Loading…
Suzhou-based contractor building cleanrooms and mechanical-electrical systems for semiconductor, PCB, optoelectronics and data-center factories in China and Southeast Asia.
Suzhou-based contractor building cleanrooms and mechanical-electrical systems for semiconductor, PCB, optoelectronics and data-center factories in China and Southeast Asia.
Takes construction contracts to design and install the air, water, power and fire systems that keep production floors dust-free, mostly for chip, circuit-board and optoelectronics factories, so revenue follows customers' plant-building budgets. It has followed Asian electronics supply chains to Vietnam, Thailand and Malaysia through local subsidiaries.
Moat: none (customer qualification). Fab cleanroom track record and customer qualification; project contractors still compete heavily on price.
Headquarters: Suzhou, China · Founded: 2003 · Employees: 762
Size Acter Technology Integration (603163.SS) is a China Industrials company (Engineering & Construction) with a market value of $997M, the 2302nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥66.45 on 6 Nov 2026.
Performance Over six months the shares fell 32.2%, against -21.0% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 1.4% over the last twelve months (peer median +2.4%); the operating margin is 10.8% (peer median 6.7%).
Valuation It trades at 28.4× forward earnings against a peer median of 15.1× (6th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is -4 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 43.4 points above its cost of capital (11.5% WACC).
Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.71B | CN¥2.99B | CN¥2.01B | CN¥2.01B | CN¥1.63B |
| Revenue growth | — | +49% | 0% | +23% | — |
| Gross profit | CN¥393M | CN¥296M | CN¥244M | CN¥261M | CN¥243M |
| EBITDA | n/a | CN¥202M | CN¥156M | CN¥176M | CN¥162M |
| Net income | CN¥211M | CN¥155M | CN¥114M | CN¥139M | CN¥123M |
| Free cash flow | CN¥174M | CN¥138M | -CN¥17.5M | CN¥118M | CN¥156M |
| Capital expenditure | CN¥6.60M | CN¥7.77M | CN¥14.4M | CN¥17.0M | CN¥4.78M |
| Total debt | CN¥47.5M | CN¥49.5M | CN¥27.9M | CN¥3.90M | CN¥36.1M |
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 |
|---|---|---|---|---|---|---|
| Acter Technology Integration 603163.SS | $997M | -32% | +1% | 11% | 28.4× | 18.6% |
| United Integrated Services 2404.TW | $5.11B | -9% | +72% | 18% | 9.7× | -11.4% |
| Marketech International 6196.TW | $2.68B | +8% | +44% | 7% | 13.0× | 6.3% |
| L&K Engineering (Suzhou) 603929.SS | $2.99B | -50% | +43% | 25% | 14.8× | 7.5% |
| Takasago Thermal Engineering 1969.T | $3.13B | -21% | +2% | 11% | 10.8× | 3.8% |
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 | 603163.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.7% | -4.0% | 10th lowest of 21 |
| 6-month return | -32.2% | -21.0% | 3rd lowest of 21 |
| Distance from 52-week high | -57.7% | -33.4% | 2nd lowest of 21 |
| Revenue growth (TTM) | +1.4% | +2.4% | 9th lowest of 21 |
| Operating margin | 10.8% | 6.7% | 5th highest of 21 |
| Forward P/E | 28.4× | 15.1× | 6th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 18.6% | -0.2% | 2nd most demanding of 13 |
| Growth delivered (Del g) | +22.2% | +4.9% | 2nd highest of 13 |
| Hurdle (Req g minus delivered) | -3.6 pp | -9.2 pp | 5th most demanding of 13 |
| ROIC minus cost of capital | +43.4 pp | +0.6 pp | highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Acter Technology Integration 603163.SS | China | $997M | -32% | +1% | 11% | 28.4× | 18.6% | +22.2% |
| Yurtec 1934.T | Japan | $998M | -8% | -2% | 8% | 11.0× | -6.2% | +5.1% |
| Welspun Enterprises WELENT.NS | India | $995M | +29% | +1% | 19% | 22.3× | n/a | n/a |
| East China Engineering Science and Technology 002140.SZ | China | $1,000M | -24% | +9% | 7% | 11.6× | 0.3% | +13.9% |
| Rosetti Marino YRM.MI | Italy | $1.01B | -9% | +14% | 7% | 27.6× | n/a | n/a |
| Superloop SLC.AX | Australia | $1.01B | -19% | +22% | 5% | 30.8× | 28.0% | +47.3% |
| Toenec 1946.T | Japan | $1.01B | -32% | +2% | 8% | 7.9× | -2.3% | +4.8% |
| Guangzhou Metro Design & Research Institute 003013.SZ | China | $1.01B | +9% | -8% | 15% | 21.1× | n/a | n/a |
| Kanadevia 7004.T | Japan | $979M | -23% | +8% | 2% | 6.3× | n/a | n/a |
| Jiangsu Libert 605167.SS | China | $1.02B | -24% | -29% | 8% | 28.6× | n/a | n/a |
| RAIZNEXT 6379.T | Japan | $972M | +29% | +13% | 8% | 15.8× | -0.9% | +3.6% |
| JSTI 300284.SZ | China | $963M | -25% | -4% | 1% | 39.1× | 10.5% | -5.4% |
| HuaDian Heavy Industries 601226.SS | China | $1.04B | -32% | +18% | 2% | 29.5× | 18.2% | +3.2% |
| Shenzhen Cheng Chung Design 002811.SZ | China | $949M | +48% | +28% | 13% | n/a | 9.1% | -6.2% |
| Fugro FUR.AS | Netherlands | $1.06B | -29% | -11% | 3% | n/a | n/a | n/a |
| KEC International KEC.NS | India | $939M | -46% | -2% | 5% | 13.3× | n/a | n/a |
| Toa Corporation (Construction) 1885.T | Japan | $1.06B | -29% | +2% | 7% | 9.1× | -12.2% | +13.6% |
| YIT YIT.HE | Finland | $938M | +45% | +10% | 3% | 75.2× | 12.8% | -10.6% |
| Raito Kogyo 1926.T | Japan | $928M | -5% | +9% | 13% | 11.6× | -8.0% | +5.2% |
| Anhui Construction Engineering 600502.SS | China | $1.07B | -23% | -4% | 6% | 4.6× | n/a | n/a |
| Galliford Try GFRD.L | United Kingdom | $925M | +31% | +3% | 3% | 14.5× | -0.8% | +11.4% |