reports
- Quan Cao
DBD – Results of Q3-FY23 and plan to issue a private placement to stra...
Expected results in Q3-FY23:net revenue and PBT are VND 410 billion VND (-1% QoQ, +4% YoY) and VND 79 billion (-11% QoQ, 10% YoY), respectively. Accumulated 9M2023, net revenue and PBT are VND 1,206 billion (+11% YoY) and VND 207 billion (+22% YoY), respectively completing 67% and 84% of the annual plan and 69%, 68% of our forecast. DBD is negotiating with eights foreign strategic partners and has not yet decided on an official investor. The company is currently expected the price to be refer...
- Quan Cao
DBD – Sustained double-digit growth
In Q2-FY23, net revenue and PBT were VND 414 billion (+8% QoQ/+23% YoY) and VND 84 billion (+6% QoQ/+23% YoY), respectively. Accumulated 1H2023, net revenue and PBT were VND 796 billion (+14% YoY) and VND 173 billion (+28% YoY), completing 45% and 58% of the 2023 plan, respectively achieving 45% and 48% of our forecast. In a favorable policy environment in 1H2023, the total bid-winning value was VND 394 billion (+37% YoY), which is a positive indicator to ensure growth for 2H2023. For the sec...
- Quan Cao
DBD – Results in Q1-FY23 impressive while maintaining double-digit gro...
Results in Q1-FY23, revenue and PBT of DBD were VND 382 billion (+7% YoY and -18% QoQ) and VND 84 billion (+33% YoY and -9% QoQ), respectively, completing 21% and 28% of the plan for 2023, comleting 22% and 24% of our forecast for 2023. Revenue of ETC and OTC channels were VND 209 billion (+35% YoY and -28% QoQ) and VNd 156 billion (+0% YoY and +2% QoQ) respectively. For 2023F, we maintain the forecast that revenue and NPAT are VND 1,725 billion (+12% YoY) and VND 292 billion (+20% YoY) respe...
- Quan Cao
DBD – A cautious business plan despite impressive growth in 2M2023
In 2M2023, net revenue and PBT were VND 238 billion (+13% YoY) and VND 42 billion (+25% YoY) respectively, completing 13% and 12% of our forecast. The plan for 2023, revenue and PBT are VND 1,800 billion VND and VND 300 billion respectively, an increase of 11% and 0% compared to the results in 2022. After completing the Nhon Hoi anti-cancer drug factory, DBD continues to invest in two new factories, namely sterile drugs and OSD – Non – Betalactam with a total investment of VND 840 billion VN...
- Quan Cao
DBD – Revenue and profit cannot jump in 2023
In Q4/2022, DBD recorded net revenue and NPAT of VND 465 billion (+15% YoY, +18% QoQ) and VND 79 billion (+62% YoY, +47% QoQ), respectively. In 2022, net revenue and NPAT reached VND 1,555 billion (+0% YoY) and VND 244 billion (+32% YoY), completing 103% and 115% of our forecast thanks to the main products on the ETC channel, which are cancer drugs, kidney solutions and antibiotics. Nhon Hoi anti-cancer drug factory was delayed in meeting EU – GMP standards because the company needed time to ...
- Quan Cao
Company report DBD - Nhon Hoi factory achieving EU-GMP will raise DBD ...
JSC is one of the few leading domestic companies in the production of anti-cancer drugs and dialysis solutions. DBD’s Nhon Hoi anti-cancer factory is expected to be approved EU – GMP standards for injection and tablet lines in June 2023 and March 2024. This not only helps DBD become the first anti-cancer drug company in Vietnam to own a line that meets EU – GMP standards, but also improves the company's capacity to bid for ETC channels in tiers 1&2 for anti-cancer drug product groups, where the ...
- Son Tran
Analyst Pin-board DBD – Nhon Hoi anti-cancer factory continues to miss...
By the end of the first half of 2022, DBD recorded net revenue and PBT of VND 696 billion (+16% YoY) and VND 135 billion (+17.6% YoY), completing 43% and 63% of the annual plan, respectively. The two main sales channels were ETC (hospital) and OTC (pharmacy) with positive growth, recording net revenue of VND 369 billion (+13% YoY) and VND 257 billion (+13% YoY). DBD has been expanding coverage in drugstores thanks to the data ownership of 40,000 pharmacies that has been standardized to build ...
- Son Tran
Analyst Pin-board DBD – Waiting for strong growth in 2023
Revenue and PBT in 9M were VND 1,154 bn (USD 50.6 mn, -5.1% YoY) and VND 168 bn (USD 7.4 mn, +16% YoY), completing 79% and 93% of annual plans, respectively. DBD’s revenue increased by 99% in 3Q mainly as medical equipment sales grew strongly. All key product categories kept growing strongly in 9M2021. Specifically: the hemodialysis fluid revenue increased by 20% YoY to VND 98 bn (USD 4.3 mn), the anti-cancer medicine revenue increased by 46% YoY to VND 144 bn (USD 6.3 mn). The compa...
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