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← CockpitCompetitor Analysis › 1681.HK Consun Pharmaceutical Group Ltd.Open in the cockpit ↗

Consun Pharmaceutical Group Ltd.1681.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Health Care›Pharmaceuticals: Major

Chinese pharmaceutical company making traditional-Chinese-medicine-derived drugs, notably for kidney disease.

≈ A niche Chinese TCM-derived nephrology drug makerMomentum leader 87
Mkt cap
$1.65B
US dollars, full cap
Free float
54%
of shares outstanding
$/day
$3.11M
20-day average traded
Fwd P/E
9.2×
forward earnings
ROIC−WACC
+60.0 pp
WACC 7.2%
Hurdle
-29 pp
Req g minus delivered
Next earnings
138 days
24 Mar 2027
Close · HKDHK$15.78
1D0.0%
1W+3.5%
1M+6.3%
3M+12.7%
6M+4.7%
YTD+0.9%
1Y+2.3%
ATR %2.8%
52w lowhigh19.0% off high

What Consun Pharmaceutical does

Chinese pharmaceutical company making traditional-Chinese-medicine-derived drugs, notably for kidney disease.

In one line: A niche Chinese TCM-derived nephrology drug maker.

Products and services

  • Kidney-disease TCM drugs
  • Other TCM formulations

Customers

  • Hospitals and pharmacies in China

Where it sits in the supply chain

  • Pharmaceuticals
  • TCM-derived drugs
  • Nephrology/kidney-disease drugs

What could go right

  • Chronic kidney disease treatment demand in China

What could go wrong

  • Centralized procurement pricing pressure

Moat: narrow (brand, IP / patents). Branded, patent-protected TCM formulations in a niche nephrology segment.

Headquarters: Guangzhou, China · Founded: 1998 · Employees: 3,115

Named competitors

Consun Pharmaceutical at a glance

Size Consun Pharmaceutical (1681.HK) is a Hong Kong Health Care company (Pharmaceuticals: Major) with a market value of $1.65B, the 466th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$15.78 on 6 Nov 2026.

Performance Over six months the shares gained 4.7%, against -4.2% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 8th highest of 20 in its peer set.

Growth Revenue grew 15.1% over the last twelve months (peer median +11.4%); the operating margin is 35.5% (peer median 11.5%).

Valuation It trades at 9.2× forward earnings against a peer median of 27.9× (cheapest of 15).

Price implies For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -29 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 60.0 points above its cost of capital (7.2% WACC).

Next results Next results expected around 24 Mar 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 20261681.HK 103Peer median 96
Six months, rebased to 100: Consun Pharmaceutical against the median of its 20 peers (local-currency closes).

Consun Pharmaceutical financials

Reported figures in HKD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueHK$4.06BHK$3.71BHK$3.22BHK$2.86BHK$2.72B
Revenue growth—+15%+12%+5%—
Gross profitHK$3.25BHK$2.89BHK$2.43BHK$2.12BHK$2.05B
EBITDAHK$1.52BHK$1.32BHK$1.11BHK$933MHK$903M
Net incomeHK$1.31BHK$1.17BHK$987MHK$867MHK$794M
Free cash flowHK$1.73BHK$1.34BHK$1.10BHK$898MHK$1.08B
Capital expenditureHK$81.1MHK$74.3MHK$118MHK$58.1MHK$60.0M
Total debtn/aHK$299MHK$284MHK$563MHK$517M

Quarterly statements and history in the cockpit →

Consun Pharmaceutical competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+100%+200%-20%0%+20%600420002675NATCOPHARMASTRAZEN600993ETONSLS603235002019141080002626CORONAAGIOINDGN1681.HK6-month return →1-month return →
Up and to the right = strong over both horizons. Consun Pharmaceutical is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%25×50×75×600420002675NATCOPHARM600993ETONFAE002019JUBLPHARMA002626CORONA600572COHANCEINDGN0027551681.HKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Consun Pharmaceutical is the large dot.

Capital: growth delivered against growth the price implies

0%+100%+200%+300%0%200%600420002675NATCOPHARMASTRAZENETON1681.HKGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Consun Pharmaceutical is the large dot.

Consun Pharmaceutical competitors and peer comparison

Head to head with its named competitors (1681.HK vs 3320.HK vs 0874.HK)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Consun Pharmaceutical 1681.HK$1.65B+5%+15%35%9.2×-15.1%
China Resources Pharmaceutical 3320.HK$3.74B-11%+8%4%6.0×-5.3%
Guangzhou Baiyunshan Pharmaceutical 0874.HK$4.56B-23%+6%3%7.3×0.7%

How Consun Pharmaceutical compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Consun Pharmaceutical against its 20 peers (data as of 6 Nov 2026)
Measure1681.HKPeer medianRank in peer set
1-month return+6.3%-0.7%6th highest of 21
6-month return+4.7%-4.2%8th highest of 20
Distance from 52-week high-19.0%-22.9%10th highest of 21
Revenue growth (TTM)+15.1%+11.4%10th highest of 19
Operating margin35.5%11.5%highest of 19
Forward P/E9.2×27.9×cheapest of 15
Growth the price implies (Req g, 7 yrs)-15.1%10.7%least demanding of 13
Growth delivered (Del g)+13.5%+8.3%6th highest of 13
Hurdle (Req g minus delivered)-28.6 pp-2.1 pp2nd least demanding of 13
ROIC minus cost of capital+60.0 pp+1.4 pphighest of 20
EV / EBITDA5.9×32.3×cheapest of 9
Net debt / EBITDA-2.9×-0.4×least indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Consun Pharmaceutical 1681.HKHong Kong$1.65B+5%+15%35%9.2×-15.1%+13.5%
Shanghai Shyndec Pharmaceutical 600420.SSChina$1.67B-14%-13%6%13.2×-6.0%-5.6%
Yantai Dongcheng Biochemicals 002675.SZChina$1.67B+1%-4%15%47.5×6.7%-4.3%
Braveheart Bio BRVEUnited States$1.67Bn/an/an/an/an/an/a
NATCO Pharma NATCOPHARM.NSIndia$1.68B-30%-21%25%18.8×15.3%+19.0%
AstraZeneca Pharma India ASTRAZEN.NSIndia$1.69B-25%+31%10%n/a49.3%+23.0%
Mayinglong Pharmaceutical 600993.SSChina$1.62B-4%+7%17%16.2×-4.5%+6.8%
Eton Pharmaceuticals ETONUnited States$1.61B+236%+81%16%27.9×39.6%+359.6%
SELLAS Life Sciences SLSUnited States$1.70B+68%n/an/an/an/an/a
JiangXi Tianxin Pharmaceutical 603235.SSChina$1.60B-5%+16%24%n/a-4.1%+0.2%
Faes Farma FAE.MCSpain$1.71B+5%+32%14%17.1×3.1%+9.9%
Yifan Pharmaceutical 002019.SZChina$1.72B-14%-5%8%27.8×n/an/a
LigaChem Biosciences 141080.KSSouth Korea$1.59B-68%-33%-208%n/an/an/a
Jubilant Pharmova JUBLPHARMA.NSIndia$1.58B-4%+16%9%29.0×n/an/a
Xiamen Kingdomway 002626.SZChina$1.58B+15%-3%11%30.0×n/an/a
Corona Remedies CORONA.NSIndia$1.58B+40%+17%18%63.7×37.6%+16.6%
Zhejiang CONBA Pharmaceutical 600572.SSChina$1.56B-5%+4%9%18.5×-5.8%+1.9%
Cohance Lifesciences COHANCE.NSIndia$1.75B-11%+41%6%82.6×n/an/a
Agios Pharmaceuticals AGIOUnited States$1.76B+6%+141%-467%n/an/an/a
Indegene INDGN.NSIndia$1.56B+15%+36%12%27.5×29.6%+29.4%
Beijing Aosaikang Pharmaceutical 002755.SZChina$1.76B-25%-13%12%63.3×14.7%-14.0%

Questions

Who are Consun Pharmaceutical's main competitors?
Named competitors: China Resources Pharmaceutical (3320.HK), Guangzhou Baiyunshan (0874.HK). The cockpit's measured peer set (industry) also includes Shanghai Shyndec Pharmaceutical (600420.SS), Yantai Dongcheng Biochemicals (002675.SZ), Braveheart Bio (BRVE), NATCO Pharma (NATCOPHARM.NS), AstraZeneca Pharma India (ASTRAZEN.NS), Mayinglong Pharmaceutical (600993.SS).
Is Consun Pharmaceutical expensive compared with its peers?
On forward p/e it trades at 9.2× against a peer median of 27.9×, cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -29 pp: the price already allows for a slowdown.
How has Consun Pharmaceutical stock performed?
Over six months to 6 Nov 2026 the shares returned +4.7% against -4.2% for the median peer; over one year +2.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.