Sichuan Yahua Industrial Group (002497) Q3 2026 earnings summary

Executive summary

• Q3 revenue was ¥4.00B, up 52.54% YoY; net income attributable to shareholders was ¥273.8M, up 38.13% YoY.

• YTD revenue reached ¥10.71B, up 77.15%; attributable net income rose 346.01% to ¥1.49B, as lithium business scale expanded.

Financial highlights

• Q3 adjusted net income, excluding non-recurring items, was ¥261.6M, up 22.53% YoY; YTD adjusted net income was ¥1.495B, up 417.52%.

• YTD operating profit was ¥2.039B versus ¥376.6M; net profit was ¥1.803B versus ¥270.2M in the prior-year period.

• YTD basic and diluted EPS were both ¥1.3029, up 349.59%; Q3 EPS was ¥0.2376, up 38.12%.

Segment performance

• Lithium business scale increased substantially, contributing to revenue growth as lithium industry market prices recovered.

• Production lines reached intended operating readiness and transferred from construction in progress to fixed assets; inventory rose 124% as materials and finished-goods reserves increased with expanded lithium salt capacity.