Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000912.SZ
STRONG SELLREMOVESichuan Lutianhua Company Limited By Shares · Basic Materials · China · $874M · Avg Vol: $14M/d
Sichuan Lutianhua is a chemical and fertilizer producer. While it theoretically aligns with the commodity theme, its low quality metrics (Q-score of 38) and vulnerability to natural gas feedstock costs make it a poor risk-reward play.
COMPANY DESCRIPTION
Sichuan Lutianhua Company Limited By Shares manufactures urea, synthetic ammonia, and other nitrogen-based chemical fertilizers. As one of China's earliest and largest natural gas-based chemical fertilizer producers, the company utilizes abundant local natural gas resources in Southwest China. It is a cost-efficient, resource-backed regional leader in the nitrogen fertilizer industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.1B | 949M | 749M | 664M | -15.8% |
| EPS | 0.03 | 0.01 | 0.00 | 0.00 | -55.7% |
| Shares | 1.6B | 1.6B | 1.6B | 1.6B | 0.0% |
| Debt | 167M | 117M | 137M | 38M | -39.1% |
| Equity | 925M | 946M | 942M | 938M | 0.5% |
| Op CF | 132M | 148M | 50M | 34M | -36.2% |
| Inv CF | -58M | -103M | -13M | 17M | — |
| Fin CF | -3M | -55M | -130M | -33M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000912.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000912.SZ | Sichuan Lutianhua Company Limited By Shares(you) | $874M | 10 | STRONG SELL |
| 603395.SS | CNSIG Anhui Hongsifang Fertilizer Co., Ltd. | $916M | 9 | STRONG SELL |
| 000525.SZ | Nanjing Red Sun Co.,Ltd. | $932M | 3 | STRONG SELL |
| 002470.SZ | Kingenta Ecological Engineering Group Co., Ltd. | $1.1B | 20 | SELL |
| 600796.SS | Zhejiang Qianjiang Biochemical Co., Ltd | $685M | 32 | SELL |
| 002274.SZ | Jiangsu Huachang Chemical Co., Ltd | $783M | 35 | SELL |
| 300505.SZ | Kunming Chuan Jin Nuo Chemical Co., Ltd. | $856M | 39 | HOLD |
| 002556.SZ | Anhui Huilong Agricultural Means of Production Co.,Ltd. | $723M | 47 | HOLD |
| 600230.SS | Cangzhou Dahua Co., Ltd. | $899M | 52 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%