$ULTRAGREEN AI USD(ULG.SI)$ EPS for this share before news of US competition is approx USD 0.10. Pretty obvious that they will loss market share with Zydus and Provepharm entry but numbers will likely show only in FY2027 since Healthcare Institutions go thru vigorous process to approve procurement of new est 3 to 6 months (but I would put it as 4 months on average). Hence likely their next reporting will not be affected very much (though stock price is forward looking). Bear in mind that sales of vials is approx USD 150 per vial and it is only 1 to 2% of total FGS cost hence competitors selling at USD 75 (half price) will not change the overall healthcare cost. In fact, depending on how Ultragreen contracts with their clients, their clients may not be able to use their integrated hardware/software or get package price should they switch to Zydus or others. Ultragreen is also expanding their client base and sales in many other region which may offset loss of market share in the US.
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