1. People's Republic of China Stocks

  2. •

    Consumer Cyclical

  3. •

    Apparel - Manufacturers
Lancy Co., Ltd.

Lancy Co., Ltd.

002612.SZ
Lancy Co., Ltd.CN flagShenzhen Stock Exchange
12.04
CNY
+0.12
- -
5.33BMarket Cap
Lancy Co., Ltd.
002612.SZ
(Shenzhen Stock Exchange)

Recent

price

12.04

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
1.88
2.5
2.8
3.45
3.11
2.86
3.42
5.88
6.65
7.31
6.53
8.66
9.35
12.89
13.19
13.57
10.56
Revenue per Share
0.41
0.62
0.58
0.59
0.31
0.19
0.41
0.47
0.53
0.14
0.32
0.39
0.05
0.57
0.59
2.26
0.54
Basic EPS, GAAP
0.29
-0.11
-0.66
-0.24
0.02
0.33
0.23
0.13
-0.1
1.28
0.56
0.75
0.19
1.69
0.95
0.77
-0.16
Free Cash Flow per Basic Share
0.45
0.05
0.3
0.45
0.5
0.06
0.14
0.17
0.49
0.56
0.2
0.39
0.18
0.15
0.55
0.47
0.44
Dividend per Share
0.87
1.5
1.5
1.57
1.38
1.54
2.33
2.73
2.97
2.69
2.67
2.74
2.72
3.18
3.27
5.05
5.16
Book Value per Share
0.72
6.24
5.57
5.5
5.32
5.47
5.81
7.45
8.38
6.46
5.82
5.38
5.2
4.56
2.64
3.87
3.54
Tangible Book Value per Share
297
334
399
400
397
400
400
400
400
412
441
442
442
442
442
442
443
Basic Weighted Avg Shares
559
836
1,117
1,379
1,235
1,144
1,368
2,353
2,662
3,007
2,876
3,833
4,136
5,705
5,837
6,003
4,673
Sales/Revenue/Turnover
31.48
27.73
22.22
18.97
11.68
5.92
3.88
10.29
7.49
7.68
3.67
5.35
3.33
6.61
7.53
8.6
9.75
Operating Margin (%)
3
7
10
13
21
26
37
53
65
49
47
155
202
253
253
249
- -
Depreciation Expense
123
209
231
234
121
74
164
188
210
59
142
173
21
254
261
999
239
Net Income, GAAP
13.75
15.67
17.02
19.8
23.44
3.61
3.48
12.45
10.17
71.21
1.38
- -
17.67
14.81
22.33
18.1
24.67
Effective Tax Rate (%)
22.05
24.95
20.7
16.95
9.81
6.51
11.99
7.97
7.91
1.95
4.94
4.53
0.52
4.45
4.47
16.65
5.11
Profit Margin (%)
174
2,024
1,851
1,800
1,679
916
859
-812
1,290
835
915
-165
-398
-803
-1,171
-484
-555
Working Capital
- -
- -
- -
- -
314
- -
41
107
516
428
711
1,152
1,179
1,059
1,196
1,156
1,222
LT Debt
272
2,138
2,281
2,335
2,256
2,325
3,240
3,769
4,284
3,686
3,584
3,561
3,825
4,234
3,456
4,035
3,897
Total Equity
60.68
16.01
9.29
9.03
4.35
2.42
1.57
4.58
2.99
1.21
2.34
- -
2.01
5.37
5.66
6.65
5.47
Return on Invested Capital (%)
43.65
55.03
35.49
34.28
14.95
9.87
9.62
7.62
8.44
2.78
7.15
- -
1.86
7.33
6.92
20.43
4.86
Return on Capital (%)
62.82
55.03
42.12
38.1
20.61
12.8
21.18
18.51
18.44
5.12
12.46
14.54
1.77
19.45
18.28
54.33
12.49
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
1,402
1,318
LT Borrowings
- -
419
438
LT Finance Leases
- -
736
784
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
- -
442
442
Market Capitalization
7,601
9,043
7,346

Working Capital

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
- -
2,789
2,669
Cash, Cash Equivalents & STI
- -
1,187
1,097
Accounts Receivable, Net
- -
149
144
Inventories
- -
1,242
1,171
Total Current Liabilities
- -
3,273
3,224
Payables & Accruals
- -
- -
- -
ST Debt
- -
1,402
1,318
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
6.84%
3.17%
16.77%
Free Cash Flow
-105.02%
135.42%
-19.21%
Net Income, GAAP
152.43%
261.57%
283.41%
Sales/Revenue/Turnover
19.76%
16.85%
2.85%
Total Cash Common Dividend
56.39%
54.8%
-13.75%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1,517
1,289
1,489
1,513
5,837
2025
1,437
1,389
- -
1,675
6,003
2026
1,609
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.2
- -
- -
- -
0.59
2025
0.22
- -
- -
- -
2.26
2026
0.11
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.02
- -
- -
- -
0.55
2025
0.07
- -
- -
- -
0.47
2026
0.05
- -
- -
- -
- -
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Business
Lancy Co., Ltd. (002612.SZ) engages in the design, production, and sale of branded apparel and medical beauty services in China and internationally. The company offers women's clothing under the LANCY, LIME, MoJo S. Phine, and m.tsubomi brands; children's clothing under the ETTOI, DearBaby, 2ya2yao, Putto, and Designskin brands; dresses, suit sets, small dresses, knitted products, ready-to-wear, accessories, leather goods, and home textiles; medical beauty services under the Milan Boyu, HANJIN, and Gao Yisheng brands, including cosmetic surgery, dermatology, micro-plastic surgery, cosmetic dentistry, and medical rejuvenation through cosmetology centers. Founded in 2000 and headquartered in Beijing, China, Lancy operates primarily in the consumer discretionary sector, targeting fashion-conscious women, children, and medical beauty consumers via physical stores and online channels. Recent developments include Beijing Lancy Medical Management receiving CNY 950 million funding from the company in November 2025; sale of Ruoyu Chen equity generating substantial investment income in the first half of 2025; acquisition of Zhengzhou Jimei Holdings in early 2024 to expand medical beauty nationwide to 38 institutions; and participation in seven medical beauty acquisition funds totaling CNY 2.837 billion.