UBS has issued a research report stating that, based on Hengrui Pharma's (01276) first-quarter 2026 results, it has raised its long-term sales forecast for the company due to progress in research and development. The target price has been increased from HK$91 to HK$97.4, while the "Buy" rating is maintained.
Hengrui Pharma reported first-quarter revenue of RMB 8.14 billion, a 13% year-on-year increase, which was slightly below the market consensus of RMB 8.53 billion and the bank's own forecast of RMB 8.81 billion. Net profit grew by 21.8% to RMB 2.28 billion, broadly in line with the market expectation of RMB 2.18 billion and the bank's projection of RMB 2.33 billion. The gross profit margin for the first quarter rose by 1.4 percentage points year-on-year to 86.6%, while the net profit margin increased by 2 percentage points to 28%. R&D investment in the first quarter reached RMB 2.22 billion, of which RMB 1.65 billion was expensed. The sales expense ratio decreased by 0.3 percentage points to 27%.
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