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Employees: 2,468
Size Guangdong Tianan New Material (603725.SS) is a China Materials company (Chemicals: Specialty) with a market value of $489M, the 3913th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.69 on 6 Nov 2026.
Performance Over six months the shares gained 9.0%, against -23.0% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue fell 11.7% over the last twelve months (peer median +15.4%); the operating margin is 1.7% (peer median 2.5%).
Valuation It trades at 1.5× enterprise value to sales against a peer median of 1.7× (9th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is +29%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.6 points below its cost of capital (6.9% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.81B | CN¥3.08B | CN¥3.09B | CN¥3.13B | CN¥2.70B |
| Revenue growth | — | 0% | -1% | +16% | — |
| Gross profit | CN¥601M | CN¥651M | CN¥657M | CN¥663M | CN¥513M |
| EBITDA | n/a | CN¥240M | CN¥286M | CN¥265M | CN¥12.1M |
| Net income | CN¥50.9M | CN¥112M | CN¥101M | CN¥121M | -CN¥165M |
| Free cash flow | CN¥57.2M | CN¥217M | CN¥106M | CN¥142M | CN¥237M |
| Capital expenditure | CN¥58.5M | CN¥59.6M | CN¥62.5M | CN¥51.5M | CN¥38.6M |
| Total debt | CN¥1.25B | CN¥1.11B | CN¥1.10B | CN¥1.10B | CN¥1.31B |
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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 | 603725.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.4% | -14.6% | 5th highest of 21 |
| 6-month return | +9.0% | -23.0% | 4th highest of 21 |
| Distance from 52-week high | -28.4% | -46.9% | 6th highest of 21 |
| Revenue growth (TTM) | -11.7% | +15.4% | 3rd lowest of 21 |
| Operating margin | 1.7% | 2.5% | 10th lowest of 21 |
| EV / Sales | 1.5× | 1.7× | 9th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 21.7% | 16.0% | 2nd most demanding of 11 |
| Growth delivered (Del g) | +29.0% | +12.9% | 2nd highest of 11 |
| Hurdle (Req g minus delivered) | -7.3 pp | -10.5 pp | 5th most demanding of 11 |
| ROIC minus cost of capital | -2.6 pp | -3.7 pp | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Tianan New Material 603725.SS | China | $489M | +9% | -12% | 2% | 1.5× | 21.7% | +29.0% |
| Savita Oil Technologies SOTL.NS | India | $491M | +61% | +26% | 10% | 1.0× | 17.5% | +16.8% |
| Jiangxi Chenguang New Materials 605399.SS | China | $482M | -30% | +15% | -9% | 2.8× | n/a | n/a |
| Tidewater Renewables LCFS.TO | Canada | $495M | +97% | +24% | 20% | 2.4× | -3.0% | +126.4% |
| Great Chinasoft Technology 002453.SZ | China | $497M | -27% | -5% | -54% | 8.2× | n/a | n/a |
| Laxmi Organic Industries LXCHEM.NS | India | $480M | 0% | +5% | 6% | 1.4× | n/a | n/a |
| Soulbrain 036830.KS | South Korea | $480M | -55% | +16% | -3% | 1.5× | n/a | n/a |
| Tian Jin Bohai Chemical 600800.SS | China | $479M | -37% | -24% | -20% | 1.7× | n/a | n/a |
| Shanghai Huide Science & Technology 603192.SS | China | $476M | -15% | +2% | 3% | 1.0× | 15.5% | +10.5% |
| Gujarat Alkalies & Chemicals GUJALKALI.NS | India | $476M | -23% | +7% | 2% | 1.0× | 39.8% | +12.5% |
| Zhejiang Hisun Biomaterials 688203.SS | China | $473M | +16% | +47% | 4% | 2.5× | 16.5% | +26.6% |
| Hangzhou Flariant 605566.SS | China | $505M | -23% | +22% | 8% | 2.5× | n/a | n/a |
| Shaanxi Xinghua Chemistry 002109.SZ | China | $473M | -39% | +20% | -1% | 1.6× | 2.0% | +13.0% |
| Jiangsu Jinji Industrial 300798.SZ | China | $507M | -33% | +28% | 0% | 2.5× | n/a | n/a |
| Shandong Haihua 000822.SZ | China | $509M | -36% | -10% | -33% | 1.3× | n/a | n/a |
| Sichuan Meifeng Chemical Industry 000731.SZ | China | $509M | -14% | -13% | -6% | 0.5× | n/a | n/a |
| Kente Catalysts 603120.SS | China | $465M | +6% | +9% | 12% | 3.9× | 18.3% | -8.9% |
| Dymatic Chemicals 002054.SZ | China | $465M | -25% | +21% | 8% | 1.7× | -0.8% | +12.9% |
| Lee & Man Chemical 0746.HK | Hong Kong | $465M | -9% | +3% | 18% | 1.1× | -8.5% | +3.9% |
| Nantong Jiangtian Chemical 300927.SZ | China | $463M | -29% | +51% | 5% | 1.7× | 18.0% | +29.0% |
| Gansu Yatai Industrial Developent 000691.SZ | China | $516M | -6% | +29% | 0% | 5.9× | n/a | n/a |