Added to YB: 2024-10-01
Pitch date: 2024-07-24
4578.T [bullish]
Otsuka Holdings Co., Ltd.
+30.14%
current return
Author Info
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Company Info
Otsuka Holdings Co., Ltd. engages in the pharmaceuticals, nutraceuticals, consumer products, and other businesses worldwide.
Market Cap
JPY 4.5T
Pitch Price
JPY 7.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.86
P/E
35.40
EV/Sales
1.97
Sector
Pharmaceuticals
Category
growth
Show full summary:
Lazard International Equity Portfolio New Position: Otsuka Holdings Co., Ltd.
4578.T: Pharma/nutraceutical co. 4 global products (50% pharma sales) face 2025 patent expiry. Market underestimates future royalties from Pluvicto ($1.1B EBIT) & Kisqali ($540M EBIT). Total royalties could reach $2B EBIT, up from $600M in 2023. Undervalued at 11.5x 2025 ex-cash PE with improving ROIC.
Read full article (2 min)