Shenzhen Senior Technology Material (300568) Q3 2026 earnings summary

Executive summary

• Q3 revenue rose 73.57% YoY to RMB 1.840bn and net income attributable to shareholders increased 972.41% to RMB 149.9m, alongside growth in sales orders.

• 9M revenue increased 51.85% YoY to RMB 4.492bn; net income attributable to shareholders rose 209.28% to RMB 353.8m.

Financial highlights

• 9M adjusted net income attributable to shareholders was RMB 317.2m, up 1,900.22% YoY; Q3 adjusted net income was RMB 144.3m, up 620.76%.

• 9M operating profit was RMB 431.7m versus RMB 137.5m a year earlier; consolidated net income was RMB 399.6m versus RMB 140.5m.

• 9M operating cash flow rose 47.81% YoY to RMB 802.2m.

• 9M revenue growth reflected increased sales orders; operating costs rose 39.84% YoY to RMB 3.202bn.

Key financial ratios and metrics

• 9M basic and diluted EPS were RMB 0.25, up 177.78% YoY; Q3 EPS was RMB 0.10, up 900.00%.

• 9M weighted average return on equity was 3.59%, up 2.42 percentage points as reported.

• Total assets reached RMB 28.913bn at quarter-end, up 16.94% from year-end; shareholder equity was RMB 10.935bn, up 10.88%.