Employees: 912
Size Jiahe Foods Industry (605300.SS) is a China Consumer Staples company (Food: Specialty/Candy) with a market value of $623M, the 3329th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.24 on 6 Nov 2026.
Performance Over six months the shares fell 16.8%, against -8.0% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue fell 6.5% over the last twelve months (peer median +6.3%); the operating margin is 0.9% (peer median 7.0%).
Valuation It trades at 25.0× forward earnings against a peer median of 18.0× (4th most expensive of 16).
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 +4%, so the hurdle is +15 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 3.5 points below its cost of capital (8.4% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.24B | CN¥2.25B | CN¥2.31B | CN¥2.84B | CN¥2.43B |
| Revenue growth | — | -3% | -19% | +17% | — |
| Gross profit | CN¥370M | CN¥274M | CN¥355M | CN¥493M | CN¥283M |
| EBITDA | n/a | CN¥91.6M | CN¥171M | CN¥385M | CN¥185M |
| Net income | CN¥39.4M | CN¥30.8M | CN¥83.9M | CN¥258M | CN¥115M |
| Free cash flow | CN¥106M | -CN¥85.1M | CN¥201M | CN¥230M | CN¥39.0M |
| Capital expenditure | CN¥85.4M | CN¥81.6M | CN¥108M | CN¥86.0M | CN¥108M |
| Total debt | CN¥432M | CN¥361M | CN¥241M | CN¥567M | CN¥571M |
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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 | 605300.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.0% | +0.4% | 4th lowest of 21 |
| 6-month return | -16.8% | -8.0% | 7th lowest of 21 |
| Distance from 52-week high | -29.0% | -30.2% | 10th highest of 21 |
| Revenue growth (TTM) | -6.5% | +6.3% | 2nd lowest of 21 |
| Operating margin | 0.9% | 7.0% | 3rd lowest of 21 |
| Forward P/E | 25.0× | 18.0× | 4th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 18.9% | 6.9% | 3rd most demanding of 16 |
| Growth delivered (Del g) | +3.7% | +7.8% | 4th lowest of 16 |
| Hurdle (Req g minus delivered) | +15.2 pp | -5.7 pp | 5th most demanding of 16 |
| ROIC minus cost of capital | -3.5 pp | +1.3 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiahe Foods Industry 605300.SS | China | $623M | -17% | -7% | 1% | 25.0× | 18.9% | +3.7% |
| YouYou Foods 603697.SS | China | $627M | -7% | +30% | 11% | 18.7× | 2.5% | +7.8% |
| Gift 9279.T | Japan | $635M | +31% | +24% | 11% | 31.2× | n/a | n/a |
| John B. Sanfilippo & Son JBSS | United States | $643M | -29% | +3% | 7% | 11.4× | -8.2% | +6.5% |
| Ligao Foods 300973.SZ | China | $604M | -19% | +5% | 7% | 17.1× | n/a | n/a |
| Zhongjing Food 300908.SZ | China | $579M | -31% | +6% | 19% | 19.7× | 6.9% | +8.3% |
| Mrs. Bector's Food Specialities BECTORFOOD.NS | India | $681M | +3% | +12% | 8% | 36.0× | 38.4% | +18.5% |
| Apple Flavor & Fragrance 603020.SS | China | $570M | -7% | +3% | 4% | n/a | 16.4% | -1.5% |
| Guilin Layn Natural Ingredients 002166.SZ | China | $691M | -29% | +7% | 10% | 24.8× | 8.4% | +21.1% |
| Shanghai Laiyifen 603777.SS | China | $693M | -15% | +5% | -6% | n/a | 27.2% | -0.9% |
| Haoxiangni Health Food 002582.SZ | China | $558M | -21% | -17% | -11% | n/a | n/a | n/a |
| Ganyuan Foods 002991.SZ | China | $552M | -22% | 0% | 10% | 17.1× | 4.8% | +12.4% |
| Hindustan Foods HNDFDS.NS | India | $704M | 0% | +18% | 6% | 32.4× | n/a | n/a |
| Vadilal Industries VADILALIND.NS | India | $541M | +53% | +31% | 16% | n/a | 17.3% | +26.5% |
| Gujarat Ambuja Exports GAEL.NS | India | $729M | -8% | +16% | 10% | 11.3× | n/a | n/a |
| Kameda Seika 2220.T | Japan | $525M | -8% | +17% | 6% | 18.0× | 0.3% | +6.0% |
| Zhongyin Babi Food 605338.SS | China | $753M | -10% | +2% | 17% | 17.3× | -4.5% | +13.8% |
| Riken Vitamin 4526.T | Japan | $516M | +29% | +3% | 7% | 11.8× | -3.9% | +4.4% |
| Baolingbao Biology 002286.SZ | China | $500M | -15% | +9% | 6% | 18.1× | 10.0% | +6.0% |
| Lotte Wellfood 280360.KS | South Korea | $796M | +2% | +7% | 4% | 8.8× | 0.4% | +15.2% |
| Yan Tai Shuang Ta Food 002481.SZ | China | $803M | -4% | +5% | 2% | n/a | 17.7% | +1.2% |