002999.SZ(002999.SZ)

$6.27—

Chart

002999.SZ(002999.SZ)

SHZ

$6.27—

Chart Studio

002999.SZ(002999.SZ)

002999.SZ

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

8/25/26

GUANGDONG TIANHE AGRICULTURAL MEANS OF PRODUCTION (002999.SZ)

Tuesday

12:47 PM

Thesis: The company's declining revenue and increasing competition have raised concerns among investors, leading to a more cautious outlook.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$14.5B	$13.6B
Rev. Growth	-6.8%	-6.0%
EPS	$0.06	$0.17
EPS Growth	-79.3%	+183%
P/E	104.5×	36.9×

What Could Go Wrong

1A significant increase in raw material costs has pressured margins, with a projected gross margin decline to 6.5% in the next quarter.
2Increased competition from local players has led to a loss of market share, estimated at 5% over the past year.
3Regulatory changes regarding agricultural chemicals and environmental standards could impose additional costs.
4Technological disruption in agriculture, such as precision farming, could shift demand away from traditional fertilizers.
5Intensifying competition from both domestic and international agricultural input suppliers.
6Potential for new entrants leveraging innovative technologies or lower-cost production methods.
7High debt-to-equity ratio (1.40) raises concerns about financial flexibility and interest payment obligations.
8Low net margin (0.4%) limits the company's ability to absorb economic shocks.

FY2025 Snapshot

Revenue: $13.6B
Rev. Growth: -6.0%
Gross Margin: 7.4%
Op. Margin: 0.8%
Net Margin: 0.4%
Net Income: $60M
NI Growth: +169%
EPS: $0.17
1Y Return: -13.2%

002999.SZ Chart

My Notes

"Management acknowledged, 'We face significant challenges in maintaining our market position amidst rising competition and cost pressures.'"
Moat: The company's established distribution network provides a moderate level of competitive advantage…
Watch: The rise of digital agriculture solutions could disrupt traditional fertilizer sales channels.
value - Investors may be drawn to the stock due to its low price-to-sales ratio (0.1x), indicating potential undervaluation.
Higher interest rates could increase financing costs for farmers, potentially reducing their purchasing power for agricultural inputs…
Watch on earnings: Corn and soybean futures prices, Government subsidy announcements for agriculture, Raw material cost indices for nitrogen and phosphate.

One Sentence Summary:

The bear case: a significant increase in raw material costs has pressured margins, with a projected gross margin decline to 6.5% in the next quarter.

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

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2024

FY2025

P/E

104.5×

36.9×

What Could Go Wrong

1A significant increase in raw material costs has pressured margins, with a projected gross margin decline to 6.5% in the next quarter.

2Increased competition from local players has led to a loss of market share, estimated at 5% over the past year.

3Regulatory changes regarding agricultural chemicals and environmental standards could impose additional costs.

4Technological disruption in agriculture, such as precision farming, could shift demand away from traditional fertilizers.

5Intensifying competition from both domestic and international agricultural input suppliers.

6Potential for new entrants leveraging innovative technologies or lower-cost production methods.

7High debt-to-equity ratio (1.40) raises concerns about financial flexibility and interest payment obligations.

8Low net margin (0.4%) limits the company's ability to absorb economic shocks.

My Notes

"Management acknowledged, 'We face significant challenges in maintaining our market position amidst rising competition and cost pressures.'"

Moat: The company's established distribution network provides a moderate level of competitive advantage…

Watch: The rise of digital agriculture solutions could disrupt traditional fertilizer sales channels.

value - Investors may be drawn to the stock due to its low price-to-sales ratio (0.1x), indicating potential undervaluation.

Higher interest rates could increase financing costs for farmers, potentially reducing their purchasing power for agricultural inputs…

Watch on earnings: Corn and soybean futures prices, Government subsidy announcements for agriculture, Raw material cost indices for nitrogen and phosphate.