Financial Performance - The company's adjusted net profit attributable to shareholders for 1-3Q2023 was RMB 1,412 million, up from RMB 1,328 million in 1-3Q2022, reflecting a growth of 6.3% [39] - The adjusted net profit growth rate, excluding the impact of biological assets, was significant [10] Revenue Breakdown - Revenue from domestic delivery increased by 14.1%, accounting for 87% of total revenue [14] - Revenue from overseas delivery grew by 26.7%, making up 13% of total revenue [14] - Revenue from the top 20 pharmaceutical companies increased by 5.4%, while revenue from other existing clients rose by 19.0% [14] - New clients contributed 6.2% to total revenue [14] Business Segments - The mature business segment, excluding large molecules and CGT services, showed a steady growth in adjusted net profit [19] - The company has been expanding its large molecule and CGT services since 2021 through self-built and acquisition strategies, currently in the investment phase [19] - The company acquired CMC (small molecule CDMO) service capacities in the UK and the US in 2022, which are in the early stages of integration [19] Compliance and Confidentiality - The document is confidential and not subject to any regulatory review, and its distribution may be legally restricted in certain jurisdictions [3] - The information provided does not constitute an investment decision basis and is not an offer or invitation to purchase any securities [3][4]
康龙化成(300759) - 2023年10月30日投资者关系活动记录表附件之演示文稿(中文版)