Ganfeng Lithium Group (1772) Fair Value & Analysis
Basic Materials · HK · Market cap HK$101B
Fair value as of: Aug 13, 2026
From 16 valuation models · updated today
Fair value updated Aug 13, 2026, revised from HK$14.45 to HK$15.48 (+7.1%) since Aug 5, 2026. Share price −5.6% over the past month.
Below-average quality, and screening another 61% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (HK$15.48). The favourable scenario is already priced in.
- Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range HK$14.89 – HK$117.40 · fair‑value band HK$9.35 – HK$15.48 · the HK$39.40 price screens above the HK$15.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Ganfeng Lithium Group (1772) currently trades at HK$39.40, while our model-based Fair Value estimate is HK$15.48, implying the stock looks roughly 60.7% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Ganfeng Lithium Group generated revenue of HK$28.5B at a net margin of 13.4%. Revenue grew 143.8% year over year. It earns a return on equity of 7.3%. Net debt stands at HK$18.1B. Fundamentals as of Aug 13, 2026
Our scenario range runs from HK$9.35 (bear case) to HK$15.48 (bull case); at HK$39.40, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 57% below its 52-week high and 66% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -53% fair-value upside, at -61%, 1772 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 16 models by family
Widest divergence: Growth Earnings (HK$25.32) versus Economic Profit (HK$1.17). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 45 · Market factors (momentum, volatility) 43
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Ganfeng Lithium Group Co., Ltd. manufactures and sells lithium products in China. The company offers lithium hydroxide, carbonate, fluoride, chloride, and other compounds; lithium metals, battery grade lithium metal, lithium foil, and other lithium alloys; cesium and rubidium compounds; and Organo lithium compounds.
Full company description
Ganfeng Lithium Group Co., Ltd. manufactures and sells lithium products in China. The company offers lithium hydroxide, carbonate, fluoride, chloride, and other compounds; lithium metals, battery grade lithium metal, lithium foil, and other lithium alloys; cesium and rubidium compounds; and Organo lithium compounds. It also provides power battery, energy storage system, 3C digital batteries, consumer electronics battery, and solid state lithium batteries; lithium battery materials, such as precursor materials and materials for solid state lithium batteries; and battery recycling solutions. In addition, the company offers raw materials to automotive, battery, and materials manufacturers; energy storage equipment for clean energy sources, including solar and wind power; battery solutions for consumer electronic devices, such as mobile phones, headphones, and robot vacuum cleaners; and lithium-ion battery systems for industrial vehicles, as well as engages in recycling, processing, and reusing resources from used batteries. Its products are used in electric vehicles, energy storage, aerospace, functional materials, and pharmaceuticals industries. Ganfeng Lithium Group Co., Ltd. was founded in 2000 and is headquartered in Xinyu, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ganfeng Lithium Group reported revenue of HK$23.1B in FY2025 versus HK$11.2B in FY2021, a compound +19.9%/yr. Reported net income was HK$1.6B in FY2025, compounding −25.5%/yr from FY2021.
of which total revenue +36.6 pp · buybacks/dilution −4.1 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
1772 screens 61% overvalued. Compare with BASF SE →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ganfeng LiEnergy secures over 30 GWh of project pipeline at SNEC Smart E, to show Full-Scenario Storage Portfolio at Intersolar Europe 2026
- TNR Gold NSR Royalty Update - Ganfeng's Mariana Lithium Officially Commenced Production
- A Look at Lithium Argentina's (TSX:LAR) Valuation Following Pozuelos-Pastos Grandes Scoping Study with Ganfeng
Peer Group
Chemicals · 332 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Chemicals median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BASF SE BASN | 1,034 MXN | 467.04 MXN | -55% |
| PT Barito Pacific Tbk, BRPT | 1,950 IDR | 1,608 IDR | -18% |
| LG Chem, Ltd 051910 | 275,500 KRW | 587,755 KRW | +113% |
| PTT Global Chemical Public Company PTTGC | 38.50 THB | 18.21 THB | -53% |
| 542812 542812 | ₹4,709 | ₹791.05 | -83% |
| Navin Fluorine International Limited NAVINFLUOR | ₹8,357 | ₹2,146 | -74% |
| Kansai Nerolac Paints Limited 500165 | ₹209.25 | ₹80.51 | -62% |
| Deepak Nitrite Limited DEEPAKNTR | ₹1,718 | ₹679.17 | -60% |
| KCC Corporation 002380 | 454,000 KRW | 1,763,304 KRW | +288% |
| Deepak Fertilisers And Petrochemicals Corporation DEEPAKFERT | ₹1,456 | ₹990.72 | -32% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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