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Nanjing Iron & Steel (600282) investor relations material
Nanjing Iron & Steel Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for Q1 2026 reached RMB 14.41 billion, up 0.42% year-over-year; net profit attributable to shareholders was RMB 597 million, up 3.23% year-over-year.
Steel output and sales volumes increased by 6.83% and 7.00% respectively, but average steel price fell 5.48% year-over-year.
Total assets at quarter-end were RMB 70.14 billion, up 0.28% from year-end 2025.
Financial highlights
Operating cash flow was RMB 715 million, down 5.57% year-over-year.
Basic and diluted EPS were both RMB 0.0969, up 3.30% year-over-year.
Gross margin and net margin not explicitly stated, but net profit margin improved slightly.
Non-recurring gains contributed RMB 166 million to net profit, mainly from fair value changes in equity investments.
Outlook and guidance
The company expects continued industry challenges due to lower steel prices and volatile raw material costs.
- Net profit surged 30.97% year-over-year despite a 6.17% revenue decline in 2025.600282
H2 202517 Mar 2026 - Net profit surged 37.12% in Q3 2025 despite an 8.16% revenue drop, driven by efficiency gains.600282
Q3 202511 Dec 2025 - Net profit rose 5.31% year-over-year despite a 12.55% revenue decline and lower steel output.600282
Q3 202411 Dec 2025 - Net profit grew 4.42% year-over-year despite a 14.93% revenue drop, driven by cost controls.600282
Q1 202511 Dec 2025 - Net profit grew 6.37% to ¥2.26B, with higher margins and strong cash flow.600282
H2 202411 Dec 2025 - H1 2024 net profit up 24.70% to ¥1.23B; revenue down 8.78%; advanced steel sales rose.600282
H1 202411 Dec 2025 - Net profit up 18.63% year-over-year on higher margins and advanced product mix.600282
H1 202511 Dec 2025
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