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Taiwan-based generic and specialty drugmaker focused on CNS, oncology and other therapeutic generics, with global licensing deals.
Taiwan-based generic and specialty drugmaker focused on CNS, oncology and other therapeutic generics, with global licensing deals.
Sells generic drugs in Taiwan and Asia and in the US through marketing partners, while its approved plants also make drugs under contract for other companies. Licensing tie-ups with partners such as Japan's Kaken bring upfront and milestone payments on top of product sales.
In one line: A Taiwanese Teva, smaller scale.
Moat: narrow (regulatory licence, process know-how). US FDA/Japan-approved plants and licensing tie-ups give access generics rivals lack.
Headquarters: Taipei, Taiwan · Employees: 1,585
Size Lotus Pharmaceutical (1795.TW) is a Taiwan Health Care company (Pharmaceuticals: Major) with a market value of $1.34B, the 217th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$166.00 on 6 Nov 2026.
Performance Over six months the shares fell 26.1%, against -10.9% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 49.0% over the last twelve months (peer median +11.6%); the operating margin is 24.5% (peer median -5.9%).
Valuation It trades at 8.4× forward earnings against a peer median of 18.6× (cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.3 points above its cost of capital (5.0% WACC).
Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$28.5B | NT$20.5B | NT$18.6B | NT$17.0B | NT$14.6B |
| Revenue growth | — | +10% | +10% | +16% | — |
| Gross profit | NT$13.6B | NT$10.6B | NT$9.86B | NT$8.34B | NT$7.02B |
| EBITDA | NT$9.06B | NT$7.44B | NT$7.30B | NT$6.11B | NT$5.05B |
| Net income | NT$3.77B | NT$4.72B | NT$5.07B | NT$4.11B | NT$3.02B |
| Free cash flow | NT$3.16B | NT$6.18B | NT$5.81B | NT$1.21B | NT$3.16B |
| Capital expenditure | NT$4.21B | NT$4.35B | NT$1.47B | NT$3.28B | NT$3.07B |
| Total debt | NT$58.4B | NT$55.9B | NT$13.7B | NT$11.6B | NT$8.92B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Lotus Pharmaceutical 1795.TW | $1.34B | -26% | +49% | 24% | 8.4× | -2.4% |
| Scinopharm Taiwan 1789.TW | $482M | -1% | -5% | -4% | 43.8× | 15.2% |
| Zydus Lifesciences ZYDUSLIFE.NS | $12.7B | +27% | +24% | 17% | 29.8× | n/a |
| Sandoz SDZ.SW | $44.4B | +24% | +1% | 15% | 25.3× | 7.9% |
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.
| Measure | 1795.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.5% | -7.4% | 11th highest of 21 |
| 6-month return | -26.1% | -10.9% | 6th lowest of 21 |
| Distance from 52-week high | -55.1% | -36.2% | 5th lowest of 21 |
| Revenue growth (TTM) | +49.0% | +11.6% | 4th highest of 17 |
| Operating margin | 24.5% | -5.9% | 2nd highest of 17 |
| Forward P/E | 8.4× | 18.6× | cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -2.4% | 2.1% | 3rd least demanding of 7 |
| Growth delivered (Del g) | +13.8% | +8.3% | 3rd highest of 7 |
| Hurdle (Req g minus delivered) | -16.3 pp | -8.8 pp | 4th least demanding of 7 |
| ROIC minus cost of capital | +2.3 pp | -5.9 pp | 5th highest of 18 |
| EV / EBITDA | 10.6× | n/a | — |
| Net debt / EBITDA | 5.8× | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lotus Pharmaceutical 1795.TW | Taiwan | $1.34B | -26% | +49% | 24% | 8.4× | -2.4% | +13.8% |
| Hanall Biopharma 009420.KS | South Korea | $1.34B | -25% | +5% | 3% | n/a | n/a | n/a |
| Idorsia IDIA.SW | Switzerland | $1.34B | -5% | -5% | -70% | n/a | n/a | n/a |
| Zhejiang Xianju Pharmaceutical 002332.SZ | China | $1.34B | +2% | +8% | 11% | 18.6× | 0.3% | -1.3% |
| Chongqing Genrix Biopharmaceutical 688443.SS | China | $1.34B | -10% | +256% | -27% | n/a | n/a | n/a |
| Phibro Animal Health PAHC | United States | $1.34B | -18% | +17% | 13% | 9.1× | -7.4% | +12.7% |
| Shanghai OPM Biosciences 688293.SS | China | $1.35B | +26% | +133% | 11% | 50.3× | 26.1% | +23.1% |
| Tianjin Chase Sun Pharmaceutical 300026.SZ | China | $1.32B | -6% | -29% | 3% | 23.0× | 8.5% | -5.3% |
| C.Q. Pharmaceutical 000950.SZ | China | $1.32B | -12% | -3% | 1% | 19.7× | n/a | n/a |
| LB Pharmaceuticals LBRX | United States | $1.36B | +31% | n/a | n/a | n/a | n/a | n/a |
| Sinopep-Allsino Bio Pharmaceutical 688076.SS | China | $1.31B | -7% | +14% | 19% | 12.5× | 4.0% | +27.9% |
| Voronoi 310210.KS | South Korea | $1.31B | -66% | +24% | -1,947% | n/a | n/a | n/a |
| Mabwell (Shanghai) Bioscience 2493.HK | Hong Kong | $1.37B | -32% | +21% | -127% | n/a | n/a | n/a |
| Avalyn Pharma AVLN | United States | $1.29B | +7% | n/a | n/a | n/a | n/a | n/a |
| Innoviva INVA | United States | $1.38B | -17% | +18% | 36% | 9.4× | -15.4% | +3.9% |
| Ascentage Pharma Group International 6855.HK | Hong Kong | $1.39B | -33% | +70% | -220% | n/a | n/a | n/a |
| PYC Therapeutics PYC.AX | Australia | $1.28B | +31% | n/a | n/a | n/a | n/a | n/a |
| Zhejiang Hisoar Pharmaceutical 002099.SZ | China | $1.39B | -9% | +9% | -13% | n/a | n/a | n/a |
| D&D Pharmatech 347850.KS | South Korea | $1.28B | -49% | -71% | -1,368% | n/a | n/a | n/a |
| GH Research GHRS | United States | $1.28B | -13% | n/a | n/a | n/a | n/a | n/a |
| Nektar Therapeutics NKTR | United States | $1.27B | -54% | -27% | -239% | n/a | n/a | n/a |