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Sichuan Kelun Pharmaceutical Co., Ltd.SZSE:002422 Stock Report

Market Cap CN¥53.3b
Share Price
CN¥32.36
CN¥39
17.0% undervalued intrinsic discount
1Y-4.5%
7D-4.9%
Portfolio Value
View

Sichuan Kelun Pharmaceutical Co., Ltd.

SZSE:002422 Stock Report

Market Cap: CN¥53.3b

Sichuan Kelun Pharmaceutical (002422) Stock Overview

Researches, develops, produces, and sells infusion and non-infusion pharmaceutical products in China and internationally. More details

002422 fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance2/6
Financial Health6/6
Dividends3/6

002422 Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Sichuan Kelun Pharmaceutical Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sichuan Kelun Pharmaceutical
Historical stock prices
Current Share PriceCN¥32.36
52 Week HighCN¥41.72
52 Week LowCN¥28.14
Beta-0.12
1 Month Change-6.66%
3 Month Change1.89%
1 Year Change-4.51%
3 Year Change2.47%
5 Year Change47.83%
Change since IPO116.60%

Recent News & Updates

Narrative Update Apr 22

002422: Higher P/E Expectations And Completed Buyback Are Expected To Support Upside

Analysts have raised their price target on Sichuan Kelun Pharmaceutical to CN¥47.0 from CN¥46, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News The company completed a share buyback tranche covering 350,000 shares, equal to 0.02% of outstanding equity, under the program announced on January 5, 2026 (Key Developments).
Narrative Update Apr 08

002422: Share Buyback And Lower Future P/E Will Sustain Overvaluation Risk

Analysts have kept their CN¥29.0 price target for Sichuan Kelun Pharmaceutical unchanged, citing adjusted assumptions for revenue growth, profit margin and future P/E that they see as balancing each other out. What's in the News Sichuan Kelun Pharmaceutical completed a share repurchase program announced on January 5, 2026, buying back 350,000 shares for CNY 10.37 million, equivalent to 0.02% of its share capital (Key Developments).

Recent updates

Narrative Update Apr 22

002422: Higher P/E Expectations And Completed Buyback Are Expected To Support Upside

Analysts have raised their price target on Sichuan Kelun Pharmaceutical to CN¥47.0 from CN¥46, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News The company completed a share buyback tranche covering 350,000 shares, equal to 0.02% of outstanding equity, under the program announced on January 5, 2026 (Key Developments).
Narrative Update Apr 08

002422: Share Buyback And Lower Future P/E Will Sustain Overvaluation Risk

Analysts have kept their CN¥29.0 price target for Sichuan Kelun Pharmaceutical unchanged, citing adjusted assumptions for revenue growth, profit margin and future P/E that they see as balancing each other out. What's in the News Sichuan Kelun Pharmaceutical completed a share repurchase program announced on January 5, 2026, buying back 350,000 shares for CNY 10.37 million, equivalent to 0.02% of its share capital (Key Developments).
Narrative Update Mar 25

002422: Share Repurchase Plan Will Likely Mask Overvaluation Risk

Analysts have kept their CN¥29.0 price target on Sichuan Kelun Pharmaceutical broadly steady, pointing to slightly higher modeled revenue growth, a small uplift in profit margin and a marginally lower future P/E assumption as reasons to maintain their view. What's in the News Sichuan Kelun Pharmaceutical announced a share repurchase program of up to CN¥100m of class A shares, with a maximum repurchase price of CN¥35 per share, funded by the company's own funds (Key Developments).
Narrative Update Mar 10

002422: Share Repurchase And New Agreements Will Support Future Returns

Analysts have maintained their CN¥39.00 price target for Sichuan Kelun Pharmaceutical, citing only minor adjustments to long term discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their view on the stock's valuation. What's in the News Sichuan Kelun Pharmaceutical announced a share repurchase program of up to CNY 100,000,000 of class A shares, with a maximum repurchase price of CNY 35 per share.
Narrative Update Feb 24

002422: Share Repurchase And New Agreements Will Support Balanced Medium Term Outlook

Analysts have revised their price target for Sichuan Kelun Pharmaceutical from CN¥30 to CN¥29, reflecting updated views that incorporate more moderate revenue growth assumptions, slightly higher profit margins, and a small adjustment to the forward P/E and discount rate inputs. What's in the News Sichuan Kelun Pharmaceutical Co., Ltd.
Narrative Update Feb 10

002422: Share Repurchase Plan Will Support Future Returns Despite Softer Margin Outlook

Analysts have slightly lowered their price target on Sichuan Kelun Pharmaceutical to about ¥39.0 from roughly ¥39.83, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that they consider a better reflection of current conditions. What's in the News Sichuan Kelun Pharmaceutical Co., Ltd.
Narrative Update Jan 26

002422: Share Repurchase Plan Will Underpin Future Returns Despite Slight Margin Headwinds

Analysts have lowered their price target on Sichuan Kelun Pharmaceutical to about ¥39.83 from roughly ¥40.31, citing slightly more cautious assumptions on revenue growth and profit margins, along with a modestly higher forward P/E multiple. What's in the News Sichuan Kelun Pharmaceutical has announced a share repurchase program of up to CNY 100,000,000 in class A shares, with a maximum repurchase price of CNY 35 per share.
Narrative Update Jan 11

002422: Overvaluation Will Persist Despite New Supply And R&D Agreements

Analysts have nudged their price target on Sichuan Kelun Pharmaceutical slightly higher to reflect modest adjustments to revenue growth, profit margin and future P/E assumptions, while keeping fair value broadly in line with prior views. What's in the News SSY Group Limited and Sichuan Kelun entered into a Master Research & Development Services Agreement on 23 December 2025, covering R&D services from 1 January 2026 to 31 December 2026.
Narrative Update Dec 27

002422: Fair Value Will Reflect Higher Sales Outlook And Softer Margins

Analysts have trimmed their fair value estimate for Sichuan Kelun Pharmaceutical from CNY 32.38 to CNY 30.00, reflecting slightly lower expected profit margins and valuation multiples, partly offset by higher projected revenue growth. Valuation Changes Fair Value Estimate has fallen slightly from CN¥32.38 to CN¥30.00, implying a modest reduction in the intrinsic valuation.
Narrative Update Dec 13

002422: Interim Dividend Will Support Future Returns Despite Slight Margin Headwinds

Analysts have slightly reduced their price target for Sichuan Kelun Pharmaceutical, citing marginally softer long term revenue growth and profit margin assumptions, partially offset by a modestly higher expected future P E multiple. This has resulted in a fair value adjustment from approximately ¥40.59 to ¥40.31.
Narrative Update Nov 29

002422: Interim Dividend Will Sustain Positive Momentum Despite Modest Earnings Adjustments

Analysts have slightly reduced their price target for Sichuan Kelun Pharmaceutical. They now estimate a fair value of ¥40.59 per share, citing softer projections for revenue growth and profit margins going forward.
Narrative Update Nov 15

002422: Interim Dividend Approval Will Support Profitable Outlook Into 2025

Analysts have slightly lowered their price target for Sichuan Kelun Pharmaceutical from ¥40.92 to ¥40.59. This change is due to more cautious assumptions for revenue growth and discount rates, while maintaining a broadly favorable outlook on profitability and valuation metrics.
Narrative Update Oct 31

002422: Rising Profit Margins and Cash Dividend Will Drive Positive Outlook

Analysts have revised their price target for Sichuan Kelun Pharmaceutical, maintaining it at ¥40.92. They anticipate higher revenue growth and improved profit margins, while slightly adjusting future earnings expectations.
Narrative Update Oct 17

Expanding ADC Pipeline Will Unlock Global Oncology Markets

Analysts have maintained their price target for Sichuan Kelun Pharmaceutical at ¥40.92. They cite minimal changes in growth and margin expectations as the basis for their steady outlook.
Narrative Update Oct 03

Expanding ADC Pipeline Will Unlock Global Oncology Markets

Analysts have slightly lowered their price target for Sichuan Kelun Pharmaceutical to ¥40.92 from ¥41.78. This adjustment reflects modestly softer expectations for revenue growth and profit margins in upcoming periods.
New Narrative Aug 24

Expanding ADC Pipeline Will Unlock Global Oncology Markets

Key Takeaways Expanding innovative drug pipeline and commercial launches, underpinned by rapid insurance uptake, drive strong growth in recurrent and high-visibility revenues. International partnerships and broad innovation investments enhance earnings potential, margin expansion, and global market presence.

Shareholder Returns

002422CN PharmaceuticalsCN Market
7D-4.9%0.05%4.2%
1Y-4.5%7.4%36.2%

Return vs Industry: 002422 underperformed the CN Pharmaceuticals industry which returned 7.4% over the past year.

Return vs Market: 002422 underperformed the CN Market which returned 36.2% over the past year.

Price Volatility

Is 002422's price volatile compared to industry and market?
002422 volatility
002422 Average Weekly Movement6.1%
Pharmaceuticals Industry Average Movement5.5%
Market Average Movement6.4%
10% most volatile stocks in CN Market9.9%
10% least volatile stocks in CN Market4.2%

Stable Share Price: 002422 has not had significant price volatility in the past 3 months compared to the CN market.

Volatility Over Time: 002422's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199620,127Sichuan Liuwww.kelun.com

Sichuan Kelun Pharmaceutical Co., Ltd. researches, develops, produces, and sells infusion and non-infusion pharmaceutical products in China and internationally. The company operates through Chuanning, Botai, and Other Business segments. The company offers infusion products; oral medication and other dosage form; medical devices, such as infusion sets, sterile dispensing and injection syringes, vein detained needles, nebulizer sets, and vacuum blood collection tubes; over-the-counter products; and APIs to treat cardiovascular, IPF, ED, anti-tumor, anti-emetic, antibiotic, VB12, anti-rheumatoid arthritis, multiple sclerosis, anti-schizophrenia, CKD and anti-anemia, polypeptide, and other indications.

Sichuan Kelun Pharmaceutical Co., Ltd. Fundamentals Summary

How do Sichuan Kelun Pharmaceutical's earnings and revenue compare to its market cap?
002422 fundamental statistics
Market capCN¥53.28b
Earnings (TTM)CN¥1.57b
Revenue (TTM)CN¥18.38b
32.8x
P/E Ratio
2.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
002422 income statement (TTM)
RevenueCN¥18.38b
Cost of RevenueCN¥9.84b
Gross ProfitCN¥8.54b
Other ExpensesCN¥6.97b
EarningsCN¥1.57b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.99
Gross Margin46.45%
Net Profit Margin8.55%
Debt/Equity Ratio14.4%

How did 002422 perform over the long term?

See historical performance and comparison

Dividends

1.8%
Current Dividend Yield
60%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/13 08:39
End of Day Share Price 2026/05/13 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sichuan Kelun Pharmaceutical Co., Ltd. is covered by 18 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Pei ChengChina Galaxy Securities Co., Ltd.
Jin ZhangChina International Capital Corporation Limited
Yinhao TangCitic Securities Co., Ltd.