Industry Revenues:

• Waste Management: 45%
• Water Supply: 35%
• Environmental Technology and Services: 20%

TOP 3 Markets:

1. China: 70%
2. Southeast Asia: 15%
3. Europe: 10%

Grandblue Environment Co., Ltd. generates the majority of its revenues from waste management, followed by water supply and environmental technology. The Chinese market is the dominant revenue contributor, attributed to the company's strong presence and investments in local infrastructure projects. Southeast Asia and Europe are also important markets, with the company benefiting from growing environmental awareness and regulatory changes there.

Production Sites: Guangdong, China (As of 2023)

Grandblue Environment Co., Ltd. operates mainly in the province of Guangdong, China. The company focuses on waste disposal and water treatment, operating several production and operational facilities in this region.

The choice of Guangdong as the main location is strategic, as it is one of the economically strongest and most densely populated regions in China, ensuring high demand for environmental and disposal services.

Revenue Growth: Estimated 10% annually (2025)

Strategic Focus Areas:

1. Expansion of waste management capacities
2. Investments in renewable energies
3. International expansion

Grandblue Environment Co., Ltd. is focusing on expanding its waste management capacities to meet the increasing demand for sustainable disposal solutions. This includes both the expansion of existing facilities and the development of new technologies for more efficient waste processing.

Furthermore, the company is increasing its investments in renewable energies, especially in projects for energy generation from waste. This strategy is intended not only to contribute to diversifying revenue sources but also to improve the company's environmental footprint.

Another area of growth is international expansion. Grandblue plans to invest in new markets outside of China to benefit from the globally increasing demand for environmental solutions. This includes both establishing new partnerships and acquiring companies abroad.

Commodities/Materials: Wastewater treatment chemicals, recycling materials
Main importing countries: Germany, USA, Japan

Grandblue Environment Co., Ltd. mainly imports chemicals for wastewater treatment and materials for recycling processes. These raw materials are primarily sourced from technologically advanced countries such as Germany, the USA, and Japan. These countries offer high-quality products that are crucial for the efficient and environmentally friendly processing in Grandblue's facilities.

The choice of these countries as main suppliers is due to their leading position in the production of environmental technology products and chemicals. Grandblue relies on these imports to ensure high standards in waste and wastewater treatment.

Market share: 12% (estimated, 2025)
EBITDA margin: 28% (2024)
R&D expenditure growth: 10% (2024)

Grandblue Environment Co., Ltd. has a significant competitive advantage in the environmental and waste management industry, especially due to its strong market position and its ability to achieve high margins. The EBITDA margin of 28% indicates that the company operates efficiently and controls its costs well.

Another important aspect is the continuous growth of R&D expenditures by 10%, suggesting that the company is investing in innovations to improve its services and develop new technologies. This further strengthens its competitive position.

In addition, Grandblue benefits from a diversified service portfolio that is present in both urban and rural areas of China. This allows the company to benefit from different market conditions and manage risks more effectively.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Grandblue Environment Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors, reflecting confidence in the company's long-term performance.

In 2025, no significant insider buys or sells were reported. This could suggest that the management and other insiders currently do not expect any significant changes in the company's valuation.

Market share of Grandblue Environment Co., Ltd.: Estimated 7% (2025)

Top competitors and their market shares:

1. Veolia Environnement (VEOEY): 15%
2. Suez SA: 12%
3. Waste Management, Inc. (WM): 10%
4. Republic Services, Inc. (RSG): 9%
5. Grandblue Environment Co., Ltd. (SHSE:600323): 7%
6. China Everbright Environment Group Limited: 6%
7. Clean Harbors, Inc. (CLH): 5%
8. Stericycle, Inc. (SRCL): 4%
9. Covanta Holding Corporation: 3%
10. Renewi plc: 2%

Economic moat of Grandblue Environment Co., Ltd.:

Grandblue Environment Co., Ltd. has a moderate economic moat, mainly characterized by its strong market presence in China and its specialization in environmentally friendly waste disposal and water treatment. The geographical concentration on the Chinese market presents both opportunities and risks. The advantage lies in close collaboration with local governments and adaptation to specific regulatory requirements.

Compared to larger international competitors like Veolia and Suez, which have a broader global network and more diversification, Grandblue's economic moat is less pronounced. These companies have a stronger economic moat due to their size, global reach, and technological innovations.

In summary, Grandblue Environment Co., Ltd. has a significant advantage in the Chinese market, but international expansion and innovation in technologies may be necessary to strengthen the economic moat compared to global competitors.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024) Market Share in the Environmental Sector: 12% (2024)

Grandblue Environment Co., Ltd. recorded a solid revenue growth of 10.5% in 2024. This indicates that the company is able to continuously increase its income, reflecting strong demand for its services in the environmental sector.

The profit growth of 8.2% during the same period suggests that the company is not only able to increase its revenue but also effectively manage its costs to enhance profitability. This is a positive sign for investors seeking sustainable returns.

With a market share of 12% in the environmental sector, Grandblue Environment positions itself as a significant player in the industry. This could give the company an advantage in exploring new markets and introducing innovative environmental solutions.

Overall, the financial performance of Grandblue Environment Co., Ltd. shows a positive trend, making the company a potentially good investment, especially for investors interested in long-term growth in the environmental sector.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous payouts over the last 5 years

Grandblue Environment Co., Ltd. has been distributing a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 3.5%, based on the latest available financial reports and market estimates.

The company has demonstrated stable financial performance in the past, suggesting a solid foundation for future dividend payments. Analysts expect Grandblue Environment to maintain its dividend policy unless significant economic or internal company changes occur.