《藍籌》藥明康德(02359.HK)中期純利82.87億人民幣增96%每10股派息3.5元 上調全年收入指引
藥明康德(02359.HK)公布6月止六個月中期業績,收入207.99億人民幣(下同),按年增加20.6%。錄得純利82.87億元,增長95.5%,每股盈利2.92元。中期息每10股派3.5元。
隨著產能不斷提升,6月止持續經營業務在手訂單566.9億元,按年增長37.2%。期內,持續經營收入204.1億元,其中來自美國客戶收入140.3億元,增長38.4%;來自歐洲客戶收入23.3億元,增長9.2%;來自中國客戶收入31.5億元,下降5.2%。
公司預計2025年持續經營業務收入重回雙位數增長,增速從10%–15%上調至13%–17%。預計全年整體收入從415–430億元上調至425–435億元。
上半年,毛利91.12億元,上升36%;毛利率43.8%,提升4.9個百分點,主要受惠生產工藝持續優化以及臨床後期和商業化項目增長帶來的產能效率不斷提升。按經調整非《國際財務報告準則》純利錄得63.15億元,增長44.4%。
期內,預期信用損失模式下的減值虧損由去年同期的8,210萬元增加至2.91億元,主要是綜合可回收性、折現率等參數變動使預期信用損失模式計算的損失額隨之增加。
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