Beximco Pharmaceuticals（BXPHARMA）株式概要ベキシムコ・ファーマシューティカルズ社は、バングラデシュでジェネリック医薬品の製剤や原薬を製造・販売している。 詳細BXPHARMA ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より38.9%で取引されている 収益は年間14.42%増加すると予測されています 過去1年間で収益は29.2%増加しました 3.27%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析最新の財務報告は1年以上前のものである すべてのリスクチェックを見るBXPHARMA Community Fair Values Create NarrativeSee what 44 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value৳Current Price৳122.4017.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture073b2016201920222025202620282031Revenue ৳73.3bEarnings ৳10.1bAdvancedSet Fair ValueView all narrativesBeximco Pharmaceuticals PLC. 競合他社RenataSymbol: DSE:RENATAMarket cap: ৳46.6bBeacon PharmaceuticalsSymbol: DSE:BEACONPHARMarket cap: ৳23.7bSquare PharmaceuticalsSymbol: DSE:SQURPHARMAMarket cap: ৳185.5bACME LaboratoriesSymbol: DSE:ACMELABMarket cap: ৳16.1b価格と性能株価の高値、安値、推移の概要Beximco Pharmaceuticals過去の株価現在の株価৳122.4052週高値৳135.2052週安値৳81.10ベータ0.241ヶ月の変化3.99%3ヶ月変化-1.05%1年変化37.53%3年間の変化-16.28%5年間の変化-29.29%IPOからの変化800.45%最新ニュースBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 06Beximco Pharmaceuticals PLC Provides Update on Writ PetitionsBeximco Pharmaceuticals PLC had provided an update regarding the timeline for its outstanding Writ Petitions to be heard by the High Court Division of the Supreme Court of Bangladesh. Further to previous announcements, the hearing of Writ Petition No. 525 of 2025 (challenging the proposed appointment by the Bangladesh Securities and Exchange Commission of nine additional independent non-executive directors to the Company's Board) and Writ Petition No. 1243 of 2026 (challenging the BSEC's order to hold a Board Meeting onboarding the nine additional independent directors) will now commence after the scheduled vacation (from March 15, 2026 to April 18, 2026) of the High Court Division of the Supreme Court of Bangladesh.お知らせ • Jan 29Beximco Pharmaceuticals Limited Announces Board ChangesBeximco Pharmaceuticals Limited announced that Ms. Quamrun Naher Ahmed, a Non-Executive Director since 30 November 2020, has been replaced by Mr. Mohammed Ebtadul Islam, both with immediate effect. Mr. Islam, like Ms. Ahmed previously, has been nominated to this position by IFIC Bank PLC, a shareholder in the Company, and he will serve as a Non-Executive Director. Mr. Islam has extensive expertise in finance and management at a senior level, having worked at Bangladesh Bank, the central bank of Bangladesh, for 33 years, retiring as an Executive Director in 2014. He currently serves as an independent director of IFIC Bank PLC. He is also a Supernumerary Professor at the Bangladesh Institute of Bank Management (BIBM), the national educational institute on banking and finance in Bangladesh.お知らせ • Jan 23Beximco Pharmaceuticals Limited to Report Q2, 2025 Results on Jan 28, 2025Beximco Pharmaceuticals Limited announced that they will report Q2, 2025 results on Jan 28, 2025お知らせ • Dec 30Beximco Pharmaceuticals Limited Approves Cash Dividend for the Year Ended on 30 June 2024, Payable on or Before 28 January 2025Beximco Pharmaceuticals Limited announced that at the AGM held on 29 December 2024, the resolutions passed at the AGM included the approval of 40% cash dividend for the year ended on 30 June 2024. The cash dividend being 40% of the nominal value per ordinary share of BDT 10 (BDT 4.0 per ordinary share/per global depository receipt ("GDR") held in respect of GDR holders) will be paid to holders of ordinary shares/GDRs (who were on the register of shareholders'/GDR holders' as on the date of record, i.e. 25 November 2024) on or before 28 January 2025. The cash dividend will be paid after deduction of taxes as per Bangladesh Tax law.Reported Earnings • Nov 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ৳13.07 (up from ৳10.34 in FY 2023). Revenue: ৳44.4b (up 13% from FY 2023). Net income: ৳5.83b (up 26% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.最新情報をもっと見るRecent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 06Beximco Pharmaceuticals PLC Provides Update on Writ PetitionsBeximco Pharmaceuticals PLC had provided an update regarding the timeline for its outstanding Writ Petitions to be heard by the High Court Division of the Supreme Court of Bangladesh. Further to previous announcements, the hearing of Writ Petition No. 525 of 2025 (challenging the proposed appointment by the Bangladesh Securities and Exchange Commission of nine additional independent non-executive directors to the Company's Board) and Writ Petition No. 1243 of 2026 (challenging the BSEC's order to hold a Board Meeting onboarding the nine additional independent directors) will now commence after the scheduled vacation (from March 15, 2026 to April 18, 2026) of the High Court Division of the Supreme Court of Bangladesh.お知らせ • Jan 29Beximco Pharmaceuticals Limited Announces Board ChangesBeximco Pharmaceuticals Limited announced that Ms. Quamrun Naher Ahmed, a Non-Executive Director since 30 November 2020, has been replaced by Mr. Mohammed Ebtadul Islam, both with immediate effect. Mr. Islam, like Ms. Ahmed previously, has been nominated to this position by IFIC Bank PLC, a shareholder in the Company, and he will serve as a Non-Executive Director. Mr. Islam has extensive expertise in finance and management at a senior level, having worked at Bangladesh Bank, the central bank of Bangladesh, for 33 years, retiring as an Executive Director in 2014. He currently serves as an independent director of IFIC Bank PLC. He is also a Supernumerary Professor at the Bangladesh Institute of Bank Management (BIBM), the national educational institute on banking and finance in Bangladesh.お知らせ • Jan 23Beximco Pharmaceuticals Limited to Report Q2, 2025 Results on Jan 28, 2025Beximco Pharmaceuticals Limited announced that they will report Q2, 2025 results on Jan 28, 2025お知らせ • Dec 30Beximco Pharmaceuticals Limited Approves Cash Dividend for the Year Ended on 30 June 2024, Payable on or Before 28 January 2025Beximco Pharmaceuticals Limited announced that at the AGM held on 29 December 2024, the resolutions passed at the AGM included the approval of 40% cash dividend for the year ended on 30 June 2024. The cash dividend being 40% of the nominal value per ordinary share of BDT 10 (BDT 4.0 per ordinary share/per global depository receipt ("GDR") held in respect of GDR holders) will be paid to holders of ordinary shares/GDRs (who were on the register of shareholders'/GDR holders' as on the date of record, i.e. 25 November 2024) on or before 28 January 2025. The cash dividend will be paid after deduction of taxes as per Bangladesh Tax law.Reported Earnings • Nov 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ৳13.07 (up from ৳10.34 in FY 2023). Revenue: ৳44.4b (up 13% from FY 2023). Net income: ৳5.83b (up 26% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 08Beximco Pharmaceuticals Limited to Report Q1, 2025 Results on Nov 13, 2024Beximco Pharmaceuticals Limited announced that they will report Q1, 2025 results on Nov 13, 2024Declared Dividend • Oct 31Dividend of ৳4.00 announcedShareholders will receive a dividend of ৳4.00. Ex-date: 26th November 2024 Payment date: 28th January 2025 Dividend yield will be 5.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 30Beximco Pharmaceuticals Limited, Annual General Meeting, Dec 29, 2024Beximco Pharmaceuticals Limited, Annual General Meeting, Dec 29, 2024, at 10:30 Central Asia Standard Time.お知らせ • Oct 23Beximco Pharmaceuticals Limited to Report Fiscal Year 2024 Results on Oct 28, 2024Beximco Pharmaceuticals Limited announced that they will report fiscal year 2024 results on Oct 28, 2024Price Target Changed • May 09Price target increased by 9.3% to ৳168Up from ৳154, the current price target is an average from 3 analysts. New target price is 35% above last closing price of ৳125. Stock is down 15% over the past year. The company is forecast to post earnings per share of ৳12.30 for next year compared to ৳10.34 last year.Reported Earnings • May 01Third quarter 2024 earnings released: EPS: ৳3.06 (vs ৳2.13 in 3Q 2023)Third quarter 2024 results: EPS: ৳3.06 (up from ৳2.13 in 3Q 2023). Revenue: ৳11.0b (up 15% from 3Q 2023). Net income: ৳1.36b (up 44% from 3Q 2023). Profit margin: 12% (up from 9.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 24Beximco Pharmaceuticals Limited to Report Q3, 2024 Results on Apr 29, 2024Beximco Pharmaceuticals Limited announced that they will report Q3, 2024 results on Apr 29, 2024Reported Earnings • Jan 31Second quarter 2024 earnings released: EPS: ৳3.21 (vs ৳2.77 in 2Q 2023)Second quarter 2024 results: EPS: ৳3.21 (up from ৳2.77 in 2Q 2023). Revenue: ৳10.9b (up 10% from 2Q 2023). Net income: ৳1.43b (up 16% from 2Q 2023). Profit margin: 13% (in line with 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 22Beximco Pharmaceuticals Limited to Report Q2, 2024 Results on Jan 29, 2024Beximco Pharmaceuticals Limited announced that they will report Q2, 2024 results on Jan 29, 2024お知らせ • Jan 12Beximco Pharmaceuticals Limited Announces Stepping Down of Mr. Nazmul Hassan as Managing DirectorBeximco Pharmaceuticals Limited announced stepping down of Mr. Nazmul Hassan MP as Managing Director with immediate effect. This follows an invitation from the Prime Minister for Mr. Hassan to join the newly formed Cabinet as a Minister after the recent Bangladesh Parliamentary Election on 7 January 2024.お知らせ • Jan 11Beximco Pharmaceuticals Limited Announces Stepping Down of Mr. Nazmul Hassan as Member of the BoardBeximco Pharmaceuticals Limited announced stepping down of Mr. Nazmul Hassan as Member of the Board with immediate effect. The process to find a replacement will commence immediately and the Company will provide an update at the appropriate time.Upcoming Dividend • Nov 07Upcoming dividend of ৳3.50 per share at 2.4% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 28 January 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Bangladeshi dividend payers (3.3%). In line with average of industry peers (2.5%).Reported Earnings • Nov 02Full year 2023 earnings released: EPS: ৳10.34 (vs ৳11.48 in FY 2022)Full year 2023 results: EPS: ৳10.34 (down from ৳11.48 in FY 2022). Revenue: ৳39.3b (up 13% from FY 2022). Net income: ৳4.61b (down 9.9% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • Oct 30Beximco Pharmaceuticals Limited to Report Q1, 2024 Results on Nov 05, 2023Beximco Pharmaceuticals Limited announced that they will report Q1, 2024 results on Nov 05, 2023お知らせ • Oct 20+ 2 more updatesBeximco Pharmaceuticals Limited, Annual General Meeting, Dec 28, 2023Beximco Pharmaceuticals Limited, Annual General Meeting, Dec 28, 2023, at 10:30 Coordinated Universal Time.お知らせ • Oct 13Beximco Pharmaceuticals Limited to Report Fiscal Year 2023 Results on Oct 19, 2023Beximco Pharmaceuticals Limited announced that they will report fiscal year 2023 results on Oct 19, 2023Reported Earnings • May 07Third quarter 2023 earnings released: EPS: ৳2.13 (vs ৳2.47 in 3Q 2022)Third quarter 2023 results: EPS: ৳2.13 (down from ৳2.47 in 3Q 2022). Revenue: ৳9.55b (up 6.6% from 3Q 2022). Net income: ৳950.6m (down 14% from 3Q 2022). Profit margin: 9.9% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Asia.Reported Earnings • Jan 31Second quarter 2023 earnings released: EPS: ৳2.77 (vs ৳3.84 in 2Q 2022)Second quarter 2023 results: EPS: ৳2.77 (down from ৳3.84 in 2Q 2022). Revenue: ৳9.89b (up 16% from 2Q 2022). Net income: ৳1.24b (down 28% from 2Q 2022). Profit margin: 13% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 19Beximco Pharmaceuticals Limited Announces Cash Dividend for the Year Ended June 30, 2022Beximco Pharmaceuticals Limited announced that the 35% cash dividend of the nominal value per ordinary share/GDR (Taka 3.50 per ordinary share/GDR) for the year ended 30 June 2022, which was approved in the Annual General Meeting ("AGM") held on 22 December 2022, has been deposited with the custodian bank in Dhaka on 18 January 2023 for onward credit to respective GDR holders' accounts.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ৳11.48 (down from ৳11.49 in FY 2021). Revenue: ৳34.7b (up 18% from FY 2021). Net income: ৳5.12b (flat on FY 2021). Profit margin: 15% (down from 17% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 28+ 2 more updatesBeximco Pharmaceuticals Limited Proposes Dividend for the Year Ended 30 June 2022Beximco Pharmaceuticals Limited Proposed Dividend 35% Cash Dividend (i.e. BDT 3.5 per Share) for the year ended 30 June 2022, at the AGM held on 27 October 2022, record date is on 21 November 2022.Reported Earnings • Apr 30Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: ৳2.47 (down from ৳3.28 in 3Q 2021). Revenue: ৳8.96b (up 22% from 3Q 2021). Net income: ৳1.10b (down 25% from 3Q 2021). Profit margin: 12% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 14%, compared to a 21% growth forecast for the industry in Bangladesh. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 31% per year.Price Target Changed • Apr 27Price target increased to ৳182Up from ৳153, the current price target is an average from 3 analysts. New target price is 9.6% above last closing price of ৳166. Stock is down 13% over the past year. The company is forecast to post earnings per share of ৳15.10 for next year compared to ৳11.49 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be ৳243, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 27% per annum over the last 3 years.Major Estimate Revision • Feb 08Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ৳34.1b to ৳34.9b. EPS estimate increased from ৳12.82 to ৳15.10 per share. Net income forecast to shrink 0.5% next year vs 22% growth forecast for Pharmaceuticals industry in Bangladesh . Consensus price target up from ৳153 to ৳182. Share price was steady at ৳198 over the past week.Reported Earnings • Jan 30Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: ৳3.84 (up from ৳2.54 in 2Q 2021). Revenue: ৳8.50b (up 14% from 2Q 2021). Net income: ৳1.71b (up 51% from 2Q 2021). Profit margin: 20% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 14%, compared to a 21% growth forecast for the industry in Bangladesh. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 31Beximco Pharmaceuticals Limited Launches First Generic Version of Pfizer's COVID-19 Treatment PaxlovidBeximco Pharmaceuticals Limited announces the launch of the world's first generic version of Pfizer's COVID-19 treatment Paxlovid (nirmatrelvir and ritonavir tablets, co-packaged for oral use) which was granted emergency use authorization (EUA) by the US FDA on 22 December 2021. Directorate General of Drug Administration (DGDA), Bangladesh, has granted EUA for the oral antiviral drug to treat mild-to-moderate COVID-19 in adults and children of 12 years and above. This novel antiviral pill showed almost 90% efficacy in preventing hospitalizations and deaths in high-risk patients, and recent data from Pfizer suggests the drug retains its effectiveness against the fast-spreading Omicron variant of the coronavirus. Beximco Pharma will market this product under the brand name Bexovid, initially in Bangladesh. Nirmatrelvir inhibits a SARS-CoV-2 enzyme to stop the virus from replicating, and ritonavir slows down nirmatrelvir's breakdown to help it remain in the body for a longer period at higher concentrations. The treatment is given as two tablets of nirmatrelvir and one tablet of ritonavir together twice a day for five days. Bexovid is available by prescription only and should be initiated as soon as possible after diagnosis of COVID-19 and within five days of symptom onset.Upcoming Dividend • Nov 16Upcoming dividend of ৳3.50 per shareEligible shareholders must have bought the stock before 23 November 2021. Payment date: 23 January 2022. Trailing yield: 1.6%. Lower than top quartile of Bangladeshi dividend payers (3.0%). In line with average of industry peers (1.7%).Reported Earnings • Nov 03Full year 2021 earnings released: EPS ৳11.49 (vs ৳7.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ৳29.5b (up 15% from FY 2020). Net income: ৳5.13b (up 46% from FY 2020). Profit margin: 17% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 02Third quarter 2021 earnings released: EPS ৳3.28 (vs ৳2.02 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳7.36b (up 11% from 3Q 2020). Net income: ৳1.46b (up 62% from 3Q 2020). Profit margin: 20% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to ৳180, the stock is trading at a trailing P/E ratio of 19.9x, up from the previous P/E ratio of 16.6x. This compares to an average P/E of 21x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders over the past three years are 94%.お知らせ • Feb 05Beximco Pharmaceuticals Limited Updates on the Supply of Covid-19 VaccineBeximco Pharmaceuticals Limited provided the update in relation to the delivery and supply of the Oxford University/AstraZeneca SARS-CoV-2 vaccine, AZD1222 (the Vaccine) in Bangladesh for both the Government of Bangladesh's ("GOB") mass vaccination programme, as well as for the country's private pay market. The Company has received the first five million vaccine doses from its partner Serum Institute of India Pvt. Ltd. (SII), which are being distributed exclusively by Beximco Pharma in Bangladesh as part of GOB's mass vaccination programme. The agreement with SII included a total of 30 million doses - the remaining 25 million doses will be delivered in monthly instalments until June 2021. In addition, as previously announced, the Company agreed to import a further one million doses of the vaccine from SII for sale and distribution to the private pay market in Bangladesh. However, the Company has now been informed by SII that the first instalment (500,000 doses) of this supply will be delayed following a prioritisation on supplying vaccine doses for government mass vaccination programmes and WHO-led COVAX initiatives over private pay use. It remains unclear how long this delay will last. The Company will update the market as and when appropriate.Reported Earnings • Jan 29Second quarter 2021 earnings released: EPS ৳2.54 (vs ৳1.93 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ৳7.47b (up 21% from 2Q 2020). Net income: ৳1.13b (up 32% from 2Q 2020). Profit margin: 15% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Jan 26Analysts increase EPS estimates to ৳10.32The 2021 consensus revenue estimate increased from ৳30.2b to ৳31.3b. The earnings per share estimate also received an upgrade from ৳8.97 to ৳10.32 for the same period. Net income is expected to grow by 26% next year compared to 23% growth forecast for the Pharmaceuticals industry in Bangladesh. The consensus price target increased from ৳114 to ৳126. Share price is up 2.4% to ৳200 over the past week.Price Target Changed • Jan 23Price target raised to ৳114Up from ৳102, the current price target is an average from 3 analysts. The new target price is 42% below the current share price of ৳198. As of last close, the stock is up 191% over the past year.お知らせ • Jan 19Beximco Pharmaceuticals Limited Announces Board ChangesBeximco Pharmaceuticals Limited announced it has appointed Dr. Md. Ibraheem Hosein Khan as an Independent Director of the Company, with immediate effect. Dr. Khan will replace Shah Monjurul Hoquewho is retiring from the Board on completion of his statutory tenure of two consecutive terms of three years each. Dr. Md. Ibraheem Hosein Khan, before his retirement from service in the Bangladesh Government, worked in a number of different Government departments including the Prime Minister's Office, Ministry of Land and Ministry of Cultural Affairs.お知らせ • Jan 15Beximco Pharmaceuticals Limited Provides Update on the Supply of COVID-19 VaccineOn 5 November 2020, Beximco Pharmaceuticals Limited provided the following update in relation to the Memorandum of Understanding, signed in November 2020, for the supply and distribution of 30 million doses of the Oxford University/AstraZeneca SARS-CoV-2 vaccine, AZD1222, in Bangladesh, the status of regulatory approvals required and the Company's plans to purchase and distribute the Vaccine to the private healthcare market in Bangladesh. In its announcement on 5 November 2020, the Company outlined the terms of the MOU, signed with the Serum Institute of India Pvt. Ltd. and the Government of Bangladesh. A formal purchase agreement, in the same terms as the MOU, was subsequently entered into by the parties in December 2020. The Agreement was subject to the Vaccine receiving either (i) "Emergency Use Listing" by the World Health Organisation, or (ii) "Emergency Use Authorisation" by the UK's Medicines & Healthcare products Regulatory Agency (MHRA) or the US Food and Drug Administration (USFDA), as well as permission from the Bangladesh Director General of Drug Administration's for import into the country. As announced by the GOB, the Vaccine was approved by DGDA for emergency use in Bangladesh on 7 January 2021. All doses of the Vaccine being purchased by the GOB for its mass vaccination programme are contracted to be supplied within six months of approval. The first doses are expected to arrive in Bangladesh towards the end of January 2021, with further deliveries taking place on a monthly basis thereafter until June 2021. Under the Agreement, Beximco Pharma is acting as the exclusive distributor for the Vaccine in Bangladesh.お知らせ • Jan 12Beximco Pharmaceuticals Limited Confirms Quamrun Naher Ahmed and Reem H. Shamsuddoha as Non-Executive DirectorsBeximco Pharmaceuticals Limited to confirm the completion of due diligence enquiries into Ms. Quamrun Naher Ahmed and Ms. Reem H. Shamsuddoha in accordance with the AIM Rules. As a result, Ms. Ahmed and Ms. Shamsuddoha are now confirmed as Non-Executive Directors of the Company.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to ৳210, the stock is trading at a trailing P/E ratio of 25.1x, up from the previous P/E ratio of 21.2x. This compares to an average P/E of 21x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders over the past three years are 134%.Is New 90 Day High Low • Dec 23New 90-day high: ৳170The company is up 63% from its price of ৳104 on 24 September 2020. The Bangladeshi market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳62.66 per share.Is New 90 Day High Low • Dec 14New 90-day high: ৳159The company is up 48% from its price of ৳107 on 15 September 2020. The Bangladeshi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳62.66 per share.お知らせ • Dec 04Beximco Pharmaceuticals Limited Announces Directors AppointmentsBeximco Pharmaceuticals Limited announced it has appointed Ms. Quamrun Naher Ahmed and Ms. Reem H. Shamsuddoha as Non-Executive Directors, with effect from 30 November 2020. Ms. Quamrun Naher Ahmed, before her retirement from service in the Bangladesh Government, worked in a number of different Government departments including Finance, Commerce, Shipping Fisheries and Livestock and Home Affairs. In January 2014, Ms. Ahmed was appointed Additional Secretary: Financial Institutions Division, Ministry of Finance of the Government of the People's Republic of Bangladesh. Ms. Reem Shamsuddoha has a background in e-commerce and marketing having been educated in Bangladesh and attended Gabelli School of Business, Fordham University in New York. She is Vice President at Dohatec New Media, an independent software vendor and technology firm developing solutions for clients in North America, Asia and Europe, as well as assisting in the rollout of E-Government procurement systems for four Government agencies in Bangladesh.Is New 90 Day High Low • Nov 30New 90-day high: ৳148The company is up 40% from its price of ৳106 on 01 September 2020. The Bangladeshi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳52.56 per share.Price Target Changed • Nov 28Price target raised to ৳113Up from ৳102, the current price target is an average from 4 analysts. The new target price is 20% below the current share price of ৳141. As of last close, the stock is up 93% over the past year.Is New 90 Day High Low • Nov 26New 90-day high: ৳148The company is up 37% from its price of ৳108 on 27 August 2020. The Bangladeshi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳56.84 per share.Price Target Changed • Nov 19Price target raised to ৳116Up from ৳105, the current price target is an average from 4 analysts. The new target price is 20% below the current share price of ৳145. As of last close, the stock is up 82% over the past year.Is New 90 Day High Low • Nov 19New 90-day high: ৳145The company is up 30% from its price of ৳112 on 20 August 2020. The Bangladeshi market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳57.82 per share.Reported Earnings • Nov 14First quarter 2021 earnings released: EPS ৳2.65The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ৳6.93b (up 9.9% from 1Q 2020). Net income: ৳1.07b (up 24% from 1Q 2020). Profit margin: 16% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 12Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 12%, compared to a 76% growth forecast for the Pharmaceuticals industry in Bangladesh.Reported Earnings • Nov 12Full year 2020 earnings released: EPS ৳8.67The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ৳25.6b (up 12% from FY 2019). Net income: ৳3.51b (up 16% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.お知らせ • Nov 07Beximco Pharmaceuticals Limited Enters into A Memorandum of Understanding for the Supply and Distribution of 30 Million Doses of the Oxford University/AstraZeneca SARS-CoV-2 Vaccine, AZD1222, in BangladeshBeximco Pharmaceuticals Limited has entered into a Memorandum of Understanding ("MOU") for the supply and distribution of 30 million doses of the Oxford University/AstraZeneca SARS-CoV-2 vaccine, AZD1222, in Bangladesh, subject to regulatory approval. The MOU, signed with the Serum Institute of India Pvt. Ltd. ("SII") and the Government of Bangladesh ("GOB"), follows the Company's announcement on 28 August 2020 outlining its intention to partner with SII on a COVID-19 vaccine. Within one month of receipt of regulatory approval necessary for supplying into Bangladesh, SII, licensed by AstraZeneca to manufacture AZD1222, will commence the delivery of the vaccine to Beximco Pharma with the entire quantity of doses to be delivered within six months. As previously announced, Beximco Pharma is the exclusive distributor of this vaccine in Bangladesh and will be responsible for maintaining the cold chain, import, storage and delivery of the vaccine to GOB warehouses. Under the terms of the MOU, GOB will pay SII for 30 million doses and Beximco Pharma will receive a separate fee for its distribution role. Whilst the terms and costings have not yet been finally determined, the Company believes that this transaction could make a material difference to the Company's results for the year ended 30 June 2021 if delivery of vaccine to GOB is largely completed within the financial year. It is expected that a formal purchase agreement will be signed within 30 days. As contemplated in the announcement on 28 August 2020, Beximco Pharma has now also agreed to import a further one million doses of the vaccine from SII for sale and distribution to the private pay market in Bangladesh. The Company may import additional quantities as per demand.Is New 90 Day High Low • Nov 02New 90-day high: ৳127The company is up 48% from its price of ৳85.50 on 04 August 2020. The Bangladeshi market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳55.24 per share.お知らせ • Sep 22Beximco Pharmaceuticals Limited Receives US Food and Drug Administration (Fda) Approval for Antiarryhtmic Drug FlecainideBeximco Pharmaceuticals Limited announced it has received US Food and Drug Administration (FDA) approval for Flecainide Acetate (50, 100 and 150 mg tablets), an antiarrythmic drug used for treating irregular heartbeats in conditions such as tachycardia and artrial fibrillation. This is Beximco Pharma's eighth Abbreviated New Drug Application (ANDA) successfully approved for the US market since the Company's oral solid dosage facility was approved by the US FDA in June 2015. The Company expects to launch the product through its US distribution partner in due course. Flecainide Acetate is the generic equivalent to 3M Pharmaceuticals' Tambocor® (50, 100 and 150 mg tablets).お知らせ • Jun 19Beximco Pharmaceuticals Limited to Report Q3, 2020 Results on Jun 22, 2020Beximco Pharmaceuticals Limited announced that they will report Q3, 2020 results on Jun 22, 2020株主還元BXPHARMABD PharmaceuticalsBD 市場7D-0.6%0.9%0.4%1Y37.5%6.1%6.3%株主還元を見る業界別リターン: BXPHARMA過去 1 年間で6.1 % の収益を上げたBD Pharmaceuticals業界を上回りました。リターン対市場: BXPHARMA過去 1 年間で6.3 % の収益を上げたBD市場を上回りました。価格変動Is BXPHARMA's price volatile compared to industry and market?BXPHARMA volatilityBXPHARMA Average Weekly Movement4.9%Pharmaceuticals Industry Average Movement4.6%Market Average Movement5.3%10% most volatile stocks in BD Market7.6%10% least volatile stocks in BD Market3.2%安定した株価: BXPHARMA 、 BD市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BXPHARMAの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19761,122Iqbal Ahmedwww.beximcopharma.comベキシムコ・ファーマシューティカルズ社は、バングラデシュでジェネリック医薬品の製剤や原薬を製造・販売している。アレルギー性疾患、鎮痛解熱剤、抗感染症薬、抗ウイルス薬、循環器系、中枢神経系、咳・風邪薬、内分泌・糖尿病薬、眼科薬、消化器系、ホルモン・ステロイド薬、点滴薬、筋骨格系、腫瘍薬、呼吸器系、泌尿生殖器系、スキンケア薬、ビタミン・ミネラル補給薬などの製品を提供し、他社への製造委託サービスも行っている。固形、液体、クリーム、軟膏、坐薬、定量・乾燥粉末吸入器、点鼻薬、無菌・凍結乾燥注射剤、大容量点滴液など、さまざまな剤形の製品を提供している。また、製品の輸出も行っている。ベキシムコ・ファーマシューティカルズ社は1976年に設立され、バングラデシュのダッカに本社を置いている。もっと見るBeximco Pharmaceuticals PLC. 基礎のまとめBeximco Pharmaceuticals の収益と売上を時価総額と比較するとどうか。BXPHARMA 基礎統計学時価総額৳54.60b収益（TTM）৳6.35b売上高(TTM)৳46.34b8.6xPER（株価収益率1.2xP/SレシオBXPHARMA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BXPHARMA 損益計算書（TTM）収益৳46.34b売上原価৳25.76b売上総利益৳20.58bその他の費用৳14.23b収益৳6.35b直近の収益報告Dec 31, 2024次回決算日該当なし一株当たり利益（EPS）14.24グロス・マージン44.42%純利益率13.71%有利子負債／自己資本比率10.8%BXPHARMA の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.3%現在の配当利回り28%配当性向View Valuation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2026/05/22 11:02終値2026/05/21 00:00収益2024/12/31年間収益2024/06/30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-KSEC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4SEC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-KSEC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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Beximco Pharmaceuticals PLC. 1 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。3 アナリスト機関Asif KhanEDGE Research & ConsultingLorenza CastellonEquity Development LimitedZareen ShahjahanIDLC Securities Limited
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 06Beximco Pharmaceuticals PLC Provides Update on Writ PetitionsBeximco Pharmaceuticals PLC had provided an update regarding the timeline for its outstanding Writ Petitions to be heard by the High Court Division of the Supreme Court of Bangladesh. Further to previous announcements, the hearing of Writ Petition No. 525 of 2025 (challenging the proposed appointment by the Bangladesh Securities and Exchange Commission of nine additional independent non-executive directors to the Company's Board) and Writ Petition No. 1243 of 2026 (challenging the BSEC's order to hold a Board Meeting onboarding the nine additional independent directors) will now commence after the scheduled vacation (from March 15, 2026 to April 18, 2026) of the High Court Division of the Supreme Court of Bangladesh.
お知らせ • Jan 29Beximco Pharmaceuticals Limited Announces Board ChangesBeximco Pharmaceuticals Limited announced that Ms. Quamrun Naher Ahmed, a Non-Executive Director since 30 November 2020, has been replaced by Mr. Mohammed Ebtadul Islam, both with immediate effect. Mr. Islam, like Ms. Ahmed previously, has been nominated to this position by IFIC Bank PLC, a shareholder in the Company, and he will serve as a Non-Executive Director. Mr. Islam has extensive expertise in finance and management at a senior level, having worked at Bangladesh Bank, the central bank of Bangladesh, for 33 years, retiring as an Executive Director in 2014. He currently serves as an independent director of IFIC Bank PLC. He is also a Supernumerary Professor at the Bangladesh Institute of Bank Management (BIBM), the national educational institute on banking and finance in Bangladesh.
お知らせ • Jan 23Beximco Pharmaceuticals Limited to Report Q2, 2025 Results on Jan 28, 2025Beximco Pharmaceuticals Limited announced that they will report Q2, 2025 results on Jan 28, 2025
お知らせ • Dec 30Beximco Pharmaceuticals Limited Approves Cash Dividend for the Year Ended on 30 June 2024, Payable on or Before 28 January 2025Beximco Pharmaceuticals Limited announced that at the AGM held on 29 December 2024, the resolutions passed at the AGM included the approval of 40% cash dividend for the year ended on 30 June 2024. The cash dividend being 40% of the nominal value per ordinary share of BDT 10 (BDT 4.0 per ordinary share/per global depository receipt ("GDR") held in respect of GDR holders) will be paid to holders of ordinary shares/GDRs (who were on the register of shareholders'/GDR holders' as on the date of record, i.e. 25 November 2024) on or before 28 January 2025. The cash dividend will be paid after deduction of taxes as per Bangladesh Tax law.
Reported Earnings • Nov 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ৳13.07 (up from ৳10.34 in FY 2023). Revenue: ৳44.4b (up 13% from FY 2023). Net income: ৳5.83b (up 26% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 06Beximco Pharmaceuticals PLC Provides Update on Writ PetitionsBeximco Pharmaceuticals PLC had provided an update regarding the timeline for its outstanding Writ Petitions to be heard by the High Court Division of the Supreme Court of Bangladesh. Further to previous announcements, the hearing of Writ Petition No. 525 of 2025 (challenging the proposed appointment by the Bangladesh Securities and Exchange Commission of nine additional independent non-executive directors to the Company's Board) and Writ Petition No. 1243 of 2026 (challenging the BSEC's order to hold a Board Meeting onboarding the nine additional independent directors) will now commence after the scheduled vacation (from March 15, 2026 to April 18, 2026) of the High Court Division of the Supreme Court of Bangladesh.
お知らせ • Jan 29Beximco Pharmaceuticals Limited Announces Board ChangesBeximco Pharmaceuticals Limited announced that Ms. Quamrun Naher Ahmed, a Non-Executive Director since 30 November 2020, has been replaced by Mr. Mohammed Ebtadul Islam, both with immediate effect. Mr. Islam, like Ms. Ahmed previously, has been nominated to this position by IFIC Bank PLC, a shareholder in the Company, and he will serve as a Non-Executive Director. Mr. Islam has extensive expertise in finance and management at a senior level, having worked at Bangladesh Bank, the central bank of Bangladesh, for 33 years, retiring as an Executive Director in 2014. He currently serves as an independent director of IFIC Bank PLC. He is also a Supernumerary Professor at the Bangladesh Institute of Bank Management (BIBM), the national educational institute on banking and finance in Bangladesh.
お知らせ • Jan 23Beximco Pharmaceuticals Limited to Report Q2, 2025 Results on Jan 28, 2025Beximco Pharmaceuticals Limited announced that they will report Q2, 2025 results on Jan 28, 2025
お知らせ • Dec 30Beximco Pharmaceuticals Limited Approves Cash Dividend for the Year Ended on 30 June 2024, Payable on or Before 28 January 2025Beximco Pharmaceuticals Limited announced that at the AGM held on 29 December 2024, the resolutions passed at the AGM included the approval of 40% cash dividend for the year ended on 30 June 2024. The cash dividend being 40% of the nominal value per ordinary share of BDT 10 (BDT 4.0 per ordinary share/per global depository receipt ("GDR") held in respect of GDR holders) will be paid to holders of ordinary shares/GDRs (who were on the register of shareholders'/GDR holders' as on the date of record, i.e. 25 November 2024) on or before 28 January 2025. The cash dividend will be paid after deduction of taxes as per Bangladesh Tax law.
Reported Earnings • Nov 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ৳13.07 (up from ৳10.34 in FY 2023). Revenue: ৳44.4b (up 13% from FY 2023). Net income: ৳5.83b (up 26% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 08Beximco Pharmaceuticals Limited to Report Q1, 2025 Results on Nov 13, 2024Beximco Pharmaceuticals Limited announced that they will report Q1, 2025 results on Nov 13, 2024
Declared Dividend • Oct 31Dividend of ৳4.00 announcedShareholders will receive a dividend of ৳4.00. Ex-date: 26th November 2024 Payment date: 28th January 2025 Dividend yield will be 5.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 30Beximco Pharmaceuticals Limited, Annual General Meeting, Dec 29, 2024Beximco Pharmaceuticals Limited, Annual General Meeting, Dec 29, 2024, at 10:30 Central Asia Standard Time.
お知らせ • Oct 23Beximco Pharmaceuticals Limited to Report Fiscal Year 2024 Results on Oct 28, 2024Beximco Pharmaceuticals Limited announced that they will report fiscal year 2024 results on Oct 28, 2024
Price Target Changed • May 09Price target increased by 9.3% to ৳168Up from ৳154, the current price target is an average from 3 analysts. New target price is 35% above last closing price of ৳125. Stock is down 15% over the past year. The company is forecast to post earnings per share of ৳12.30 for next year compared to ৳10.34 last year.
Reported Earnings • May 01Third quarter 2024 earnings released: EPS: ৳3.06 (vs ৳2.13 in 3Q 2023)Third quarter 2024 results: EPS: ৳3.06 (up from ৳2.13 in 3Q 2023). Revenue: ৳11.0b (up 15% from 3Q 2023). Net income: ৳1.36b (up 44% from 3Q 2023). Profit margin: 12% (up from 9.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 24Beximco Pharmaceuticals Limited to Report Q3, 2024 Results on Apr 29, 2024Beximco Pharmaceuticals Limited announced that they will report Q3, 2024 results on Apr 29, 2024
Reported Earnings • Jan 31Second quarter 2024 earnings released: EPS: ৳3.21 (vs ৳2.77 in 2Q 2023)Second quarter 2024 results: EPS: ৳3.21 (up from ৳2.77 in 2Q 2023). Revenue: ৳10.9b (up 10% from 2Q 2023). Net income: ৳1.43b (up 16% from 2Q 2023). Profit margin: 13% (in line with 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 22Beximco Pharmaceuticals Limited to Report Q2, 2024 Results on Jan 29, 2024Beximco Pharmaceuticals Limited announced that they will report Q2, 2024 results on Jan 29, 2024
お知らせ • Jan 12Beximco Pharmaceuticals Limited Announces Stepping Down of Mr. Nazmul Hassan as Managing DirectorBeximco Pharmaceuticals Limited announced stepping down of Mr. Nazmul Hassan MP as Managing Director with immediate effect. This follows an invitation from the Prime Minister for Mr. Hassan to join the newly formed Cabinet as a Minister after the recent Bangladesh Parliamentary Election on 7 January 2024.
お知らせ • Jan 11Beximco Pharmaceuticals Limited Announces Stepping Down of Mr. Nazmul Hassan as Member of the BoardBeximco Pharmaceuticals Limited announced stepping down of Mr. Nazmul Hassan as Member of the Board with immediate effect. The process to find a replacement will commence immediately and the Company will provide an update at the appropriate time.
Upcoming Dividend • Nov 07Upcoming dividend of ৳3.50 per share at 2.4% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 28 January 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Bangladeshi dividend payers (3.3%). In line with average of industry peers (2.5%).
Reported Earnings • Nov 02Full year 2023 earnings released: EPS: ৳10.34 (vs ৳11.48 in FY 2022)Full year 2023 results: EPS: ৳10.34 (down from ৳11.48 in FY 2022). Revenue: ৳39.3b (up 13% from FY 2022). Net income: ৳4.61b (down 9.9% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Oct 30Beximco Pharmaceuticals Limited to Report Q1, 2024 Results on Nov 05, 2023Beximco Pharmaceuticals Limited announced that they will report Q1, 2024 results on Nov 05, 2023
お知らせ • Oct 20+ 2 more updatesBeximco Pharmaceuticals Limited, Annual General Meeting, Dec 28, 2023Beximco Pharmaceuticals Limited, Annual General Meeting, Dec 28, 2023, at 10:30 Coordinated Universal Time.
お知らせ • Oct 13Beximco Pharmaceuticals Limited to Report Fiscal Year 2023 Results on Oct 19, 2023Beximco Pharmaceuticals Limited announced that they will report fiscal year 2023 results on Oct 19, 2023
Reported Earnings • May 07Third quarter 2023 earnings released: EPS: ৳2.13 (vs ৳2.47 in 3Q 2022)Third quarter 2023 results: EPS: ৳2.13 (down from ৳2.47 in 3Q 2022). Revenue: ৳9.55b (up 6.6% from 3Q 2022). Net income: ৳950.6m (down 14% from 3Q 2022). Profit margin: 9.9% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Asia.
Reported Earnings • Jan 31Second quarter 2023 earnings released: EPS: ৳2.77 (vs ৳3.84 in 2Q 2022)Second quarter 2023 results: EPS: ৳2.77 (down from ৳3.84 in 2Q 2022). Revenue: ৳9.89b (up 16% from 2Q 2022). Net income: ৳1.24b (down 28% from 2Q 2022). Profit margin: 13% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 19Beximco Pharmaceuticals Limited Announces Cash Dividend for the Year Ended June 30, 2022Beximco Pharmaceuticals Limited announced that the 35% cash dividend of the nominal value per ordinary share/GDR (Taka 3.50 per ordinary share/GDR) for the year ended 30 June 2022, which was approved in the Annual General Meeting ("AGM") held on 22 December 2022, has been deposited with the custodian bank in Dhaka on 18 January 2023 for onward credit to respective GDR holders' accounts.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ৳11.48 (down from ৳11.49 in FY 2021). Revenue: ৳34.7b (up 18% from FY 2021). Net income: ৳5.12b (flat on FY 2021). Profit margin: 15% (down from 17% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 28+ 2 more updatesBeximco Pharmaceuticals Limited Proposes Dividend for the Year Ended 30 June 2022Beximco Pharmaceuticals Limited Proposed Dividend 35% Cash Dividend (i.e. BDT 3.5 per Share) for the year ended 30 June 2022, at the AGM held on 27 October 2022, record date is on 21 November 2022.
Reported Earnings • Apr 30Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: ৳2.47 (down from ৳3.28 in 3Q 2021). Revenue: ৳8.96b (up 22% from 3Q 2021). Net income: ৳1.10b (down 25% from 3Q 2021). Profit margin: 12% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 14%, compared to a 21% growth forecast for the industry in Bangladesh. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 31% per year.
Price Target Changed • Apr 27Price target increased to ৳182Up from ৳153, the current price target is an average from 3 analysts. New target price is 9.6% above last closing price of ৳166. Stock is down 13% over the past year. The company is forecast to post earnings per share of ৳15.10 for next year compared to ৳11.49 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Director Md. Hosein Khan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be ৳243, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 27% per annum over the last 3 years.
Major Estimate Revision • Feb 08Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ৳34.1b to ৳34.9b. EPS estimate increased from ৳12.82 to ৳15.10 per share. Net income forecast to shrink 0.5% next year vs 22% growth forecast for Pharmaceuticals industry in Bangladesh . Consensus price target up from ৳153 to ৳182. Share price was steady at ৳198 over the past week.
Reported Earnings • Jan 30Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: ৳3.84 (up from ৳2.54 in 2Q 2021). Revenue: ৳8.50b (up 14% from 2Q 2021). Net income: ৳1.71b (up 51% from 2Q 2021). Profit margin: 20% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 14%, compared to a 21% growth forecast for the industry in Bangladesh. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 31Beximco Pharmaceuticals Limited Launches First Generic Version of Pfizer's COVID-19 Treatment PaxlovidBeximco Pharmaceuticals Limited announces the launch of the world's first generic version of Pfizer's COVID-19 treatment Paxlovid (nirmatrelvir and ritonavir tablets, co-packaged for oral use) which was granted emergency use authorization (EUA) by the US FDA on 22 December 2021. Directorate General of Drug Administration (DGDA), Bangladesh, has granted EUA for the oral antiviral drug to treat mild-to-moderate COVID-19 in adults and children of 12 years and above. This novel antiviral pill showed almost 90% efficacy in preventing hospitalizations and deaths in high-risk patients, and recent data from Pfizer suggests the drug retains its effectiveness against the fast-spreading Omicron variant of the coronavirus. Beximco Pharma will market this product under the brand name Bexovid, initially in Bangladesh. Nirmatrelvir inhibits a SARS-CoV-2 enzyme to stop the virus from replicating, and ritonavir slows down nirmatrelvir's breakdown to help it remain in the body for a longer period at higher concentrations. The treatment is given as two tablets of nirmatrelvir and one tablet of ritonavir together twice a day for five days. Bexovid is available by prescription only and should be initiated as soon as possible after diagnosis of COVID-19 and within five days of symptom onset.
Upcoming Dividend • Nov 16Upcoming dividend of ৳3.50 per shareEligible shareholders must have bought the stock before 23 November 2021. Payment date: 23 January 2022. Trailing yield: 1.6%. Lower than top quartile of Bangladeshi dividend payers (3.0%). In line with average of industry peers (1.7%).
Reported Earnings • Nov 03Full year 2021 earnings released: EPS ৳11.49 (vs ৳7.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ৳29.5b (up 15% from FY 2020). Net income: ৳5.13b (up 46% from FY 2020). Profit margin: 17% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 02Third quarter 2021 earnings released: EPS ৳3.28 (vs ৳2.02 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ৳7.36b (up 11% from 3Q 2020). Net income: ৳1.46b (up 62% from 3Q 2020). Profit margin: 20% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to ৳180, the stock is trading at a trailing P/E ratio of 19.9x, up from the previous P/E ratio of 16.6x. This compares to an average P/E of 21x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders over the past three years are 94%.
お知らせ • Feb 05Beximco Pharmaceuticals Limited Updates on the Supply of Covid-19 VaccineBeximco Pharmaceuticals Limited provided the update in relation to the delivery and supply of the Oxford University/AstraZeneca SARS-CoV-2 vaccine, AZD1222 (the Vaccine) in Bangladesh for both the Government of Bangladesh's ("GOB") mass vaccination programme, as well as for the country's private pay market. The Company has received the first five million vaccine doses from its partner Serum Institute of India Pvt. Ltd. (SII), which are being distributed exclusively by Beximco Pharma in Bangladesh as part of GOB's mass vaccination programme. The agreement with SII included a total of 30 million doses - the remaining 25 million doses will be delivered in monthly instalments until June 2021. In addition, as previously announced, the Company agreed to import a further one million doses of the vaccine from SII for sale and distribution to the private pay market in Bangladesh. However, the Company has now been informed by SII that the first instalment (500,000 doses) of this supply will be delayed following a prioritisation on supplying vaccine doses for government mass vaccination programmes and WHO-led COVAX initiatives over private pay use. It remains unclear how long this delay will last. The Company will update the market as and when appropriate.
Reported Earnings • Jan 29Second quarter 2021 earnings released: EPS ৳2.54 (vs ৳1.93 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ৳7.47b (up 21% from 2Q 2020). Net income: ৳1.13b (up 32% from 2Q 2020). Profit margin: 15% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Jan 26Analysts increase EPS estimates to ৳10.32The 2021 consensus revenue estimate increased from ৳30.2b to ৳31.3b. The earnings per share estimate also received an upgrade from ৳8.97 to ৳10.32 for the same period. Net income is expected to grow by 26% next year compared to 23% growth forecast for the Pharmaceuticals industry in Bangladesh. The consensus price target increased from ৳114 to ৳126. Share price is up 2.4% to ৳200 over the past week.
Price Target Changed • Jan 23Price target raised to ৳114Up from ৳102, the current price target is an average from 3 analysts. The new target price is 42% below the current share price of ৳198. As of last close, the stock is up 191% over the past year.
お知らせ • Jan 19Beximco Pharmaceuticals Limited Announces Board ChangesBeximco Pharmaceuticals Limited announced it has appointed Dr. Md. Ibraheem Hosein Khan as an Independent Director of the Company, with immediate effect. Dr. Khan will replace Shah Monjurul Hoquewho is retiring from the Board on completion of his statutory tenure of two consecutive terms of three years each. Dr. Md. Ibraheem Hosein Khan, before his retirement from service in the Bangladesh Government, worked in a number of different Government departments including the Prime Minister's Office, Ministry of Land and Ministry of Cultural Affairs.
お知らせ • Jan 15Beximco Pharmaceuticals Limited Provides Update on the Supply of COVID-19 VaccineOn 5 November 2020, Beximco Pharmaceuticals Limited provided the following update in relation to the Memorandum of Understanding, signed in November 2020, for the supply and distribution of 30 million doses of the Oxford University/AstraZeneca SARS-CoV-2 vaccine, AZD1222, in Bangladesh, the status of regulatory approvals required and the Company's plans to purchase and distribute the Vaccine to the private healthcare market in Bangladesh. In its announcement on 5 November 2020, the Company outlined the terms of the MOU, signed with the Serum Institute of India Pvt. Ltd. and the Government of Bangladesh. A formal purchase agreement, in the same terms as the MOU, was subsequently entered into by the parties in December 2020. The Agreement was subject to the Vaccine receiving either (i) "Emergency Use Listing" by the World Health Organisation, or (ii) "Emergency Use Authorisation" by the UK's Medicines & Healthcare products Regulatory Agency (MHRA) or the US Food and Drug Administration (USFDA), as well as permission from the Bangladesh Director General of Drug Administration's for import into the country. As announced by the GOB, the Vaccine was approved by DGDA for emergency use in Bangladesh on 7 January 2021. All doses of the Vaccine being purchased by the GOB for its mass vaccination programme are contracted to be supplied within six months of approval. The first doses are expected to arrive in Bangladesh towards the end of January 2021, with further deliveries taking place on a monthly basis thereafter until June 2021. Under the Agreement, Beximco Pharma is acting as the exclusive distributor for the Vaccine in Bangladesh.
お知らせ • Jan 12Beximco Pharmaceuticals Limited Confirms Quamrun Naher Ahmed and Reem H. Shamsuddoha as Non-Executive DirectorsBeximco Pharmaceuticals Limited to confirm the completion of due diligence enquiries into Ms. Quamrun Naher Ahmed and Ms. Reem H. Shamsuddoha in accordance with the AIM Rules. As a result, Ms. Ahmed and Ms. Shamsuddoha are now confirmed as Non-Executive Directors of the Company.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to ৳210, the stock is trading at a trailing P/E ratio of 25.1x, up from the previous P/E ratio of 21.2x. This compares to an average P/E of 21x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders over the past three years are 134%.
Is New 90 Day High Low • Dec 23New 90-day high: ৳170The company is up 63% from its price of ৳104 on 24 September 2020. The Bangladeshi market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳62.66 per share.
Is New 90 Day High Low • Dec 14New 90-day high: ৳159The company is up 48% from its price of ৳107 on 15 September 2020. The Bangladeshi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳62.66 per share.
お知らせ • Dec 04Beximco Pharmaceuticals Limited Announces Directors AppointmentsBeximco Pharmaceuticals Limited announced it has appointed Ms. Quamrun Naher Ahmed and Ms. Reem H. Shamsuddoha as Non-Executive Directors, with effect from 30 November 2020. Ms. Quamrun Naher Ahmed, before her retirement from service in the Bangladesh Government, worked in a number of different Government departments including Finance, Commerce, Shipping Fisheries and Livestock and Home Affairs. In January 2014, Ms. Ahmed was appointed Additional Secretary: Financial Institutions Division, Ministry of Finance of the Government of the People's Republic of Bangladesh. Ms. Reem Shamsuddoha has a background in e-commerce and marketing having been educated in Bangladesh and attended Gabelli School of Business, Fordham University in New York. She is Vice President at Dohatec New Media, an independent software vendor and technology firm developing solutions for clients in North America, Asia and Europe, as well as assisting in the rollout of E-Government procurement systems for four Government agencies in Bangladesh.
Is New 90 Day High Low • Nov 30New 90-day high: ৳148The company is up 40% from its price of ৳106 on 01 September 2020. The Bangladeshi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳52.56 per share.
Price Target Changed • Nov 28Price target raised to ৳113Up from ৳102, the current price target is an average from 4 analysts. The new target price is 20% below the current share price of ৳141. As of last close, the stock is up 93% over the past year.
Is New 90 Day High Low • Nov 26New 90-day high: ৳148The company is up 37% from its price of ৳108 on 27 August 2020. The Bangladeshi market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳56.84 per share.
Price Target Changed • Nov 19Price target raised to ৳116Up from ৳105, the current price target is an average from 4 analysts. The new target price is 20% below the current share price of ৳145. As of last close, the stock is up 82% over the past year.
Is New 90 Day High Low • Nov 19New 90-day high: ৳145The company is up 30% from its price of ৳112 on 20 August 2020. The Bangladeshi market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳57.82 per share.
Reported Earnings • Nov 14First quarter 2021 earnings released: EPS ৳2.65The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ৳6.93b (up 9.9% from 1Q 2020). Net income: ৳1.07b (up 24% from 1Q 2020). Profit margin: 16% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 12Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 12%, compared to a 76% growth forecast for the Pharmaceuticals industry in Bangladesh.
Reported Earnings • Nov 12Full year 2020 earnings released: EPS ৳8.67The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ৳25.6b (up 12% from FY 2019). Net income: ৳3.51b (up 16% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Nov 07Beximco Pharmaceuticals Limited Enters into A Memorandum of Understanding for the Supply and Distribution of 30 Million Doses of the Oxford University/AstraZeneca SARS-CoV-2 Vaccine, AZD1222, in BangladeshBeximco Pharmaceuticals Limited has entered into a Memorandum of Understanding ("MOU") for the supply and distribution of 30 million doses of the Oxford University/AstraZeneca SARS-CoV-2 vaccine, AZD1222, in Bangladesh, subject to regulatory approval. The MOU, signed with the Serum Institute of India Pvt. Ltd. ("SII") and the Government of Bangladesh ("GOB"), follows the Company's announcement on 28 August 2020 outlining its intention to partner with SII on a COVID-19 vaccine. Within one month of receipt of regulatory approval necessary for supplying into Bangladesh, SII, licensed by AstraZeneca to manufacture AZD1222, will commence the delivery of the vaccine to Beximco Pharma with the entire quantity of doses to be delivered within six months. As previously announced, Beximco Pharma is the exclusive distributor of this vaccine in Bangladesh and will be responsible for maintaining the cold chain, import, storage and delivery of the vaccine to GOB warehouses. Under the terms of the MOU, GOB will pay SII for 30 million doses and Beximco Pharma will receive a separate fee for its distribution role. Whilst the terms and costings have not yet been finally determined, the Company believes that this transaction could make a material difference to the Company's results for the year ended 30 June 2021 if delivery of vaccine to GOB is largely completed within the financial year. It is expected that a formal purchase agreement will be signed within 30 days. As contemplated in the announcement on 28 August 2020, Beximco Pharma has now also agreed to import a further one million doses of the vaccine from SII for sale and distribution to the private pay market in Bangladesh. The Company may import additional quantities as per demand.
Is New 90 Day High Low • Nov 02New 90-day high: ৳127The company is up 48% from its price of ৳85.50 on 04 August 2020. The Bangladeshi market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ৳55.24 per share.
お知らせ • Sep 22Beximco Pharmaceuticals Limited Receives US Food and Drug Administration (Fda) Approval for Antiarryhtmic Drug FlecainideBeximco Pharmaceuticals Limited announced it has received US Food and Drug Administration (FDA) approval for Flecainide Acetate (50, 100 and 150 mg tablets), an antiarrythmic drug used for treating irregular heartbeats in conditions such as tachycardia and artrial fibrillation. This is Beximco Pharma's eighth Abbreviated New Drug Application (ANDA) successfully approved for the US market since the Company's oral solid dosage facility was approved by the US FDA in June 2015. The Company expects to launch the product through its US distribution partner in due course. Flecainide Acetate is the generic equivalent to 3M Pharmaceuticals' Tambocor® (50, 100 and 150 mg tablets).
お知らせ • Jun 19Beximco Pharmaceuticals Limited to Report Q3, 2020 Results on Jun 22, 2020Beximco Pharmaceuticals Limited announced that they will report Q3, 2020 results on Jun 22, 2020
