Kamada Ltd.
NASDAQ•KMDA
CEO: Mr. Amir London
セクター: Healthcare
業種: Drug Manufacturers - Specialty & Generic
上場日: 2013-05-31
Kamada Ltd. manufactures and sells plasma-derived protein therapeutics. Its commercial products include KAMRAB/KEDRAB for treating prophylaxis of rabies; CYTOGAM for Prophylaxis of Cytomegalovirus disease in kidney, lung, liver, pancreas, heart, and heart/lung transplants; VARIZIG for post exposure prophylaxis of varicella; WINRHO SDF for immune thrombocytopenic purpura and suppression of rhesus isoimmunization; HEPAGAM B for prevention of hepatitis B recurrence liver transplants and post-exposure prophylaxis; GLASSIA for intravenous AATD; KAMRHO (D) IM for prophylaxis of hemolytic disease of newborns; KAMRHO (D) IV for immune thermobocytopunic purpura; and Echis coloratus and Vipera palaestinae Antiserum for the treatment of snake bite. The company also distributes imported drug products in Israel, including BRAMITOB to manage chronic pulmonary infection; FOSTER to treat asthma; TRIMBOW for chronic obstructive pulmonary disease; PROVOCHOLINE for the diagnosis of bronchial airway hyperactivity; AEROBIKA, an OPEP device; RUPAFIN and RUPAFIN ORAL SOLUTION for allergic rhinitis and Urticaria; SINTREDIUS for rheumatoid arthritis, systemic lupus erythematosus, and mild-moderate juvenile dermatomyositis; IVIG for immunodeficiency-related conditions; VARITECT for chicken pox and zoster herpes; ZUTECTRA and HEPATECT CP for hepatitis B; MEGALOTECT CP for CMV virus; RUCONEST for angioedema attack; HEPARIN SODIUM INJECTION for thrombo-embolic disorders and prophylaxis of deep vein thrombosis and thromboembolic events; ALBUMIN and ALBUMIN for blood plasma; Factor VIII for hemophilia type A; and Factor IX for hemophilia type B. In addition, it distributes COAGADEX for hereditary factor X deficiency; IXIARO for Japanese encephalitis; VIVOTIF for Salmonella Typhi; PROCYSBI for nephropathic cystinosis; LAMZEDE for alpha-mannosidosis; ELIGARD for prostate cancer; and BEVACIZUMAB KAMADA for various cancers. The company was incorporated in 1990 and is headquartered in Rehovot, Israel.
連絡先情報
時価総額
$485.72M
PER (TTM)
24.0
14.4
配当利回り
2.2%
52週高値
$9.35
52週安値
$6.24
52週レンジ
順位38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$45.60M+0.00%
直近4四半期の推移
EPS
$0.06+0.00%
直近4四半期の推移
フリーCF
$4.96M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Revenue Increased 12.1% Total revenues reached $180.5M in 2025, up 12.1% from $161.0M in 2024, driven by both segments.
Net Income Grew Substantially Net income was $20.2M in 2025, a strong increase from $14.5M in 2024, reflecting improved profitability.
Distribution Gross Profit Surged Distribution segment gross profit rose 85.3% to $4.1M in 2025, driven by favorable product sales mix.
2026 Revenue Guidance Issued Expecting 2026 total revenues in $200M to $205M range, implying 13% revenue increase midpoint.
リスク要因
Key Product Revenue Concentration Business highly concentrated on KEDRAB, GLASSIA, CYTOGAM, accounting for 50% of 2025 revenues.
Geopolitical Instability Risk Manufacturing facility in Beit Kama, Israel, faces risks from ongoing regional political instability and conflict.
Inhaled AAT Trial Discontinued Phase 3 InnovAATe trial for Inhaled AAT discontinued in December 2025 due to futility analysis outcome.
Dependency on Kedrion Distribution Reliance on Kedrion for U.S. KEDRAB sales, which accounted for approximately 30% of total revenues in 2025.
見通し
Expanding US Plasma Collection Ramping up three US plasma centers; expecting $8M to $10M annual NSP revenue per center when fully operational.
Launch New Biosimilar Products Two biosimilar products launching in Israel during 2026; portfolio sales estimated to reach $15M to $20M within five years.
Manufacturing Transition Planned Planning transition of WINRHO SDF, VARIZIG, HEPAGAM B manufacturing to Beit Kama facility over four to five years.
Pursuing Strategic M&A Opportunities Actively seeking M&A, business development, and in-licensing opportunities to enhance marketed product portfolio in 2026.
同業比較
売上高 (TTM)
$5.93B
$742.90M
$329.52M
粗利益率 (最新四半期)
119.2%
93.6%
91.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| SLDB | $641.20M | -4.5 | -73.3% | 9.1% |
| SRDX | $614.51M | -43.3 | -12.8% | 19.2% |
| TCMD | $570.13M | 29.4 | 9.3% | 5.8% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
1.2%
緩やかな成長
4四半期純利益CAGR
-2.8%
収益性の安定
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年5月12日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし