Inner Mongolia ERDOS Resources Co (600295) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 33.8B CNY
Fair value as of: Aug 8, 2026
From 26 valuation models · updated today
Share price +5.7% over the past month.
A solid business, screening 19% undervalued on our models.
What matters now
- Our model range runs from ¥10.76 (bear) to ¥17.94 (bull), base ¥14.35. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 59/100 (solid quality) with medium evidence: read the verdict with care.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.
How to read this chart
60‑month range ¥6.12 – ¥18.66 · fair‑value band ¥10.76 – ¥17.94 · the ¥12.04 price screens below the ¥14.35 fair value. Dashed = 300-day average. As of Aug 8, 2026.
Analysis
Inner Mongolia ERDOS Resources Co (600295) currently trades at ¥12.04, while our model-based Fair Value estimate is ¥14.35, implying the stock looks roughly 19.2% undervalued today. We read business quality at 59/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Inner Mongolia ERDOS Resources Co 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 8, 2026
Our scenario range runs from ¥10.76 (bear case) to ¥17.94 (bull case); at ¥12.04, 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 33% below its 52-week high and 42% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -27% fair-value upside, at 19%, 600295 screens cheaper 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 26 models by family
Widest divergence: DCF Models (¥22.74) versus Asset-Based (¥5.22). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 42
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
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 reported revenue of ¥25.7B in FY2025 versus ¥36.5B in FY2021, a compound −8.3%/yr. Reported net income was ¥2.4B in FY2025, compounding −21.1%/yr from FY2021.
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Peer Group
Textile Manufacturing · 316 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Shenzhou International Group 2313 | HK$44.40 | HK$75.65 | +70% |
| Tongkun Group 601233 | ¥21.65 | ¥14.53 | -33% |
| HMT (Xiamen) New Technical Materials Co 603306 | ¥91.75 | ¥12.85 | -86% |
| Far Eastern New Century Corporation 1402 | 27.55 TWD | 28.72 TWD | +4% |
| K.P.R. Mill Limited KPRMILL | ₹1,083 | ₹467.49 | -57% |
| Zhejiang Orient Holdings 600120 | ¥5.18 | ¥2.21 | -57% |
| Vardhman Textiles Limited VTL | ₹602.20 | ₹437.53 | -27% |
| Isiklar Enerji ve Yapi Holding IEYHO | 174.20 TRY | 323.84 TRY | +86% |
| Shandong Fiberglass Group 605006 | ¥16.75 | ¥6.42 | -62% |
| Ruentex Industries Ltd 2915 | 51.10 TWD | 139.67 TWD | +173% |
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Frequently asked questions
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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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