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.

Sawai Group Holdings (4887 JP): Continued Price Erosion Is Weakening Earnings Prowess

Sawai Group Holdings (4887 JP): FY23 Result Missed Guidance; FY24 Guidance Calls For Lower Profits

Equity Bottom-Up

<ul>
<li>Sawai Pharmaceutical’s in-house expansion plan, coupled with its recent acquisition of a production facility will enhance annual production capacity by 48% in multiple stages by 2030.</li>
<li>Capacity expansion will help the company to achieve its aim of market share expansion amid a shortage of generic drug supply in Japan.</li>
<li>Through H1 FY22, the company has achieved 51% and 58% of full-year’s revenue and core operating profit target for Japan, respectively.</li>
</ul>


Sawai Pharmaceutical’s in-house expansion plan, coupled with its recent acquisition of a production facility will enhance annual production capacity by 48% in multiple stages by 2030.
Capacity expansion will help the company to achieve its aim of market share expansion amid a shortage of generic drug supply in Japan.
Through H1 FY22, the company has achieved 51% and 58% of full-year’s revenue and core operating profit target for Japan, respectively.


Sawai Pharmaceutical: Big Capacity Expansion Planned Amid Supply Shortages to Drive Market Share