View ValuationSandoz Group 향후 성장Future 기준 점검 3/6Sandoz Group (는) 각각 연간 23.3% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.5% 로 예상됩니다.핵심 정보23.3%이익 성장률23.42%EPS 성장률Pharmaceuticals 이익 성장15.8%매출 성장률4.9%향후 자기자본이익률17.46%애널리스트 커버리지Good마지막 업데이트10 Aug 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Jul 31Sandoz Group AG Confirms Regulatory Approval for New Semaglutide Treatment Option in BrazilSandoz Group AG had received marketing authorisation for Owozy (semaglutide), which Sandoz will commercialise in Brazil in partnership with Adalvo. Owozy was developed by Adalvo and is approved for the treatment of type-2 diabetes. It will be available in Brazil in a pre-filled delivery system (multi-dose disposable pen), designed to facilitate use by both patients and healthcare professionals. It is among the first new semaglutide treatment options approved in Brazil, in a market worth an estimated USD 1,800 million, and paves the way for an expected launch in the second half of 2026. Sandoz has commercial rights in USD 1,800 million GLP-1 local market; positioned for launch in second half of 2026. More than 16,500,000 Brazilians live with diabetes; disease remains key public health challenge in Brazil. Potential to expand patient access to high-quality new semaglutide treatment option and support local healthcare systems. It is estimated that more than 16,500,000 Brazilians live with diabetes, including type-2 diabetes, placing the country among those with the highest prevalence worldwide. In addition, around one in three people with diabetes are still undiagnosed, representing more than 5,000,000 individuals in Brazil. Even diagnosed patients face barriers to adequate treatment, reinforcing the need to expand the availability of effective and accessible therapies across the country. Overall, this regulatory approval contributes to the continued Sandoz leadership in affordable medicines. It underscores the Company’s commitment to help millions of patients access biosimilar and generic medicines sustainably and affordably through a global portfolio of more than 1,300 medicines, supported by an industry-leading pipeline of over 400 additional assets. The approval has no impact on the Company’s financial guidance for 2026. The anticipated launch in the second half of the year is in line with Sandoz expectations, and the Company foresees no material contribution this year from any potential launch of generic semaglutide.공고 • Jul 17Sandoz Group AG Announces Management ChangesSandoz Group AG announced several key leadership changes. Pascal Bouye was appointed President, Generics Manufacturing & Supply, and a member of the Sandoz Executive Committee (SEC), effective August 20, 2026. He succeeded Glenn Gerecke, who stepped down from the SEC and took on a new role within the company. Pascal Bouye is a seasoned executive with over 30 years of experience building and transforming world-class global supply chains in highly regulated parts of the fast-moving consumer goods industry. He previously held senior roles in Danone and Mars, where he led global teams through complex operational transformations and drove continuous improvement. Keren Haruvi, President, North America, assumed overall responsibility for global M&A activities at Sandoz, in addition to her current role, effective August 1, 2026. Before joining Sandoz, she served as Global Head of M&A at Novartis, leading major strategic transactions and portfolio-shaping initiatives. Simon Goeller, currently Global Head, Transformation & Growth (T&G) and a member of the Extended Leadership Team, was appointed Country President, Germany, the second largest Sandoz market worldwide, effective August 1, 2026. Thomas Weigold, currently Country President, Germany, assumed a new role as Head, Central Cluster, Europe, effective August 1, 2026. Max Juerging, currently Global Head Transformation, Integration & Separation, led the T&G team on an ad interim basis during recruitment for Mr. Goeller’s successor, effective August 1, 2026.공고 • Jul 01Sandoz Group AG Receives US FDA File Acceptances for Generic Tirzepatide Autoinjector ApplicationsSandoz Group AG received US FDA file acceptances for generic tirzepatide autoinjector applications. Proposed generic tirzepatide was developed in-house by Sandoz. Applications address same indications covered by reference medicines, including type-2 diabetes and weight management. The ANDAs seek approval for an in-house Sandoz generic version of the tirzepatide autoinjector, a generic gastric inhibitory polypeptide receptor and glucagon-like peptide-1 (GLP-1) receptor agonist. Both applications, which were filed under the FDA's generic pathway, address all indications of the reference medicines, Mounjaro and Zepbound. For Mounjaro, this would be as an adjunct to diet and exercise to improve glycemic control in adults and paediatric patients 10 years of age and older with type 2 diabetes mellitus. For Zepbound, this would be in combination with a reduced-calorie diet and increased physical activity, to reduce excess body weight and maintain weight reduction long term in obese or overweight adults in the presence of at least one weight-related comorbid condition and to treat moderate to severe obstructive sleep apnea (OSA) in adults with obesity for weight management. Subject to FDA approval, Sandoz tirzepatide could be one of the first generic tirzepatide products available for patients in the US on market formation. Generic tirzepatide was developed in-house at Sandoz, combining the Company's expertise in small molecule and device development with its biosimilar expertise for advanced techniques. The GLP-1 treatment area represents a long-term market opportunity, complementing the broader growth outlook for biosimilar and generic medicines. Reference medicines with a combined value of more than USD 650 billion are expected to lose patent protection over the next decade. Sandoz is developing a competitive GLP-1 pipeline across key global markets, addressing each opportunity with a mix of internal capabilities and strategic external partnerships across development and manufacturing. Sandoz is committed to helping millions of patients access critical and potentially life-changing medicines sustainably and affordably, with a leading global portfolio comprising 1,300 quality generics and a further 400 generic assets in various stages of development.공고 • May 16Sandoz Group AG Confirms European Commission Approval for Biosimilars Bysumlog® (Insulin Lispro) and Dazparda® (Insulin Aspart), Strengthening Position in DiabetesSandoz Group AG confirms that the European Commission has granted marketing authorisation for Bysumlog (insulin lispro) and Dazparda (insulin aspart). The two biosimilar insulins, for injection in prefilled pens, are developed by Gan & Lee Pharmaceuticals. Bysumlog is approved for the treatment and initial stabilisation of diabetes mellitus in adults and children1, while Dazparda is approved for the treatment of diabetes mellitus in adults, adolescents and children aged one year or more . Both biosimilar insulins have equivalent efficacy and comparable safety to their respective reference medicines, Humalog® and NovoRapid® . Following these approvals, Bysumlog and Dazparda have the potential to increase competition, improve affordability and expand access to insulin treatment options for millions of people living with diabetes across Europe. Diabetes is a chronic condition that occurs when either the pancreas does not produce enough insulin, a hormone that regulates blood glucose, or when the body cannot effectively use the insulin it produces. The disease and its complications can cause blindness, kidney failure, heart attacks, stroke and lower-limb amputation in some patients . An estimated 66 million adults aged 20–79 in Europe live with diabetes and this is projected to rise by 10% to 72 million by 2050, with related healthcare expenditure approaching USD 200 billion . Sandoz entered into an agreement with Gan & Lee in December 2018 to commercialise biosimilar versions of the insulins aspart, lispro and glargine. Under the terms of the agreement, Sandoz will commercialise in Europe and other key territories around the world, while Gan & Lee is responsible for development, manufacturing and supply. The approvals contribute to the continued Sandoz leadership and pioneering legacy in biosimilars, dating back to the introduction of the first biosimilar in 2006. They underscore the company’s commitment to help millions of patients access biologic medicines sustainably and affordably through a global portfolio of 13 biosimilars, supported by an industry-leading pipeline. They further strengthen the Sandoz position in diabetes, while representing another step towards the overall strategic objective of capitalising on a projected approximately USD 320 billion biosimilar market opportunity over the next 10 years .Board Change • May 14High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman Gilbert Ghostine is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측BMV:SDZ N - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202813,3551,8941,6272,2221312/31/202712,7401,6551,3431,9871412/31/202612,1001,1525841,515136/30/202611,6766469661,942N/A3/31/202611,4177809011,768N/A12/31/202511,1579148361,594N/A9/30/202510,8725715481,272N/A6/30/202510,587227259950N/A3/31/202510,486114168803N/A12/31/202410,384N/A76656N/A9/30/202410,248-4-28581N/A6/30/202410,111-8-133506N/A3/31/202410,04535-195434N/A12/31/20239,97977-258362N/A9/30/20239,770345136664N/A6/30/20239,561613530966N/A3/31/20239,4347316791,095N/A12/31/20229,3068488281,223N/A12/31/20219,6789081,0001,354N/A12/31/20209,6584628131,098N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SDZ N 의 연간 예상 수익 증가율(23.3%)이 saving rate(9.1%)보다 높습니다.수익 vs 시장: SDZ N 의 연간 수익(23.3%)이 MX 시장(7.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SDZ N 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: SDZ N 의 수익(연간 4.9%)이 MX 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SDZ N 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SDZ N의 자본 수익률은 3년 후 17.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/10 12:40종가2026/05/13 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 소스Sandoz Group AG는 37명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Emily FieldBarclaysJames GordonBarclaysSidhartha ModiBarclays34명의 분석가 더 보기
공고 • Jul 31Sandoz Group AG Confirms Regulatory Approval for New Semaglutide Treatment Option in BrazilSandoz Group AG had received marketing authorisation for Owozy (semaglutide), which Sandoz will commercialise in Brazil in partnership with Adalvo. Owozy was developed by Adalvo and is approved for the treatment of type-2 diabetes. It will be available in Brazil in a pre-filled delivery system (multi-dose disposable pen), designed to facilitate use by both patients and healthcare professionals. It is among the first new semaglutide treatment options approved in Brazil, in a market worth an estimated USD 1,800 million, and paves the way for an expected launch in the second half of 2026. Sandoz has commercial rights in USD 1,800 million GLP-1 local market; positioned for launch in second half of 2026. More than 16,500,000 Brazilians live with diabetes; disease remains key public health challenge in Brazil. Potential to expand patient access to high-quality new semaglutide treatment option and support local healthcare systems. It is estimated that more than 16,500,000 Brazilians live with diabetes, including type-2 diabetes, placing the country among those with the highest prevalence worldwide. In addition, around one in three people with diabetes are still undiagnosed, representing more than 5,000,000 individuals in Brazil. Even diagnosed patients face barriers to adequate treatment, reinforcing the need to expand the availability of effective and accessible therapies across the country. Overall, this regulatory approval contributes to the continued Sandoz leadership in affordable medicines. It underscores the Company’s commitment to help millions of patients access biosimilar and generic medicines sustainably and affordably through a global portfolio of more than 1,300 medicines, supported by an industry-leading pipeline of over 400 additional assets. The approval has no impact on the Company’s financial guidance for 2026. The anticipated launch in the second half of the year is in line with Sandoz expectations, and the Company foresees no material contribution this year from any potential launch of generic semaglutide.
공고 • Jul 17Sandoz Group AG Announces Management ChangesSandoz Group AG announced several key leadership changes. Pascal Bouye was appointed President, Generics Manufacturing & Supply, and a member of the Sandoz Executive Committee (SEC), effective August 20, 2026. He succeeded Glenn Gerecke, who stepped down from the SEC and took on a new role within the company. Pascal Bouye is a seasoned executive with over 30 years of experience building and transforming world-class global supply chains in highly regulated parts of the fast-moving consumer goods industry. He previously held senior roles in Danone and Mars, where he led global teams through complex operational transformations and drove continuous improvement. Keren Haruvi, President, North America, assumed overall responsibility for global M&A activities at Sandoz, in addition to her current role, effective August 1, 2026. Before joining Sandoz, she served as Global Head of M&A at Novartis, leading major strategic transactions and portfolio-shaping initiatives. Simon Goeller, currently Global Head, Transformation & Growth (T&G) and a member of the Extended Leadership Team, was appointed Country President, Germany, the second largest Sandoz market worldwide, effective August 1, 2026. Thomas Weigold, currently Country President, Germany, assumed a new role as Head, Central Cluster, Europe, effective August 1, 2026. Max Juerging, currently Global Head Transformation, Integration & Separation, led the T&G team on an ad interim basis during recruitment for Mr. Goeller’s successor, effective August 1, 2026.
공고 • Jul 01Sandoz Group AG Receives US FDA File Acceptances for Generic Tirzepatide Autoinjector ApplicationsSandoz Group AG received US FDA file acceptances for generic tirzepatide autoinjector applications. Proposed generic tirzepatide was developed in-house by Sandoz. Applications address same indications covered by reference medicines, including type-2 diabetes and weight management. The ANDAs seek approval for an in-house Sandoz generic version of the tirzepatide autoinjector, a generic gastric inhibitory polypeptide receptor and glucagon-like peptide-1 (GLP-1) receptor agonist. Both applications, which were filed under the FDA's generic pathway, address all indications of the reference medicines, Mounjaro and Zepbound. For Mounjaro, this would be as an adjunct to diet and exercise to improve glycemic control in adults and paediatric patients 10 years of age and older with type 2 diabetes mellitus. For Zepbound, this would be in combination with a reduced-calorie diet and increased physical activity, to reduce excess body weight and maintain weight reduction long term in obese or overweight adults in the presence of at least one weight-related comorbid condition and to treat moderate to severe obstructive sleep apnea (OSA) in adults with obesity for weight management. Subject to FDA approval, Sandoz tirzepatide could be one of the first generic tirzepatide products available for patients in the US on market formation. Generic tirzepatide was developed in-house at Sandoz, combining the Company's expertise in small molecule and device development with its biosimilar expertise for advanced techniques. The GLP-1 treatment area represents a long-term market opportunity, complementing the broader growth outlook for biosimilar and generic medicines. Reference medicines with a combined value of more than USD 650 billion are expected to lose patent protection over the next decade. Sandoz is developing a competitive GLP-1 pipeline across key global markets, addressing each opportunity with a mix of internal capabilities and strategic external partnerships across development and manufacturing. Sandoz is committed to helping millions of patients access critical and potentially life-changing medicines sustainably and affordably, with a leading global portfolio comprising 1,300 quality generics and a further 400 generic assets in various stages of development.
공고 • May 16Sandoz Group AG Confirms European Commission Approval for Biosimilars Bysumlog® (Insulin Lispro) and Dazparda® (Insulin Aspart), Strengthening Position in DiabetesSandoz Group AG confirms that the European Commission has granted marketing authorisation for Bysumlog (insulin lispro) and Dazparda (insulin aspart). The two biosimilar insulins, for injection in prefilled pens, are developed by Gan & Lee Pharmaceuticals. Bysumlog is approved for the treatment and initial stabilisation of diabetes mellitus in adults and children1, while Dazparda is approved for the treatment of diabetes mellitus in adults, adolescents and children aged one year or more . Both biosimilar insulins have equivalent efficacy and comparable safety to their respective reference medicines, Humalog® and NovoRapid® . Following these approvals, Bysumlog and Dazparda have the potential to increase competition, improve affordability and expand access to insulin treatment options for millions of people living with diabetes across Europe. Diabetes is a chronic condition that occurs when either the pancreas does not produce enough insulin, a hormone that regulates blood glucose, or when the body cannot effectively use the insulin it produces. The disease and its complications can cause blindness, kidney failure, heart attacks, stroke and lower-limb amputation in some patients . An estimated 66 million adults aged 20–79 in Europe live with diabetes and this is projected to rise by 10% to 72 million by 2050, with related healthcare expenditure approaching USD 200 billion . Sandoz entered into an agreement with Gan & Lee in December 2018 to commercialise biosimilar versions of the insulins aspart, lispro and glargine. Under the terms of the agreement, Sandoz will commercialise in Europe and other key territories around the world, while Gan & Lee is responsible for development, manufacturing and supply. The approvals contribute to the continued Sandoz leadership and pioneering legacy in biosimilars, dating back to the introduction of the first biosimilar in 2006. They underscore the company’s commitment to help millions of patients access biologic medicines sustainably and affordably through a global portfolio of 13 biosimilars, supported by an industry-leading pipeline. They further strengthen the Sandoz position in diabetes, while representing another step towards the overall strategic objective of capitalising on a projected approximately USD 320 billion biosimilar market opportunity over the next 10 years .
Board Change • May 14High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman Gilbert Ghostine is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.