Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Celltrion Inc (068270 KS): Sequentially Weak 1Q25 Result; Momentum to Accelerate in 2H

Celltrion Inc (068270 KS): Acquiring US Manufacturing Plant To Alleviate Tariff Impact

Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (March and April 2025)

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/celltrion-inc" target="_blank" data-smartkarma-citation="entities:991:1" rel="noopener">Celltrion Inc (068270 KS)</a> has reported 3Q25 result, with double-digit YoY growth in key parameters. Key parameters also improved sequentially. Stellar 3Q performance was powered by high-margin young products.</li>
<li>In 4Q25, Celltrion is expected to achieve sequential revenue growth of at least 30%, the COGS ratio in the mid- 30% range, and the operating profit margin improving to 40%.</li>
<li>Stable revenue from mature products and rapid growth from newly launched products should drive topline growth. With the merger effect ending in 3Q25, profitability should improve in 4Q.</li>
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Celltrion Inc (068270 KS) has reported 3Q25 result, with double-digit YoY growth in key parameters. Key parameters also improved sequentially. Stellar 3Q performance was powered by high-margin young products.
In 4Q25, Celltrion is expected to achieve sequential revenue growth of at least 30%, the COGS ratio in the mid- 30% range, and the operating profit margin improving to 40%.
Stable revenue from mature products and rapid growth from newly launched products should drive topline growth. With the merger effect ending in 3Q25, profitability should improve in 4Q.


Celltrion (068270 KS): Stellar 3Q Result; Poised for Accelerated Growth on Expanding Portfolio