Lily Group (603823) 주식 개요릴리 그룹은 중화인민공화국에서 유기농 안료를 제조 및 판매하는 회사입니다. 자세히 보기603823 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적2/6재무 건전성6/6배당2/6위험 분석지난 5년간 매년 수익이 16.7% 감소했습니다.지난 3개월 동안 주가 변동성이 CN 시장과 비교해 높았습니다.모든 위험 점검 보기603823 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW500,622 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG500,622 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥72.4549.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue CN¥2.0bEarnings CN¥150.9mAdvancedSet Fair ValueView all narrativesLily Group Co., Ltd. 경쟁사Tangshan Sunfar Silicon IndustriesLtdSymbol: SHSE:603938Market cap: CN¥22.1bWeihai Guangwei CompositesSymbol: SZSE:300699Market cap: CN¥22.9bSKSHU PaintLtdSymbol: SHSE:603737Market cap: CN¥20.7bShida Shinghwa Advanced Material GroupSymbol: SHSE:603026Market cap: CN¥18.7b가격 이력 및 성과Lily Group 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CN¥72.4552주 최고가CN¥65.8752주 최저가CN¥12.52베타0.801개월 변동144.60%3개월 변동362.64%1년 변동407.35%3년 변동495.81%5년 변동499.90%IPO 이후 변동764.08%최근 뉴스 및 업데이트공시 • Jun 30Lily Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lily Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.62, the stock trades at a trailing P/E ratio of 75.2x. Average trailing P/E is 47x in the Chemicals industry in China. Total returns to shareholders of 180% over the past three years.Declared Dividend • Jun 04Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 7.3% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 12% EPS decline seen over the last 5 years.New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.4% 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: Major Risk Earnings have declined by 17% per year over the past 5 years. 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 (8.4% average weekly change).Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.94, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 52x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.40 (vs CN¥0.43 in FY 2024)Full year 2025 results: EPS: CN¥0.40 (down from CN¥0.43 in FY 2024). Revenue: CN¥2.15b (down 11% from FY 2024). Net income: CN¥166.9m (down 5.2% from FY 2024). Profit margin: 7.8% (up from 7.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.더 많은 업데이트 보기Recent updates공시 • Jun 30Lily Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lily Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.62, the stock trades at a trailing P/E ratio of 75.2x. Average trailing P/E is 47x in the Chemicals industry in China. Total returns to shareholders of 180% over the past three years.Declared Dividend • Jun 04Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 7.3% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 12% EPS decline seen over the last 5 years.New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.4% 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: Major Risk Earnings have declined by 17% per year over the past 5 years. 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 (8.4% average weekly change).Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.94, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 52x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.40 (vs CN¥0.43 in FY 2024)Full year 2025 results: EPS: CN¥0.40 (down from CN¥0.43 in FY 2024). Revenue: CN¥2.15b (down 11% from FY 2024). Net income: CN¥166.9m (down 5.2% from FY 2024). Profit margin: 7.8% (up from 7.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.공시 • Apr 23Lily Group Co., Ltd., Annual General Meeting, May 19, 2026Lily 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 China공시 • Mar 30Lily Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Lily Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Mar 08New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 46% over the past three years.공시 • Dec 26Lily Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Lily Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥19.39, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 55% over the past three years.New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.8% 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 (7.8% average weekly change).Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.082 (vs CN¥0.11 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.082 (down from CN¥0.11 in 3Q 2024). Revenue: CN¥512.4m (down 10% from 3Q 2024). Net income: CN¥35.9m (down 18% from 3Q 2024). Profit margin: 7.0% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥15.83, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 52% over the past three years.공시 • Sep 30Lily Group Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Lily Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025New Risk • Sep 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Jun 30Lily Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Lily Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥13.54, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 36% over the past three years.New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% 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 (8.2% average weekly change).Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥12.82, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 37% over the past three years.Declared Dividend • Jun 02Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 9th June 2025 Payment date: 9th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 10% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.10 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.10 in 1Q 2024). Revenue: CN¥568.7m (down 3.6% from 1Q 2024). Net income: CN¥45.8m (up 13% from 1Q 2024). Profit margin: 8.1% (up from 6.9% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Apr 26Lily Group Co., Ltd., Annual General Meeting, May 19, 2025Lily Group Co., Ltd., Annual General Meeting, May 19, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China공시 • Mar 28Lily Group Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Lily Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥11.15, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 5.5% over the past three years.분석 기사 • Feb 27Many Still Looking Away From Lily Group Co., Ltd. (SHSE:603823)Lily Group Co., Ltd.'s ( SHSE:603823 ) price-to-earnings (or "P/E") ratio of 23.9x might make it look like a buy right...공시 • Dec 27Lily Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Lily Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Reported Earnings • Oct 28Third 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. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Sep 30Lily Group Co., Ltd. to Report Q3, 2024 Results on Oct 28, 2024Lily Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024Valuation Update With 7 Day Price Move • Sep 30Investor 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 loss to shareholders of 11% over the past three years.분석 기사 • Sep 28Market Still Lacking Some Conviction On Lily Group Co., Ltd. (SHSE:603823)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 29x, you may consider Lily...Reported Earnings • Aug 23Second 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. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.공시 • Jun 28Lily Group Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024Lily Group Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024분석 기사 • Jun 19More Unpleasant Surprises Could Be In Store For Lily Group Co., Ltd.'s (SHSE:603823) Shares After Tumbling 28%Lily Group Co., Ltd. ( SHSE:603823 ) shares have retraced a considerable 28% in the last month, reversing a fair amount...분석 기사 • May 27Lily Group (SHSE:603823) Will Want To Turn Around Its Return TrendsIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥11.75, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 3.7% over the past three years.Valuation Update With 7 Day Price Move • May 07Investor 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 21% over the past three years.분석 기사 • May 06Some Investors May Be Willing To Look Past Lily Group's (SHSE:603823) Soft EarningsSoft earnings didn't appear to concern Lily Group Co., Ltd.'s ( SHSE:603823 ) shareholders over the last week. Our...공시 • May 01Lily Group Co., Ltd., Annual General Meeting, May 20, 2024Lily 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 ChinaReported Earnings • Apr 30Full year 2023 earnings: EPS in line with expectations, revenues disappointFull 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. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.분석 기사 • Apr 07After Leaping 25% Lily Group Co., Ltd. (SHSE:603823) Shares Are Not Flying Under The RadarLily Group Co., Ltd. ( SHSE:603823 ) shareholders are no doubt pleased to see that the share price has bounced 25% in...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥8.95, 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 28% over the past three years.공시 • Mar 30Lily Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Lily Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024분석 기사 • Feb 27Lily Group (SHSE:603823) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Feb 01Investor 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. Total loss to shareholders of 27% over the past three years.공시 • Dec 30Lily Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 30, 2024Lily Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 30, 2024Reported Earnings • Aug 31Second 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. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.21 per share at 1.4% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 41% and the cash payout ratio is 91%. Trailing yield: 1.4%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (1.9%).Reported Earnings • Apr 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull 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 missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 15%. 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. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥16.42, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 27x in the Chemicals industry in China. Total returns to shareholders of 6.5% over the past three years.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.20 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.20 in 3Q 2021). Revenue: CN¥541.1m (down 7.6% from 3Q 2021). Net income: CN¥39.2m (down 39% from 3Q 2021). Profit margin: 7.2% (down from 11% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥16.16, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 26x in the Chemicals industry in China. Total returns to shareholders of 1.2% over the past three years.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.26 (vs CN¥0.26 in 2Q 2021). Revenue: CN¥740.8m (up 16% from 2Q 2021). Net income: CN¥82.1m (flat on 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥15.41, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 8.6% over the past three years.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.24 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥646.3m (up 8.4% from 1Q 2021). Net income: CN¥66.8m (down 11% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥585.9m (up 14% from 3Q 2020). Net income: CN¥64.4m (down 13% from 3Q 2020). Profit margin: 11% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥15.44, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 31x in the Chemicals industry in China. Total returns to shareholders of 49% over the past three years.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.26 (vs CN¥0.23 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥641.3m (up 24% from 2Q 2020). Net income: CN¥82.4m (up 15% from 2Q 2020). Profit margin: 13% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • Apr 17Full year 2020 earnings released: EPS CN¥0.82 (vs CN¥0.72 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.01b (up 1.2% from FY 2019). Net income: CN¥259.6m (up 14% from FY 2019). Profit margin: 13% (up from 12% in FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.Is New 90 Day High Low • Jan 27New 90-day low: CN¥13.86The company is down 5.0% from its price of CN¥14.62 on 29 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.Is New 90 Day High Low • Dec 16New 90-day low: CN¥13.90The company is down 10.0% from its price of CN¥15.52 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: CN¥14.15The company is down 19% from its price of CN¥17.37 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥229.5m, up 7.6% from the prior year. Total revenue was CN¥1.91b over the last 12 months, down 1.5% from the prior year.Is New 90 Day High Low • Sep 24New 90-day low: CN¥14.88The company is down 15% from its price of CN¥17.51 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.주주 수익률603823CN ChemicalsCN 시장7D32.8%-2.9%-1.1%1Y407.4%59.9%26.5%전체 주주 수익률 보기수익률 대 산업: 603823은 지난 1년 동안 59.9%의 수익을 기록한 CN Chemicals 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 603823은 지난 1년 동안 26.5%를 기록한 CN 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 603823's price volatile compared to industry and market?603823 volatility603823 Average Weekly Movement10.8%Chemicals Industry Average Movement7.3%Market Average Movement6.9%10% most volatile stocks in CN Market11.1%10% least volatile stocks in CN Market4.2%안정적인 주가: 603823의 주가는 지난 3개월 동안 CN 시장보다 변동성이 컸습니다.시간에 따른 변동성: 603823의 주간 변동성(11%)은 지난 1년 동안 안정적이었지만 CN 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트19891,884Li Chenwww.lilychem.com릴리 그룹은 중화인민공화국에서 유기농 안료를 제조 및 판매하는 회사입니다. 잉크, 코팅 및 플라스틱용 안료와 중간체를 제공합니다. 릴리 그룹은 1989년에 설립되었으며 중화인민공화국 항저우에 본사를 두고 있습니다.더 보기Lily Group Co., Ltd. 기초 지표 요약Lily Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?603823 기초 통계시가총액CN¥27.42b순이익 (TTM)CN¥164.08m매출 (TTM)CN¥2.15b183.8x주가수익비율(P/E)14.0x주가매출비율(P/S)603823는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표603823 손익계산서 (TTM)매출CN¥2.15b매출원가CN¥1.71b총이익CN¥442.89m기타 비용CN¥278.81m순이익CN¥164.08m최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 25, 2026주당순이익(EPS)0.39총이익률20.55%순이익률7.62%부채/자본 비율4.6%603823의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.2%현재 배당 수익률33%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/07 16:24종가2026/07/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lily Group Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nai Di ZhaoEverbright Securities Co. Ltd.Wenxi JinTopsperity Securities
공시 • Jun 30Lily Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lily Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.62, the stock trades at a trailing P/E ratio of 75.2x. Average trailing P/E is 47x in the Chemicals industry in China. Total returns to shareholders of 180% over the past three years.
Declared Dividend • Jun 04Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 7.3% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 12% EPS decline seen over the last 5 years.
New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.4% 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: Major Risk Earnings have declined by 17% per year over the past 5 years. 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 (8.4% average weekly change).
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.94, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 52x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.40 (vs CN¥0.43 in FY 2024)Full year 2025 results: EPS: CN¥0.40 (down from CN¥0.43 in FY 2024). Revenue: CN¥2.15b (down 11% from FY 2024). Net income: CN¥166.9m (down 5.2% from FY 2024). Profit margin: 7.8% (up from 7.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.
공시 • Jun 30Lily Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lily Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.62, the stock trades at a trailing P/E ratio of 75.2x. Average trailing P/E is 47x in the Chemicals industry in China. Total returns to shareholders of 180% over the past three years.
Declared Dividend • Jun 04Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 7.3% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 12% EPS decline seen over the last 5 years.
New Risk • Jun 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.4% 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: Major Risk Earnings have declined by 17% per year over the past 5 years. 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 (8.4% average weekly change).
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.94, the stock trades at a trailing P/E ratio of 53.1x. Average trailing P/E is 52x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.40 (vs CN¥0.43 in FY 2024)Full year 2025 results: EPS: CN¥0.40 (down from CN¥0.43 in FY 2024). Revenue: CN¥2.15b (down 11% from FY 2024). Net income: CN¥166.9m (down 5.2% from FY 2024). Profit margin: 7.8% (up from 7.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.
공시 • Apr 23Lily Group Co., Ltd., Annual General Meeting, May 19, 2026Lily 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
공시 • Mar 30Lily Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Lily Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Mar 08New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 46% over the past three years.
공시 • Dec 26Lily Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Lily Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥19.39, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 55% over the past three years.
New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.8% 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 (7.8% average weekly change).
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.082 (vs CN¥0.11 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.082 (down from CN¥0.11 in 3Q 2024). Revenue: CN¥512.4m (down 10% from 3Q 2024). Net income: CN¥35.9m (down 18% from 3Q 2024). Profit margin: 7.0% (down from 7.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥15.83, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 52% over the past three years.
공시 • Sep 30Lily Group Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Lily Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
New Risk • Sep 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Jun 30Lily Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Lily Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥13.54, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 36% over the past three years.
New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% 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 (8.2% average weekly change).
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥12.82, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 37% over the past three years.
Declared Dividend • Jun 02Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 9th June 2025 Payment date: 9th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 10% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.10 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.10 in 1Q 2024). Revenue: CN¥568.7m (down 3.6% from 1Q 2024). Net income: CN¥45.8m (up 13% from 1Q 2024). Profit margin: 8.1% (up from 6.9% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Apr 26Lily Group Co., Ltd., Annual General Meeting, May 19, 2025Lily Group Co., Ltd., Annual General Meeting, May 19, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
공시 • Mar 28Lily Group Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Lily Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥11.15, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 5.5% over the past three years.
분석 기사 • Feb 27Many Still Looking Away From Lily Group Co., Ltd. (SHSE:603823)Lily Group Co., Ltd.'s ( SHSE:603823 ) price-to-earnings (or "P/E") ratio of 23.9x might make it look like a buy right...
공시 • Dec 27Lily Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Lily Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Reported Earnings • Oct 28Third 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. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Sep 30Lily Group Co., Ltd. to Report Q3, 2024 Results on Oct 28, 2024Lily Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor 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 loss to shareholders of 11% over the past three years.
분석 기사 • Sep 28Market Still Lacking Some Conviction On Lily Group Co., Ltd. (SHSE:603823)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 29x, you may consider Lily...
Reported Earnings • Aug 23Second 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. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
공시 • Jun 28Lily Group Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024Lily Group Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024
분석 기사 • Jun 19More Unpleasant Surprises Could Be In Store For Lily Group Co., Ltd.'s (SHSE:603823) Shares After Tumbling 28%Lily Group Co., Ltd. ( SHSE:603823 ) shares have retraced a considerable 28% in the last month, reversing a fair amount...
분석 기사 • May 27Lily Group (SHSE:603823) Will Want To Turn Around Its Return TrendsIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥11.75, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 3.7% over the past three years.
Valuation Update With 7 Day Price Move • May 07Investor 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 21% over the past three years.
분석 기사 • May 06Some Investors May Be Willing To Look Past Lily Group's (SHSE:603823) Soft EarningsSoft earnings didn't appear to concern Lily Group Co., Ltd.'s ( SHSE:603823 ) shareholders over the last week. Our...
공시 • May 01Lily Group Co., Ltd., Annual General Meeting, May 20, 2024Lily 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 30Full year 2023 earnings: EPS in line with expectations, revenues disappointFull 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. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
분석 기사 • Apr 07After Leaping 25% Lily Group Co., Ltd. (SHSE:603823) Shares Are Not Flying Under The RadarLily Group Co., Ltd. ( SHSE:603823 ) shareholders are no doubt pleased to see that the share price has bounced 25% in...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥8.95, 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 28% over the past three years.
공시 • Mar 30Lily Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Lily Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
분석 기사 • Feb 27Lily Group (SHSE:603823) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Feb 01Investor 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. Total loss to shareholders of 27% over the past three years.
공시 • Dec 30Lily Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 30, 2024Lily Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 30, 2024
Reported Earnings • Aug 31Second 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. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.
Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.21 per share at 1.4% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 41% and the cash payout ratio is 91%. Trailing yield: 1.4%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (1.9%).
Reported Earnings • Apr 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull 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 missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 15%. 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. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥16.42, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 27x in the Chemicals industry in China. Total returns to shareholders of 6.5% over the past three years.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.20 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.20 in 3Q 2021). Revenue: CN¥541.1m (down 7.6% from 3Q 2021). Net income: CN¥39.2m (down 39% from 3Q 2021). Profit margin: 7.2% (down from 11% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥16.16, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 26x in the Chemicals industry in China. Total returns to shareholders of 1.2% over the past three years.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.26 (vs CN¥0.26 in 2Q 2021). Revenue: CN¥740.8m (up 16% from 2Q 2021). Net income: CN¥82.1m (flat on 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥15.41, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 8.6% over the past three years.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.24 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥646.3m (up 8.4% from 1Q 2021). Net income: CN¥66.8m (down 11% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥585.9m (up 14% from 3Q 2020). Net income: CN¥64.4m (down 13% from 3Q 2020). Profit margin: 11% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥15.44, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 31x in the Chemicals industry in China. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.26 (vs CN¥0.23 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥641.3m (up 24% from 2Q 2020). Net income: CN¥82.4m (up 15% from 2Q 2020). Profit margin: 13% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS CN¥0.82 (vs CN¥0.72 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.01b (up 1.2% from FY 2019). Net income: CN¥259.6m (up 14% from FY 2019). Profit margin: 13% (up from 12% in FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
Is New 90 Day High Low • Jan 27New 90-day low: CN¥13.86The company is down 5.0% from its price of CN¥14.62 on 29 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.
Is New 90 Day High Low • Dec 16New 90-day low: CN¥13.90The company is down 10.0% from its price of CN¥15.52 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥14.15The company is down 19% from its price of CN¥17.37 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥229.5m, up 7.6% from the prior year. Total revenue was CN¥1.91b over the last 12 months, down 1.5% from the prior year.
Is New 90 Day High Low • Sep 24New 90-day low: CN¥14.88The company is down 15% from its price of CN¥17.51 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.
