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Sichuan CDMO providing custom synthesis, process development and manufacturing of drug intermediates and APIs for global pharma.
Sichuan CDMO providing custom synthesis, process development and manufacturing of drug intermediates and APIs for global pharma.
Paid fees for development work and then per-batch or per-kilogram supply once a customer's drug reaches commercial sale, so the pay-off from early development work comes later if the drug succeeds. Revenue therefore depends on customers' pipelines and approvals.
In one line: A smaller Chinese Lonza/Catalent.
Moat: narrow (process know-how, switching costs). Manufacturing processes are qualified into customers' regulatory filings, making supplier switches costly.
Headquarters: Chengdu, Sichuan, China · Employees: 4,359
Size Porton Pharma Solutions (300363.SZ) is a China Health Care company (Pharmaceuticals: Other) with a market value of $1.92B, the 1307th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥24.22 on 6 Nov 2026.
Performance Over six months the shares gained 14.2%, against -2.5% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 6.1% over the last twelve months (peer median +5.8%); the operating margin is -2.1% (peer median 15.5%).
Valuation It trades at 3.6× enterprise value to sales against a peer median of 3.4× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.8 points below its cost of capital (10.4% WACC).
Next results Next results expected around 22 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.64B | CN¥3.40B | CN¥3.00B | CN¥3.64B | CN¥6.99B |
| Revenue growth | — | +13% | -17% | -48% | — |
| Gross profit | CN¥1.49B | CN¥900M | CN¥631M | CN¥1.34B | CN¥3.52B |
| EBITDA | n/a | CN¥591M | CN¥173M | CN¥663M | CN¥2.48B |
| Net income | -CN¥95.7M | CN¥96.3M | -CN¥288M | CN¥267M | CN¥2.01B |
| Free cash flow | CN¥3.71B | CN¥476M | -CN¥85.1M | -CN¥493M | CN¥1.39B |
| Capital expenditure | CN¥115M | CN¥293M | CN¥491M | CN¥1.13B | CN¥1.17B |
| Total debt | CN¥1.57B | CN¥1.84B | CN¥2.33B | CN¥2.21B | CN¥2.11B |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Porton Pharma Solutions 300363.SZ | $1.92B | +14% | +6% | -2% | 3.6× | 5.3% |
| Wuxi Apptec 2359.HK | $66.3B | +40% | +38% | 44% | 7.3× | 8.7% |
| Asymchem Laboratories (Tianjin) 002821.SZ | $8.07B | +23% | +18% | 17% | 6.4× | n/a |
| Bide Pharmatech 688073.SS | $912M | +5% | +10% | 19% | 3.6× | 16.7% |
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 | 300363.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +3.1% | +0.3% | 8th highest of 21 |
| 6-month return | +14.2% | -2.5% | 8th highest of 21 |
| Distance from 52-week high | -20.3% | -20.0% | 11th highest of 21 |
| Revenue growth (TTM) | +6.1% | +5.8% | 11th highest of 21 |
| Operating margin | -2.1% | 15.5% | 3rd lowest of 21 |
| EV / Sales | 3.6× | 3.4× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 5.3% | 0.9% | 6th most demanding of 20 |
| Growth delivered (Del g) | +10.4% | +5.9% | 8th highest of 20 |
| Hurdle (Req g minus delivered) | -5.1 pp | -9.1 pp | 8th most demanding of 20 |
| ROIC minus cost of capital | -6.8 pp | +2.7 pp | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Porton Pharma Solutions 300363.SZ | China | $1.92B | +14% | +6% | -2% | 3.6× | 5.3% | +10.4% |
| China Meheco 600056.SS | China | $2.00B | -14% | +2% | 3% | 0.6× | -0.8% | -2.1% |
| Health and Happiness (H&H) International 1112.HK | Hong Kong | $2.05B | +70% | +24% | 16% | 1.3× | -3.0% | +4.4% |
| Granules India GRANULES.NS | India | $2.10B | +8% | +22% | 17% | 3.3× | 23.5% | +10.6% |
| China Resources Jiangzhong Pharmaceutical 600750.SS | China | $2.19B | -3% | -10% | 24% | 3.9× | -2.5% | +11.6% |
| Tibet Cheezheng Tibetan Medicine 002287.SZ | China | $1.66B | -15% | -7% | 28% | 4.2× | -1.1% | +10.4% |
| Zhejiang Medicine 600216.SS | China | $1.61B | -23% | -6% | 7% | 1.0× | -6.7% | +3.9% |
| Bora Pharmaceuticals 6472.TW | Taiwan | $1.55B | -2% | -6% | 15% | 3.4× | 4.5% | +60.2% |
| Guilin Sanjin Pharmaceutical 002275.SZ | China | $1.53B | +27% | -3% | 24% | 4.4× | -2.2% | +5.5% |
| China Resources Double-Crane Pharmaceutical 600062.SS | China | $2.50B | -10% | -1% | 13% | 1.6× | -8.3% | +5.3% |
| Sudeep Pharma SUDEEPPHRM.NS | India | $1.41B | +75% | +27% | 33% | 18.9× | n/a | n/a |
| By-health 300146.SZ | China | $2.61B | -1% | +10% | 11% | 2.0× | 5.1% | +0.6% |
| Jamieson Wellness JWEL.TO | Canada | $1.35B | +35% | +15% | 15% | 2.7× | 11.0% | +15.3% |
| Cronos CRON.TO | Canada | $1.34B | +45% | +36% | -2% | 3.3× | 2.1% | +26.7% |
| Pharma Mar PHM.MC | Spain | $1.30B | -33% | +32% | 19% | 4.4× | 11.4% | -3.9% |
| BioGaia BIOG-B.ST | Sweden | $1.26B | -7% | +13% | 28% | 7.2× | 0.9% | +15.5% |
| Jilin Aodong Pharmaceutical 000623.SZ | China | $3.02B | -9% | -4% | -13% | 8.6× | 5.2% | +1.0% |
| Bausch Health Companies BHC.TO | Canada | $3.09B | +48% | +10% | 27% | 2.0× | -14.5% | +5.9% |
| HBM 2142.HK | Hong Kong | $1.18B | -23% | +55% | 44% | 5.1× | 14.1% | +62.3% |
| Guangdong Zhongsheng Pharmaceutical 002317.SZ | China | $3.13B | +35% | -14% | 9% | 9.3× | 34.7% | +5.9% |
| Shandong Xinhua Pharmaceutical 0719.HK | Hong Kong | $1.09B | -11% | -1% | 4% | 1.0× | -2.0% | +7.1% |