Yuanjie Semiconductor Technology Co., Ltd. (YJTECH) financials

SHH · Technology · Semiconductors · 716 employees · CEO Xin Gang Zhang

Price: CN¥688.99 -7.19%
Market cap: CN¥84.5B
Enterprise value: CN¥84.3B
Last report: Q3 '26 filed 2026-09-30
Next report: 2027-04-26 EPS est. CN¥1.00

Revenue (TTM)CN¥1.83B+416.9% vs a year agoLast 4 quarters; bars = each quarter

Operating margin (TTM)63.9%+36.9 pp vs a year agoOperating income CN¥1.17B

Net income (TTM)CN¥1.04B+1,322.7% vs a year agoAfter tax, incl. non-operating gains

Free cash flow (TTM)-CN¥302M-143.2% vs a year agoCapex CN¥1.25B

Diluted EPS (TTM)CN¥7.62+1,088.3% vs a year agoSum of the last 4 quarters

Net cashCN¥222M-74.5% vs a year agoCash + short-term investments - debt

Valuation & key figures

Market cap: CN¥84.5B
Revenue: CN¥1.83B
Revenue growth: +265%
Profit margin: 56.7%
P/E: 82.6×
P/S: 46.2×
EV / EBITDA: 68.4×
Free cash flow: -CN¥302M
Net income: CN¥1.04B
Revenue estimate: CN¥2.2B
Earnings: 2027-04-26
Dividend: CN¥0.98

Key takeaways

Computed from the reported numbers - every statement carries the figure it rests on.

Last report (2026-10-31): revenue beat by 99.1%, EPS beat by 326.2%Revenue CN¥684M vs CN¥344M expected (+99.1%); EPS CN¥3.35 vs CN¥0.79 (+326.2%).
Revenue growth slowing: 283.5% year on yearQ3 '26 revenue CN¥684M, against an average of 1,003.3% over the four quarters before.
Operating margin 63.9% (TTM), +36.9 pp on a year agoOperating income grew 1,125.3% while revenue grew 416.9%.
Capex 68.3% of revenue (a year ago 46.3%)CN¥1.25B invested in the last 4 quarters (+662.9% on a year earlier). Free cash flow -CN¥302M = -29.2% of net income.
Diluted share count up 1.3% in a year126M diluted shares in Q3 '26, 124M a year earlier.
Net cash CN¥222MCash + short-term investments CN¥940M, debt incl. leases CN¥718M; a year ago net cash CN¥869M.

Last quarter: Q3 '26

Quarter ended 2026-09-30. Compared with the same quarter a year earlier and with the analyst consensus before the report.

Quarter vs a year ago

	Q3 '26	Year ago	Change
Revenue	CN¥684M	CN¥178M	+283.5%
Gross margin	83.4%	59.1%	+24.3 pp
Operating income	CN¥484M	CN¥54.3M	+791.5%
Operating margin	70.7%	30.4%	+40.3 pp
Net income	CN¥417M	CN¥59.6M	+599.0%
Diluted EPS	CN¥3.32	CN¥0.48	+591.7%
Operating cash flow	CN¥375M	CN¥8.16M	+4,499.9%
Capex	CN¥393M	CN¥81.7M	+381.1%
Free cash flow	-CN¥17.9M	-CN¥73.6M	+75.7%
R&D	CN¥35.6M	CN¥28M	+27.1%
Stock-based compensation	CN¥0	-CN¥1.25M	+100.0%

Reported vs consensus

2026-10-31

	Actual	Consensus	vs consensus
Revenue	CN¥684M	CN¥344M	+99.1%
EPS (as estimated)	CN¥3.35	CN¥0.79	+326.2%

From the report of 2026-10-31 for Q3 '26: revenue and the EPS analysts estimate (often adjusted), so it can differ from the EPS of the statements above.

EPS vs consensus

last 8 reports

Revenue

Where the money comes from - by business line and by region, quarter by quarter.

Revenue, operating income and growth

quarterly

Margins & cost structure

How much of each unit of revenue is left at each level - and where the costs go.

Margins

quarterly

Costs as % of revenue

quarterly

Cash flow & capital allocation

Cash generated, what it is spent on, and what reaches shareholders.

Operating cash flow, capex, free cash flow

quarterly

Uses of cash vs operating cash flow

fiscal years

Last 4 quarters

cash flow statement

Operating cash flow: CN¥947M
Capex: -CN¥1.25B
Buybacks: CN¥0
Dividends: -CN¥34.2M
Acquisitions: CN¥0
Net debt issued: CN¥19.3M
Stock-based compensation: CN¥32.2M
Free cash flow: -CN¥302M
Returned to shareholders / FCF: -11.3%

Share count and EPS

quarterly, diluted

Balance sheet

Liquidity, investments and debt at each quarter end.

Cash, investments and debt

quarter ends

Valuation & returns

Today's multiples against the company's own last five fiscal years; analyst targets and ratings.

Multiples and returns

TTM vs 5 fiscal years

	Now	5y average	Where today sits in the 5-year range
P/E (TTM)	82.6×	116.5× 4 of 5 years	18.2× – 260.7×
EV / EBITDA	68.4×	73.6×	3.0× – 153.2×
EV / Sales	46.1×	24.1×	1.5× – 43.3×
Price / FCF	-279.7×	–	–
Price / Book	24.4×	11.3×	0.9× – 19.7×
FCF yield	-0.4%	-1.9%	-3.9% – -1.0%
Return on invested capital	24.1%	6.1%	-2.0% – 14.2%
Return on equity	43.6%	6.6%	-2.2% – 15.5%

Outlook

Analyst consensus for the coming fiscal years and what it implies at today's price.

Consensus estimates

Fiscal year	Revenue	Growth	EPS	Growth	P/E at today's price	Analysts (EPS)
FY2026	CN¥2.2B	+265.5%	CN¥8.81	+295.2%	78.2×	3
FY2027	CN¥3.9B	+77.5%	CN¥14.99	+70.1%	46.0×	2
FY2028	CN¥5.67B	+45.4%	CN¥22.05	+47.1%	31.2×	4
FY2029	CN¥13.1B	+130.7%	CN¥0.00	-100.0%	–	1
FY2030	CN¥16.8B	+28.3%	CN¥0.00	–	–	1

Financial statements

Every line of the income statement, balance sheet and cash flow statement - 12 quarters and 10 fiscal years, as values, as % of revenue or as growth.

Income statementRevenue, costs, operating income, net income and EPSOpen Balance sheetCash, investments, assets, debt, liabilities and equityOpen Cash flowOperating cash flow, capex, free cash flow, buybacks and dividendsOpen

Sources

Statements, segment revenue, metrics and estimates: Financial Modeling Prep.

Data as of 2026-11-01