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.

Lotus Pharmaceutical (1795 TT): Continued Stellar Growth in Q2; Pipeline Expansion to Drive Growth

Lotus Pharmaceutical (1795 TT): Record-High Performance in 2023; What Lies Ahead?

Lotus Pharmaceutical (1795 TT): 2022 Ends with Mid-Teen Revenue Growth; Further Steam Still Left

Lotus Pharmaceutical Placement - Sound Fundamentals but Doesn’t Seem Well Flagged

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/lotus-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:20568:1" rel="noopener">Lotus Pharmaceutical (1795 TT)</a> achieved 10% revenue growth to NT$19B in 2024, while net profit increased 23% to NT$5B. Growth was mainly driven by the strong performance of export business.</li>
<li>For the first two months of 2025, the company reported revenue of NT$3B, representing 3% YoY growth. Particularly, January sales marked 9% YoY and a significant 48% MoM growth.</li>
<li>New launches and geography expansion of existing drugs will drive near-term growth. Lotus expects to launch 11 products in 2025. Valuation remains attractive and long-term growth story is still intact.</li>
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Lotus Pharmaceutical (1795 TT) achieved 10% revenue growth to NT$19B in 2024, while net profit increased 23% to NT$5B. Growth was mainly driven by the strong performance of export business.
For the first two months of 2025, the company reported revenue of NT$3B, representing 3% YoY growth. Particularly, January sales marked 9% YoY and a significant 48% MoM growth.
New launches and geography expansion of existing drugs will drive near-term growth. Lotus expects to launch 11 products in 2025. Valuation remains attractive and long-term growth story is still intact.


Lotus Pharmaceutical (1795 TT): Six Consecutive Years of Double-Digit Growth; Momentum to Continue