View ValuationPolyPeptide Group 将来の成長Future 基準チェック /46PolyPeptide Group利益と収益がそれぞれ年間58.7%と14.9%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13% 58.6%なると予測されています。主要情報58.7%収益成長率58.60%EPS成長率Life Sciences 収益成長56.5%収益成長率14.9%将来の株主資本利益率12.96%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 18PolyPeptide Group AG, Annual General Meeting, Apr 08, 2026PolyPeptide Group AG, Annual General Meeting, Apr 08, 2026, at 16:00 W. Europe Standard Time.お知らせ • Dec 05+ 1 more updatePolyPeptide Group AG to Report Fiscal Year 2026 Results on Mar 09, 2027PolyPeptide Group AG announced that they will report fiscal year 2026 results on Mar 09, 2027お知らせ • Sep 23PolyPeptide Group AG Achieves Significant Milestone in Malmo Expansion ProjectPolyPeptide Group AG announced the successful delivery and installation of pre-built modules at its Malmo, Sweden facility. This marks a key milestone in the company's modular expansion project at the site, which aims to double its solid-phase peptide synthesis (SPPS) capacity. The expansion, first announced in January 2025, is a central component of PolyPeptide's mid-term strategy to meet rising global demand for peptide production. The EUR 100 million metabolic program investment was largely funded by a large pharmaceutical partner and will create around 100 permanent new positions. It is anticipated that the expansion will be significantly faster than previous engineering projects due to the modular construction approach. Following installation, the modules will now undergo mechanical completion and automation, followed by qualification and commissioning. Key Project Highlights: Accelerated timeline: The Malmo capacity expansion is on track to be faster than previous engineering expansions due to the modular approach. Strategic partnership: The EUR 100 million investment was largely funded by a largest pharmaceutical player. Modular construction: Pre-built manufacturing modules installed with proprietary manufacturing systems, delivered and installed on-site. Operational continuity: Existing manufacturing operations remain uninterrupted. Advanced technology: Integrated engineering, automation, and process control. Quality assurance: All modules built to meet stringent pharmaceutical GMP standards. The additional capacity will primarily support one of PolyPeptide's large commercial agreements, contributing to its long-term growth initiatives and capital deployment strategy. As communicated in its mid-term outlook, the company expects over the mid-term horizon and on average, capital expenditures of 15-20% of revenue to ensure capacity beyond 2028.お知らせ • Apr 11Polypeptide Group Ag Appoints Jo Lecouilliard as Independent DirectorPolyPeptide Group AG announced the appointment of Jo LeCouilliard as Independent Director.Buy Or Sell Opportunity • Apr 03Now 23% undervaluedOver the last 90 days, the stock has risen 63% to CHF28.35. The fair value is estimated to be CHF36.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 8.8% in a year. Earnings are forecast to grow by 77% in the next year.Reported Earnings • Mar 13Full year 2023 earnings released: €1.56 loss per share (vs €0.23 profit in FY 2022)Full year 2023 results: €1.56 loss per share (down from €0.23 profit in FY 2022). Revenue: €324.9m (up 16% from FY 2022). Net loss: €51.4m (down €59.2m from profit in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Life Sciences industry in the United Kingdom.New Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Dec 19PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025.お知らせ • Dec 17+ 1 more updatePolyPeptide Group AG to Report First Half, 2025 Results on Aug 12, 2025PolyPeptide Group AG announced that they will report first half, 2025 results on Aug 12, 2025Reported Earnings • Aug 20First half 2023 earnings released: €1.04 loss per share (vs €0.31 profit in 1H 2022)First half 2023 results: €1.04 loss per share (down from €0.31 profit in 1H 2022). Revenue: €131.8m (down 1.4% from 1H 2022). Net loss: €34.3m (down 434% from profit in 1H 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Life Sciences industry in the United Kingdom.New Risk • Aug 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin).Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be CHF30.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.Board Change • Apr 11High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Philippe Weber is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 08+ 3 more updatesPolyPeptide Group AG to Report First Half, 2024 Results on Aug 13, 2024PolyPeptide Group AG announced that they will report first half, 2024 results on Aug 13, 2024業績と収益の成長予測BATS-CHIXE:PPGNZ - アナリストの将来予測と過去の財務データ ( )EUR 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12/31/202863869-1991412/31/202755041-3974412/31/202648017-4935312/31/2025389-21-3178N/A9/30/2025379-280108N/A6/30/2025369-3532139N/A3/31/2025353-2717114N/A12/31/2024337-20289N/A9/30/2024330-241687N/A6/30/2024324-293085N/A3/31/2024322-40561N/A12/31/2023320-51-2036N/A9/30/2023300-44-621N/A6/30/2023279-37-104-35N/A3/31/2023280-14-89-15N/A12/31/20222818-735N/A9/30/202228120-747N/A6/30/202228133-759N/A3/31/202228140-4833N/A12/31/202128247-2057N/A9/30/202127748-467N/A6/30/2021271481377N/A3/31/2021248401063N/A12/31/202022431649N/A12/31/2019203263656N/A12/31/201818124N/A23N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PPGNZは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.4% ) よりも高い成長率であると考えられます。収益対市場: PPGNZ今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: PPGNZ今後 3 年以内に収益を上げることが予想されます。収益対市場: PPGNZの収益 ( 14.9% ) UK市場 ( 4.5% ) 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: PPGNZの収益 ( 14.9% ) 20%よりも低い成長が予測されています。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: PPGNZの 自己資本利益率 は、3年後には低くなると予測されています ( 13 %)。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance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2026/06/07 11:29終値2026/06/05 00:00収益2025/12/31年間収益2025/12/31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PolyPeptide Group AG 4 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。11 アナリスト機関Charles PitmanBarclaysEstelle BétriseyBerenbergPatrick Andrew WoodBofA Global Research8 その他のアナリストを表示
お知らせ • Mar 18PolyPeptide Group AG, Annual General Meeting, Apr 08, 2026PolyPeptide Group AG, Annual General Meeting, Apr 08, 2026, at 16:00 W. Europe Standard Time.
お知らせ • Dec 05+ 1 more updatePolyPeptide Group AG to Report Fiscal Year 2026 Results on Mar 09, 2027PolyPeptide Group AG announced that they will report fiscal year 2026 results on Mar 09, 2027
お知らせ • Sep 23PolyPeptide Group AG Achieves Significant Milestone in Malmo Expansion ProjectPolyPeptide Group AG announced the successful delivery and installation of pre-built modules at its Malmo, Sweden facility. This marks a key milestone in the company's modular expansion project at the site, which aims to double its solid-phase peptide synthesis (SPPS) capacity. The expansion, first announced in January 2025, is a central component of PolyPeptide's mid-term strategy to meet rising global demand for peptide production. The EUR 100 million metabolic program investment was largely funded by a large pharmaceutical partner and will create around 100 permanent new positions. It is anticipated that the expansion will be significantly faster than previous engineering projects due to the modular construction approach. Following installation, the modules will now undergo mechanical completion and automation, followed by qualification and commissioning. Key Project Highlights: Accelerated timeline: The Malmo capacity expansion is on track to be faster than previous engineering expansions due to the modular approach. Strategic partnership: The EUR 100 million investment was largely funded by a largest pharmaceutical player. Modular construction: Pre-built manufacturing modules installed with proprietary manufacturing systems, delivered and installed on-site. Operational continuity: Existing manufacturing operations remain uninterrupted. Advanced technology: Integrated engineering, automation, and process control. Quality assurance: All modules built to meet stringent pharmaceutical GMP standards. The additional capacity will primarily support one of PolyPeptide's large commercial agreements, contributing to its long-term growth initiatives and capital deployment strategy. As communicated in its mid-term outlook, the company expects over the mid-term horizon and on average, capital expenditures of 15-20% of revenue to ensure capacity beyond 2028.
お知らせ • Apr 11Polypeptide Group Ag Appoints Jo Lecouilliard as Independent DirectorPolyPeptide Group AG announced the appointment of Jo LeCouilliard as Independent Director.
Buy Or Sell Opportunity • Apr 03Now 23% undervaluedOver the last 90 days, the stock has risen 63% to CHF28.35. The fair value is estimated to be CHF36.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 8.8% in a year. Earnings are forecast to grow by 77% in the next year.
Reported Earnings • Mar 13Full year 2023 earnings released: €1.56 loss per share (vs €0.23 profit in FY 2022)Full year 2023 results: €1.56 loss per share (down from €0.23 profit in FY 2022). Revenue: €324.9m (up 16% from FY 2022). Net loss: €51.4m (down €59.2m from profit in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Life Sciences industry in the United Kingdom.
New Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Dec 19PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025.
お知らせ • Dec 17+ 1 more updatePolyPeptide Group AG to Report First Half, 2025 Results on Aug 12, 2025PolyPeptide Group AG announced that they will report first half, 2025 results on Aug 12, 2025
Reported Earnings • Aug 20First half 2023 earnings released: €1.04 loss per share (vs €0.31 profit in 1H 2022)First half 2023 results: €1.04 loss per share (down from €0.31 profit in 1H 2022). Revenue: €131.8m (down 1.4% from 1H 2022). Net loss: €34.3m (down 434% from profit in 1H 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Life Sciences industry in the United Kingdom.
New Risk • Aug 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin).
Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be CHF30.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.
Board Change • Apr 11High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Philippe Weber is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 08+ 3 more updatesPolyPeptide Group AG to Report First Half, 2024 Results on Aug 13, 2024PolyPeptide Group AG announced that they will report first half, 2024 results on Aug 13, 2024