Loading...
6472 logo

Bora Pharmaceuticals Co., Ltd.TWSE:6472 Stock Report

Market Cap NT$48.2b
Share Price
NT$379.50
NT$741.35
48.8% undervalued intrinsic discount
1Y-41.5%
7D7.5%
1D
Portfolio Value
View

Bora Pharmaceuticals Co., Ltd.

TWSE:6472 Stock Report

Market Cap: NT$48.2b

Bora Pharmaceuticals (6472) Stock Overview

Engages in contract development, manufacture, and sale of pharmaceuticals in Europe, the United States, Taiwan, and internationally. More details

6472 fundamental analysis
Snowflake Score
Valuation3/6
Future Growth5/6
Past Performance1/6
Financial Health4/6
Dividends4/6

6472 Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Bora Pharmaceuticals Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Bora Pharmaceuticals
Historical stock prices
Current Share PriceNT$379.50
52 Week HighNT$795.00
52 Week LowNT$330.50
Beta0.57
1 Month Change-7.66%
3 Month Changen/a
1 Year Change-41.48%
3 Year Change-22.39%
5 Year Change212.02%
Change since IPO912.45%

Recent News & Updates

Narrative Update 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).
Narrative Update 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.
Narrative Update 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).

Recent updates

Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Shareholder Returns

6472TW PharmaceuticalsTW Market
7D7.5%3.7%2.6%
1Y-41.5%-5.2%94.7%

Return vs Industry: 6472 underperformed the TW Pharmaceuticals industry which returned -5.2% over the past year.

Return vs Market: 6472 underperformed the TW Market which returned 94.7% over the past year.

Price Volatility

Is 6472's price volatile compared to industry and market?
6472 volatility
6472 Average Weekly Movement7.5%
Pharmaceuticals Industry Average Movement5.4%
Market Average Movement6.1%
10% most volatile stocks in TW Market12.3%
10% least volatile stocks in TW Market2.5%

Stable Share Price: 6472 has not had significant price volatility in the past 3 months compared to the TW market.

Volatility Over Time: 6472's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2007n/aBobby Shengwww.bora-corp.com

Bora Pharmaceuticals Co., Ltd. engages in contract development, manufacture, and sale of pharmaceuticals in Europe, the United States, Taiwan, and internationally. The company operates through Sales, CDMO, and Other segments. It manufactures and sells generic, brand, and over the counter (OTC) drugs.

Bora Pharmaceuticals Co., Ltd. Fundamentals Summary

How do Bora Pharmaceuticals's earnings and revenue compare to its market cap?
6472 fundamental statistics
Market capNT$48.19b
Earnings (TTM)NT$1.68b
Revenue (TTM)NT$18.54b
28.6x
P/E Ratio
2.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
6472 income statement (TTM)
RevenueNT$18.54b
Cost of RevenueNT$11.13b
Gross ProfitNT$7.41b
Other ExpensesNT$5.72b
EarningsNT$1.68b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)13.25
Gross Margin39.96%
Net Profit Margin9.08%
Debt/Equity Ratio100.9%

How did 6472 perform over the long term?

See historical performance and comparison

Dividends

2.6%
Current Dividend Yield
74%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/23 10:27
End of Day Share Price 2026/05/22 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

Bora Pharmaceuticals Co., Ltd. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jianzheng WuCapital Securities Corporation
Chenghsin LinJ.P. Morgan
null nullKGI Securities Co. Ltd.