Jl Mag Rare-earth Co., Ltd. Class A · SZSE:300748
Jl Mag Rare-earth Co., Ltd. Class A — Q1 2026 Earnings Presentation
14 slides from Jl Mag Rare-earth Co., Ltd. Class A's earnings presentation, April 2026
Slide 1: 2026 Q1 Results Presentation
2026 Q1 Results Presentation Stock Code: 300748.SZ / 06680.HK April 2026
Slide 2: Disclaimer
Disclaimer THIS DOCUMENT IS FOR INFORMATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE, AND SHALL NOT BE CONSTRUED AS, AN OFFER, INDUCEMENT, INVITATION, SOLICITATION, COMMITMENT OR ADVERTISEMENT WITH RESPECT TO THE PURCHASE, SUBSCRIPTION OR SALE OF ANY SECURITY AND NO PART OF IT SHALL FORM THE BASIS
Slide 3: Company Overview
| Company Overview
Slide 4: JL MAG at a Glance
JL MAG at a Glance JL MAG develops and produces high-performance NdFeB Permanent Magnets (PMs) and magnetic components, and recycles rare-earth materials. Its magnets are used in new energy and energy-saving applications Global Industry Leader in REPMs Strategic Role & Policy Support Critical to Glo
Slide 5: Accolades & Recognition
Accolades & Recognition Vice Chair of the Association of China Rare Earth Industry (ACREI) Hurun China 500 No. 361 6 Consecutive Years A Ratings for SZSE Information Disclosure Advanced Collective in the National Industry and Information Tech System MSCI China Index FTSE All-World Index MSCI ESG: A
Slide 6: Production Workflow & Core Technologies
Production Workflow & Core Technologies NdFeB PMs Bonded NdFeB Sintered NdFeB Hot-pressed NdFeB Production Workflow Grain Boundary Diffusion (GBD) Sintered NdFeB: What it is: The “King of Magnets”, highest overall performance in mass production The most efficient and cost-effective way to produce hi
Slide 7: Product Matrix
Product Matrix NEVs & Auto Parts Wind Power Energy-Saving VFACs Widely used in NEVs drivetrains, ABS (Anti-lock Braking Systems) Used in the permanent magnet direct drive wind turbine, which has the Used in variable frequency compressors, which can make it run at and EPS (Electronic Power Steering)
Slide 8: Expansion on Track, Strengthening Delivery Capability
Expansion on Track, Strengthening Delivery Capability ◼ In February 2026, the Company completed transformation from a single production base in Ganzhou to a group operation model, with the listed parent company as the holding platform and multiple production base subsidiaries operating in coordinati
Slide 9: Capital Market Engagement Supports Growth
Capital Market Engagement Supports Growth 2018.09 Listed on the Shenzhen Stock Exchange (ChiNext Market), raising ~RMB 224mn 2019.11 2025.08 Issued ~RMB Issued ~USD 117.5mn H- 435mn convertible share convertible bonds bonds 2022.01 Listed on HKEX (A+H dual listing), raising ~HKD 4.24bn 2024.12 2021.
Slide 10: Key Milestones
Key Milestones 2008.08 2025.10 2025.11 Founded in Ganzhou, Jiangxi, China Established HK R&D Hub for humanoid Donated HK$1mn to the Support Fund for robot rotors, and became a HK Gov’t key Wang Fuk Court in Tai Po to support 2010.03 enterprise partner emergency relief and post-disaster recovery Beca
Slide 11: Financial Review
| Financial Review
Slide 12: Solid Growth with Higher Overseas Mix
Solid Growth with Higher Overseas Mix ◼ In 2026 Q1, the Co maintained prudent and compliant operations, supporting stable delivery and market expansion through organizational optimization, technological innovation and lean management ◼ Total revenue rose 16.05% YoY to RMB 2,036mn, while overseas sal
Slide 13: Improved Profitability with Solid Liquidity
Improved Profitability with Solid Liquidity ◼ In Q1 2026, net profit attributable to shareholders reached RMB 193mn (+20.09% YoY) and net profit excl. non-recurring items reached RMB 176mn (+65.95% YoY). Excluding RMB 49.97mn in share-based payment expense, adjusted net profit was RMB 235mn (+44.57%
Slide 14: Q&A
BH Tk ih | JLMAG <—- ART We Reta Q&A