泰德医药发盈喜,预期年度经调整净利润约2亿元至2.3亿元 同比增加约16.3%至33.7%

Core Viewpoint - The company, 泰德医药 (Tide Pharmaceutical), anticipates significant revenue and profit growth for the fiscal year ending December 31, 2025, driven by successful strategic implementation and strong demand in the global peptide market, particularly in the GLP-1 sector [1][2] Group 1: Revenue Projections - The company expects revenue for the fiscal year ending December 31, 2025, to be approximately RMB 5.55 billion to 5.85 billion, representing an increase of about 25.5% to 32.3% compared to the estimated revenue of RMB 4.42 billion for the fiscal year ending December 31, 2024 [1] - The revenue growth is attributed to the successful implementation of the "follow-on molecule" strategy and the advantages of the integrated Contract Research, Development, and Manufacturing Organization (CRDMO) platform [1] Group 2: Profit Projections - The company projects profit for the fiscal year ending December 31, 2025, to be around RMB 2 billion to 2.3 billion, which marks an increase of approximately 237.8% to 288.5% compared to the estimated profit of RMB 59.2 million for the fiscal year ending December 31, 2024 [1] - The adjusted net profit (non-IFRS measure) is expected to be about RMB 2 billion to 2.3 billion, reflecting an increase of approximately 16.3% to 33.7% from the adjusted net profit of RMB 1.72 billion for the fiscal year ending December 31, 2024 [1] Group 3: Factors Influencing Profit Growth - Profit growth is primarily driven by the aforementioned revenue increase, operational management optimization leading to cost savings and efficiency improvements, and fair value gains on financial liabilities recognized for the fiscal year ending December 31, 2025 [2] - The adjusted net profit increase is also attributed to revenue growth and operational efficiency enhancements [2]