CNEYNasdaqIndustrial Organic ChemicalsUS GAAP · USD

CN Energy Group Inc

CN Energy Group. Inc. is a U.S.-listed industrial company focused on recyclable activated carbon made from raw carbon materials, with products used in purification and environmental applications. The company also develops customizable robotics, automation tools, and related software for small and medium-sized industrial, logistics, and service businesses in North America.

Kysy yhtiöstä
Liikevaihto35,6milj. USD
−30,2 %v/v
Liikevoitto (EBIT)−11,0milj. USD
+12,1 %v/v
EBIT-marginaali−30,9%
−6,3 %-yks.v/v
Nettotulos−11,1milj. USD
+20,6 %v/v
Vapaa kassavirta−2,0milj. USD
+16,9 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−200204060milj. USD2020: 12 milj. USD2020: EBIT 2,0 milj. USD20202021: 20 milj. USD2021: EBIT 0,58 milj. USD20212022: 40 milj. USD2022: EBIT 0,46 milj. USD20222023: 58 milj. USD2023: EBIT −6,2 milj. USD20232024: 51 milj. USD2024: EBIT −12 milj. USD20242025: 36 milj. USD2025: EBIT −11 milj. USD202536−11
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: CN Energy Group Inc

Liiketoiminta

Osuus liikevaihdosta
Activated carbon70 %

Recyclable activated carbon sold for purification, filtration, and industrial processing uses.

Robotics and automation30 %

Customizable robotics hardware, automation tools, and related software for business users.

Asiakkaat

The company sells to food and beverage producers, industrial manufacturers, pharmaceutical manufacturers, and environmental protection enterprises. Its robotics and automation offerings target small and medium-sized industrial, logistics, and service businesses that need customizable productivity tools.

Food and beverage producers

Buy activated carbon for purification, filtration, and process quality control.

Industrial manufacturers

Use activated carbon and related materials in production and treatment processes.

Pharmaceutical manufacturers

Purchase high-quality carbon materials where purity and consistency matter.

Environmental protection enterprises

Buy carbon-based materials for waste treatment and environmental applications.

Small and medium businesses

Buy robotics, automation tools, and software to improve productivity and operations.

Strategia

The company is positioned around recyclable activated carbon, North American automation solutions, and exploration of oil and gas opportunities in Canada and across North America. Its stated priorities are to focus on established infrastructure, reliable sales channels, and tighter operational control while expanding its North American energy platform.

Expand North American automation and software salesKeskipitkä aikaväli

Diversifies the business beyond carbon materials and targets recurring industrial demand.

Pursue Canadian and North American energy opportunitiesKeskipitkä aikaväli

Adds a resource-linked growth avenue where infrastructure and distribution are already in place.

Maintain environmental and operational disciplineLyhyt aikaväli

Activated carbon and industrial operations depend on compliance, safety, and reliable supply execution.

Maantiede

CN Energy Group operates primarily in North America, where it develops robotics and automation offerings and evaluates energy-related opportunities. The company also references Canada and broader North American projects, while its historical reporting and investor communications indicate exposure to China-linked operations and listing history.

Riskit

The business faces execution risk from operating across several very different lines of business, including carbon materials, robotics, and energy-related projects. It is also exposed to environmental compliance, supply chain disruption, project selection risk in resource markets, and listing/market-access pressures typical for smaller listed industrial companies.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Business mix complexity1Environmental and regulatory compliance2Energy project and exploration risk3Supply chain and procurement disruption4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Business mix complexityVaikutus: KorkeaTodennäköisyys: Korkea

    The company spans activated carbon, robotics, automation, and energy opportunities, which increases execution complexity.

    Kohdistuu: capital allocation and operating focus

  2. Environmental and regulatory complianceVaikutus: KorkeaTodennäköisyys: Korkea

    Carbon production and industrial operations can face permitting, emissions, and waste-handling requirements.

    Kohdistuu: manufacturing and project execution

  3. Energy project and exploration riskVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Oil and gas opportunities depend on favorable geology, infrastructure, and counterparties, which may not materialize.

    Kohdistuu: Canada and North America energy projects

  4. Supply chain and procurement disruptionVaikutus: KeskitasoTodennäköisyys: Korkea

    The company explicitly highlights supply chain risk management, indicating dependence on external inputs and logistics.

    Kohdistuu: raw materials and equipment

Kysy Clarifolta: CN Energy Group Inc

Kirjanpito

Harkinnanvaraiset erät
Credit loss allowances

Large reversals and new allowances indicate significant estimation risk on receivables and other current assets.

Vaikutus: Can materially change reported income and asset values

Impairment of advances to suppliers

Supplier prepayments may not be recoverable or may not convert into inventory or services as expected.

Vaikutus: Direct hit to earnings and working capital

Lease accounting

Right-of-use assets and lease liabilities affect leverage and the timing of expense recognition.

Vaikutus: Influences EBITDA-like metrics and balance-sheet obligations

Equity-method investment accounting

Share of associate loss can create earnings volatility when investees underperform.

Vaikutus: Impacts net income and investment carrying value

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

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Päivitetty: 28.9.2026

CN Energy Group Inc (Nasdaq) – Industrial Organic Chemicals | Analyysi – Clarifo