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Ganfeng Lithium Group (002460) investor relations material
Ganfeng Lithium Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue rose 109.03% YoY to ¥13.06bn; attributable net income increased 35.62% to ¥755.1m.
Jan–Sep revenue was ¥36.16bn, up 147.24%; attributable net income reached ¥5.01bn versus ¥25.5m a year earlier.
Jan–Sep operating cash flow turned positive at ¥2.29bn from an outflow of ¥429.1m a year earlier.
Financial highlights
Jan–Sep operating profit was ¥7.80bn; net income was ¥5.50bn, including ¥5.01bn attributable to shareholders.
Adjusted attributable net income, excluding non-recurring items, was ¥4.64bn for Jan–Sep, up 592.14%; Q3 was ¥787.6m, up 2,803.44%.
Jan–Sep investment income rose 235.90% to ¥1.31bn; income from associates and joint ventures was ¥825.7m versus a loss of ¥337.3m.
Jan–Sep operating costs rose 107.39%, below revenue growth; scale benefits and higher capacity utilization moderated cost growth.
Total assets reached ¥122.49bn at Sep. 30, up 8.15% from year-end; equity attributable to shareholders rose 6.59% to ¥48.12bn.
Key financial ratios and metrics
Q3 basic EPS was ¥0.36, up 28.57% YoY; diluted EPS was ¥0.37, up 32.14%.
Jan–Sep basic and diluted EPS were both ¥2.40; weighted-average ROE was 10.68%, up 10.62 percentage points YoY.
- Revenue and profit surged on lithium price recovery and battery growth, with global expansion ongoing.002460
Q2 2026 - Revenue and profit surged on strong lithium demand and higher prices.002460
Q1 2026 - 2025 net profit surged 178% to ¥1.61B on 22% revenue growth and lithium price rebound.002460
H2 2025 - Q3 revenue up 44% and net profit up 364% year-over-year, driven by project integration and financing.002460
Q3 2025 - Revenue fell 12.65% and net loss narrowed, amid global expansion and market headwinds.002460
H1 2025 - Revenue halved and net loss reached RMB 760 million amid lithium price slump and fair value losses.002460
H1 2024 - Revenue and profit fell amid industry downturn, but cash flow and expansion initiatives advanced.002460
Q3 2024 - Revenue fell 42.66% and a net loss was posted amid lithium price declines.002460
H2 2024 - Revenue dropped 25% and net loss narrowed as new lithium capacity came online.002460
Q1 2025
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