Inner Mongolia ERDOS Resources Co Ltd (600295) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 33.8B CNY (≈ $5.0B) · ISIN CNE0000017T6
What is Inner Mongolia ERDOS Resources Co Ltd really worth?
A solid business, currently priced close to our fair value of ¥14.35.
Strengths
Risks
For context
Fair value as of: Aug 26, 2026
From 26 valuation models · updated 10 days ago
Share price +20.9% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- The price sits in the upper half of our model range, so the margin of safety is thin.
- The data supports the verdict: every model runs on fully documented inputs.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 26, 2026.
How to read this chart
60‑month range ¥6.12 – ¥18.66 · fair‑value band ¥10.76 – ¥17.94 · the ¥14.71 price screens above the ¥14.35 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 26, 2026.
Analysis
Inner Mongolia ERDOS Resources Co Ltd (600295) currently trades at ¥14.71, while our model-based Fair Value estimate is ¥14.35, implying the stock looks roughly 2.5% fairly valued today. The Quality Score stands at 66/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of ¥29.93 per share, and 21 of the 26 models we run sit above the ¥14.71 price. Bear case: the Asset-Based group reads lowest at ¥7.39, and 5 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Inner Mongolia ERDOS Resources Co Ltd generated revenue of 26.0B CNY at a net margin of 9.8%. Revenue grew 4.6% year over year. It earns a return on equity of 10.9%. The balance sheet holds a net cash position of 1.6B CNY. Fundamentals as of Aug 26, 2026
Our scenario range runs from ¥10.76 (bear case) to ¥17.94 (bull case); at ¥14.71, the current price sits within 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 19% below its 52-week high and 73% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −36% fair-value upside, at −2%, 600295 screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥0.1427 per share, which is 1.0 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models (¥29.93) versus Asset-Based (¥7.39). Highest evidence: FCF DCF (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 26, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 59
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Inner Mongolia ERDOS Resources Co.,Ltd. engages in clothing, power metallurgy, and chemical businesses in China. It offers knitted garments, including coarse/fine spun fabrics, scarves and shawls, cashmere blankets, cashmere coats.
Full company description
Inner Mongolia ERDOS Resources Co.,Ltd. engages in clothing, power metallurgy, and chemical businesses in China. It offers knitted garments, including coarse/fine spun fabrics, scarves and shawls, cashmere blankets, cashmere coats. The company is also involved in the processing and sale of electricity, silicon-based ferroalloys, chlor-alkali chemicals, synthetic ammonia, urea, and other products; mining and beneficiation of coal and other mineral resources; water diversion, water supply, and sewage treatment; and sale of mining equipment. In addition, it provides investment consulting and mining information consulting services. The company was formerly known as Inner Mongolia Eerduosi Resources Co.,Ltd. and changed its name to Inner Mongolia Erdos Resources Co.,ltd. in June 2011. The company was founded in 1980 and is headquartered in Ordos, China. Inner Mongolia ERDOS Resources Co.,Ltd. operates as a subsidiary of Inner Mongolia Erdos Cashmere Group Co., Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Inner Mongolia ERDOS Resources Co Ltd reported revenue of 25.7B CNY in FY2025 versus 36.5B CNY in FY2021, a compound −8.3%/yr. Reported net income was 2.4B CNY in FY2025, compounding −21.1%/yr from FY2021.
of which total revenue +8.8 % · buybacks/dilution −3.6 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Peer Group
Textile Manufacturing · 331 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 Textile Manufacturing median · lower = cheaper
Strength profile in five axes (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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Shenzhou International Group 2313 | HK$37.94 | HK$68.35 | +80% |
| Tongkun Group 601233 | ¥22.67 | ¥14.53 | −36% |
| K.P.R. Mill Limited KPRMILL | ₹1,124 | ₹467.49 | −58% |
| HMT (Xiamen) New Technical Materials Co 603306 | ¥71.55 | ¥11.85 | −83% |
| Zhejiang Orient Holdings 600120 | ¥4.89 | ¥2.21 | −55% |
| Vardhman Textiles Limited VTL | ₹592.75 | ₹437.53 | −26% |
| Albany International Corp AIN | $59.92 | $18.40 | −69% |
| Isiklar Enerji ve Yapi Holding IEYHO | 174.20 TRY | 324.31 TRY | +86% |
| Welspun Living Limited WELSPUNLIV | ₹190.40 | ₹47.44 | −75% |
| Bros Eastern.,Ltd 601339 | ¥7.88 | ¥7.87 | +0% |
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