Company Profile · Technology

Shenzhen Transsion Holdings Co Ltd

688036 · Shanghai
Industry
Consumer Electronics
Exchange
Shanghai
Country
China
Employees
26,116
Website
www.transsion.com
Price at Publication
¥57.82
Aug 27, 2026 close
Fair Buy
≤ ¥38
Margin-of-safety entry
Baillie Growth Score
41/100
Weak
Buffett Score
69/100
Strong
Intrinsic Value · Three-Tier Range Price at publication ¥57.82 · Within the fair intrinsic-value range

Composite valuation range · conservative ¥35–¥38 / fair ¥52–¥76 / optimistic ¥94–¥99. At the publication price of ¥57.82 (Aug 27, 2026), Within the fair intrinsic-value range.

Financial snapshot
Market capCN¥61.93B
Revenue (TTM)CN¥71.95B
EBITDACN¥3.87B
Profit margin4.37%
ROE15.46%
P/E (TTM)19.71
Forward P/E0
EPSCN¥2.73
Dividend yield3.18%
52-week rangeCN¥50.80 – CN¥94.68

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

About the company

Shenzhen Transsion Holdings Co., Ltd., together with its subsidiaries, provides smart devices and mobile services in Africa, South Asia, Southeast Asia, the Middle East, Latin America, and internationally. The company offers mobile phones, feature phones, and smartphones under the TECNO, itel, and Infinix brands; after-sales services under the Carlcare brand; smart accessories under the oraimo brand; home appliances under the Syinix brand; and mobile internet services and digital products. It also develops smart terminal operating systems, such as HiOS, itelOS, and XOS, as well as independent application software platforms. The company was founded in 2013 and is headquartered in Shenzhen, China.

Background

History

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Industry position

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Research on this stock
41/100 Hold Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value Transsion Holdings is an emerging-market handset specialist that sells TECNO, Infinix and itel through roughly 3,500 distributors and 2,500 service outlets, shipping 169.0 million handsets in 2025 for third place globally by units but only eighth by handset revenue. FY2025 revenue fell 4.55% while attributable profit dropped 53.49% to CNY 2.581 billion as memory rose to 28.0% of inventory cost; H1 2026 then rebounded 21.85% and 46.22% with gross margin back at 22.6%, but management credits older cheap inventory, stock doubled to CNY 18.935 billion and operating cash flow swung to negative CNY 5.861 billion. Rating Hold: normalized owner earnings of roughly CNY 2.2 billion put the equity near 30 times, and at CNY 57.82 the stock sits 23% above the CNY 44-47 conservative value, so the next leg is a cash-and-volume test rather than an earnings-growth test. Shenzhen Transsion Holdings Co., Ltd.688036 · ShanghaiConsumer ElectronicsAug 27, 2026