Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603599.SS
HOLDREMOVEAnhui Guangxin Agrochemical Co., Ltd. · Basic Materials · China · $1.5B · Avg Vol: $24M/d
Anhui Guangxin is an agrochemical producer that operates in a highly cyclical and capital-intensive industry. While it has decent quality metrics, it is a price-taker in a commodity market, failing the Terry Smith lens.
COMPANY DESCRIPTION
Anhui Guangxin Agrochemical is a leading manufacturer of crop protection chemicals, specializing in the production of high-quality fungicides, herbicides, and chemical intermediates like phosgene. The company's competitive moat is built on its rare phosgene production licenses, highly integrated production chains, and significant cost advantages. It is a dominant, vertically integrated player in the global agrochemical supply chain, exporting to major multinational crop science companies.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.3B | 867M | 686M | 522M | -27.0% |
| EPS | 0.53 | 0.23 | 0.13 | 0.11 | -41.3% |
| Shares | 910M | 910M | 910M | 910M | -0.0% |
| Debt | 183M | 411M | 431M | 355M | 24.6% |
| Equity | 1.3B | 1.4B | 1.4B | 1.5B | 5.1% |
| Op CF | 433M | 108M | 79M | 58M | -48.9% |
| Inv CF | -355M | 169M | -777M | 4M | — |
| Fin CF | 14M | 128M | 27M | -96M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603599.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603599.SS | Anhui Guangxin Agrochemical Co., Ltd.(you) | $1.5B | 50 | HOLD |
| 002215.SZ | Shenzhen Noposion Crop Science Co., Ltd. | $1.3B | 50 | HOLD |
| 301665.SZ | CAC Nantong Chemical Co., Ltd. | $1.6B | 55 | HOLD |
| 002258.SZ | Lier Chemical Co.,LTD. | $1.5B | 57 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
| 002539.SZ | Chengdu Wintrue Holding Co., Ltd. | $2.3B | 49 | HOLD |
| 600230.SS | Cangzhou Dahua Co., Ltd. | $899M | 52 | HOLD |
| 000422.SZ | Hubei Yihua Chemical Industry Co., Ltd. | $2.3B | 43 | HOLD |
| 002556.SZ | Anhui Huilong Agricultural Means of Production Co.,Ltd. | $723M | 47 | HOLD |
| 600486.SS | JIANGSU YANGNONG CHEMICAL CO LT | $3.4B | 47 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%