Bora Pharmaceuticals 향후 성장
Future 기준 점검 5/6
Bora Pharmaceuticals은 연간 수입과 매출이 각각 65.6%와 31.2% 증가할 것으로 예상되고 EPS는 연간 69.2%만큼 증가할 것으로 예상됩니다.
핵심 정보
65.6%
이익 성장률
69.18%
EPS 성장률
| Pharmaceuticals 이익 성장 | 16.2% |
| 매출 성장률 | 31.2% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 17 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 32,511 | 5,956 | 3,211 | 3,869 | 2 |
| 12/31/2026 | 22,549 | 3,495 | -752 | 27 | 5 |
| 3/31/2026 | 18,536 | 1,682 | 2,707 | 3,775 | N/A |
| 12/31/2025 | 19,014 | 4,383 | 3,531 | 4,504 | N/A |
| 9/30/2025 | 19,278 | 4,419 | 2,083 | 3,051 | N/A |
| 6/30/2025 | 19,499 | 5,303 | 3,833 | 4,561 | N/A |
| 3/31/2025 | 19,049 | 6,141 | 494 | 1,108 | N/A |
| 12/31/2024 | 17,427 | 4,116 | 293 | 980 | N/A |
| 9/30/2024 | 15,508 | 4,252 | 1,827 | 2,379 | N/A |
| 6/30/2024 | 13,556 | 3,282 | -572 | 1,014 | N/A |
| 3/31/2024 | 12,277 | 2,707 | 2,306 | 3,871 | N/A |
| 12/31/2023 | 14,200 | 3,030 | 3,183 | 4,614 | N/A |
| 9/30/2023 | 16,293 | 2,868 | 2,848 | 4,257 | N/A |
| 6/30/2023 | 15,942 | 2,704 | 4,038 | 4,362 | N/A |
| 3/31/2023 | 14,158 | 2,252 | 3,684 | 3,926 | N/A |
| 12/31/2022 | 10,494 | 1,392 | 1,810 | 2,010 | N/A |
| 9/30/2022 | 6,346 | 1,128 | 1,322 | 1,465 | N/A |
| 6/30/2022 | 4,811 | 697 | 844 | 1,029 | N/A |
| 3/31/2022 | 4,650 | 594 | 1,079 | 1,389 | N/A |
| 12/31/2021 | 4,900 | 750 | 873 | 1,237 | N/A |
| 9/30/2021 | 4,418 | 1,045 | 636 | 975 | N/A |
| 6/30/2021 | 3,626 | 963 | 286 | 603 | N/A |
| 3/31/2021 | 2,794 | 868 | -261 | -43 | N/A |
| 12/31/2020 | 1,800 | 578 | 26 | 178 | N/A |
| 9/30/2020 | 1,523 | 191 | -608 | 188 | N/A |
| 6/30/2020 | 1,513 | 232 | -317 | 415 | N/A |
| 3/31/2020 | 1,521 | 262 | -211 | 478 | N/A |
| 12/31/2019 | 1,529 | 305 | N/A | 232 | N/A |
| 9/30/2019 | 1,517 | 355 | N/A | 449 | N/A |
| 6/30/2019 | 1,492 | 283 | N/A | 373 | N/A |
| 3/31/2019 | 1,515 | 267 | N/A | 318 | N/A |
| 12/31/2018 | 1,372 | 443 | N/A | 167 | N/A |
| 9/30/2018 | 1,107 | 351 | N/A | -40 | N/A |
| 6/30/2018 | 846 | 330 | N/A | -218 | N/A |
| 3/31/2018 | 525 | 274 | N/A | -263 | N/A |
| 12/31/2017 | 358 | 14 | N/A | 20 | N/A |
| 9/30/2017 | 323 | 17 | N/A | 2 | N/A |
| 6/30/2017 | 297 | 22 | N/A | 22 | N/A |
| 3/31/2017 | 291 | 24 | N/A | 5 | N/A |
| 12/31/2016 | 283 | 25 | N/A | -18 | N/A |
| 9/30/2016 | 273 | 23 | N/A | -20 | N/A |
| 6/30/2016 | 260 | 18 | N/A | -22 | N/A |
| 3/31/2016 | 247 | 26 | N/A | -4 | N/A |
| 12/31/2015 | 238 | 34 | N/A | 9 | N/A |
| 9/30/2015 | 236 | 30 | N/A | 18 | N/A |
| 6/30/2015 | 234 | 28 | N/A | 13 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 6472 의 연간 예상 수익 증가율(65.6%)이 saving rate(1.3%)보다 높습니다.
수익 vs 시장: 6472 의 연간 수익(65.6%)이 TW 시장(26.3%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: 6472 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: 6472 의 수익(연간 31.2%)이 TW 시장(연간 18.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: 6472 의 수익(연간 31.2%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 6472의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/28 06:37 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Bora Pharmaceuticals Co., Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Chenghsin Lin | J.P. Morgan |
| Yang Huang | J.P. Morgan |
| Hsuan Chen | KGI Securities Co. Ltd. |