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One of the world's largest producers of concentrated apple and pear juice, mainly for export to global beverage makers.
One of the world's largest producers of concentrated apple and pear juice, mainly for export to global beverage makers.
Buys apples in the autumn harvest, presses and concentrates them, and sells the concentrate, a commodity ingredient, abroad. Profit depends on the gap between apple cost and concentrate price. China is the world's largest apple producer.
In one line: China's largest apple-juice-concentrate exporter, a supplier to Coke/Pepsi-type buyers.
Moat: narrow (scale, distribution). Scale processing capacity and established export relationships in a commoditized ingredient.
Headquarters: Yantai, China · Employees: 956
Size Yantai North Andre Juice (605198.SS) is a China Consumer Staples company (Food: Specialty/Candy) with a market value of $2.31B, the 1106th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥53.18 on 6 Nov 2026.
Performance Over six months the shares gained 16.0%, against -5.2% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue fell 16.6% over the last twelve months (peer median +3.4%); the operating margin is 17.6% (peer median 9.3%).
Valuation It trades at 66.5× forward earnings against a peer median of 18.3× (most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 37% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is +22 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.4 points above its cost of capital (9.9% WACC).
Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.45B | CN¥1.67B | CN¥1.41B | CN¥873M | CN¥1.05B |
| Revenue growth | — | +18% | +62% | -17% | — |
| Gross profit | CN¥344M | CN¥394M | CN¥341M | CN¥279M | CN¥192M |
| EBITDA | CN¥298M | CN¥359M | CN¥285M | CN¥260M | CN¥159M |
| Net income | CN¥253M | CN¥330M | CN¥261M | CN¥256M | CN¥194M |
| Free cash flow | CN¥168M | CN¥438M | -CN¥257M | -CN¥2.04M | CN¥237M |
| Capital expenditure | CN¥77.3M | CN¥62.5M | CN¥162M | CN¥133M | CN¥55.4M |
| Total debt | CN¥0 | CN¥0 | CN¥0 | CN¥0 | CN¥130M |
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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 | 605198.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.4% | +3.2% | 2nd lowest of 21 |
| 6-month return | +16.0% | -5.2% | 5th highest of 21 |
| Distance from 52-week high | -38.9% | -14.0% | 6th lowest of 21 |
| Revenue growth (TTM) | -16.6% | +3.4% | lowest of 21 |
| Operating margin | 17.6% | 9.3% | 6th highest of 21 |
| Forward P/E | 66.5× | 18.3× | most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 36.8% | -0.3% | most demanding of 18 |
| Growth delivered (Del g) | +14.8% | +7.8% | 2nd highest of 18 |
| Hurdle (Req g minus delivered) | +22.0 pp | -6.8 pp | 2nd most demanding of 18 |
| ROIC minus cost of capital | +0.4 pp | +4.0 pp | 6th lowest of 21 |
| EV / EBITDA | 48.9× | 9.5× | most expensive of 15 |
| Net debt / EBITDA | -2.9× | 0.4× | 2nd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yantai North Andre Juice 605198.SS | China | $2.31B | +16% | -17% | 18% | 66.5× | 36.8% | +14.8% |
| Premier Foods PFD.L | United Kingdom | $2.34B | +3% | +2% | 18% | 12.6× | -1.3% | +4.4% |
| Kanematsu 8020.T | Japan | $2.35B | +2% | +4% | 5% | 9.6× | -2.4% | +10.5% |
| Gambol Pet 301498.SZ | China | $2.25B | -32% | +14% | 7% | 43.6× | n/a | n/a |
| CALBEE 2229.T | Japan | $2.37B | +7% | +5% | 8% | 22.0× | -1.8% | +5.0% |
| Lotus 600186.SS | China | $2.37B | -18% | +21% | 13% | 35.2× | n/a | n/a |
| Sichuan Teway Food 603317.SS | China | $2.24B | -18% | +22% | 21% | 20.4× | 2.9% | +7.8% |
| Weilong Delicious Global 9985.HK | Hong Kong | $2.22B | -20% | +13% | 25% | 9.6× | -6.3% | +11.1% |
| Suedzucker SZU.DE | Germany | $2.57B | -5% | -5% | -3% | 34.2× | 0.7% | +4.6% |
| House Foods 2810.T | Japan | $2.58B | +49% | 0% | 6% | 27.2× | 5.0% | +4.9% |
| UTZ Brands UTZ | United States | $2.05B | +90% | +2% | 4% | 17.9× | 31.8% | +8.3% |
| Chongqing Fuling Zhacai 002507.SZ | China | $2.04B | -6% | +3% | 28% | 18.0× | -0.9% | +1.4% |
| Nissui 1332.T | Japan | $1.97B | -16% | +8% | 4% | 10.8× | 0.9% | +8.7% |
| Kotobuki Spirits 2222.T | Japan | $2.81B | +41% | +10% | 25% | 29.3× | 5.2% | +27.7% |
| Marzetti MZTI | United States | $2.86B | -8% | -1% | 11% | 15.6× | -2.4% | +5.6% |
| Robertet RBT.PA | France | $1.84B | +4% | 0% | 15% | 18.3× | -0.4% | +9.4% |
| Anhui Jinhe Industrial 002597.SZ | China | $1.83B | -8% | +22% | 4% | 19.4× | 10.3% | +6.0% |
| Tootsie Roll Industries TR | United States | $2.92B | -8% | +2% | 12% | n/a | 14.1% | +9.2% |
| Cloetta CLA-B.ST | Sweden | $1.82B | +16% | 0% | 14% | 20.9× | -0.3% | +8.4% |
| MeiHua 600873.SS | China | $2.99B | -27% | -3% | 4% | 14.5× | n/a | n/a |
| Nongshim 004370.KS | South Korea | $1.74B | +8% | +5% | 6% | 11.8× | -16.1% | +5.9% |