Xinyuan Property
1895.HK
HKD0.530 0.00%
Exchange: HKSE | Sector: Real Estate | Industry: Real Estate Services
Q3 2024
Published: Sep 30, 2024

Earnings Highlights

  • Revenue of $231.73M up 11.7% year-over-year
  • EPS of $0.03 increased by 377.5% from previous year
  • Gross margin of 24.3%
  • Net income of 18.10M
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Xinyuan Property Management Service Cayman Ltd (1895.HK) QQ3 2024 Results — Real Estate Services in China: Revenue Growth, Margin Expansion and Strong Cash Generation

Executive Summary

Xinyuan Property Management Service Cayman Ltd delivered a solid QQ3 2024 with revenue of 231.73 million CNY, up 11.74% year over year and 14.32% quarter over quarter. The firm preserved healthy margins, posting gross profit of 56.38 million CNY and a gross margin of 24.33%, while operating income reached 36.59 million CNY and EBITDA 38.85 million CNY, translating into an operating margin of 15.79% and EBITDA margin of 16.76%. Net income registered 18.10 million CNY, up an exceptional 387.25% YoY, though this figure was affected by a material negative other income/expenses swing of -27.49 million CNY, illustrating ongoing earnings volatility from non-operating items. Cash flow remains accretive: operating cash flow was 25.28 million CNY and free cash flow was 23.33 million CNY, supported by a positive working-capital contribution (change in working capital -9.99 million CNY) and a modest capex outlay of 1.96 million CNY. The company continues to generate excess liquidity, evidenced by a net cash position (net debt of -216.97 million CNY) on a balance sheet with total assets of 1,280.72 million CNY and total stockholders’ equity of 583.99 million CNY. However, financing activities reduced cash by 13.23 million CNY and dividends paid were 14.78 million CNY, contributing to a negative overall cash change for the period. Key takeaway for investors: the QQ3’24 results demonstrate meaningful top-line growth, margin stability, and robust cash generation, underpinned by a strong balance sheet and a net-cash stance. The reliance on non-operating items to drive net income highlights the importance of focusing on core operating profitability and cash flow sustainability going forward. Absence of explicit management guidance necessitates a projected, scenario-based outlook anchored in China’s property-management demand, the expansion of value-added services, and ongoing efficiency initiatives.

Key Performance Indicators

Revenue

231.73M
QoQ: 14.32% | YoY:11.74%

Gross Profit

56.38M
24.33% margin
QoQ: -14.72% | YoY:-1.36%

Operating Income

36.59M
QoQ: 46.53% | YoY:151.98%

Net Income

18.10M
QoQ: -28.83% | YoY:387.25%

EPS

0.03
QoQ: -31.25% | YoY:377.48%

Revenue Trend

Margin Analysis

Key Insights

Revenue and margins: Revenue 231,732,500 CNY, up 11.74% YoY and 14.32% QoQ; gross profit 56,379,500 CNY with gross margin 24.33%. Cost structure: Cost of revenue 175,353,000 CNY; operating expenses 19,792,000 CNY; selling, general and administrative expenses totaling 11,046,500 CNY (plus 9,440,000 CNY R&D/GA), contributing to an operating income of 36,587,500 CNY and EBITDA of 38,846,500 CNY (EBITDA margin 16.76%). Profitability: income before tax 9,097,500 CNY; income tax 8,892,000 CNY; net...

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 225.01 0.05 +94.2% View
Q1 2025 225.01 0.05 +11.0% View
Q4 2024 231.73 0.03 +11.7% View
Q3 2024 231.73 0.03 +11.7% View