Lancy Co., Ltd. Class A

Lancy Co., Ltd. Class A

SSZSE:002612
16.93
CNY
+1.54
(+10.01%)
4.96BMarket Cap
Oct 29Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
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
- -
Basic EPS, GAAP
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
- -
Free Cash Flow per Basic Share
-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
- -
Dividend per Share
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
1.27
Book Value per Share
5.84
5.64
5.81
6.16
6.69
6.95
6.84
6.66
6.6
7.05
8.03
6.48
7.69
6.35
Tangible Book Value per Share
5.49
5.28
5.47
3.87
4.72
4.62
4.49
4.36
3.92
3.6
3.02
1.3
2.44
1.06
Basic Weighted Avg Shares
400
397
400
400
400
400
412
441
442
442
442
442
442
442
Sales/Revenue/Turnover
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
- -
Operating Margin (%)
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
- -
Depreciation Expense
13
21
26
37
53
65
49
47
155
202
253
253
249
- -
Net Income, GAAP
234
121
74
164
188
210
59
142
173
21
254
261
999
- -
Effective Tax Rate (%)
19.8
23.44
3.61
3.48
12.45
10.17
71.21
1.38
- -
17.67
14.81
22.33
18.1
- -
Profit Margin (%)
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
- -
Working Capital
1,800
1,679
916
859
-812
1,290
835
915
-165
-398
-803
-1,171
-484
-1,116
LT Debt
- -
314
- -
41
107
516
428
711
1,152
1,179
1,059
1,196
1,156
1,118
Total Equity
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
3,332
Return on Invested Capital (%)
9.52
4.25
2.59
4.16
4.23
3.6
0.81
3.47
- -
0.87
5
5.1
16.7
- -
Return on Capital (%)
9.11
4.85
3.6
4.85
5.06
6.21
1.91
4.23
- -
1.26
4.84
4.86
16.22
- -
Return on Common Equity (%)
10.13
5.28
3.25
6.85
7.3
7.71
2.04
4.79
5.91
0.71
7.6
8.12
31.89
- -

Capital Structure

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
1,402
1,318
1,562
LT Borrowings
419
438
397
LT Finance Leases
736
784
721
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
442
442
442
Market Capitalization
9,044
7,345
4,960

Working Capital

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
2,789
2,669
2,346
Cash, Cash Equivalents & STI
1,187
1,097
774
Accounts Receivable, Net
149
144
149
Inventories
1,242
1,171
1,175
Total Current Liabilities
3,273
3,224
3,463
Payables & Accruals
- -
- -
- -
ST Debt
1,402
1,318
1,562
Deferred Revenue
- -
- -
- -

Growth Rates

CNY

•

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

CNY

•

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
1,600
- -
- -
- -

Quarterly Earnings Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.2
0.16
0.13
0.11
0.59
2025
0.22
0.4
- -
0.02
2.26
2026
0.11
0.14
- -
- -
- -

Quarterly Dividends Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.02
0.48
0.02
0.03
0.55
2025
0.07
0.37
- -
0.02
0.47
2026
0.05
1.2
- -
- -
- -

Company Description

CEO
Jin Hua Shen
Full Time Employees
5,938
Sector
Consumer non-durables
Industry
Apparel/Footwear
Address
Langzi Building 1, No. 3 Beijing BE China 100022
IPO Date
Aug 18, 2011
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.