Botanix Pharmaceuticals 将来の成長

Future 基準チェック /26

Botanix Pharmaceuticals利益と収益がそれぞれ年間76.3%と71%増加すると予測されています。EPS は年間増加すると予想されています。自己資本利益率は 3 年後に-10.3% 87.2%なると予測されています。

主要情報

76.3%

収益成長率

87.22%

EPS成長率

Pharmaceuticals 収益成長	49.3%
収益成長率	71.0%
将来の株主資本利益率	-10.29%
アナリストカバレッジ	Low
最終更新日	18 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 26

BOT: Future Share Dilution From Large Capital Raising Will Drive Upside Potential

Analysts have reset their fair value estimate for Botanix Pharmaceuticals from A$0.83 to A$0.49, reflecting updated assumptions for the discount rate, revenue growth, profit margins, and a much lower future P/E multiple. What's in the News Botanix Pharmaceuticals completed a follow on equity offering of A$4.999999 million in ordinary shares, comprising 14,341,646 securities at A$0.06 each with attached options, plus an additional 68,991,667 ordinary shares at A$0.06 each with attached options.

新しいナラティブ • Apr 01

Bullish View That A Scalable Dermatology Platform Will Transform An Underserved Hyperhidrosis Market

Catalysts About Botanix Pharmaceuticals Botanix Pharmaceuticals is a dermatology company focused on commercialising Sofdra for primary axillary hyperhidrosis and leveraging its U.S. commercial platform. What are the underlying business or industry changes driving this perspective?

新しいナラティブ • Mar 18

Single Product And API Constraints Will Shape Dermatology Platform Potential Over The Long Term

Catalysts About Botanix Pharmaceuticals Botanix Pharmaceuticals is a dermatology company focused on Sofdra, a prescription treatment for primary axillary hyperhidrosis supported by its own fulfillment platform. What are the underlying business or industry changes driving this perspective?

新しいナラティブ • Mar 03

Long-Term Hyperhidrosis Demand And Fulfillment Platform Will Support This Bullish Thesis

Catalysts About Botanix Pharmaceuticals Botanix Pharmaceuticals is a dermatology company focused on Sofdra, a prescription treatment for primary axillary hyperhidrosis. What are the underlying business or industry changes driving this perspective?

分析記事 • Dec 10

Here's Why We're Not At All Concerned With Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Botanix...

分析記事 • Mar 21

Will Botanix Pharmaceuticals (ASX:BOT) Spend Its Cash Wisely?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

分析記事 • Sep 06

Here's Why We're Watching Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

分析記事 • Jan 03

Botanix Pharmaceuticals (ASX:BOT) Will Have To Spend Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, although...

分析記事 • Sep 05

Can Botanix Pharmaceuticals (ASX:BOT) Afford To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

分析記事 • May 10

Here's Why We're Not At All Concerned With Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

分析記事 • Jan 12

The Botanix Pharmaceuticals (ASX:BOT) Share Price Has Gained 81% And Shareholders Are Hoping For More

These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...

分析記事 • Nov 30

We're Hopeful That Botanix Pharmaceuticals (ASX:BOT) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

業績と収益の成長予測

ASX:BOT - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付	収益	収益	フリー・キャッシュフロー	営業活動によるキャッシュ	平均アナリスト数
6/30/2028	146	3	14	13	3
6/30/2027	74	-32	-19	-20	3
6/30/2026	36	-64	-58	-64	3
12/31/2025	22	-89	-78	-78	N/A
9/30/2025	14	-88	-79	-78	N/A
6/30/2025	6	-86	-80	-79	N/A
3/31/2025	4	-63	-59	-57	N/A
12/31/2024	2	-39	-39	-35	N/A
9/30/2024	2	-27	-33	-22	N/A
6/30/2024	2	-14	-26	-8	N/A
3/31/2024	1	-12	-26	-9	N/A
12/31/2023	0	-10	-27	-10	N/A
9/30/2023	2	-10	-23	-11	N/A
6/30/2023	4	-9	-19	-12	N/A
3/31/2023	5	-10	-20	-12	N/A
12/31/2022	6	-11	-20	-12	N/A
9/30/2022	5	-12	-17	-12	N/A
6/30/2022	3	-13	-14	-11	N/A
3/31/2022	1	-12	-8	-7	N/A
12/31/2021	0	-11	-2	-2	N/A
9/30/2021	3	-7	-3	-3	N/A
6/30/2021	7	-3	-3	-3	N/A
3/31/2021	7	-6	-6	-6	N/A
12/31/2020	7	-9	-8	-8	N/A
9/30/2020	7	-13	-13	-13	N/A
6/30/2020	8	-17	-17	-17	N/A
3/31/2020	8	-18	-21	-21	N/A
12/31/2019	8	-20	-24	-24	N/A
9/30/2019	6	-18	N/A	-19	N/A
6/30/2019	5	-17	N/A	-13	N/A
3/31/2019	5	-15	N/A	-12	N/A
12/31/2018	5	-13	N/A	-10	N/A
9/30/2018	3	-12	N/A	-10	N/A
6/30/2018	2	-11	N/A	-10	N/A
3/31/2018	2	-8	N/A	-8	N/A
12/31/2017	2	-6	N/A	-7	N/A
9/30/2017	1	-5	N/A	-6	N/A
6/30/2017	N/A	-5	N/A	-5	N/A
12/31/2016	N/A	-3	N/A	N/A	N/A

アナリストによる今後の成長予測

収入対貯蓄率: BOT今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BOT今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: BOT今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BOTの収益 ( 71% ) Australian市場 ( 6.1% ) よりも速いペースで成長すると予測されています。

高い収益成長: BOTの収益 ( 71% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BOT 3 年以内に赤字になると予測されています。

成長企業の発掘

企業分析と財務データの現状

データ	最終更新日（UTC時間）
企業分析	2026/06/30 22:47
終値	2026/06/30 00:00
収益	2025/12/31
年間収益	2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージ	データ	タイムフレーム	米国ソース例
会社財務	10年	損益計算書キャッシュ・フロー計算書貸借対照表	SECフォーム10-K SECフォーム10-Q
アナリストのコンセンサス予想	+プラス3年	予想財務アナリストの目標株価	アナリストリサーチレポート Blue Matrix
市場価格	30年	株価配当、分割、措置	ICEマーケットデータ SECフォームS-1
所有権	10年	トップ株主インサイダー取引	SECフォーム4 SECフォーム13D
マネジメント	10年	リーダーシップ・チーム取締役会	SECフォーム10-K SECフォームDEF 14A
主な進展	10年	会社からのお知らせ	SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用^。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページでご覧いただけます。また、レポートの使い方に関するガイドや YouTube のチュートリアルもご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Botanix Pharmaceuticals Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、。アナリストの投稿は一日中更新されます。2

アナリスト	機関
Madeleine Williams	Canaccord Genuity
Joseph Pantginis	H.C. Wainwright & Co.

Botanix Pharmaceuticals 将来の成長

Future 基準チェック /26

主要情報

今後の成長に関する最新情報

Forecast to breakeven in 2028

No longer forecast to breakeven

Consensus EPS estimates fall by 15%

Price target increased by 30% to AU$0.65

Consensus EPS estimates upgraded to AU$0.02 loss, revenue downgraded

Price target decreased by 43% to AU$0.50

Recent updates

BOT: Future Share Dilution From Large Capital Raising Will Drive Upside Potential

Forecast to breakeven in 2028

No longer forecast to breakeven

Botanix Pharmaceuticals Limited has completed a Follow-on Equity Offering in the amount of AUD 4.999999 million.

Consensus EPS estimates fall by 15%

Price target increased by 30% to AU$0.65

New major risk - Shareholder dilution

Botanix Pharmaceuticals Limited has completed a Follow-on Equity Offering in the amount of AUD 39.781579 million.

Bullish View That A Scalable Dermatology Platform Will Transform An Underserved Hyperhidrosis Market

Single Product And API Constraints Will Shape Dermatology Platform Potential Over The Long Term

Consensus EPS estimates upgraded to AU$0.02 loss, revenue downgraded

New minor risk - Profitability

Price target decreased by 43% to AU$0.50

Long-Term Hyperhidrosis Demand And Fulfillment Platform Will Support This Bullish Thesis

First half 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

New minor risk - Profitability

New minor risk - Shareholder dilution

Botanix Pharmaceuticals Limited has filed a Follow-on Equity Offering in the amount of AUD 5 million.

New minor risk - Share price stability

Consensus EPS estimates fall by 12%

Consensus revenue estimates increase by 13%

New major risk - Share price stability

Forecast breakeven date pushed back to 2028

New minor risk - Financial position

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Botanix Pharmaceuticals Limited, Annual General Meeting, Nov 20, 2025

Botanix Pharmaceuticals Limited Appoints Dr. Patricia Walker to the Board, Effective August 25, 2025

Consensus revenue estimates decrease by 22%

New minor risk - Share price stability

Botanix Pharmaceuticals Limited announced that it expects to receive AUD 48 million in funding from Kreos Capital VII (Uk) Limited

Forecast breakeven date pushed back to 2027

Botanix Pharmaceuticals Limited has completed a Follow-on Equity Offering in the amount of AUD 40 million.

Botanix Pharmaceuticals Limited has filed a Follow-on Equity Offering in the amount of AUD 40 million.

Consensus revenue estimates decrease by 16%, EPS upgraded

Forecast breakeven date pushed back to 2026

MD & Executive Chairman recently sold AU$1.7m worth of stock

Here's Why We're Not At All Concerned With Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

Botanix Pharmaceuticals Limited Announces Management Appointments

Botanix Pharmaceuticals Limited, Annual General Meeting, Nov 04, 2024

Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Botanix Pharmaceuticals Limited has completed a Follow-on Equity Offering in the amount of AUD 70 million.

New major risk - Financial position

Will Botanix Pharmaceuticals (ASX:BOT) Spend Its Cash Wisely?

New minor risk - Financial position

Botanix Pharmaceuticals Limited, Annual General Meeting, Mar 01, 2024

Botanix Pharmaceuticals Limited has filed a Follow-on Equity Offering in the amount of AUD 13.5 million.

Full year 2023 earnings released: AU$0.008 loss per share (vs AU$0.014 loss in FY 2022)

Here's Why We're Watching Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

Botanix Pharmaceuticals Limited, Annual General Meeting, Nov 08, 2023

New minor risk - Financial data availability

Botanix Pharmaceuticals Limited Appoints Howie Mckibbon as Chief Executive Officer

Botanix Pharmaceuticals Limited, Annual General Meeting, Sep 18, 2023

New minor risk - Share price stability

Botanix Pharmaceuticals (ASX:BOT) Will Have To Spend Its Cash Wisely

Botanix Pharmaceuticals Limited Announces Confirmation Sofpironium Bromide Nda Formally Under Review

Less than half of directors are independent

Botanix Pharmaceuticals Limited Promotes Howie Mckibbon to Chief Operating Officer

Botanix Pharmaceuticals Limited Announces Positive Data from its BTX 1702 Phase 1B/2 Papulopustular Rosacea Clinical Study

Botanix Pharmaceuticals Limited Submits FDA New Drug Application for Sofpironium Bromide

Botanix Pharmaceuticals Limited, Annual General Meeting, Nov 03, 2022

Can Botanix Pharmaceuticals (ASX:BOT) Afford To Invest In Growth?

Full year 2022 earnings released: AU$0.013 loss per share (vs AU$0.003 loss in FY 2021)

MD, President & Executive Chairman exercised options to buy AU$370k worth of stock.

Here's Why We're Not At All Concerned With Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

Less than half of directors are independent

Botanix Pharmaceuticals Limited Appoints Howie Mckibbon as Chief Commercial Officer and Patricia Walker as Chief Medical Adviser

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

We're Not Very Worried About Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Rate

Botanix Pharmaceuticals Limited Announces Launch of Canine Atopic Dermatitis Program