JCR Pharmaceutical (4552 JP): Sluggish 9MFY25 Performance, Guidance Revised Downward

Equity Bottom-Up

776 Views01 Feb 2025 08:30

Boomeranged on Fri, 28 Mar 2025 15:05

JCR has again cut FY25 revenue guidance by 15%, as an expected licensing agreement may not be finalized this fiscal. With this, FY25 revenue is expected to decline 23% YoY. Due to higher input costs and R&D expenses, the company now expects to incur operating as well as net loss for FY25. We remain bearish on the name.

Tina Banerjee

SUMMARY

Jcr Pharmaceuticals (4552 JP) revenue dropped 23% to ¥26B during 9MFY25, dragged by lower contractual payments. With higher R&D and SG&A expenses, the company reported operating loss of ¥754M.
FY25 Guidance has been revised downwards with revised sales now stands at ¥39B. While product sales remain largely on track, income from contractual payment was revised downward.
The heavy dependence on one major product and no major product launch lined up anytime soon poses as a negative on the company’s prospects in near future.

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