Added to YB: 2025-06-25
Pitch date: 2025-06-22
1866.HK [bullish]
China XLX Fertiliser Ltd.
+55.21%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
China XLX Fertiliser Ltd., an investment holding company, engages in the development, manufacture, and sale of urea primarily in Mainland China and internationally.
Market Cap
HKD 7.6B
Pitch Price
HKD 5.44
Price Target
N/A
Dividend
4.80%
EV/EBITDA
6.58
P/E
4.45
EV/Sales
1.01
Sector
Chemicals
Category
value
Top 6 Under The Radar High-Quality Compounders In Asia - China XLX Fertiliser Ltd.
1866.HK: Low-cost, integrated fertilizer producer with 2M+ tons urea & 3M+ tons compound fertilizer capacity. Wins on cost/ton with captive ammonia & coal inputs. 20-25% gross margin, ~10% net margin across cycles. Diversified revenue: agriculture (food security priority) + industrial chemicals (melamine, methanol, DME). Counter-cyclical expansion strategy.
Read full article (2 min)