Bora Pharmaceuticals Co., Ltd.

Informe acción TWSE:6472

Capitalización de mercado: NT$48.7b

Bora Pharmaceuticals Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Bora Pharmaceuticals de 61.1% y 28.3% respectivamente, mientras que el BPA crecerá en un 63.6% al año.

Información clave

61.1%

Tasa de crecimiento de los beneficios

63.62%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Pharmaceuticals16.5%
Tasa de crecimiento de los ingresos28.3%
Rentabilidad financiera futuran/a
Cobertura de analistas

Good

Última actualización30 Jul 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa Jul 09

6472: Future Earnings Assumptions And Lower P/E Will Shape Fair Value

Analysts have revised their price target on Bora Pharmaceuticals from NT$530 to NT$430, citing updated expectations for revenue growth, profit margins, and a lower future P/E assumption in their valuation work. What's in the News for Bora Pharmaceuticals Analysts cut their Bora Pharmaceuticals price target from NT$530 to NT$430, reflecting updated assumptions on revenue, profit margins, and future P/E multiples.
Actualización de narrativa Jun 25

6472: Higher Future P/E Assumptions Will Support Long Term Earnings Power

The analyst price target for Bora Pharmaceuticals has changed slightly from NT$698.22 to NT$700.86. Analysts attribute this revision to updated assumptions for revenue growth, profit margins and future P/E, which are viewed as key drivers of the new valuation.
Actualización de narrativa Jun 05

6472: Revised Earnings And Margin Outlook Will Support Long Term Earnings Power

Analysts have reset their fair value estimate for Bora Pharmaceuticals from NT$741.35 to NT$698.22, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News No recent news items, periodical coverage, or key developments were provided for Bora Pharmaceuticals, so there are no current events to highlight for now.
Actualización de narrativa Apr 28

6472: Renewed GSK Manufacturing Agreement Will Support Long Term Earnings Power

Analysts have raised their price target on Bora Pharmaceuticals by NT$741.35, reflecting slightly higher assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Bora Pharmaceuticals and GSK renewed a five year manufacturing agreement, extending GSK's access to multiple Bora sites, including the Mississauga facility acquired from GSK in 2020 and the oral solid dose site in Maple Grove, Minnesota (Key Developments).
Actualización de narrativa Apr 12

6472: Renewed GSK Manufacturing Partnership Will Support Long Term Earnings Power

Analysts have adjusted their price target on Bora Pharmaceuticals to reflect updated assumptions around revenue growth of 29.12% and a profit margin of 20.96%. The implied fair value remains around NT$741.35 based on a forward P/E of 13.69.
Actualización de narrativa Mar 28

6472: Renewed GSK Manufacturing Agreement Will Support Long Term Earnings Power

Analysts have inched up their price target on Bora Pharmaceuticals to NT$741.35 from NT$741.02, citing updated assumptions that combine a higher revenue growth outlook of 29.58% with a slightly stronger profit margin of 20.74% and a modestly lower future P/E of 13.69. What's in the News Bora Pharmaceuticals has scheduled a board meeting on March 11, 2026, to review the 2025 fourth quarter consolidated financial statement (Key Developments).
Actualización de narrativa Mar 13

6472: Renewed GSK Manufacturing Alliance Will Drive Long Term Upside Potential

Analysts have kept their NT$741.02 price target for Bora Pharmaceuticals unchanged, pointing to stable views on fair value, discount rate, revenue growth assumptions, profit margins, and future P/E as the key reasons for maintaining their stance. What's in the News Bora Pharmaceuticals and GSK renewed a five year manufacturing partnership, extending their existing relationship and broadening GSK access to multiple Bora sites, including the oral solid dose facility in Maple Grove, Minnesota (Key Developments).
Actualización de narrativa Feb 26

6472: Renewed GSK Partnership And Corealis Alliance Will Support Future Upside

Analysts have kept their NT$741.02 price target for Bora Pharmaceuticals unchanged, citing largely stable assumptions on the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News Bora Pharmaceuticals and GSK renewed a five year manufacturing partnership, which gives GSK access to multiple Bora sites, including the Mississauga facility acquired from GSK in 2020 and a newer oral solid dose site in Maple Grove, Minnesota (Key Developments).
Actualización de narrativa Feb 11

6472: Corealis Alliance Will Support Future Upside Through End To End Development

Analysts have modestly adjusted their price target on Bora Pharmaceuticals to reflect updated assumptions around discount rate, revenue growth, profit margin and future P/E. This has resulted in a refreshed fair value estimate of about NT$741.02 per share.
Actualización de narrativa Jan 28

6472: Corealis Alliance Will Drive Future Upside Through Integrated Development Path

Analysts have trimmed their price target for Bora Pharmaceuticals to reflect a fair value update to $741.02 from $788.87, citing slightly adjusted revenue growth assumptions, a modestly higher profit margin outlook, and a lower future P/E input in their models. What's in the News Bora Pharmaceuticals Co., Ltd.
Actualización de narrativa Jan 11

6472: Corealis Alliance Will Support Future Upside Through Streamlined Development

Analysts have kept their price target for Bora Pharmaceuticals broadly unchanged at about $789, reflecting consistent assumptions on discount rate, revenue growth, profit margin and future P/E, and indicating that recent research has not materially shifted their valuation view. What's in the News Bora Pharmaceuticals Co., Ltd.
Actualización de narrativa Dec 20

6472: Alliance With Corealis Will Support Stronger Long Term Performance

Analysts have modestly reiterated their outlook on Bora Pharmaceuticals, keeping the fair value estimate steady at $788.87 per share, as they see no material changes to projected revenue growth, margins, or valuation multiples. What's in the News Bora Pharmaceuticals and Corealis Pharma formed a strategic alliance to deliver integrated end to end oral solid dose development and manufacturing services, giving clients a single pathway from early formulation through commercial production (company announcement) The partnership combines Bora's global commercial infrastructure with Corealis' formulation and clinical scale manufacturing expertise, aiming to accelerate timelines and reduce complexity for biotech and pharma innovators (company announcement) Bora and Corealis will align project management and quality systems across the drug development lifecycle to lower outsourcing risk and improve reliability from discovery through commercial launch (company announcement) Valuation Changes Fair Value Estimate is unchanged at NT$788.87 per share, indicating no revision to Bora Pharmaceuticals' intrinsic value assessment.
Actualización de narrativa Dec 06

6472: Improved Profit Margins Will Support Stronger Long Term Performance

Narrative Update Analysts have nudged their price target on Bora Pharmaceuticals slightly higher to approximately $789 per share, reflecting modestly improved long term profit margin expectations, even though projected revenue growth has been tempered slightly. Valuation Changes Fair Value Estimate: unchanged at approximately NT$788.87 per share, indicating no material revision to the intrinsic value assessment.
Actualización de narrativa Nov 21

6472: Improved Profit Margins Will Drive Stronger Performance Ahead

Analysts have lowered their price target for Bora Pharmaceuticals from $872.67 to $788.87. This adjustment is due to reduced revenue growth expectations, which are partially offset by projections of improved profit margins and a lower forward price-to-earnings ratio.
Actualización de narrativa Sep 28

US CDMO Expansion And Specialty Focus Will Strengthen Position

The consensus analyst price target for Bora Pharmaceuticals has been revised upward, primarily driven by a significant increase in the company's expected future P/E multiple, with the fair value rising from NT$847.46 to NT$872.67. What's in the News Bora Pharmaceuticals is making significant investments to expand manufacturing and packaging capabilities at its Maple Grove, Minnesota facility, acquired via the $210 million Upsher-Smith Laboratories deal in 2024.
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Nueva narrativa Jul 20

US Facility Modernization Will Secure Future Specialty Success

Strategic shift to high-value CDMO services and facility upgrades has improved margins, driven growth, and positioned the company for market share gains.
Artículo de análisis Mar 30

Cautious Investors Not Rewarding Bora Pharmaceuticals Co., LTD.'s (TWSE:6472) Performance Completely

With a median price-to-earnings (or "P/E") ratio of close to 20x in Taiwan, you could be forgiven for feeling...
Artículo de análisis Jan 20

We Think Bora Pharmaceuticals (TWSE:6472) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Nov 21

Bora Pharmaceuticals' (TWSE:6472) Earnings Are Weaker Than They Seem

Bora Pharmaceuticals Co., LTD.'s ( TWSE:6472 ) robust earnings report didn't manage to move the market for its stock...
Artículo de análisis Oct 04

Does Bora Pharmaceuticals (TWSE:6472) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Jul 18

Investors Appear Satisfied With Bora Pharmaceuticals Co., LTD.'s (TWSE:6472) Prospects

Bora Pharmaceuticals Co., LTD.'s ( TWSE:6472 ) price-to-earnings (or "P/E") ratio of 34.2x might make it look like a...
Artículo de análisis Jun 13

Is Bora Pharmaceuticals Co., LTD. (TWSE:6472) Trading At A 44% Discount?

Key Insights The projected fair value for Bora Pharmaceuticals is NT$1,369 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Apr 10

Bora Pharmaceuticals Co., LTD. (TWSE:6472) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected

Bora Pharmaceuticals Co., LTD. ( TWSE:6472 ) shareholders have had their patience rewarded with a 33% share price jump...
Artículo de análisis Apr 08

Bora Pharmaceuticals (TWSE:6472) Could Easily Take On More Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Mar 14

Shareholders Can Be Confident That Bora Pharmaceuticals' (TWSE:6472) Earnings Are High Quality

Even though Bora Pharmaceuticals Co., LTD. ( TWSE:6472 ) posted strong earnings, investors appeared to be underwhelmed...

Previsiones de crecimiento de beneficios e ingresos

TWSE:6472 - Estimaciones futuras de los analistas y datos financieros pasados (TWD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202730,5755,4953,2113,8693
12/31/202624,0893,557-752276
3/31/202618,5361,6822,7073,775N/A
12/31/202519,0144,3833,5314,504N/A
9/30/202519,2784,4192,0833,051N/A
6/30/202519,4995,3033,8334,561N/A
3/31/202519,0496,1414941,108N/A
12/31/202417,4274,116293980N/A
9/30/202415,5084,2521,8272,379N/A
6/30/202413,5563,282-5721,014N/A
3/31/202412,2772,7072,3063,871N/A
12/31/202314,2003,0303,1834,614N/A
9/30/202316,2932,8682,8484,257N/A
6/30/202315,9422,7044,0384,362N/A
3/31/202314,1582,2523,6843,926N/A
12/31/202210,4941,3921,8102,010N/A
9/30/20226,3461,1281,3221,465N/A
6/30/20224,8116978441,029N/A
3/31/20224,6505941,0791,389N/A
12/31/20214,9007508731,237N/A
9/30/20214,4181,045636975N/A
6/30/20213,626963286603N/A
3/31/20212,794868-261-43N/A
12/31/20201,80057826178N/A
9/30/20201,523191-608188N/A
6/30/20201,513232-317415N/A
3/31/20201,521262-211478N/A
12/31/20191,529305N/A232N/A
9/30/20191,517355N/A449N/A
6/30/20191,492283N/A373N/A
3/31/20191,515267N/A318N/A
12/31/20181,372443N/A167N/A
9/30/20181,107351N/A-40N/A
6/30/2018846330N/A-218N/A
3/31/2018525274N/A-263N/A
12/31/201735814N/A20N/A
9/30/201732317N/A2N/A
6/30/201729722N/A22N/A
3/31/201729124N/A5N/A
12/31/201628325N/A-18N/A
9/30/201627323N/A-20N/A
6/30/201626018N/A-22N/A
3/31/201624726N/A-4N/A
12/31/201523834N/A9N/A
9/30/201523630N/A18N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (61.1% al año) de 6472 es superior a la tasa de ahorro (1.3%).

Beneficios vs. Mercado: Se prevé que los beneficios (61.1% al año) de 6472 crezcan más rápidamente que el mercado TW (25.2% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de 6472 crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (28.3% al año) de 6472 crezcan más rápidamente que los del mercado TW (20.3% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos (28.3% al año) de 6472 crezcan más rápidamente que un 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de 6472 se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/01 19:30
Precio de las acciones al final del día2026/07/31 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bora Pharmaceuticals Co., Ltd. está cubierta por 8 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Chenghsin LinJ.P. Morgan
Yang HuangJ.P. Morgan
Hsuan ChenKGI Securities Co. Ltd.