Focus Stock: Polpharma Reports Nearly NT$2.3 Billion in June Revenue, Setting New Monthly Record Amid Market Volatility

Polpharma (6472-TW) announced today (8th) that driven by the recovery of its global sales business USL and stable performance from its CDMO segment, June revenue reached NT$2.298 billion, achieving both month-on-month and year-on-year growth and setting a new single-month record. This strong performance propelled Polpharma's stock to rise despite overall market volatility.

Polpharma's June revenue amounted to NT$2.298 billion, up 8.67% month-on-month and 39.22% year-on-year. Second-quarter revenue totaled NT$5.896 billion, a 47.55% increase quarter-on-quarter and a 13.3% rise year-on-year. Cumulative revenue for the first half of the year reached NT$9.893 billion, down 1.14% year-on-year.

Polpharma stated that its global sales business benefited from USL's product portfolio restructuring in the first half, with stable market share for generic drug DLS and recovering procurement momentum. Additionally, the specialty drug Vigabatrin product line continued steady growth, driving overall sales expansion. The CDMO business maintained healthy operations due to stable shipment schedules from its North American and Taiwan facilities.

Looking ahead, Polpharma recently completed the acquisition and consolidation of its biologics CDMO facility in Rockville, Maryland, USA, injecting new momentum into its CDMO operations. The company expects revenue to return to year-on-year growth in the second half of the year.

Polpharma opened at NT$441 in morning trading, peaking at NT$448—an increase of over 4%. However, by midday, the stock price settled at NT$426.5, with gains narrowing to 0.12%, and trading volume exceeded 1,000 shares.