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BCBCHMF

Bachem Holding AG

$BCHMF·$6.8B·Drug Manufacturers - Specialty & Generic·Healthcare
$91.000.0%YTD+50.4%1Y+48.1%
Price updated 42d ago·X counts updated 42d ago
BCBCHMF
$BCHMFBachem Holding AG
$91.000.00%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BCHMF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BCHMF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Swiss peptide-API maker printing 35% revenue growth on GLP-1 tailwind — 50% year-to-date and 89% of the 52-week range says the market is watching.

Bachem is a Swiss contract manufacturer of peptide active pharmaceutical ingredients — the specific chemistry expertise behind GLP-1 agonists (Ozempic, Wegovy, Zepbound), which is the single most-important commercial demand pull in specialty pharma today. The setup is a CDMO catching the peptide manufacturing capacity crunch.

  • Q2 revenue was $325M CHF, up 35% year-on-year, with EPS pattern of the last four surprises (+43%, +44%, +31%, -5%) showing sell-side systematically underestimating the peptide-capacity conversion.
  • Analyst estimates model 2026 revenue at $928M CHF growing to $1.13B in 2027 and $1.33B in 2028 — the multi-year trajectory is the GLP-1-driven capacity ramp, and consensus 2030 revenue at $1.69B CHF implies the tailwind persists.
  • Trades at 37x trailing earnings, 7.9x sales, and 30x EV/EBITDA — premium multiples that reflect both the growth and the scarcity of GLP-1-capable peptide capacity, with the negative free-cash-flow yield showing the capex cycle is still in build phase.
  • Sits at the 89th percentile of the 52-week range, up 50% year-to-date and 48% year-on-year — the equity has re-rated on the GLP-1 tailwind recognition, and the 19% year-over-year growth in operating margin reinforces the operating leverage story.

What extends the move is the next full-year confirming continued double-digit revenue growth alongside a specific GLP-1 supply-contract expansion announcement. What breaks it is a specific Novo Nordisk or Eli Lilly in-sourcing announcement or a peptide-manufacturing capacity headline from a competitor (Polypeptide, PolyPeptide-owned CDMOs); the tailwind is real, and Bachem is the pure-play way to own it.

What to watch: Mar 4 2027 full-year 2026 results — consensus $1.97 EPS. Watch peptide-API revenue mix, gross-margin trend versus the 25% Q2 mark, and any specific GLP-1 supply-contract expansion or capex program update.

On the calendar: 2027-03-04 — Full-year 2026 results

Read the AI verdict on $BCHMF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Swiss peptide active pharmaceutical ingredient manufacturer supplying novel NCEs and commercial APIs to global pharma and biotech companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $BCHMF.

Drug Manufacturers - Specialty & Generic · Healthcare

Specialty pharma is bifurcating — GLP-1 adjacent programs attract premium valuations while generic manufacturers face pricing erosion from FDA approval backlogs clearing. Biosimilar launches of adalimumab (Humira), ustekinumab, and etanercept are accelerating branded erosion timelines, while mid-tier specialty pharma focuses on complex generics (ophthalmic, inhalation) to sustain margins.

What this means for $BCHMF

Partial — upstream oil & gas exposure ties to commodity price cycle; Bachem Holding AG is a global partner to pharmaceutical and .

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+14.5%YTD
+36.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.83$0.58+43.4%
Q4 2025Mar 12, 2026$1.67$1.16+44.0%
Q2 2025Jul 24, 2025$0.84$0.64+31.1%
Q4 2024Feb 27, 2025$1.23$1.29-4.7%
Next earningsThu, Mar 4·consensus EPS $1.94

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$324.6M+35.1%25.0%16.4%$0.67$-55.7M
Q4 FY25$382.3M+13.3%28.7%22.0%$1.32$8.6M
Q2 FY25$313.0M+30.5%28.8%21.4%$0.67$-56.7M
Q4 FY24$364.9M+22.9%33.3%26.8%$1.12$-73.8M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$927.7M$913.2M – $943.3M$2.29$2.17 – $2.429
FY27$1.1B$1.1B – $1.2B$2.95$2.80 – $3.129
FY28$1.3B$1.3B – $1.4B$3.52$3.33 – $3.713
FY29$1.5B$1.4B – $1.5B$4.02$3.81 – $4.244
FY30$1.7B$1.6B – $1.8B$4.52$4.29 – $4.774

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.89%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+18.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 31.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.815-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 2 other (2 F-6EFs) in window

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight Loss

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Voices on X · last 7 days

No standout posts about $BCHMF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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