Aspen Pharmacare (LDZU) Stock Price & Analysis
LDZU Stock Chart & Stats
- Day’s Range
- EUR 8.55 - EUR 8.55
- 52-Week Range
- EUR 4.50 - EUR 8.60
- Previous Close
- EUR 8.50
- Volume
- 0
- Average Volume (3M)
- 9
- Market Cap
- EUR 3.65B
- Enterprise Value
- EUR 4.22B
- Total Cash (Recent Filing)
- EUR 15.87B
- Total Debt (Recent Filing)
- EUR 15.44B
- Price to Earnings (P/E)
- 26.5
- Beta
- 0.40
- Next Earnings
- Mar 11, 2027 (Est.)
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.39%
Bulls Say, Bears Say
Bulls Say
Deleveraging And Net Cash
Material deleveraging and a net cash position strengthen Aspen’s financial resilience and reduce interest and refinancing pressure. This gives management greater flexibility to fund manufacturing growth, support commercial expansion, and allocate capital without relying heavily on additional borrowing.
Improved Cash Generation
The sharp rebound in free cash flow indicates that earnings recovery is translating into internally generated funding. Stronger cash conversion can support investment in complex products, reduce leverage, and provide durable capacity for shareholder returns or strategic opportunities.
Diversified Growth Platforms
Aspen’s growth outlook is supported by multiple platforms rather than a single product: commercial medicines, sterile manufacturing, injectables, and GLP-1 expansion. This mix can improve growth durability as restructuring benefits and new market registrations broaden future revenue sources.
Bears Say
Revenue Contraction And Weaker Returns
The revenue decline shows that Aspen’s earnings rebound has not yet been matched by durable top-line growth. Lower margins than in earlier years and modest ROE also indicate weaker profit efficiency, which could limit the sustainability of shareholder returns if growth remains subdued.
Loss Of Manufacturing Contract
The lost mRNA contract demonstrates that manufacturing revenue can be materially affected by contract concentration and changing customer programs. Although EBITDA recovered through restructuring, replacing the associated volume remains important for sustaining scale and the division’s longer-term revenue base.
APAC Divestment Reduces Cash Flow
The divestment improves immediate balance-sheet flexibility but removes an earnings and cash-generating business from Aspen’s portfolio. Lower recurring free cash flow raises the importance of successful reinvestment in remaining operations and execution of the company’s growth pipeline.
Aspen Pharmacare News
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Aspen Pharmacare Stock Smart Score
Company Description
Aspen Pharmacare
Aspen Pharmacare Holdings Limited, together with its subsidiaries, manufactures and markets specialty and branded pharmaceutical products in Africa, the Middle East, the Americas, Europe CIS, Australasia, and Asia. It operates through Commercial Pharmaceuticals and Manufacturing segments. The company offers injectables for therapeutic areas, such as anaesthetics, anticoagulants, antithrombotic agents, analgesics, and hormone replacement medicines under the Arixtra, Diprivan, Fraxiparine, Marcaine, Sustanon, and Xylocaine brands; over-the-counter medicines under the Emla, Maltofer, Ovestin, Solpadeine, and Xylocaine brands; and prescription products for anti-inflammatories, immunosuppressants, hypothyroidism, anti-gout, analgesics, and corticosteroids under the Eltroxin, Imuran, Lipitor, Lyrica, and Zyloric brands. It also manufactures active pharmaceutical ingredients, finished dose forms, and heparins, as well as steriles, oral solid doses, liquids, semi-solids, and biologicals. The company exports its products. Aspen Pharmacare Holdings Limited was founded in 1850 and is headquartered in Durban, South Africa.
- Sector
- Healthcare
- Industry
- Drug Manufacturers - Specialty & Generic
- CEO
- Stephen Bradley Saad
- Employees
- 7,625
- Website
- www.aspenpharma.com
- Address
- Aspen Place, Durban, NL, 2191, ZA
Aspen Pharmacare (LDZU) Earnings & Revenues
LDZU Company Deck
LDZU Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Management highlighted 14% group normalized EBITDA growth, 28% NHEPS growth, ZAR 3.8 billion of free cash flow, a net cash position, successful recovery of the sterile manufacturing business and guidance for at least ZAR 9 billion of EBITDA and more than 50% NHEPS growth in financial year 2027. These positives outweighed the flat group revenue, manufacturing revenue decline, restructuring and impairment charges, geopolitical effects and near-term Canadian GLP-1 API uncertainty.
View all DE:LDZU earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 2 | 4 |
| Technical Analysis | 3 | 2 | 4 |
| Moving Averages | 12 | 0 | 0 |
