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.

Santen Pharmaceutical (4536 JP): Sequential Improvement, Guidance Reiterated, Better H2 Anticipated

Santen Pharma (4536 JP): Asia (Ex-China) & EMEA Show Growth, R&D Progress Augur Well

Santen Pharmaceutical (4536 JP): Inventory Adjustment Impact Q1, RC28-E BLA Acceptance Augurs Well

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/santen-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:8602:1" rel="noopener">Santen Pharmaceutical (4536 JP)</a> witnessed revenue drop alongside core operating profit. Core net profit increased by 5% YoY to ¥37.6B. China recovers and overseas business grow 7.5% YoY.</li>
<li>Santen expects FY27 revenue to be at ¥311B (up 7% YoY) and core operating profit at ¥59B (up 7% YoY). Overseas businesses expected to contribute ¥166.9B (up 16% YoY).</li>
<li>FY27 is likely to be an inflection point with significant upward momentum expected FY28 onwards, with many launches lined up.</li>
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Santen Pharmaceutical (4536 JP) witnessed revenue drop alongside core operating profit. Core net profit increased by 5% YoY to ¥37.6B. China recovers and overseas business grow 7.5% YoY.
Santen expects FY27 revenue to be at ¥311B (up 7% YoY) and core operating profit at ¥59B (up 7% YoY). Overseas businesses expected to contribute ¥166.9B (up 16% YoY).
FY27 is likely to be an inflection point with significant upward momentum expected FY28 onwards, with many launches lined up.


Santen Pharma (4536 JP): China Recovery in FY26, FY27 To Be Inflection Point with Overseas and R&D