Valuation Update With 7 Day Price Move • May 29
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥35.90, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 50x in the Chemicals industry in China. Total loss to shareholders of 41% over the past three years. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Ningsheng Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. お知らせ • Apr 24
Kaili Catalyst & New Materials Co.,Ltd., Annual General Meeting, May 15, 2026 Kaili Catalyst & New Materials Co.,Ltd., Annual General Meeting, May 15, 2026, at 15:30 China Standard Time. Location: No. 4288, Shanglin Road, High Speed Rail New City, Xi'an Economic and Technological Development Zone, Shaanxi China お知らせ • Mar 30
Kaili Catalyst & New Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 24, 2026 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026 お知らせ • Dec 26
Kaili Catalyst & New Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026 お知らせ • Sep 30
Kaili Catalyst & New Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 お知らせ • Jun 30
Kaili Catalyst & New Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 15, 2025 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 15, 2025 お知らせ • Apr 21
Kaili Catalyst & New Materials Co.,Ltd., Annual General Meeting, May 12, 2025 Kaili Catalyst & New Materials Co.,Ltd., Annual General Meeting, May 12, 2025, at 15:30 China Standard Time. Location: The Company's Meeting Room, Tongling, Anhui China お知らせ • Mar 28
Kaili Catalyst & New Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 お知らせ • Dec 27
Kaili Catalyst & New Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 21, 2025 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 21, 2025 Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.05 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.05 in 3Q 2023). Revenue: CN¥330.7m (down 11% from 3Q 2023). Net income: CN¥17.3m (up 163% from 3Q 2023). Profit margin: 5.2% (up from 1.8% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥26.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 42% over the past year. お知らせ • Sep 30
Kaili Catalyst & New Materials Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥24.67, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 50% over the past year. Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.38 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.38 in 2Q 2023). Revenue: CN¥507.6m (up 6.8% from 2Q 2023). Net income: CN¥35.3m (down 29% from 2Q 2023). Profit margin: 7.0% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. お知らせ • Jun 29
Kaili Catalyst & New Materials Co.,Ltd. to Report First Half, 2024 Results on Aug 16, 2024 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report first half, 2024 results on Aug 16, 2024 お知らせ • May 01
Kaili Catalyst & New Materials Co.,Ltd., Annual General Meeting, May 20, 2024 Kaili Catalyst & New Materials Co.,Ltd., Annual General Meeting, May 20, 2024, at 15:30 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi China Reported Earnings • Apr 30
Full year 2023 earnings released: EPS: CN¥0.86 (vs CN¥1.69 in FY 2022) Full year 2023 results: EPS: CN¥0.86 (down from CN¥1.69 in FY 2022). Revenue: CN¥1.79b (down 5.1% from FY 2022). Net income: CN¥112.9m (down 49% from FY 2022). Profit margin: 6.3% (down from 12% in FY 2022). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. お知らせ • Mar 30
Kaili Catalyst & New Materials Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Reported Earnings • Feb 24
Full year 2023 earnings released: EPS: CN¥0.88 (vs CN¥1.69 in FY 2022) Full year 2023 results: EPS: CN¥0.88 (down from CN¥1.69 in FY 2022). Revenue: CN¥1.81b (down 4.0% from FY 2022). Net income: CN¥114.6m (down 48% from FY 2022). Profit margin: 6.3% (down from 12% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥23.01, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Chemicals industry in China. Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.05 (vs CN¥0.36 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.05 (down from CN¥0.36 in 3Q 2022). Revenue: CN¥370.3m (down 18% from 3Q 2022). Net income: CN¥6.56m (down 86% from 3Q 2022). Profit margin: 1.8% (down from 10% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Reported Earnings • Aug 29
Second quarter 2023 earnings released: EPS: CN¥0.38 (vs CN¥0.55 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.38 (down from CN¥0.55 in 2Q 2022). Revenue: CN¥475.1m (down 11% from 2Q 2022). Net income: CN¥49.9m (down 31% from 2Q 2022). Profit margin: 11% (down from 14% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. お知らせ • Jun 28
Kaili Catalyst & New Materials Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023 Kaili Catalyst & New Materials Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023 Reported Earnings • Mar 26
Full year 2022 earnings released: EPS: CN¥1.69 (vs CN¥1.42 in FY 2021) Full year 2022 results: EPS: CN¥1.69 (up from CN¥1.42 in FY 2021). Revenue: CN¥1.88b (up 18% from FY 2021). Net income: CN¥221.1m (up 36% from FY 2021). Profit margin: 12% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Chemicals industry in China. Board Change • Mar 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Ningsheng Zhang 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. お知らせ • Feb 07
Kaili Catalyst & New Materials Co.,Ltd. announced that it expects to receive CNY 1.075 billion in funding Kaili Catalyst & New Materials Co.,Ltd. announced a private placement of not more than 15,000,000 A shares at an issue price of not lower than 80% of the company’s stock trading average price in the 20 trading days before the pricing base date for the gross proceeds not exceeding CNY 1,075,000,000 on February 6, 2023. The transaction will include participation from not more than 35 investors. The transaction has been approved at the eighth meeting of the third board of directors and is subject to approval of shareholders of the company, Shanghai Stock Exchange and the China Securities Regulatory Commission.