Bora Pharmaceuticals Co., Ltd.

Report azionario TWSE:6472

Capitalizzazione di mercato: NT$49.5b

Bora Pharmaceuticals Crescita futura

Criteri Future verificati 5/6

Si prevede che Bora Pharmaceuticals aumenterà gli utili e i ricavi rispettivamente del 71% e 31.5% all'anno, mentre si prevede che l'EPS crescerà del 72.7% all'anno.

Informazioni chiave

71.0%

Tasso di crescita degli utili

72.75%

Tasso di crescita dell'EPS

Pharmaceuticals crescita degli utili14.9%
Tasso di crescita dei ricavi31.5%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento04 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

TWSE:6472 - Stime future degli analisti e dati finanziari passati (TWD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202732,4326,8215,2258,8433
12/31/202623,6943,897-6,644-6,1226
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
6/30/201523428N/A13N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 6472 ( 71% all'anno) è superiore al tasso di risparmio ( 1.3% ).

Guadagni vs Mercato: Si prevede che gli utili di 6472 ( 71% all'anno) cresceranno più rapidamente del mercato TW ( 25.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 6472 cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di 6472 ( 31.5% all'anno) crescerà più rapidamente del mercato TW ( 18.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 6472 ( 31.5% all'anno) crescerà più rapidamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di 6472 è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/10 11:37
Prezzo dell'azione a fine giornata2026/06/10 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bora Pharmaceuticals Co., Ltd. è coperta da 8 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jianzheng WuCapital Securities Corporation
Chenghsin LinJ.P. Morgan
null nullKGI Securities Co. Ltd.