Chemical Industry: 60%
Energy Generation: 25%
Agricultural Products: 15%

Top 3 Markets:
China: 50%
USA: 20%
Europe: 15%

Inner Mongolia Berun Chemical Company Limited generates the majority of its revenue from the chemical industry, followed by energy generation and agricultural products. This reflects the company's diversification across various sectors.

The Chinese market is the largest revenue contributor, which is not surprising given the company's headquarters and production facilities in China. The USA and Europe follow as significant export markets, indicating the company's international reach and competitiveness.

Production Sites: Inner Mongolia, China

Inner Mongolia Berun Chemical Company Limited mainly produces its products in Inner Mongolia, China. The region offers strategic advantages such as access to key raw materials and a well-developed infrastructure necessary for chemical production. The proximity to sources of raw materials enables the company to optimize costs and produce more efficiently.

Revenue Growth: 8.9% (2024)
Investment in Research and Development: 5% of revenue (2024)

Inner Mongolia Berun Chemical Company Limited pursues a growth strategy that strongly focuses on innovation and diversification. The company continuously invests in research and development to develop new products and enhance existing product lines. These investments account for approximately 5% of revenue, indicating a clear emphasis on technological advancements and product innovations.

Additionally, the company plans to expand its market presence through strategic partnerships and joint ventures. These measures are intended to facilitate access to new markets and increase production capacities. Another focus is on improving operational efficiency to optimize cost structure and increase profit margins.

Through these strategic initiatives, Inner Mongolia Berun Chemical aims to strengthen its competitive position and ensure long-term sustainable growth.

Main Imported Raw Materials: Methanol, Ammonia, Sulfur

Countries of Origin:

• Methanol: Saudi Arabia, United States
• Ammonia: Russia, Qatar
• Sulfur: Canada, United Arab Emirates

Inner Mongolia Berun Chemical Company Limited imports a variety of raw materials essential for its chemical production. Methanol and ammonia are two of the main components required in large quantities. These raw materials are mainly imported from countries with large production and export capacities, such as Saudi Arabia and Russia.

Sulfur, another important material, is sourced from Canada and the United Arab Emirates, where it is a by-product of the oil and gas industry. The selection of suppliers is based on the availability, costs, and quality of the raw materials.

Market share: Estimated 5-7% in the Chinese chemical sector (2025)

EBITDA margin: 18% (2024)

Inner Mongolia Berun Chemical Company Limited has a moderate competitive advantage in the Chinese chemical sector. The company benefits from its strategic location in Inner Mongolia, which provides access to key raw materials. This reduces transportation costs and improves efficiency.

The EBITDA margin of 18% indicates a solid profitability that is above the industry average. This shows that the company is able to effectively manage its costs while offering competitive prices.

Additionally, the company continuously invests in research and development to develop innovative products that meet changing market demands. This strengthens its position in the market and provides potential for future growth.

Institutional Investor Ownership: Estimated at 25% (2025)
Insider Trades: No significant transactions in the last year (2025)

The institutional investor ownership of Inner Mongolia Berun Chemical Company Limited is approximately 25%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company.

In 2025, there were no significant insider buys or sells, indicating that management and insiders do not expect significant changes in the company's valuation or strategy. This could be seen as a sign of stable corporate governance and balanced risk management.

Market share of Inner Mongolia Berun Chemical Company Limited: Estimate: 4% (2025)

Top competitors and their market shares:

1. China National Chemical Corporation (ChemChina): 15%
2. Sinopec Shanghai Petrochemical Company Limited: 12%
3. Wanhua Chemical Group Co., Ltd.: 10%
4. PetroChina Company Limited: 8%
5. Inner Mongolia Yitai Coal Co., Ltd.: 6%
6. Inner Mongolia Berun Chemical Company Limited: 4%
7. Luxi Chemical Group Co., Ltd.: 3%
8. Shandong Hualu-Hengsheng Chemical Co., Ltd.: 2%
9. Yunnan Yuntianhua Co., Ltd.: 2%
10. Zhejiang Longsheng Group Co., Ltd.: 1.5%

Moat of Inner Mongolia Berun Chemical Company Limited:

Inner Mongolia Berun Chemical Company Limited has a moderate moat, mainly supported by its geographical location and access to resources. This enables the company to produce cost-effectively and offer its products at competitive prices.

Compared to larger competitors like ChemChina and Sinopec, which have more extensive resources, a broader product portfolio, and a stronger global presence, the moat of Inner Mongolia Berun Chemical is less pronounced. These larger companies can gain a significant advantage through economies of scale and extensive research and development departments.

Overall, while Inner Mongolia Berun Chemical Company Limited has some strategic advantages, the larger competitors are able to establish a stronger moat through their more comprehensive capacities and global networks.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Industry: 12% (2024)

Inner Mongolia Berun Chemical Company Limited recorded solid revenue growth of 8.5% in 2024, attributed to strong demand for its chemical products and effective expansion into new markets. The profit growth of 10.2% during the same period indicates that the company has good control over its cost structure and is benefiting from efficiency improvements.

With a market share of 12% in the industry, the company demonstrates a strong competitive position, indicating good product diversification and an effective market strategy. These factors could suggest that the stock is an attractive investment, especially if the company successfully continues its growth strategy.

Furthermore, continued investment in research and development as well as market expansion could further support future growth potential. However, investors should also consider general market conditions and potential risks in the chemical industry before making an investment decision.

Dividend Yield: 3.2% (2024)
Dividend History: Stable payouts over the last 5 years

Inner Mongolia Berun Chemical Company Limited achieved a dividend yield of 3.2% in 2024. The company has consistently paid dividends over the past five years, indicating a reliable dividend policy.

The stability of the payouts suggests that the company has a solid financial foundation and is capable of paying dividends even in economically challenging times. Analysts view the company's dividend policy as sustainable, supported by a healthy balance sheet and stable cash flows.