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Major Chinese cement producer expanding cement and building-materials operations into Central Asia and Africa.
Major Chinese cement producer expanding cement and building-materials operations into Central Asia and Africa.
Sells cement mainly to builders, where local supply and the cost of coal and power drive profit. Plants in Africa and Central Asia are a deliberate hedge against China's oversupplied market and are a growing share of earnings.
In one line: China's CRH/Cemex with an overseas growth focus.
Moat: narrow (scale, distribution). Overseas plant expansion diversifies away from China's saturated, price-competitive cement market.
Headquarters: Wuhan, China · Founded: 1907 · Employees: 21,889
Size Huaxin Building Materials (600801.SS) is a China Materials company (Construction Materials) with a market value of $7.16B, the 344th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥27.46 on 6 Nov 2026.
Performance Over six months the shares gained 27.7%, against +4.6% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue grew 15.8% over the last twelve months (peer median +0.6%); the operating margin is 17.6% (peer median 10.9%).
Valuation It trades at 14.8× forward earnings against a peer median of 15.4× (10th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.8 points above its cost of capital (5.4% WACC).
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥40.0B | CN¥35.1B | CN¥34.0B | CN¥33.6B | CN¥30.4B |
| Revenue growth | — | +3% | +1% | +11% | — |
| Gross profit | CN¥15.3B | CN¥10.1B | CN¥7.95B | CN¥8.49B | CN¥7.59B |
| EBITDA | n/a | CN¥9.23B | CN¥7.87B | CN¥8.30B | CN¥7.05B |
| Net income | CN¥3.68B | CN¥2.85B | CN¥2.42B | CN¥2.76B | CN¥2.70B |
| Free cash flow | CN¥5.83B | CN¥4.10B | CN¥1.49B | CN¥1.41B | -CN¥3.12B |
| Capital expenditure | CN¥2.57B | CN¥2.62B | CN¥4.53B | CN¥4.85B | CN¥7.72B |
| Total debt | CN¥26.7B | CN¥26.7B | CN¥21.8B | CN¥22.8B | CN¥21.2B |
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 |
|---|---|---|---|---|---|---|
| Huaxin Building Materials 600801.SS | $7.16B | +28% | +16% | 18% | 14.8× | -10.9% |
| Anhui Conch Cement 600585.SS | $13.9B | -12% | -8% | 4% | 19.4× | -7.7% |
| China National Building Material 3323.HK | $2.76B | -51% | 0% | 2% | 25.2× | 25.1% |
| CRH CRH | $63.1B | -16% | +6% | 14% | 16.0× | 11.0% |
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 | 600801.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +16.1% | +9.5% | 5th highest of 21 |
| 6-month return | +27.7% | +4.6% | 2nd highest of 20 |
| Distance from 52-week high | -1.1% | -20.2% | highest of 21 |
| Revenue growth (TTM) | +15.8% | +0.6% | 3rd highest of 21 |
| Operating margin | 17.6% | 10.9% | 4th highest of 21 |
| Forward P/E | 14.8× | 15.4× | 10th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -10.9% | 4.8% | least demanding of 19 |
| Growth delivered (Del g) | +3.7% | +6.3% | 8th lowest of 19 |
| Hurdle (Req g minus delivered) | -14.6 pp | +1.0 pp | least demanding of 19 |
| ROIC minus cost of capital | +6.8 pp | -1.7 pp | 3rd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Huaxin Building Materials 600801.SS | China | $7.16B | +28% | +16% | 18% | 14.8× | -10.9% | +3.7% |
| ROCKWOOL A/S ROCK-A.CO | Denmark | $6.72B | +11% | -1% | 13% | 16.2× | -4.8% | +8.3% |
| Buzzi BZU.MI | Italy | $8.04B | -9% | +2% | 18% | 9.3× | 2.8% | +7.0% |
| TCC 1101.TW | Taiwan | $6.09B | +11% | -6% | 8% | 29.2× | 9.1% | +7.2% |
| Eagle Materials EXP | United States | $5.71B | -12% | +2% | 22% | 16.1× | 9.7% | +7.3% |
| FLSmidth & Co. A/S FLS.CO | Denmark | $4.88B | +22% | -20% | 13% | 13.9× | 2.8% | -2.3% |
| Beijing New Building Materials (Group) 000786.SZ | China | $4.41B | -33% | -3% | 10% | 11.4× | -2.3% | +8.4% |
| Asia Cement 1102.TW | Taiwan | $3.92B | +5% | -10% | 10% | 11.0× | 5.6% | -1.9% |
| Anhui Conch Cement 0914.HK | Hong Kong | $13.9B | -11% | -7% | 8% | 16.0× | 1.0% | -14.7% |
| Tianshan Material 000877.SZ | China | $3.47B | -30% | -17% | -13% | n/a | 5.6% | -14.5% |
| United States Lime & Minerals USLM | United States | $3.39B | +7% | +4% | 41% | 19.6× | 5.1% | +18.3% |
| Vicat VCT.PA | France | $3.29B | +6% | +5% | 11% | 10.2× | 0.2% | +6.6% |
| Knife River KNF | United States | $3.20B | -38% | +11% | 9% | 23.1× | n/a | n/a |
| James Hardie Industries JHX | United States | $16.2B | +33% | +43% | 14% | 21.0× | 26.1% | +10.7% |
| Cemex SAB de CV Sponsored ADR CX | United States | $16.6B | -18% | +10% | 13% | 11.2× | 4.4% | +4.7% |
| Taiheiyo Cement 5233.T | Japan | $3.03B | +19% | +1% | 8% | 7.7× | 0.8% | +0.8% |
| China National Building Material 3323.HK | Hong Kong | $2.76B | -51% | 0% | 2% | 25.2× | 25.1% | -7.7% |
| FangDa Carbon New Material 600516.SS | China | $2.74B | -20% | +17% | -4% | 226.5× | n/a | n/a |
| Cementir CEM.MI | Italy | $2.70B | +5% | -2% | 13% | 12.8× | 4.3% | +6.0% |
| Cementos Molins CMO.MC | Spain | $2.70B | n/a | +14% | 12% | 13.6× | 8.9% | +12.5% |
| Imerys NK.PA | France | $2.41B | +11% | -2% | 6% | 15.4× | 7.4% | -2.3% |