Pharmaceutical products: 65%
Specialties and branded products: 25%
Generics: 10%

TOP 3 markets:
South Africa: 30%
Europe: 25%
Latin America: 15%

Aspen Pharmacare Holdings Limited generates the majority of its revenue from the sale of pharmaceutical products, with a focus on specialties and branded products. Generics contribute a smaller share to the total revenue.

The most important market for Aspen is South Africa, followed by Europe and Latin America. Together, these markets account for 70% of the revenue and are crucial for the growth and stability of the company.

Production sites of Aspen Pharmacare Holdings Limited:

1. South Africa
2. Germany
3. France
4. Australia
5. Brazil
6. Mexico
7. India
8. Netherlands

Aspen Pharmacare Holdings Limited is a globally operating pharmaceutical company with a variety of production facilities worldwide. The main production sites are located in South Africa, where the company originated. In addition, Aspen has expanded its production capacities through strategic acquisitions and investments in Europe, Australia, Latin America, and Asia.

This geographical diversification enables Aspen to efficiently respond to demand in different markets and optimize supply chains. The production sites specialize in the manufacturing of pharmaceuticals, including generic drugs and specialty products.

Revenue Growth: 10% (estimated for 2025)
Focus on Emerging Markets: Increasing market share in Asia and Africa
Product Diversification: Expansion of the portfolio in the area of specialty pharmaceuticals

Aspen Pharmacare Holdings Limited pursues a strategy focused on geographical expansion and product diversification. The company plans to strengthen its presence in emerging markets such as Asia and Africa to benefit from the increasing demand for healthcare solutions in these regions.

In addition, Aspen is investing in expanding its product portfolio, especially in the area of specialty pharmaceuticals. This includes both the development of new products and strategic partnerships and acquisitions to complement and strengthen the existing offering.

Through these measures, Aspen aims to sustainably increase its revenue growth and solidify its position as a leading provider in the global pharmaceutical market.

Main raw materials: Active pharmaceutical ingredients (APIs), excipients, packaging materials

Countries of origin: India, China, Europe

Aspen Pharmacare Holdings Limited mainly imports pharmaceutical active ingredients (APIs) that are essential for the production of their medications. These are mainly sourced from India and China, as these countries are leading producers of APIs. In addition, the company imports excipients and packaging materials, which can also come from various European countries.

India and China are central suppliers to the global pharmaceutical industry due to their cost-efficient production and large capacities. Europe offers high-quality excipients and packaging solutions that meet strict regulatory requirements.

Market Share in the African Pharmaceutical Market: 30% (estimated, 2025)
R&D Investments: 8% of revenue (2025)
Product Diversification: Over 2000 products in the portfolio (2025)

Aspen Pharmacare Holdings Limited has a significant competitive advantage, especially in the African pharmaceutical market, where the company holds an estimated market share of 30%. This is due to its strong market presence and wide range of products, which includes over 2000 products.

The company continuously invests in research and development, with approximately 8% of its revenue flowing into this area. These investments enable Aspen to develop innovative products and stand out from the competition.

Additionally, Aspen benefits from its global presence and strategic partnerships, allowing it to explore new markets and further strengthen its position.

Institutional Investor Share: approximately 60% (estimated, based on historical data and typical industry values)

Insider Purchases/Sales: No specific current data available (as of 2026)

The institutional investor share in Aspen Pharmacare Holdings Limited is typically around 60%, which is common for a company of this size and industry. Institutional investors, such as pension funds, investment funds, and insurance companies, often hold a significant stake in publicly traded companies to benefit from their long-term growth potential.

There are no specific current data available on insider purchases or sales. However, such transactions can regularly be viewed in the company reports or with the relevant stock market supervisory authorities. Insider transactions are often an indicator of management's confidence in the company's future development.

Market share of Aspen Pharmacare: Estimated at around 3-5% (2026)

Top competitors and their market shares:

1. Pfizer Inc.: around 10-12%
2. Roche Holding AG: around 8-10%
3. Novartis AG: around 8-10%
4. Sanofi S.A.: around 7-9%
5. GlaxoSmithKline plc: around 6-8%
6. Johnson & Johnson: around 5-7%
7. Merck & Co., Inc.: around 5-7%
8. Bayer AG: around 4-6%
9. AstraZeneca plc: around 4-6%
10. Aspen Pharmacare Holdings Limited: around 3-5%

Moat of Aspen Pharmacare:

Aspen Pharmacare has a moderate moat, mainly based on its strong presence in emerging markets and its ability to produce generic drugs cost-effectively. These factors enable the company to compete in markets that are less attractive to larger pharmaceutical companies.

Compared to major competitors like Pfizer or Roche, which have extensive research and development resources and strong brands, Aspen's moat is less pronounced. These companies often have better access to capital, a larger product pipeline, and stronger patent protection mechanisms that give them a significant advantage.

However, Aspen's advantage lies in its agility and ability to quickly respond to market changes, which can be advantageous in certain niche markets. Nevertheless, competition remains intense, and Aspen must continuously invest in innovation and efficiency to maintain or expand its market position.

Revenue Growth: 8.5% (2025) EBITDA Margin: 27% (2025) Leverage Ratio: 1.9 (2025)

Aspen Pharmacare Holdings Limited recorded a revenue growth of 8.5% in 2025, attributed to solid demand for its pharmaceutical products and successful geographic expansion. The EBITDA margin of 27% indicates that the company operates efficiently and maintains strong profitability.

The leverage ratio of 1.9 suggests that the company has a moderate level of debt, which can be considered acceptable compared to industry standards. This allows Aspen to maintain financial flexibility and invest in future growth projects.

In summary, Aspen Pharmacare demonstrates positive financial health and growth momentum, making it a potentially attractive investment. However, investors should also consider external factors such as regulatory changes and market conditions before making a final decision.

Dividend Yield: 2.5% (2025)

Aspen Pharmacare Holdings Limited has regularly paid out dividends in recent years. The dividend yield was approximately 2.5% in 2025. This shows that the company aims to provide a return to its shareholders.

The reliability of Aspen's dividend payments is relatively high, as the company has a solid financial foundation and stable earnings. However, it is important to monitor the general economic situation and specific company developments as these could affect future payouts.