Bora Pharmaceuticals（6472）株式概要
ボラ・ファーマシューティカルズ株式会社は、世界中で医薬品の研究開発、製造、流通、販売を行っている。 詳細
6472 Community Fair Values
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Analyst Price Targets
Bora Pharmaceuticals Co., Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NT$437.50 |
| 52週高値 | NT$795.00 |
| 52週安値 | NT$330.50 |
| ベータ | 0.45 |
| 1ヶ月の変化 | 26.45% |
| 3ヶ月変化 | -0.34% |
| 1年変化 | -36.83% |
| 3年間の変化 | -13.04% |
| 5年間の変化 | 234.61% |
| IPOからの変化 | 1,067.19% |
最新ニュース
ナラティブの更新 • Jun 25
6472: Higher Future P/E Assumptions Will Support Long Term Earnings Power
The analyst price target for Bora Pharmaceuticals has changed slightly from NT$698.22 to NT$700.86. Analysts attribute this revision to updated assumptions for revenue growth, profit margins and future P/E, which are viewed as key drivers of the new valuation.ナラティブの更新 • Jun 05
6472: Revised Earnings And Margin Outlook Will Support Long Term Earnings Power
Analysts have reset their fair value estimate for Bora Pharmaceuticals from NT$741.35 to NT$698.22, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News No recent news items, periodical coverage, or key developments were provided for Bora Pharmaceuticals, so there are no current events to highlight for now.ナラティブの更新 • Apr 28
6472: Renewed GSK Manufacturing Agreement Will Support Long Term Earnings Power
Analysts have raised their price target on Bora Pharmaceuticals by NT$741.35, reflecting slightly higher assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Bora Pharmaceuticals and GSK renewed a five year manufacturing agreement, extending GSK's access to multiple Bora sites, including the Mississauga facility acquired from GSK in 2020 and the oral solid dose site in Maple Grove, Minnesota (Key Developments).Recent updates
ナラティブの更新 • Jun 25
6472: Higher Future P/E Assumptions Will Support Long Term Earnings Power
The analyst price target for Bora Pharmaceuticals has changed slightly from NT$698.22 to NT$700.86. Analysts attribute this revision to updated assumptions for revenue growth, profit margins and future P/E, which are viewed as key drivers of the new valuation.ナラティブの更新 • Jun 05
6472: Revised Earnings And Margin Outlook Will Support Long Term Earnings Power
Analysts have reset their fair value estimate for Bora Pharmaceuticals from NT$741.35 to NT$698.22, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News No recent news items, periodical coverage, or key developments were provided for Bora Pharmaceuticals, so there are no current events to highlight for now.ナラティブの更新 • Apr 28
6472: Renewed GSK Manufacturing Agreement Will Support Long Term Earnings Power
Analysts have raised their price target on Bora Pharmaceuticals by NT$741.35, reflecting slightly higher assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Bora Pharmaceuticals and GSK renewed a five year manufacturing agreement, extending GSK's access to multiple Bora sites, including the Mississauga facility acquired from GSK in 2020 and the oral solid dose site in Maple Grove, Minnesota (Key Developments).ナラティブの更新 • Apr 12
6472: Renewed GSK Manufacturing Partnership Will Support Long Term Earnings Power
Analysts have adjusted their price target on Bora Pharmaceuticals to reflect updated assumptions around revenue growth of 29.12% and a profit margin of 20.96%. The implied fair value remains around NT$741.35 based on a forward P/E of 13.69.ナラティブの更新 • Mar 28
6472: Renewed GSK Manufacturing Agreement Will Support Long Term Earnings Power
Analysts have inched up their price target on Bora Pharmaceuticals to NT$741.35 from NT$741.02, citing updated assumptions that combine a higher revenue growth outlook of 29.58% with a slightly stronger profit margin of 20.74% and a modestly lower future P/E of 13.69. What's in the News Bora Pharmaceuticals has scheduled a board meeting on March 11, 2026, to review the 2025 fourth quarter consolidated financial statement (Key Developments).ナラティブの更新 • Mar 13
6472: Renewed GSK Manufacturing Alliance Will Drive Long Term Upside Potential
Analysts have kept their NT$741.02 price target for Bora Pharmaceuticals unchanged, pointing to stable views on fair value, discount rate, revenue growth assumptions, profit margins, and future P/E as the key reasons for maintaining their stance. What's in the News Bora Pharmaceuticals and GSK renewed a five year manufacturing partnership, extending their existing relationship and broadening GSK access to multiple Bora sites, including the oral solid dose facility in Maple Grove, Minnesota (Key Developments).ナラティブの更新 • Feb 26
6472: Renewed GSK Partnership And Corealis Alliance Will Support Future Upside
Analysts have kept their NT$741.02 price target for Bora Pharmaceuticals unchanged, citing largely stable assumptions on the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News Bora Pharmaceuticals and GSK renewed a five year manufacturing partnership, which gives GSK access to multiple Bora sites, including the Mississauga facility acquired from GSK in 2020 and a newer oral solid dose site in Maple Grove, Minnesota (Key Developments).ナラティブの更新 • Feb 11
6472: Corealis Alliance Will Support Future Upside Through End To End Development
Analysts have modestly adjusted their price target on Bora Pharmaceuticals to reflect updated assumptions around discount rate, revenue growth, profit margin and future P/E. This has resulted in a refreshed fair value estimate of about NT$741.02 per share.ナラティブの更新 • Jan 28
6472: Corealis Alliance Will Drive Future Upside Through Integrated Development Path
Analysts have trimmed their price target for Bora Pharmaceuticals to reflect a fair value update to $741.02 from $788.87, citing slightly adjusted revenue growth assumptions, a modestly higher profit margin outlook, and a lower future P/E input in their models. What's in the News Bora Pharmaceuticals Co., Ltd.ナラティブの更新 • Jan 11
6472: Corealis Alliance Will Support Future Upside Through Streamlined Development
Analysts have kept their price target for Bora Pharmaceuticals broadly unchanged at about $789, reflecting consistent assumptions on discount rate, revenue growth, profit margin and future P/E, and indicating that recent research has not materially shifted their valuation view. What's in the News Bora Pharmaceuticals Co., Ltd.ナラティブの更新 • Dec 20
6472: Alliance With Corealis Will Support Stronger Long Term Performance
Analysts have modestly reiterated their outlook on Bora Pharmaceuticals, keeping the fair value estimate steady at $788.87 per share, as they see no material changes to projected revenue growth, margins, or valuation multiples. What's in the News Bora Pharmaceuticals and Corealis Pharma formed a strategic alliance to deliver integrated end to end oral solid dose development and manufacturing services, giving clients a single pathway from early formulation through commercial production (company announcement) The partnership combines Bora's global commercial infrastructure with Corealis' formulation and clinical scale manufacturing expertise, aiming to accelerate timelines and reduce complexity for biotech and pharma innovators (company announcement) Bora and Corealis will align project management and quality systems across the drug development lifecycle to lower outsourcing risk and improve reliability from discovery through commercial launch (company announcement) Valuation Changes Fair Value Estimate is unchanged at NT$788.87 per share, indicating no revision to Bora Pharmaceuticals' intrinsic value assessment.ナラティブの更新 • Dec 06
6472: Improved Profit Margins Will Support Stronger Long Term Performance
Narrative Update Analysts have nudged their price target on Bora Pharmaceuticals slightly higher to approximately $789 per share, reflecting modestly improved long term profit margin expectations, even though projected revenue growth has been tempered slightly. Valuation Changes Fair Value Estimate: unchanged at approximately NT$788.87 per share, indicating no material revision to the intrinsic value assessment.ナラティブの更新 • Nov 21
6472: Improved Profit Margins Will Drive Stronger Performance Ahead
Analysts have lowered their price target for Bora Pharmaceuticals from $872.67 to $788.87. This adjustment is due to reduced revenue growth expectations, which are partially offset by projections of improved profit margins and a lower forward price-to-earnings ratio.ナラティブの更新 • Sep 28
US CDMO Expansion And Specialty Focus Will Strengthen Position
The consensus analyst price target for Bora Pharmaceuticals has been revised upward, primarily driven by a significant increase in the company's expected future P/E multiple, with the fair value rising from NT$847.46 to NT$872.67. What's in the News Bora Pharmaceuticals is making significant investments to expand manufacturing and packaging capabilities at its Maple Grove, Minnesota facility, acquired via the $210 million Upsher-Smith Laboratories deal in 2024.新しいナラティブ • Jul 20
US Facility Modernization Will Secure Future Specialty Success
Strategic shift to high-value CDMO services and facility upgrades has improved margins, driven growth, and positioned the company for market share gains.分析記事 • Mar 30
Cautious Investors Not Rewarding Bora Pharmaceuticals Co., LTD.'s (TWSE:6472) Performance Completely
With a median price-to-earnings (or "P/E") ratio of close to 20x in Taiwan, you could be forgiven for feeling...分析記事 • Jan 20
We Think Bora Pharmaceuticals (TWSE:6472) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 21
Bora Pharmaceuticals' (TWSE:6472) Earnings Are Weaker Than They Seem
Bora Pharmaceuticals Co., LTD.'s ( TWSE:6472 ) robust earnings report didn't manage to move the market for its stock...分析記事 • Oct 04
Does Bora Pharmaceuticals (TWSE:6472) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jul 18
Investors Appear Satisfied With Bora Pharmaceuticals Co., LTD.'s (TWSE:6472) Prospects
Bora Pharmaceuticals Co., LTD.'s ( TWSE:6472 ) price-to-earnings (or "P/E") ratio of 34.2x might make it look like a...分析記事 • Jun 13
Is Bora Pharmaceuticals Co., LTD. (TWSE:6472) Trading At A 44% Discount?
Key Insights The projected fair value for Bora Pharmaceuticals is NT$1,369 based on 2 Stage Free Cash Flow to Equity...分析記事 • Apr 10
Bora Pharmaceuticals Co., LTD. (TWSE:6472) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected
Bora Pharmaceuticals Co., LTD. ( TWSE:6472 ) shareholders have had their patience rewarded with a 33% share price jump...分析記事 • Apr 08
Bora Pharmaceuticals (TWSE:6472) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 14
Shareholders Can Be Confident That Bora Pharmaceuticals' (TWSE:6472) Earnings Are High Quality
Even though Bora Pharmaceuticals Co., LTD. ( TWSE:6472 ) posted strong earnings, investors appeared to be underwhelmed...株主還元
| 6472 | TW Pharmaceuticals | TW 市場 | |
|---|---|---|---|
| 7D | 3.4% | -3.2% | -4.3% |
| 1Y | -36.8% | -16.0% | 95.6% |
業界別リターン: 6472過去 1 年間で-16 % の収益を上げたTW Pharmaceuticals業界を下回りました。
リターン対市場: 6472は、過去 1 年間で95.6 % のリターンを上げたTW市場を下回りました。
価格変動
| 6472 volatility | |
|---|---|
| 6472 Average Weekly Movement | 7.1% |
| Pharmaceuticals Industry Average Movement | 5.1% |
| Market Average Movement | 6.5% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.6% |
安定した株価: 6472 、 TW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: 6472の 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 2007 | n/a | Bobby Sheng | www.bora-corp.com |
ボラ・ファーマシューティカルズ株式会社は、世界中で医薬品の研究開発、製造、流通、販売を行っている。同社は販売、開発・製造受託機関、その他のセグメントを通じて事業を展開している。ジェネリック医薬品、ブランド医薬品、一般用医薬品を製造・販売している。また、臨床および商業用製造、医薬品開発、包装およびシリアル化、分析および微生物学的試験、薬事サービスを含む受託開発および製造サービスも提供している。さらに、食品、ビタミンサプリメント、スキンケア製品、バイオテクニカルサービスも提供している。同社は診療所、薬局、薬局チェーン、ドラッグストアに直接製品を販売するほか、代理店を通じて医療センター、企業病院、公立病院、地域・地区病院に製品を販売している。ボラ・ファーマシューティカルズ社は2007年に設立され、台湾の台北市に本社を置いている。
Bora Pharmaceuticals Co., Ltd. 基礎のまとめ
| 6472 基礎統計学 | |
|---|---|
| 時価総額 | NT$55.72b |
| 収益（TTM） | NT$1.68b |
| 売上高(TTM) | NT$18.54b |
33.1x
PER（株価収益率3.0x
P/Sレシオ6472 は割高か？
公正価値と評価分析を参照収益と収入
| 6472 損益計算書（TTM） | |
|---|---|
| 収益 | NT$18.54b |
| 売上原価 | NT$11.13b |
| 売上総利益 | NT$7.41b |
| その他の費用 | NT$5.72b |
| 収益 | NT$1.68b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 13.21 |
| グロス・マージン | 39.96% |
| 純利益率 | 9.08% |
| 有利子負債／自己資本比率 | 100.9% |
6472 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
2.3%
現在の配当利回り75%
配当性向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 | 2026/06/29 02:29 |
| 終値 | 2026/06/29 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Bora Pharmaceuticals Co., Ltd. 5 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。8
| アナリスト | 機関 |
|---|---|
| Chenghsin Lin | J.P. Morgan |
| Yang Huang | J.P. Morgan |
| Hsuan Chen | KGI Securities Co. Ltd. |