CHC Healthcare Group announced on the 13th that its consolidated revenue for September reached NT$527 million, representing an 86% increase from the previous month and a 9.1% rise compared to the same period last year. Cumulative revenue for the first three quarters of this year totaled NT$31.88 billion, up 23.6% year-on-year, marking a historic high. Looking ahead, the fourth quarter is expected to be the peak period for the recognition of large-scale equipment sales, and the company’s performance is projected to surpass that of the third quarter. Analysts estimate that full-year revenue may challenge a new record.

CHC Healthcare Group’s growth this year has been driven by three major business segments: medical equipment, Fukang chain pharmacies, and its irradiation facility. The company noted that a wave of hospital equipment upgrades has boosted orders, with multiple hospitals expanding purchases of new medical equipment starting from Q3, significantly raising both revenue and profitability contribution from the medical equipment segment.

Analysts highlight that, in addition to stable growth in existing equipment sales and healthcare management services, the primary growth engine will come from new business initiatives. The chain pharmacy segment has already reached monthly revenue of NT$100 million and is expected to expand rapidly, aiming for a network of 100 stores by 2026. Meanwhile, the irradiation business is set to flourish, with growing demand for electronic semiconductor irradiation and medical sterilization further driving revenue expansion.

Currently, CHC Healthcare Group’s revenue distribution across its three main segments—medical equipment sales, healthcare management, and new business initiatives—stands at approximately 35%, 32%, and 33%, respectively. Within medical equipment sales, the focus is on high-end cancer treatment devices, particularly proton therapy systems and boron neutron capture therapy (BNCT), which are expected to drive the company’s leap-forward growth over the coming years. Analysts note that CHC currently holds two confirmed proton therapy system sales contracts, providing high revenue visibility for the next two to three years.

Additionally, CHC Healthcare Group is the exclusive agent for Neutron Therapeutics (NT)’s BNCT equipment in Taiwan. NT is expected to obtain EU CE certification by the end of this year, which would make it the first company globally to receive regulatory approval from both European and U.S. authorities. Once NT secures certification, CHC can submit a license application to Taiwan’s TFDA, with an anticipated review period of six months to one year.

Regarding new business initiatives, analysts note that CHC’s chain pharmacy segment has reached monthly revenue of NT$100 million and is set for rapid expansion, targeting 100 stores by 2026. The irradiation business is also expected to bear fruit, with continued growth in electronic semiconductor irradiation and medical sterilization driving overall revenue scale.

Resource: 承業醫9月營收5.27億 月增86% 年增9.1% 前三季營收創新高