China XLX Fertiliser Ltd. issued a positive profit alert for the six months ended 30 June 2026, forecasting net profit of RMB1.15 billion–RMB1.23 billion, a year-on-year increase of 52%–62%. Net profit attributable to shareholders is expected to reach RMB850 million–RMB920 million, up 42%–54% from the prior-year period.
Management attributed the stronger earnings to three main factors:
1. Expanded capacity and scale benefits: Newly commissioned production lines boosted volumes of core products, while the Group’s integrated value chain reduced unit production costs—particularly for urea—lifting overall gross margins.
2. Optimised product mix: The company adjusted output toward higher-margin products, enhancing average selling prices and profitability.
3. Commodity price tailwinds: Geopolitical tensions pushed coal-chemical prices higher, with methanol and melamine showing notable year-on-year price gains, which the Group leveraged through flexible production planning.
The figures are based on unaudited management accounts; audited interim results are scheduled for release by end-August 2026. Shareholders and potential investors are advised to exercise caution when trading the company’s securities.
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