Strong Growth Potential Ahead For Kotra In FY25-FY26
Strong Growth Potential Ahead For Kotra In FY25-FY26
Meanwhile, RHB Research said the completion of Kotra's new automated warehouse, set for completion by the end of 2025, will help streamline inventory management while reducing handling needs.
RHB Investment Bank Bhd (RHB Research) has upgraded Kotra Industries Bhd's recommendation to BUY from NEUTRAL previously as Kotra's earnings are expected to increase by 31% year-on-year in FY25 on the back of stronger sales of pharmaceutical products and easing of raw material prices.
RHb Investment Bank Bhd（RHb研究）已將Kotra Industries Bhd的評級從中立上調至買入，因爲預計Kotra的收益將在2025財年同比增長31%，這得益於藥品銷售的強勁增長以及原材料價格的下降。
RHB Research added that the recent spikes in influenza cases may also lead to greater healthcare awareness which could boost Kotra's neutraceutical sales.
RHb研究還補充道，近期流感病例的激增可能會導致更大的醫療意識，這可能會提升Kotra的營養保健產品銷售。
As such, the research house has revised upward Kotra's target price to RM5.20 from Rm4.20, reflecting a 16% upside with a 7% FY25 yield.
因此，研究機構已將Kotra的目標價從4.20令吉上調至5.20令吉，反映出16%的上漲空間，以及7%的2025財年收益率。
Meanwhile, RHB Research said the completion of Kotra's new automated warehouse, set for completion by the end of 2025, will help streamline inventory management while reducing handling needs.
與此同時，RHb研究表示，Kotra的新自動化倉庫預計將在2025年底前完成，這將有助於簡化庫存管理，同時減少處理需求。
Furthermore, the research house is expecting that the recent touted implementation of diagnostic-related group measures by the government is set to have a net positive impact on generic drug manufacturers and Kotra is well-positioned to leverage its pharmaceutical product line for it.
此外，研究機構預計，政府近期宣傳實施的診斷相關組措施將對藥品製造商產生淨正面影響，而Kotra則是利用其藥品產品線的良好位置。
In summary, RHB Research has raised Kotra's FY25F and FY26F earnings by 5% and 3% on the expectation of stronger pharmaceutical sales ahead.
總之，RHb研究已將Kotra的2025財年和2026財年的收益分別上調了5%和3%，預計未來藥品銷售將會更強勁。
