The earnings call reflected a mixed financial performance with strong cash flow and pipeline advancements but was overshadowed by significant challenges such as the VYVANSE generic impact, ENTYVIO's slower growth, and foreign exchange headwinds. The partnership with Innovent Biologics provides a positive outlook for the oncology pipeline, but current financial pressures remain a concern.
Company Guidance
During Takeda's FY 2025 Q2 earnings call, the company provided guidance on various financial metrics and strategic initiatives. Christophe Weber, the President and CEO, confirmed that the fiscal year 2025 first half results aligned with expectations, with a 5.3% growth in launch products at constant exchange rates. Despite the significant impact of VYVANSE generics, the company anticipates reduced headwinds moving forward. Takeda updated its full-year guidance for core operating profit and EPS due to foreign exchange headwinds, particularly from euro appreciation affecting QDENGA. In terms of financial performance, Milano Furuta, the CFO, noted a 6.9% decrease in revenue to JPY 2.2 trillion in H1, with core operating profit down by 11.2% year-on-year. The company expects an improved growth outlook in H2, driven by higher growth in launch products and a moderated decline in VYVANSE. Additionally, the company announced plans to enter a new business cycle in fiscal year 2026, with potential new product launches and a strategic partnership with Innovent Biologics enhancing their late-stage pipeline.
Growth in Launch Products
Launch products grew 5.3% at constant exchange rate (CER), representing over 50% of revenue. This growth is expected to accelerate in the second half of the fiscal year.
Strong Free Cash Flow
Adjusted free cash flow was JPY 525.4 billion, including improvements in working capital, indicating strong cash generation despite challenges.
Pipeline Advancements
Positive Phase III studies for rusfertide and oveporexton, with zasocitinib Phase III data expected by the end of the calendar year. The pipeline is further enriched by a strategic partnership with Innovent Biologics.
Innovent Biologics Partnership
The partnership with Innovent Biologics adds cutting-edge assets to Takeda's oncology pipeline, including PD-1/IL-2 alpha bias bispecific and next-generation ADCs.
Takeda Pharmaceutical Co (JP:4502) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JP:4502 Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
¥4234.00
¥4257.00
+0.54%
Jul 30, 2025
¥4189.43
¥4199.20
+0.23%
May 08, 2025
¥4218.75
¥4183.56
-0.83%
Jan 30, 2025
¥3972.29
¥3998.12
+0.65%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Takeda Pharmaceutical Co (JP:4502) report earnings?
Takeda Pharmaceutical Co (JP:4502) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).
What is Takeda Pharmaceutical Co (JP:4502) earnings time?
Takeda Pharmaceutical Co (JP:4502) earnings time is at Jan 29, 2026, Before Open (Confirmed).
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