Guangdong Redwall New Materials Co., Ltd. Class A

Guangdong Redwall New Materials Co., Ltd. Class A

SSZSE:002809
7.79
CNY
+0.06
(+0.78%)
-0.19EPS
1.79BMarket Cap
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
3.46
3.56
2.94
2.56
3.08
4.57
5.69
6.6
7.57
4.49
3.65
3.19
3.59
3.56
Basic EPS, GAAP
0.39
0.53
0.54
0.39
0.39
0.34
0.63
0.7
0.55
0.43
0.41
0.23
-0.18
-0.19
Free Cash Flow per Basic Share
0.21
0.2
0.3
0.46
-0.37
-0.4
-0.55
-0.69
-0.04
- -
-0.86
0.09
-0.1
- -
Dividend per Share
0.1
0.07
0.06
- -
0.12
0.12
0.15
0.16
0.04
0.13
0.11
0.22
0.36
0.15
Book Value per Share
1.8
2.29
2.77
4.34
4.49
4.87
5.69
6.33
6.9
7.26
7.86
7.94
7.47
7.54
Tangible Book Value per Share
1.66
2.15
2.64
4.24
4.39
4.77
5.59
6.24
6.51
6.86
7.47
7.56
7.11
7.22
Basic Weighted Avg Shares
153
153
153
170
205
204
203
202
205
209
209
212
214
222
Sales/Revenue/Turnover
530
543
449
437
631
932
1,158
1,337
1,552
938
761
675
769
790
Operating Margin (%)
14.34
18
21.44
16.87
12.56
8.99
12.7
10.7
8.59
8.32
11.95
9.25
-2.31
-1.91
Depreciation Expense
10
10
12
13
14
15
17
24
37
37
33
29
51
- -
Net Income, GAAP
60
81
83
66
81
68
128
142
113
90
86
49
-39
-42
Effective Tax Rate (%)
12.86
14.59
14.89
16.05
15.66
23.33
17.98
13.88
12.93
13.89
13.27
19.69
- -
- -
Profit Margin (%)
11.32
14.86
18.39
15.14
12.78
7.33
11.07
10.61
7.27
9.59
11.24
7.22
-5.02
-5.32
Working Capital
181
247
318
782
829
877
981
1,069
1,133
1,155
1,390
1,333
1,299
1,129
LT Debt
- -
- -
- -
- -
- -
- -
- -
4
43
90
532
616
672
251
Total Equity
276
350
424
886
954
1,046
1,161
1,309
1,428
1,516
1,652
1,669
1,581
1,811
Return on Invested Capital (%)
17.42
20.58
19.13
9.57
8.28
6.67
10.43
8.83
5.76
4.73
4.49
2.19
- -
- -
Return on Capital (%)
21.14
23.8
20.67
10.05
8.76
6.6
10.87
10.83
7.94
5.66
4.53
2.2
- -
- -
Return on Common Equity (%)
23.94
25.81
21.34
10.1
8.76
6.83
11.62
11.48
8.24
6.11
5.4
2.94
-2.37
-2.41

Capital Structure

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
33
33
21
LT Borrowings
670
541
248
LT Finance Leases
2
2
2
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
212
224
240
Market Capitalization
2,262
2,497
1,788

Working Capital

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
1,637
1,595
1,396
Cash, Cash Equivalents & STI
628
617
447
Accounts Receivable, Net
598
569
549
Inventories
74
94
112
Total Current Liabilities
338
306
267
Payables & Accruals
- -
- -
- -
ST Debt
33
33
21
Deferred Revenue
- -
- -
- -

Growth Rates

CNY

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
17%
4.01%
-5.26%
Free Cash Flow
-32,420.97%
-64,832.03%
-216.99%
Net Income, GAAP
-18.27%
-53.54%
-179.11%
Sales/Revenue/Turnover
8.94%
-7.95%
13.84%
Total Cash Common Dividend
1,588.85%
63.78%
70.36%

Quarterly Revenue

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
125
177
173
201
675
2025
130
192
- -
234
769
2026
173
191
- -
- -
- -

Quarterly Earnings Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.06
0.07
0.06
0.04
0.23
2025
0.01
0.02
- -
-0.15
-0.18
2026
-0.05
-0.01
- -
- -
- -

Quarterly Dividends Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
0.04
0.22
2025
- -
- -
- -
0.02
0.36
2026
0.01
0.11
- -
- -
- -

Company Description

CEO
Lian Jun Liu
Full Time Employees
561
Sector
Non-energy minerals
Industry
Construction materials
Address
Science and Technology Industrial Park Huizhou GD China 516127
IPO Date
Aug 23, 2016
Business
Guangdong Redwall New Materials Co., Ltd. (002809.SZ) manufactures and sells advanced new materials primarily for the electronics industry. The company produces high-performance dielectric films, including capacitor films, metallized films, and safety films used in power electronics, new energy vehicles, and consumer electronics; aluminum electrolytic capacitor foils; flexible circuit board substrates; and ultra-thin copper foils for printed circuit boards. It also offers related services such as product customization and technical support for applications in 5G communications, photovoltaic inverters, and rail transit systems. Headquartered in Foshan, Guangdong Province, China, the company was founded in 2002 and operates primarily in China with expanding presence in Asia. In 2024, Redwall announced a strategic partnership with leading battery manufacturers to supply specialized films for solid-state batteries; completed a RMB 500 million funding round for capacity expansion; and launched a new line of ultra-thin dielectric films optimized for AI server power supplies, marking its entry into high-growth data center markets. These initiatives reflect the company's shift toward new energy and semiconductor segments amid China's push for technological self-sufficiency.