XINJIANG BEIKEN ENERGY ENGINEERING CO.,LTD. (002828.SZ)

Friday

2:31 PM

Thesis: The recent contract win and operational improvements are expected to drive revenue growth and enhance margins, leading to a more favorable outlook.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$951M	$978M
Rev. Growth	-3.0%	+2.8%
EPS	$0.02	$0.11
EPS Growth	-90.5%	+450%
P/E	604.0×	109.8×

What Moves the Stock

1Fluctuations in WTI and Brent crude oil prices impacting drilling activity
2Changes in government energy policy affecting local exploration
3Operational efficiency improvements leading to margin expansion
4New contract wins in the Xinjiang region
5Drilling services - 70%
6Engineering consulting - 20%
7Equipment leasing - 10%
8Increased energy exploration in Central Asia

FY2025 Snapshot

Revenue: $978M
Rev. Growth: +2.8%
Gross Margin: 19.2%
Op. Margin: 4.5%
Net Margin: 2.3%
Net Income: $22M
NI Growth: +411%
EPS: $0.11
1Y Return: +16.3%

002828.SZ Chart

My Notes

"Management stated, 'Our strategic initiatives are positioning us for robust growth in the coming quarters.'"
Moat: The company's local expertise and established relationships provide a moderate degree of competitive advantage…
growth - Investors looking for exposure to the energy sector with potential for high returns from operational improvements and market…
The company is somewhat sensitive to interest rates as higher rates can increase financing costs for capital expenditures…
Watch on earnings: WTI crude oil price, Brent crude oil price, Operating cash flow.

One Sentence Summary:

XinJiang Beiken Energy Engineering Co.,Ltd.: the story is balanced — fluctuations in wti and brent crude oil prices impacting drilling activity.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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