Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Li Wang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. お知らせ • Apr 23
Lily Group Co., Ltd., Annual General Meeting, May 19, 2026 Lily Group Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: 17F, No. 518, Pinglan Road, Xiaoshan District, Hangzhou, Zhejiang China お知らせ • Mar 30
Lily Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Lily Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 お知らせ • Dec 26
Lily Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026 Lily Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026 お知らせ • Sep 30
Lily Group Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Lily Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 お知らせ • Jun 30
Lily Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025 Lily Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025 お知らせ • Apr 26
Lily Group Co., Ltd., Annual General Meeting, May 19, 2025 Lily Group Co., Ltd., Annual General Meeting, May 19, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China お知らせ • Mar 28
Lily Group Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025 Lily Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025 お知らせ • Dec 27
Lily Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025 Lily Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025 Reported Earnings • Oct 28
Third quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.07 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.07 in 3Q 2023). Revenue: CN¥570.6m (down 3.9% from 3Q 2023). Net income: CN¥43.6m (up 65% from 3Q 2023). Profit margin: 7.6% (up from 4.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥10.32, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 5.7% over the past year. お知らせ • Sep 30
Lily Group Co., Ltd. to Report Q3, 2024 Results on Oct 28, 2024 Lily Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024 Reported Earnings • Aug 23
Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.089 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.089 in 2Q 2023). Revenue: CN¥631.1m (up 9.1% from 2Q 2023). Net income: CN¥59.6m (up 52% from 2Q 2023). Profit margin: 9.4% (up from 6.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. お知らせ • Jun 28
Lily Group Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024 Lily Group Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024 Valuation Update With 7 Day Price Move • May 23
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥11.52, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 1.2% over the past year. New Risk • May 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.8% average weekly change). Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥9.69, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 13% over the past year. お知らせ • May 01
Lily Group Co., Ltd., Annual General Meeting, May 20, 2024 Lily Group Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: 17F, No. 520, Pinglan Road, Xiaoshan District, Hangzhou, Zhejiang China Reported Earnings • Apr 30
Full year 2023 earnings released: EPS: CN¥0.29 (vs CN¥0.52 in FY 2022) Full year 2023 results: EPS: CN¥0.29 (down from CN¥0.52 in FY 2022). Revenue: CN¥2.28b (down 7.5% from FY 2022). Net income: CN¥120.2m (down 44% from FY 2022). Profit margin: 5.3% (down from 8.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥8.66, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 33% over the past year. お知らせ • Mar 30
Lily Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Lily Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥7.45, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Chemicals industry in China. お知らせ • Dec 30
Lily Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 30, 2024 Lily Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 30, 2024 Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.20 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.089 (down from CN¥0.20 in 2Q 2022). Revenue: CN¥578.3m (down 22% from 2Q 2022). Net income: CN¥39.3m (down 52% from 2Q 2022). Profit margin: 6.8% (down from 11% in 2Q 2022). The decrease in margin was driven by lower revenue. Reported Earnings • Apr 24
Full year 2022 earnings released: EPS: CN¥0.67 (vs CN¥0.99 in FY 2021) Full year 2022 results: EPS: CN¥0.67 (down from CN¥0.99 in FY 2021). Revenue: CN¥2.47b (flat on FY 2021). Net income: CN¥214.5m (down 31% from FY 2021). Profit margin: 8.7% (down from 13% in FY 2021). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Board Change • Mar 15
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Li Ming Tian was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.