603115.SS(603115.SS)

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603115.SS(603115.SS)

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$67.81—

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603115.SS(603115.SS)

603115.SS

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/28/26

NANTONG HAIXING ELECTRONICS (603115.SS)

Tuesday

5:11 AM

Thesis: The company's recent contract wins and expansion into new markets are driving a more optimistic outlook among investors.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$2.3B	$3.1B	$4.4B
Rev. Growth	+18.8%	+35.8%	+40.2%
EPS	$0.86	$1.46	$3.13
EPS Growth	+28.4%	+69.8%	+114%
P/E (fwd)	78.5×	46.3×	21.6×

★ Analysts see FY2027 revenue reaching $4.4B — +40.2% growth in a single year.

Why Revenue Could Explode

1Recent contracts secured for renewable energy projects could increase revenue by 15% in the next fiscal year.
2Expansion into Southeast Asia has resulted in a 25% increase in international sales over the last quarter.
3New product line in industrial automation expected to contribute an additional $200 million in revenue by year-end.
4Renewable energy transition
5Industrial automation growth
6Demand for power electronics in renewable energy applications
7Growth in industrial automation spending
8Expansion into international markets, particularly Southeast Asia

FY2025 Snapshot

Revenue: $2.3B
Rev. Growth: +18.8%
Gross Margin: 21.3%
Op. Margin: 8.6%
Net Margin: 9.0%
Net Income: $206M
NI Growth: +28.2%
EPS: $0.86
1Y Return: +357%

603115.SS Chart

My Notes

"Our strategic initiatives are positioning us for robust growth in the coming quarters."
Moat: The company's strong brand reputation and established customer relationships provide a durable competitive advantage.
growth - The company's strong revenue and net income growth attract investors looking for capital appreciation.
Moderate - Rising interest rates could increase financing costs for expansion projects…
Watch on earnings: Industrial Production Index (INDPRO), Consumer Sentiment (UMCSENT), Copper prices (HGUSD).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $3.1B to $4.4B as recent contracts secured for renewable energy projects could increase revenue by 15% in the next fiscal year.

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

Writing up the research note…

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

78.5×

46.3×

21.6×

Why Revenue Could Explode

1Recent contracts secured for renewable energy projects could increase revenue by 15% in the next fiscal year.

2Expansion into Southeast Asia has resulted in a 25% increase in international sales over the last quarter.

3New product line in industrial automation expected to contribute an additional $200 million in revenue by year-end.

4Renewable energy transition

5Industrial automation growth

6Demand for power electronics in renewable energy applications

7Growth in industrial automation spending

8Expansion into international markets, particularly Southeast Asia

My Notes

"Our strategic initiatives are positioning us for robust growth in the coming quarters."

Moat: The company's strong brand reputation and established customer relationships provide a durable competitive advantage.

growth - The company's strong revenue and net income growth attract investors looking for capital appreciation.

Moderate - Rising interest rates could increase financing costs for expansion projects…

Watch on earnings: Industrial Production Index (INDPRO), Consumer Sentiment (UMCSENT), Copper prices (HGUSD).