300926.SZ(300926.SZ)

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300926.SZ(300926.SZ)

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$17.09—

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300926.SZ(300926.SZ)

300926.SZ

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7/12/26

JIANGSU BOJUN INDUSTRIAL TECHNOLOGY (300926.SZ)

Sunday

2:54 AM

Thesis: The recent strategic partnerships and technological advancements have positioned Jiangsu Bojun favorably in the growing EV market…

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$5.8B	$7.4B	$8.9B
Rev. Growth	+37.4%	+27.0%	+21.3%
EPS	$1.97	$2.44	$3.04
EPS Growth	+30.5%	+23.9%	+24.5%
P/E (fwd)	8.7×	7.0×	5.6×

★ Analysts see FY2026 revenue reaching $7.4B — +27.0% growth in a single year.

Why Revenue Could Accelerate

1The company secured a multi-year supply agreement with a leading EV manufacturer, expected to increase revenue by 25% over the next three years.
2Recent advancements in manufacturing technology have reduced production costs by 15%, potentially improving margins significantly.
3A shift in consumer preferences towards electric vehicles is expected to drive a 40% increase in demand for EV components over the next year.
4Potential regulatory changes aimed at increasing EV adoption could lead to accelerated demand for the company's products.
5Transition to electric vehicles
6Increased focus on sustainable manufacturing practices
7Demand for electric vehicle components in China
8Changes in automotive manufacturing regulations

FY2025 Snapshot

Revenue: $5.8B
Rev. Growth: +37.4%
Gross Margin: 26.1%
Op. Margin: 16.6%
Net Margin: 14.5%
Net Income: $844M
NI Growth: +37.7%
EPS: $1.97
1Y Return: -33.9%

300926.SZ Chart

My Notes

"Our commitment to innovation and strategic partnerships is driving our growth in the electric vehicle sector."
Moat: The company has a strong competitive advantage due to its proprietary manufacturing technology and established relationships with major…
growth - Investors seeking exposure to the rapidly evolving automotive sector, particularly in EVs, may find Jiangsu Bojun appealing.
Higher interest rates can increase financing costs for both the company and its customers…
Watch on earnings: Electric vehicle sales growth in China, Raw material price trends (e.g., steel, aluminum), OEM partnership announcements.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $7.4B to $8.9B as the company secured a multi-year supply agreement with a leading ev manufacturer.

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

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

8.7×

7.0×

5.6×

Why Revenue Could Accelerate

1The company secured a multi-year supply agreement with a leading EV manufacturer, expected to increase revenue by 25% over the next three years.

2Recent advancements in manufacturing technology have reduced production costs by 15%, potentially improving margins significantly.

3A shift in consumer preferences towards electric vehicles is expected to drive a 40% increase in demand for EV components over the next year.

4Potential regulatory changes aimed at increasing EV adoption could lead to accelerated demand for the company's products.

5Transition to electric vehicles

6Increased focus on sustainable manufacturing practices

7Demand for electric vehicle components in China

8Changes in automotive manufacturing regulations

My Notes

"Our commitment to innovation and strategic partnerships is driving our growth in the electric vehicle sector."

Moat: The company has a strong competitive advantage due to its proprietary manufacturing technology and established relationships with major…

growth - Investors seeking exposure to the rapidly evolving automotive sector, particularly in EVs, may find Jiangsu Bojun appealing.

Higher interest rates can increase financing costs for both the company and its customers…

Watch on earnings: Electric vehicle sales growth in China, Raw material price trends (e.g., steel, aluminum), OEM partnership announcements.