Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600486.SS
HOLDREMOVEJIANGSU YANGNONG CHEMICAL CO LT · Basic Materials · China · $3.4B · Avg Vol: $49M/d
Jiangsu Yangnong Chemical is a pesticide and agrochemical manufacturer that lacks a clear structural moat and is highly exposed to volatile petrochemical feedstock costs.
COMPANY DESCRIPTION
Jiangsu Yangnong Chemical Co., Ltd. is a leading Chinese manufacturer of agrochemicals, specializing in pyrethroid insecticides, herbicides, and fungicides. The company is a dominant global player in the pyrethroid market, benefiting from a highly integrated production chain and advanced chemical synthesis capabilities. Its competitive moat is reinforced by strong R&D, low-cost manufacturing advantages, and compliance with stringent environmental and safety standards.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.3B | 1.7B | 1.5B | 1.8B | -9.1% |
| EPS | 0.66 | 0.57 | 0.44 | 0.47 | -10.5% |
| Shares | 403M | 406M | 407M | 405M | +0.6% |
| Debt | 121M | 92M | 176M | 135M | 3.6% |
| Equity | 1.3B | 1.4B | 1.6B | 1.7B | 10.3% |
| Op CF | 314M | 354M | 319M | 328M | 1.4% |
| Inv CF | -217M | -524M | -324M | -132M | — |
| Fin CF | -75M | -73M | 25M | -107M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600486.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600486.SS | JIANGSU YANGNONG CHEMICAL CO LT(you) | $3.4B | 47 | HOLD |
| 002539.SZ | Chengdu Wintrue Holding Co., Ltd. | $2.3B | 49 | HOLD |
| 000422.SZ | Hubei Yihua Chemical Industry Co., Ltd. | $2.3B | 43 | HOLD |
| 603599.SS | Anhui Guangxin Agrochemical Co., Ltd. | $1.5B | 50 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
| 000893.SZ | Asia-potash International Investment (Guangzhou)Co.,Ltd. | $6.0B | 38 | HOLD |
| 002215.SZ | Shenzhen Noposion Crop Science Co., Ltd. | $1.3B | 50 | HOLD |
| 000902.SZ | YONFER Agricultural Technology Co., Ltd. | $2.4B | 62 | HOLD |
| 301665.SZ | CAC Nantong Chemical Co., Ltd. | $1.6B | 55 | HOLD |
| 002258.SZ | Lier Chemical Co.,LTD. | $1.5B | 57 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%