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Lotus Pharmaceutical Community
TWSE:1795 Community
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Lotus Pharmaceutical
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Lotus Pharmaceutical
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Hybrid Pipeline Expansion Will Harness Aging Trends Amid Cost Headwinds
Key Takeaways Seamless business integrations and operational execution are fueling rapid growth and market dominance in Southeast Asia, with long-term revenue and market share expansion potential. Margin growth, a strategic pipeline, and strong cash flow position Lotus for global expansion, innovation, and leadership in both generic and high-value pharmaceutical markets.
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NT$600.00
FV
67.7% undervalued
intrinsic discount
7.40%
Revenue growth p.a.
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4 days ago
author updated this narrative
Lotus Pharmaceutical
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Trade And Regulation Will Shrink Margins Yet Southeast Asia Aids
Key Takeaways Expanding into emerging markets and investing in complex generics position Lotus for growth, but rising regulatory, trade, and supply chain risks threaten margins and stability. Heavy reliance on key products and exposure to patent expiries, competition, and evolving drug technologies may cause future revenue volatility and limit long-term earnings potential.
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NT$250.00
FV
22.4% undervalued
intrinsic discount
4.79%
Revenue growth p.a.
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15 days ago
author updated this narrative
Lotus Pharmaceutical
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Alpha Choay Acquisition And New R&D Center Will Strengthen Southeast Asia Presence
Key Takeaways Strategic acquisitions and alliances are bolstering Lotus Pharmaceutical's growth and diversification, particularly in Southeast Asia. In-house production and a strong product pipeline are enhancing profitability and driving revenue and earnings growth.
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NT$334.80
FV
42.1% undervalued
intrinsic discount
4.70%
Revenue growth p.a.
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narrative
Your Valuation for
1795
1795
Lotus Pharmaceutical
Your Fair Value
NT$
Current Price
NT$194.00
2.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-252m
24b
2015
2018
2021
2024
2025
2027
2030
Revenue NT$24.1b
Earnings NT$6.1b
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