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Asia Cement China (743) investor relations material
Asia Cement China Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Reported unaudited consolidated profit attributable to owners of RMB 146.3 million for the nine months ended 30 September 2025, a significant turnaround from a loss in the prior year period.
Revenue for the period was RMB 3.73 billion, down from RMB 4.12 billion year-over-year.
The Board does not recommend a dividend for the first nine months of 2025.
Financial highlights
Gross profit increased to RMB 563.9 million from RMB 224.9 million year-over-year.
Profit before tax was RMB 213.5 million, compared to a loss of RMB 273.3 million in the same period last year.
Basic earnings per share were RMB 0.093, compared to a loss per share of RMB 0.293 year-over-year.
Net cash from operating activities rose to RMB 423.1 million from RMB 258.8 million year-over-year.
Outlook and guidance
Expects the property sector to remain in deep adjustment, limiting cement demand in the short term.
Anticipates mild recovery in national cement demand in Q4, supported by key infrastructure projects.
Market performance in Q4 expected to improve over Q3 but remain below last year's strong Q4.
Will focus on high efficiency, quality, service, and environmental protection to maintain market share.
- TimeTickerHeadlineOpen
- 6 FebCRI
Revenue fell, losses deepened, and a major segment spin-off and capital raise are underway. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position. - 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCW
Revenue up 89% y/y, record backlog, and new strategy for European optical payload leadership. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts. - 6 FebSCW
Space segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook. - 6 FebSCW
73% revenue growth, record backlog, and major space contracts drive expansion and investment.
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