodes used in electric-arc-furnace steelmaking.
Sells graphite electrodes, consumables burned up in electric-arc steel furnaces, so demand repeats with steel output and prices swing with steelmaking activity and the price of needle coke, the premium petroleum-based raw material. Large graphitisation capacity lets it supply the high-grade electrodes used in big furnaces.
In one line: A Chinese GrafTech.
Moat: narrow (scale, process know-how). Large-scale graphitization capacity and needle-coke sourcing are key cost/quality differentiators.
Headquarters: Fushun, Liaoning, China · Employees: 5,018
Size FangDa Carbon New Material (600516.SS) is a China Materials company (Construction Materials) with a market value of $2.74B, the 936th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.53 on 6 Nov 2026.
Performance Over six months the shares fell 20.0%, against -6.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue grew 17.2% over the last twelve months (peer median -0.9%); the operating margin is -3.7% (peer median 10.9%).
Valuation It trades at 1.05× book value against a peer median of 1.06× (10th cheapest of 21).
Price implies The share price implies a return on equity of about 9.7%; FangDa Carbon New Material delivers -0.4%, so the price asks more than the business earns today.
Next results Next results expected around 7 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.89B | CN¥3.52B | CN¥3.86B | CN¥5.11B | CN¥5.26B |
| Revenue growth | — | -9% | -25% | -3% | — |
| Gross profit | CN¥706M | CN¥351M | CN¥460M | CN¥885M | CN¥1.25B |
| EBITDA | n/a | CN¥166M | CN¥209M | CN¥592M | CN¥932M |
| Net income | -CN¥67.7M | CN¥93.0M | CN¥186M | CN¥416M | CN¥840M |
| Free cash flow | -CN¥268M | -CN¥174M | CN¥552M | CN¥768M | CN¥101M |
| Capital expenditure | CN¥524M | CN¥32.6M | CN¥120M | CN¥167M | CN¥153M |
| Total debt | CN¥2.10B | CN¥1.74B | CN¥1.46B | CN¥1.74B | CN¥1.72B |
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 | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| FangDa Carbon New Material 600516.SS | $2.74B | -20% | +17% | 0% | 1.05× | 9.7% |
| GrafTech International EAF | n/a | +3% | n/a | n/a | n/a | n/a |
| Resonac 4004.T | $12.6B | -26% | +1% | 8% | 2.53× | 37.7% |
| SGL Carbon SGL.DE | $668M | +2% | -16% | -7% | 1.26× | 11.5% |
| HEG HEG.NS | n/a | +27% | n/a | n/a | n/a | n/a |
| Graphite India GRAPHITE.NS | $1.50B | 0% | +22% | 4% | 2.37× | 37.9% |
| Tokai Carbon 5301.T | $2.02B | +41% | 0% | 6% | 0.98× | 9.2% |
| Nippon Carbon 5302.T | $323M | -4% | +3% | 7% | 0.91× | 7.0% |
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 | 600516.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.4% | +3.0% | lowest of 21 |
| 6-month return | -20.0% | -6.3% | 9th lowest of 20 |
| Return on equity | -0.4% | 8.1% | 6th lowest of 21 |
| Price / book | 1.05× | 1.06× | 10th cheapest of 21 |
| ROE the price implies | 9.7% | 9.8% | 11th least demanding of 21 |
| ROE delivered | -0.4% | 8.1% | 6th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| FangDa Carbon New Material 600516.SS | China | $2.74B | -20% | +17% | 0% | 1.05× | 9.7% | -0.4% |
| China National Building Material 3323.HK | Hong Kong | $2.76B | -51% | 0% | -6% | 0.20× | 4.6% | -6.0% |
| Cementir CEM.MI | Italy | $2.70B | +5% | -2% | 11% | 1.24× | 11.7% | 10.8% |
| Cementos Molins CMO.MC | Spain | $2.70B | n/a | +14% | 15% | 1.65× | 7.4% | 14.7% |
| Taiheiyo Cement 5233.T | Japan | $3.03B | +19% | +1% | 4% | 0.68× | 6.6% | 4.1% |
| Imerys NK.PA | France | $2.41B | +11% | -2% | -15% | 0.81× | 8.6% | -14.9% |
| Knife River KNF | United States | $3.20B | -38% | +11% | 8% | 1.83× | 11.3% | 8.0% |
| Vicat VCT.PA | France | $3.29B | +6% | +5% | 10% | 0.98× | 8.9% | 10.0% |
| United States Lime & Minerals USLM | United States | $3.39B | +7% | +4% | 20% | 4.62× | 27.3% | 20.0% |
| Tianshan Material 000877.SZ | China | $3.47B | -30% | -17% | -14% | 0.33× | 3.5% | -14.4% |
| Titan America TTAM | United States | $2.08B | -32% | +5% | 17% | 1.91× | 16.5% | 17.4% |
| YOUNGY 002192.SZ | China | $2.03B | -52% | +315% | 38% | 2.70× | 36.3% | 38.0% |
| Sichuan Hexie Shuangma 000935.SZ | China | $1.98B | -35% | -14% | -3% | 1.74× | 18.4% | -3.1% |
| SigmaRoc SRC.L | United Kingdom | $1.95B | +14% | +4% | 11% | 1.71× | 22.8% | 11.1% |
| Asia Cement 1102.TW | Taiwan | $3.92B | +5% | -10% | 7% | 0.70× | 2.9% | 7.4% |
| Gansu Shangfeng Materials 000672.SZ | China | $1.88B | -6% | -23% | 33% | 1.08× | 10.6% | 33.2% |
| BBMG 2009.HK | Hong Kong | $1.87B | -20% | -22% | -9% | 0.16× | 3.9% | -8.7% |
| CCCC Design And Consulting 600720.SS | China | $1.73B | -24% | -10% | 7% | 0.72× | 4.8% | 7.2% |
| Beijing New Building Materials (Group) 000786.SZ | China | $4.41B | -33% | -3% | 8% | 1.05× | 8.5% | 8.1% |
| Breedon BREE.L | United Kingdom | $1.60B | +17% | +8% | 7% | 0.96× | 12.4% | 6.9% |
| FLSmidth & Co. A/S FLS.CO | Denmark | $4.88B | +22% | -20% | 15% | 2.87× | 12.6% | 15.1% |