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LUSTER LightTech Co (688400) Fair Value & Analysis

Industrials · CN · Market cap 27.2B CNY

LL LUSTER LightTech Co 688400 · SHG
Price¥54.58
Fair Value¥5.72
Upside-89.5%
Quality62/100
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Evidence: High Range ¥4.07 – ¥7.15

Fair value as of: Jul 12, 2026

From 26 valuation models · updated today

Fair value updated Jul 12, 2026 — revised from ¥5.82 to ¥5.72 (−1.7%) since Jun 24, 2026. Share price −5.5% over the past month.

Price vs Fair Value (12 months)

¥71.41 ¥25.13 Fair Value ¥5.72 Jun 2025 Jul 2026

12‑month range ¥25.13 – ¥71.41 · fair‑value band ¥4.07 – ¥7.15 · the ¥54.58 price screens above the ¥5.72 fair value. As of Jul 12, 2026.

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Analysis

LUSTER LightTech Co (688400) currently trades at ¥54.58, while our model-based Fair Value estimate is ¥5.72 — implying the stock looks roughly 89.5% overvalued today. We read business quality at 62/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, LUSTER LightTech Co generated revenue of 2.9B CNY at a net margin of 12.0%. Revenue declined 2.8% year over year. It earns a return on equity of 7.2%. The stock trades on a trailing P/E of 75.6. Fundamentals as of Jul 12, 2026

Our scenario range runs from ¥4.07 (bear case) to ¥7.15 (bull case); at ¥54.58, the current price sits above that range. The share trades about 26% below its 52-week high and 120% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -44% fair-value upside — at -90%, 688400 screens richer than that median.

Key figures & financial health

Revenue (TTM) 2.9B CNY
Revenue growth (YoY) -2.8%
Net margin 12.0%
Return on equity 7.2%
Free cash flow 51.1M CNY FY2025
P/E ratio 75.6
More key figures
Operating margin 8.2%
EPS (TTM) ¥0.7500
Dividend yield 0.2%
EPS growth (YoY) +1,333%

Figures from reported company fundamentals (EODHD) · as of Jul 12, 2026. TTM = trailing twelve months.

About the company

LUSTER LightTech Co., LTD. researches, develops, and sales of configurable visual systems, intelligent visual equipment, and optical communication products in China. The company offers vision inspection products, such as printing quality, glass, lithium battery, and display screen inspection products; fiber and coax network products, including MoCA home network, MoCA access, EPON&GPON, TV transmission, and NMS/provisioning products; multispectral imaging modules; and fiber optics, such as optical communication, fiber sensing, and fiber laser products. The company was formerly known as Luster Light Tech Group Co., Ltd. and changed its name to LUSTER LightTech Co., LTD. in July 2022. LUSTER LightTech Co., LTD. was founded in 2002 and is headquartered in Beijing, China.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

LUSTER LightTech Co reported revenue of ¥2.9B in FY2025 versus ¥2.4B in FY2021, a compound +4.6%/yr. Reported net income was ¥161M in FY2025, compounding −1.6%/yr from FY2021.

Revenue +4.6%/yr
FY21 ¥2.4B
FY22 ¥2.7B
FY23 ¥2.6B
FY24 ¥2.2B
FY25 ¥2.9B
Net income −1.6%/yr
FY21 ¥172M
FY22 ¥188M
FY23 ¥164M
FY24 ¥107M
FY25 ¥161M

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Cite: Fair Value Calculator (2026). "LUSTER LightTech Co Fair Value". https://www.fairvalue-calculator.com/stock/688400

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Frequently asked questions

Is LUSTER LightTech Co (688400) undervalued?
As of Jul 12, 2026, our model estimates a fair value of ¥5.72 versus a price of ¥54.58 — about −90% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 688400?
Our model-based fair value for LUSTER LightTech Co is ¥5.72 (as of Jul 12, 2026), built from audited fundamentals. The current price is ¥54.58.
What is the quality score of 688400?
LUSTER LightTech Co has a Quality Score of 62/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of LUSTER LightTech Co (688400)?
LUSTER LightTech Co reported trailing-twelve-month revenue of about 2.9B CNY (latest available figure, as of Jul 12, 2026).
What is the net profit margin of 688400?
The net profit margin of LUSTER LightTech Co is about 12.0%, meaning it keeps roughly 12.0% of revenue as net income. Based on the latest reported figures.
Does LUSTER LightTech Co pay a dividend?
LUSTER LightTech Co currently shows a dividend yield of about 0.15% relative to its recent price (as of Jul 12, 2026).

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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.