Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688549.SS
HOLDREMOVEGrandiT Co., Ltd. · Basic Materials · China · $3.1B · Avg Vol: $560M/d
GrandiT Co. is a semiconductor materials provider. While it operates in a structurally growing domestic market, we lack sufficient localized intelligence and conviction regarding its technological moat relative to global peers.
COMPANY DESCRIPTION
GrandiT Co., Ltd. develops and manufactures high-end photoresists and auxiliary materials essential for semiconductor manufacturing. As a critical player in China's domestic semiconductor supply chain, the company possesses proprietary chemical formulations that enable it to substitute imported materials. Its strong R&D capabilities position it as a key niche supplier to leading domestic integrated circuit foundries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 118M | 132M | 152M | 179M | 14.9% |
| EPS | 0.00 | 0.00 | 0.00 | -0.00 | -16.3% |
| Shares | 1.1B | 1.5B | 1.5B | 1.5B | +33.3% |
| Debt | 41M | 19M | 25M | 27M | -13.7% |
| Equity | 177M | 448M | 448M | 444M | 36.0% |
| Op CF | 15M | 15M | 9M | 28M | 23.2% |
| Inv CF | -63M | -218M | 48M | -24M | — |
| Fin CF | 36M | 244M | 3M | -1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 688549.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688549.SS | GrandiT Co., Ltd.(you) | $3.1B | 40 | HOLD |
| 603826.SS | Fujian Kuncai Material Technology Co., Ltd. | $3.1B | 43 | HOLD |
| 300409.SZ | Guangdong Dowstone Technology Co., Ltd. | $2.6B | 42 | HOLD |
| 000830.SZ | Luxi Chemical Group Co., Ltd. | $3.7B | 37 | HOLD |
| 301238.SZ | Jiangsu Ruitai New Energy Materials Co., Ltd. | $2.8B | 44 | HOLD |
| 301489.SZ | GuangDong Suqun New Material Co.,Ltd. | $2.6B | 44 | HOLD |
| 300699.SZ | Weihai Guangwei Composites Co., Ltd. | $3.7B | 34 | SELL |
| 603650.SS | Red Avenue New Materials Group Co., Ltd. | $4.8B | 42 | HOLD |
| 002741.SZ | Guangdong Guanghua Sci-Tech Co., Ltd. | $2.0B | 38 | HOLD |
| 002010.SZ | Transfar Zhilian Co., Ltd. | $2.2B | 36 | HOLD |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%