Zhejiang Cady Industry Co Ltd

Zhejiang Cady Industry Co Ltd is a China-based company mainly engaged in the research, development, production and sales of polyester fabrics. The Company is engaged in the research and development, production and sales of seamless garments and polyester filaments, as well as the entrusted processing business of dyeing and finishing. The Company's corporate polyester fabrics are knitted fabrics, including warp-knitted fabrics and weft-knitted fabrics. Polyester fabrics are mainly used in garment manufacturing enterprises, but also in home textiles, industrial textiles and other fields. The Company's export products are mainly exported to the United States, South America, Southeast Asia, Europe and other regions.

• Feedstock spread (price - input cost) (leading)
• Plant utilization rate (coincident)
• End-market demand (auto, construction, agri) (leading)
• Inventory destocking/restocking cycles (coincident)
• Specialty volume growth (trend)

• Energy/feedstock cost (Russia gas, Middle East oil) · exposure: high
• Trade tariffs on chemical exports/imports · exposure: medium-high
• Environmental regulation (EU REACH, US EPA) · exposure: high
• Agricultural policy (subsidies, fertilizer demand) · exposure: medium for agri-chem

• EBITDA margin % — 5-15% commodity; 15-25% specialty
• Capex/sales % — watch trough vs peak
• Plant utilization % — 82-92% healthy; <80% pressure
• ROIC — 10%+ specialty; 6-10% commodity through cycle
• Net debt / EBITDA — below 3.0x healthy; cyclical buffer

Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.