Origin Agritech Limited (SEED) Next Earnings Date & Expected ±12.5% Move

Per the Roarable RQD rating, SEED scores 39 out of 100 with a letter grade of D-, labeled "Roarable Sell — Vulnerable Balance Sheet & Flow." The five pillars are:

• Fundamental Cash Engine: 12 / 20 (ROIC 0%; FCF yield 0%). Per the market data, the company reports no return on invested capital and no free cash flow yield, so this pillar reflects the absence of cash generation rather than a valuation discount.
• Whale 13F Flow: 7 / 20 (institutional accumulation and options positioning). The source data contains no holder detail to explain this score beyond the pillar label.
• Insider Conviction: 5 / 20 (SEC Form 4 and Congressional PTR cluster flow). This is the second-weakest pillar; the holders section is empty, so no insider activity is available to verify the score.
• Macro Regime Fit: 7 / 20 (beta 1.0; sector sensitivity). A beta of 1.0 indicates market-equivalent sensitivity, and the score signals limited regime support.
• Forensic Balance Sheet: 8 / 20 (Altman Z 2.5; Piotroski F 1/9; Debt/Equity 0.5). A Piotroski F-score of 1 out of 9 is a weak reading on operating and balance-sheet quality, while the Altman Z of 2.5 and Debt/Equity of 0.5 are the more moderate elements of this pillar.

For a prospective investor evaluating the stock today, the upside case rests on the price sitting near the low end of its 52-week range and the company's continued listing and financing activity. The valuation tradeoff is that the market cap of $10.6M sits against reported FY 2025 net income of $-7.5M and free cash flow of $-4.8M, leaving no earnings base from which to judge value. The rating's overall message is that the balance sheet and cash flow profile are the dominant concerns, and any position thesis would need to address those directly.

Per the company profile, Origin Agritech Limited (SEED) is a NASDAQ-listed issuer in the Consumer Staples sector, operating within the Farming/Seeds/Milling industry. The profile reports a market capitalization of $0.0B, which conflicts with the $10.6M market cap in market data. Not available in source data: product lines, customer base, and revenue mechanics beyond the reported revenue figures in the financials.

Per the SEC financials, revenue declined from $16.2M in FY 2024 to $12.8M in FY 2025, and net income moved from $3.0M to $-7.5M over the same period. Operating income is reported as $0.0M in all three periods. Gross margin is 7%, operating margin is 0%, and net margin is -58.4% per the market data, with ROIC at 0%. Per the Roarable RQD rating, the Altman Z-Score is 2.5, the Piotroski F-Score is 1 out of 9, and Debt/Equity is 0.5. Cash and debt balances are not available in source data.

Per the recent news and catalysts section, six items reference SEED, all tagged with a yellow light and "MARKET WIRE" impact label, published over roughly a 15-hour window. Headlines include a report of receipt of full proceeds from a previously announced private placement at a per-share price noted in the headline, and two separate reports of a Nasdaq notice regarding the minimum bid price requirement. The remaining items are generic quote and estimates pages. The minimum bid price notice is the principal risk item, and the private placement is the principal financing item. Per the Butterfly Supply-Chain Graph, no proprietary signals are present.

Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE and no butterfly links are present. Not available in source data: upstream suppliers, downstream customers, and sector correlation links. Investors should note that the sector and industry classification alone does not establish dependencies, and the absence of mapped links means second-order ripple effects cannot be assessed from the source data.

• What is the exact market capitalization, given that the profile reports $0.0B while market data reports $10.6M?
• What are the reported cash and debt balances, which are listed as N/A across all periods?
• What is the company's operating path to positive cash flow, given FY 2025 free cash flow of $-4.8M?
• What is the status and timeline of the Nasdaq minimum bid price compliance matter?
• What institutional or insider holdings exist, given that the holders section is empty?