View ValuationPolyPeptide Group 향후 성장Future 기준 점검 4/6PolyPeptide Group (는) 각각 연간 37.8% 및 13.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.1% 로 예상됩니다.핵심 정보37.8%이익 성장률35.42%EPS 성장률Life Sciences 이익 성장49.2%매출 성장률13.7%향후 자기자본이익률15.08%애널리스트 커버리지Low마지막 업데이트20 Aug 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • Aug 14First half 2026 earnings released: EPS: €0.28 (vs €0.80 loss in 1H 2025)First half 2026 results: EPS: €0.28 (up from €0.80 loss in 1H 2025). Revenue: €236.6m (up 42% from 1H 2025). Net income: €9.08m (up €35.6m from 1H 2025). Profit margin: 3.8% (up from net loss in 1H 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Life Sciences industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공고 • Jul 21Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion.Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion on July 17, 2026. Under the terms of the agreement, Samsung Biologics agreed to make an all-cash public tender offer to acquire all publicly held registered shares of PolyPeptide for CHF 44.31 in cash per share. The Offer values PolyPeptide's equity at approximately CHF 1.46 billion. The transaction aims to provide PolyPeptide with the resources, investment capacity and strategic platform to pursue the next phase of its growth and innovation. Alongside Samsung Biologics’ global manufacturing scale and track record of operational excellence, PolyPeptide will also benefit from an aligned customer footprint. Draupnir Holding B.V. owning a stake of approximately 56.3% stake has been in support of the strategic review process and has committed to tender all of its shares into the offer. Once the offer has been successfully completed, Samsung Biologics intends to pursue a squeeze-out of any remaining minority shares and to delist PolyPeptide from the SIX Swiss Exchange. Upon completion, PolyPeptide will operate as a wholly owned subsidiary of Samsung Biologics. The transaction is subject to approval by the shareholders of PolyPeptide Group AG, minimum acceptance threshold of 66?%, applicable regulatory approvals, and other conditions. The Board of Directors of PolyPeptide Group AG formed a special committee for the transaction. The deal has been unanimously approved by the special committee of board of directors of PolyPeptide Group AG and recommends that PolyPeptide shareholders accept the tender offer. The tender offer is expected to be launched by the end of August 2026 by publication of the formal offer prospectus and will remain open for a minimum of twenty trading days on the SIX Swiss Exchange. The transaction is expected to be completed towards the end of 2026. JP Morgan Korea acted as exclusive financial advisor to Samsung Biologics Co.,Ltd. Ernst & Young, Korea acted as accountant to Samsung Biologics Co.,Ltd. O'Melveny & Myers LLP, Seoul office acted as legal advisor to Samsung Biologics Co.,Ltd. Schellenberg Wittmer acted as legal advisor to Samsung Biologics Co.,Ltd. IFBC AG acted as fairness opinion provider to PolyPeptide Group AG. Morgan Stanley & Co. International plc acted as exclusive financial advisor to PolyPeptide Group AG. Homburger AG acted as legal advisor to PolyPeptide Group AG.공고 • 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.공고 • 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, 2027공고 • 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.공고 • 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.공고 • Dec 19PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025.공고 • 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.공고 • 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, 2024이익 및 매출 성장 예측BATS-CHIXE:PPGNZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202867579-1394212/31/202757445-3069212/31/202650225-465616/30/202645914-5153N/A3/31/2026424-3-4165N/A12/31/2025389-21-3178N/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/A12/31/201920326N/A56N/A12/31/201818124N/A23N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: PPGNZ 의 연간 예상 수익 증가율(37.8%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: PPGNZ 의 연간 수익(37.8%)이 UK 시장(11.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: PPGNZ 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: PPGNZ 의 수익(연간 13.7%)이 UK 시장(연간 3.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: PPGNZ 의 수익(연간 13.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: PPGNZ의 자본 수익률은 3년 후 15.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/20 20:23종가2026/08/20 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PolyPeptide Group AG는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Charles PitmanBarclaysEstelle BétriseyBerenbergPatrick Andrew WoodBofA Global Research6명의 분석가 더 보기
Reported Earnings • Aug 14First half 2026 earnings released: EPS: €0.28 (vs €0.80 loss in 1H 2025)First half 2026 results: EPS: €0.28 (up from €0.80 loss in 1H 2025). Revenue: €236.6m (up 42% from 1H 2025). Net income: €9.08m (up €35.6m from 1H 2025). Profit margin: 3.8% (up from net loss in 1H 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Life Sciences industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공고 • Jul 21Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion.Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion on July 17, 2026. Under the terms of the agreement, Samsung Biologics agreed to make an all-cash public tender offer to acquire all publicly held registered shares of PolyPeptide for CHF 44.31 in cash per share. The Offer values PolyPeptide's equity at approximately CHF 1.46 billion. The transaction aims to provide PolyPeptide with the resources, investment capacity and strategic platform to pursue the next phase of its growth and innovation. Alongside Samsung Biologics’ global manufacturing scale and track record of operational excellence, PolyPeptide will also benefit from an aligned customer footprint. Draupnir Holding B.V. owning a stake of approximately 56.3% stake has been in support of the strategic review process and has committed to tender all of its shares into the offer. Once the offer has been successfully completed, Samsung Biologics intends to pursue a squeeze-out of any remaining minority shares and to delist PolyPeptide from the SIX Swiss Exchange. Upon completion, PolyPeptide will operate as a wholly owned subsidiary of Samsung Biologics. The transaction is subject to approval by the shareholders of PolyPeptide Group AG, minimum acceptance threshold of 66?%, applicable regulatory approvals, and other conditions. The Board of Directors of PolyPeptide Group AG formed a special committee for the transaction. The deal has been unanimously approved by the special committee of board of directors of PolyPeptide Group AG and recommends that PolyPeptide shareholders accept the tender offer. The tender offer is expected to be launched by the end of August 2026 by publication of the formal offer prospectus and will remain open for a minimum of twenty trading days on the SIX Swiss Exchange. The transaction is expected to be completed towards the end of 2026. JP Morgan Korea acted as exclusive financial advisor to Samsung Biologics Co.,Ltd. Ernst & Young, Korea acted as accountant to Samsung Biologics Co.,Ltd. O'Melveny & Myers LLP, Seoul office acted as legal advisor to Samsung Biologics Co.,Ltd. Schellenberg Wittmer acted as legal advisor to Samsung Biologics Co.,Ltd. IFBC AG acted as fairness opinion provider to PolyPeptide Group AG. Morgan Stanley & Co. International plc acted as exclusive financial advisor to PolyPeptide Group AG. Homburger AG acted as legal advisor to PolyPeptide Group AG.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • Dec 19PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025PolyPeptide Group AG, Annual General Meeting, Apr 09, 2025.
공고 • 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.
공고 • 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