Bora Pharmaceuticals Co., Ltd.

TWSE:6472 Rapport sur les actions

Capitalisation boursière : NT$53.9b

Bora Pharmaceuticals Croissance future

Future contrôle des critères 5/6

Bora Pharmaceuticals devrait augmenter ses bénéfices et ses revenus de 65.6% et de 31.2% par an respectivement, tandis que le BPA devrait croître de croître de 69.2% par an.

Informations clés

65.6%

Taux de croissance des bénéfices

69.18%

Taux de croissance du BPA

Pharmaceuticals croissance des bénéfices16.2%
Taux de croissance des recettes31.2%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour17 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Prévisions de croissance des bénéfices et des revenus

TWSE:6472 - Estimations futures des analystes et données financières antérieures (TWD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202732,5115,9563,2113,8692
12/31/202622,5493,495-752275
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 6472 ( 65.6% par an) est supérieure au taux d'épargne ( 1.3% ).

Bénéfices vs marché: Les bénéfices de 6472 ( 65.6% par an) devraient croître plus rapidement que le marché TW ( 26.9% par an).

Croissance élevée des bénéfices: Les bénéfices de 6472 devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 6472 ( 31.2% par an) devrait croître plus rapidement que le marché TW ( 19.3% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 6472 ( 31.2% par an) devrait croître plus rapidement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de 6472 devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/01 19:11
Cours de l'action en fin de journée2026/07/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Bora Pharmaceuticals Co., Ltd. est couverte par 8 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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