Lotus Pharmaceutical Co Ltd
TWSE:1795

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Lotus Pharmaceutical Co Ltd Logo
Lotus Pharmaceutical Co Ltd
TWSE:1795
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Price: 281 TWD 3.31% Market Closed
Market Cap: 75B TWD

Lotus Pharmaceutical Co Ltd
Investor Relations

Lotus Pharmaceutical Co., Ltd., nestled at the intersection of innovation and healthcare, has carved a niche in the competitive pharmaceuticals landscape. Founded in Taiwan, Lotus has evolved into a prominent player, with a strategic focus on the development, manufacturing, and distribution of high-barrier generic drugs and specialty pharmaceuticals. Its journey began as a local pharmaceutical manufacturer but rapidly expanded its horizons through well-timed acquisitions and partnerships. These strategic moves have not only broadened its portfolio but also fortified its foothold in various international markets. The company leverages cutting-edge research and development capabilities to produce cost-effective alternatives to branded medications, which require significant expertise to replicate due to complex manufacturing processes and stringent regulatory requirements.

Lotus’s operations hinge on its ability to navigate the intricacies of pharmaceutical regulations and patent landscapes, enabling it to introduce generics as soon as original drug patents expire. This strategic agility allows the company to capture market share quickly and maximize its revenue potential. Lotus Commercializes its products primarily in Asia while also extending its reach to North America and Europe through a network of collaborations and partnerships. Its robust portfolio spans several therapeutic areas, including oncology, central nervous system disorders, and cardiovascular diseases, where the demand for affordable medications is acute. As a result, Lotus not only generates substantial revenue but also plays a pivotal role in enhancing healthcare accessibility and affordability across the globe.

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1795
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Last Earnings Call
Fiscal Period
Q1 2025
Call Date
May 21, 2025
AI Summary
Q1 2025

Record Results: Lotus Pharma posted a record Q1 2025 with revenue reaching TWD 4.7 billion, up 13% year-on-year, and EPS up 38% to TWD 5.47 per share.

Margin Expansion: Gross margin improved to 61.6%, up 6.7 percentage points from last year, and operating margin rose to 36.2%.

Regional Growth: Southeast Asia saw standout performance, with revenue in Thailand up 500% and Vietnam up 750% year-on-year, driven by successful integrations and takeovers.

Export Markets: Export revenue increased 14% with U.S. sales up approximately 30%, led by strong demand for lenalidomide.

Pipeline Progress: Multiple new licenses and filings, including major launches, approvals, and key deals in innovative and generic drugs, strengthen future growth outlook.

Cash Position: Operating cash inflow reached TWD 2.86 billion, and closing cash position was TWD 5.6 billion.

Tariff Impact Managed: Management sees limited short-term impact from potential U.S. tariffs due to inventory strategy and local manufacturing.

Key Financials
Revenue
TWD 4.7 billion
EPS
TWD 5.47 per share
Gross Margin
61.6%
Operating Margin
36.2%
Operating Expenses Ratio
25%
Operating Cash Inflow
TWD 2.86 billion
Cash Position
TWD 5.6 billion
Gross Debt Ratio
57%
Net Debt Ratio
37%
LTM EBITDA
TWD 8.3 billion
Other Earnings Calls
2025
2023
2020
2019

Management

Mr. Petar Antonov Vazharov
CEO & Director
No Bio Available
Ms. Eeling Chan
Chief Financial Officer
No Bio Available
Mr. Vamsi Kiran Kosaraju
Chief Operations Officer
No Bio Available
Ms. Gwen Hsieh
Chief Information Officer
No Bio Available
Ms. Yu-Ying Yang
Associate Director of Co-Operate Communication
No Bio Available
Boon Chong Tan
Deputy General Manager
No Bio Available
Yingming Yue
Vice President
No Bio Available
Valerie Lau
Chief Commercial Officer-APAC
No Bio Available
Mr. Manish Chawla
Vice President of Research and Development
No Bio Available

Contacts

Address
TAIPEI
Taipei City
17F, No. 277, Songren Road, Xinyi District
Contacts