Revenue distribution by sectors:

1. Building and installation materials: approx. 60%
2. Plastic products: approx. 25%
3. Environmental technology and services: approx. 15%

TOP 3 markets and their percentage shares:

1. China: approx. 70%
2. Southeast Asia: approx. 15%
3. North America: approx. 10%

China Lesso Group Holdings Limited generates the majority of its revenue from the building and installation materials sector, driven by the ongoing urbanization and infrastructure development in China. The domestic market dominates with a share of around 70% of total revenue.

Southeast Asia and North America are also significant markets, with the company benefiting from the increasing demand for high-quality plastic products and environmentally friendly solutions. These markets offer growth opportunities through expansion into new regions and adaptation to local market needs.

Production Sites: Multiple sites in China

China Lesso Group Holdings Limited is a leading manufacturer of building and installation materials in China. The company operates numerous production facilities within China, strategically located in various provinces to optimize logistics and serve demand in different regions.

These production sites specialize in manufacturing a wide range of products, including plastic pipes, sanitary products, and other building materials. The geographical distribution of the plants enables China Lesso to efficiently respond to the needs of the domestic market as well as export requirements.

Revenue Growth: Estimated at 8-10% annually (based on historical data and market trends)

Strategic Focus Areas:

1. Expansion of Production Capacities: China Lesso continuously invests in expanding its production facilities to meet the increasing demand for its products and enhance efficiency.

2. Diversification of Product Portfolio: The company is expanding its product offerings, especially in the areas of environmentally friendly and sustainable construction products, to meet the growing demands for sustainable construction.

3. International Expansion: China Lesso is focusing on entering new markets outside of China, particularly in Southeast Asia and Africa, to strengthen its global presence.

4. Technological Innovation: Investments in research and development are a key component of the growth strategy to offer innovative solutions and products that meet the latest technological standards.

These strategic measures are intended to secure the long-term growth of China Lesso and strengthen its market position both nationally and internationally.

Main raw materials: PVC, PE, PP, steel

Main importing countries: Saudi Arabia, United States, Australia

China Lesso Group Holdings Limited is a leading manufacturer of building and installation materials. The main raw materials imported by the company include Polyvinyl chloride (PVC), Polyethylene (PE), Polypropylene (PP), and steel. These materials are crucial for the production of pipes, fittings, and other construction products.

Saudi Arabia is a significant supplier of petrochemical raw materials, especially for PVC and PE. The United States also supplies petrochemical products, while Australia is an important source of steel. These international sources enable China Lesso to procure high-quality materials at competitive prices, which is crucial for maintaining their production capacity and market position.

Market Share: 10% (2025, estimated)
EBITDA Margin: 15% (2025)
R&D Expenses: 3% of revenue (2025)

China Lesso Group Holdings Limited is one of the leading manufacturers of building and installation materials in China. The company's competitive advantage stems from its wide range of products and strong domestic presence. With an estimated market share of 10% in 2025, China Lesso holds a significant position in the market, supported by continuous investments in research and development.

The EBITDA margin of 15% indicates that the company operates efficiently and is able to control its costs while creating value for its shareholders. The R&D expenses of 3% of revenue highlight the company's commitment to innovation and product development, which is crucial in a competitive market.

In summary, China Lesso has a solid competitive advantage supported by its market position, operational efficiency, and innovation. This enables the company to compete and grow further in a dynamic market environment.

Institutional Investor Share: Estimate 35-45% (2026)

Insider Purchases/Sales: No specific data available for 2026

The institutional investor share in China Lesso Group Holdings Limited is estimated to be between 35% and 45%. This estimate is based on historical trends and typical investment behavior in the industry. Institutional investors play a significant role in stabilizing the stock price and providing capital.

Regarding insider purchases or sales, no specific data is available for the year 2026. However, such transactions can have a significant impact on market sentiment, as they are often seen as an indicator of management's confidence in the company's future development. It is advisable to regularly check the company's official announcements and reports for up-to-date information.

Market share of China Lesso Group Holdings Limited: Estimated around 8-10% (2026)

Top competitors and their market share:

1. China National Building Material Company Limited (CNBM): around 15%
2. Anhui Conch Cement Company Limited: around 12%
3. China Resources Cement Holdings Limited: around 10%
4. BBMG Corporation: around 9%
5. China Lesso Group Holdings Limited: around 8-10%
6. Sinoma International Engineering Co., Ltd.: around 7%
7. Asia Cement Corporation: around 6%
8. Taiwan Cement Corporation: around 5%

Moat of China Lesso:

China Lesso Group Holdings Limited has a moderate moat, mainly based on its strong brand recognition and wide distribution network. The company benefits from a diversified product range in the construction and plastic materials sector, providing it with some resilience against market fluctuations.

However, compared to its competitors, China Lesso does not have a significant technological or cost advantage that could be considered a strong moat. Companies like CNBM and Anhui Conch Cement have larger economies of scale and stronger vertical integration, giving them a competitive edge.

In summary, while China Lesso does have some competitive advantages, they are less pronounced compared to the industry's leading companies. The competition often has a stronger moat, particularly due to larger production capacities and better cost structures.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Market Share in the Industry: 12% (2025)

China Lesso Group Holdings Limited recorded a revenue growth of 8.5% in 2025, indicating stable demand for its construction and decoration materials. The company has solidified its market position in the industry with a market share of 12%, pointing to strong competitiveness.

The profit growth of 7.2% in 2025 shows that China Lesso is able to efficiently manage its costs and remain profitable, despite potential economic challenges. Diversifying their product range and expanding into new markets could further support future growth.

Overall, China Lesso could present an attractive investment opportunity, especially for investors interested in long-term growth in the construction and decoration industry. However, it is important to also consider external factors such as regulatory changes and economic conditions in China.

Dividend Yield: 4.2% (estimated for 2026)
Dividend History: Consistent payout over the last 5 years

China Lesso Group Holdings Limited has regularly distributed dividends in recent years. The dividend yield is estimated to be around 4.2% for 2026, which is considered attractive compared to other companies in the industry.

The reliability of the payout can be considered high, as the company has pursued a consistent dividend policy over the past five years. This indicates that China Lesso aims to provide shareholders with stable value.