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药师帮(09885.HK):25Q3营收高增超市场预期 高毛利业务延续高增态势
Ge Long Hui· 2025-11-19 20:09
Group 1 - The company reported a revenue growth of over 15% year-on-year for Q3 2025, exceeding market expectations [1] - The GMV of the company's flagship business grew by over 120% in October 2025, with a 163% increase in Q3 2025 [1] - The self-owned brand business GMV saw a remarkable growth of over 350% in October 2025, with a 334.2% increase in Q3 2025 [1] Group 2 - The company has repurchased a total of 7.035 million shares since the beginning of 2025, with a total repurchase amount of 56.8546 million HKD at an average price of 8.08 HKD [2] - The company is a leader in the digital ecosystem construction of the domestic off-hospital pharmaceutical industry, with steady growth in its platform and self-operated business [2] - Revenue projections for 2025-2027 are estimated at 20.579 billion, 23.875 billion, and 27.947 billion CNY, with net profits of 153 million, 381 million, and 689 million CNY respectively [2]