1. What Happened in Yuhan’s Q2 2025?
Despite increased sales in Q1 2025, Yuhan Corp experienced a decline in net profit due to license agreement terminations. Leclaza’s global market entry also fell short of expectations. Q2 results hinge on overcoming these challenges and achieving a rebound.
2. Why These Results?
The primary reasons for the Q1 decline were license agreement terminations and Leclaza’s underperformance. High R&D investment, while crucial for long-term growth, negatively impacted short-term profitability. The macroeconomic environment, with rising raw material prices and interest rate hikes, further burdened Yuhan.
3. What’s Next for Yuhan?
Q2 performance will depend heavily on Leclaza’s global market progress and the establishment of new R&D pipelines. Management’s explanations and future strategies presented during the IR will be crucial in determining the stock’s direction.
4. Investor Action Plan
Increased stock volatility is expected post-IR, requiring a cautious investment approach. Focus on long-term growth potential, monitoring Leclaza’s progress, and the development of the R&D pipeline. Diversification is key for risk management.