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603235.SS
SELLREMOVEJiangXi Tianxin Pharmaceutical Co., Ltd. · Consumer Defensive · China · $1.5B · Avg Vol: $1M/d
JiangXi Tianxin is primarily a manufacturer of vitamins and APIs. It operates as a commodity cyclical with low pricing power and high input cost sensitivity, making it unsuitable for our concentrated portfolio.
COMPANY DESCRIPTION
JiangXi Tianxin Pharmaceutical Co., Ltd. specializes in the R&D, production, and sale of vitamins, including Vitamin B6, Vitamin B1, and Folic Acid, for food, feed, and pharmaceutical applications. The company is a major global supplier in the vitamin industry, maintaining a significant market share through large-scale, cost-efficient production. Its competitive advantage is driven by proprietary synthesis technologies, strict quality certifications, and strong relationships with global feed and food conglomerates.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 340.6M | 278.1M | 326.4M | 346.5M | 0.6% |
| EPS | 0.22 | 0.16 | 0.22 | 0.20 | -3.7% |
| Shares | 437.8M | 437.8M | 437.8M | 437.8M | 0.0% |
| Debt | 1.2M | 16.0M | 22.0M | 59.8M | 268.9% |
| Equity | 599.7M | 625.5M | 682.1M | 726.5M | 6.6% |
| Op CF | 89.6M | 107.8M | 73.8M | 93.0M | 1.2% |
| Inv CF | -67.3M | -44.8M | -227.7M | -13.2M | — |
| Fin CF | 171.8M | -31.9M | -35.5M | -5.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 603235.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603235.SS | JiangXi Tianxin Pharmaceutical Co., Ltd.(you) | $1.5B | 32 | SELL |
| 603027.SS | Qianhe Condiment and Food Co., Ltd. | $1.5B | 28 | SELL |
| 600597.SS | Bright Dairy & Food Co.,Ltd | $1.3B | 27 | SELL |
| 600251.SS | Xinjiang Guannong Co.,Ltd. | $1.1B | 36 | HOLD |
| 002100.SZ | TECON BIOLOGY Co.LTD | $1.2B | 24 | SELL |
| 600305.SS | Jiangsu Hengshun Vinegar-Industry Co.,Ltd | $1.1B | 26 | SELL |
| 002847.SZ | YanKer shop Food Co.,Ltd | $1.9B | 38 | HOLD |
| 001313.SZ | Guangdong Yuehai Feeds Group Co.,Ltd. | $782M | 30 | SELL |
| 603711.SS | XIANGPIAOPIAO Food Co.,Ltd | $743M | 35 | SELL |
| 002626.SZ | Xiamen Kingdomway Group Company | $1.3B | 17 | STRONG SELL |
Peer medians: ROE 8.4% · P/E 21.7x · Gross margin 33.2%