Board Change • May 20
Less than half of directors are independent Following 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. 4 non-independent directors. Independent Director Farzana Khan was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공시 • Apr 24
Orion Pharma Limited to Report Q3, 2026 Results on Apr 29, 2026 Orion Pharma Limited announced that they will report Q3, 2026 results on Apr 29, 2026 공시 • Jan 25
Orion Pharma Limited to Report Q2, 2026 Results on Jan 29, 2026 Orion Pharma Limited announced that they will report Q2, 2026 results on Jan 29, 2026 공시 • Nov 12
Orion Pharma Limited, Annual General Meeting, Dec 23, 2025 Orion Pharma Limited, Annual General Meeting, Dec 23, 2025, at 16:00 Central Asia Standard Time. Location: hybrid platform at orion house, 153-154, tejgaon i/a, dhaka-1208, dhaka Bangladesh 공시 • Nov 11
Orion Pharma Limited to Report Q1, 2026 Results on Nov 15, 2025 Orion Pharma Limited announced that they will report Q1, 2026 results on Nov 15, 2025 공시 • Nov 04
Orion Pharma Limited to Report Fiscal Year 2025 Results on Nov 11, 2025 Orion Pharma Limited announced that they will report fiscal year 2025 results on Nov 11, 2025 공시 • Apr 23
Orion Pharma Limited to Report Q3, 2025 Results on Apr 29, 2025 Orion Pharma Limited announced that they will report Q3, 2025 results on Apr 29, 2025 공시 • Jan 26
Orion Pharma Limited to Report Q2, 2025 Results on Jan 29, 2025 Orion Pharma Limited announced that they will report Q2, 2025 results on Jan 29, 2025 Declared Dividend • Nov 16
Dividend of ৳1.00 announced Dividend of ৳1.00 is the same as last year. Ex-date: 5th December 2024 Payment date: 26th January 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 12% EPS decline seen over the last 5 years. 공시 • Nov 14
Orion Pharma Limited, Annual General Meeting, Dec 26, 2024 Orion Pharma Limited, Annual General Meeting, Dec 26, 2024, at 15:30 Central Asia Standard Time. 공시 • Nov 08
Orion Pharma Limited to Report Fiscal Year 2024 Results on Nov 13, 2024 Orion Pharma Limited announced that they will report fiscal year 2024 results on Nov 13, 2024 New Risk • Nov 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 8.6% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Earnings have declined by 6.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (৳9.73b market cap, or US$81.3m). Valuation Update With 7 Day Price Move • Nov 03
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ৳37.80, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 18x in the Pharmaceuticals industry in Bangladesh. Total loss to shareholders of 57% over the past three years. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ৳34.10, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 19x in the Pharmaceuticals industry in Bangladesh. Total loss to shareholders of 68% over the past three years. New Risk • Aug 21
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ৳11.8b (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Earnings have declined by 6.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (৳11.8b market cap, or US$98.7m). Reported Earnings • May 02
Third quarter 2024 earnings released: EPS: ৳0.42 (vs ৳0.53 in 3Q 2023) Third quarter 2024 results: EPS: ৳0.42 (down from ৳0.53 in 3Q 2023). Revenue: ৳2.04b (down 11% from 3Q 2023). Net income: ৳99.2m (down 20% from 3Q 2023). Profit margin: 4.9% (down from 5.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. 공시 • Apr 26
Orion Pharma Limited to Report Q3, 2024 Results on Apr 29, 2024 Orion Pharma Limited announced that they will report Q3, 2024 results on Apr 29, 2024 New Risk • Dec 19
New major risk - Revenue and earnings growth Earnings have declined by 1.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.8% net profit margin). Profit margins are more than 30% lower than last year (4.8% net profit margin). Upcoming Dividend • Nov 27
Upcoming dividend of ৳1.00 per share at 1.3% yield Eligible shareholders must have bought the stock before 04 December 2023. Payment date: 25 January 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Bangladeshi dividend payers (3.4%). Lower than average of industry peers (2.5%). 공시 • Nov 14
Orion Pharma Limited, Annual General Meeting, Dec 26, 2023 Orion Pharma Limited, Annual General Meeting, Dec 26, 2023, at 15:00 Bangladesh Standard Time. 공시 • Nov 13
Orion Pharma Limited to Report Q1, 2024 Results on Nov 14, 2023 Orion Pharma Limited announced that they will report Q1, 2024 results on Nov 14, 2023 공시 • Nov 07
Orion Pharma Limited to Report Fiscal Year 2023 Results on Nov 12, 2023 Orion Pharma Limited announced that they will report fiscal year 2023 results on Nov 12, 2023 Reported Earnings • May 06
Third quarter 2023 earnings released: EPS: ৳0.53 (vs ৳1.05 in 3Q 2022) Third quarter 2023 results: EPS: ৳0.53 (down from ৳1.05 in 3Q 2022). Revenue: ৳2.30b (up 102% from 3Q 2022). Net income: ৳123.9m (down 50% from 3Q 2022). Profit margin: 5.4% (down from 22% in 3Q 2022). The decrease in margin was driven by higher expenses. Reported Earnings • Feb 14
Second quarter 2023 earnings released: EPS: ৳1.19 (vs ৳1.72 in 2Q 2022) Second quarter 2023 results: EPS: ৳1.19 (down from ৳1.72 in 2Q 2022). Revenue: ৳4.00b (up 430% from 2Q 2022). Net income: ৳278.4m (down 31% from 2Q 2022). Profit margin: 7.0% (down from 53% 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 7% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Nov 28
Upcoming dividend of ৳1.00 per share Eligible shareholders must have bought the stock before 05 December 2022. Payment date: 29 January 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Bangladeshi dividend payers (3.8%). Lower than average of industry peers (2.5%). Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ৳85.00, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 23x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 196% over the past three years. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director A. N. M. Kashem was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. 공시 • Nov 15
Orion Pharma Limited Recommends Cash Dividend for the Year Ended June 30, 2022 Orion Pharma Limited Board of Directors has recommended 10% cash dividend for the year ended June 30, 2022. Valuation Update With 7 Day Price Move • Oct 19
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ৳113, the stock trades at a trailing P/E ratio of 27.6x. Average trailing P/E is 24x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 340% over the past three years. Valuation Update With 7 Day Price Move • Sep 22
Investor sentiment improved over the past week After last week's 29% share price gain to ৳150, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 25x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 432% over the past three years. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improved over the past week After last week's 20% share price gain to ৳126, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 25x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 349% over the past three years. Valuation Update With 7 Day Price Move • Aug 24
Investor sentiment improved over the past week After last week's 15% share price gain to ৳103, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 25x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 244% over the past three years. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improved over the past week After last week's 17% share price gain to ৳92.10, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 21x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 197% over the past three years. Reported Earnings • Apr 30
Third quarter 2022 earnings released: EPS: ৳1.05 (vs ৳0.95 in 3Q 2021) Third quarter 2022 results: EPS: ৳1.05 (up from ৳0.95 in 3Q 2021). Revenue: ৳1.14b (down 53% from 3Q 2021). Net income: ৳245.5m (up 10% from 3Q 2021). Profit margin: 22% (up from 9.1% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director A. N. M. Kashem was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Feb 01
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: EPS: ৳1.72 (up from ৳1.21 in 2Q 2021). Revenue: ৳754.3m (down 69% from 2Q 2021). Net income: ৳402.3m (up 42% from 2Q 2021). Profit margin: 53% (up from 12% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings. Upcoming Dividend • Nov 23
Upcoming dividend of ৳1.20 per share Eligible shareholders must have bought the stock before 30 November 2021. Payment date: 18 January 2022. Trailing yield: 1.2%. Lower than top quartile of Bangladeshi dividend payers (2.9%). Lower than average of industry peers (1.7%). Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment improved over the past week After last week's 18% share price gain to ৳112, the stock trades at a trailing P/E ratio of 36.5x. Average trailing P/E is 30x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 231% over the past three years. Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improved over the past week After last week's 24% share price gain to ৳84.40, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 25x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 145% over the past three years. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improved over the past week After last week's 19% share price gain to ৳68.20, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 26x in the Pharmaceuticals industry in Bangladesh. Total returns to shareholders of 93% over the past three years. Reported Earnings • Jul 04
Third quarter 2021 earnings released: EPS ৳0.95 (vs ৳0.61 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ৳2.44b (up 68% from 3Q 2020). Net income: ৳222.3m (up 55% from 3Q 2020). Profit margin: 9.1% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Mar 02
Investor sentiment improved over the past week After last week's 17% share price gain to ৳51.80, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 16.1x. 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 20%. Reported Earnings • Feb 02
Second quarter 2021 earnings released: EPS ৳1.21 (vs ৳0.97 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ৳2.39b (up 56% from 2Q 2020). Net income: ৳282.9m (up 25% from 2Q 2020). Profit margin: 12% (down from 15% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year. Is New 90 Day High Low • Dec 28
New 90-day high: ৳57.30 The company is up 3.0% from its price of ৳55.50 on 29 September 2020. The Bangladeshi market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 10.0% over the same period. Reported Earnings • Nov 22
First quarter 2021 earnings released: EPS ৳0.82 The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues were improved. First quarter 2021 results: Revenue: ৳2.93b (up 32% from 1Q 2020). Net income: ৳191.1m (down 30% from 1Q 2020). Profit margin: 6.5% (down from 12% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year. Is New 90 Day High Low • Nov 11
New 90-day low: ৳43.50 The company is down 3.0% from its price of ৳45.00 on 13 August 2020. The Bangladeshi market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 2.0% over the same period. 공시 • Nov 10
Orion Pharma Limited, Annual General Meeting, Dec 23, 2020 Orion Pharma Limited, Annual General Meeting, Dec 23, 2020, at 16:00 Bangladesh Standard Time.