Takeda Pharmaceutical Co Ltd (JP:4502)
:4502
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
3.26Last Year’s EPS
-66Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced strong operational and R&D momentum—three positive Phase III readouts, NDA filings, robust free cash flow (JPY 625.9B), and improving growth product performance (growth & launch products +6.7% CER)—against clear near-term commercial and pricing headwinds (notably VYVANSE generic erosion, PDT/albumin softness in China, IVIG Medicare Part D effects, and IRA inclusion risk for ENTYVIO). Management emphasized strict cost discipline that preserved core OP guidance and upgraded cash flow expectations while committing to invest behind multiple imminent launches and pipeline programs. Overall the narrative is one of solid financial and pipeline resilience with identifiable risks that are being actively managed.Company Guidance
Strong cash generation and upgraded cash flow outlook
Adjusted free cash flow of JPY 625.9 billion YTD (after a USD 1.2 billion upfront Innovent payment); management upgraded the adjusted free cash flow forecast despite transactional spend.
Triple Phase III success and NDA submissions
Positive Phase III readouts for oveporexton, rusfertide and zasocitinib (all met or exceeded expectations). NDA filed with FDA for oveporexton and rusfertide; zasocitinib Phase III psoriasis data showed >50% achieving PASI 90 at week 16 and ~30% PASI 100, with regulatory filing preparations underway (target launch H1 CY2027). Oveporexton: ~85% of NT1 patients in Phase III moved into normative range on ESS; rusfertide maintained hematocrit <45% through 52 weeks.
Growth-and-launch products driving revenue expansion
Products classified as growth & launch (over 50% of total revenue) grew 6.7% at constant exchange rates YTD, improving from ~5% growth in Q1/Q2, narrowing the gap versus LOE headwinds.
ENTYVIO momentum and Pen uptake
ENTYVIO revenue grew 7.4% at CER in GI; ENTYVIO Pen now on formulary with all three major PBMs and commercial coverage >80% in the U.S.; management on track for full-year ENTYVIO guidance of ~6% growth.
Other product growth pockets
QDENGA accelerated to 22.1% growth (driven primarily by Brazil); FRUZAQLA continues global rollout and expansion.
Maintained profitability guidance via cost discipline
Despite revenue pressure, core operating profit YTD was JPY 971.6 billion (down 3.4% Y/Y at actual FX and CER) and reported operating profit was JPY 422.4 billion (up 1.2% Y/Y). Management maintained full-year core OP guidance (JPY 1.15 trillion) and core EPS guidance (JPY 486) through OpEx discipline and lower R&D and SG&A versus prior year.
Strategic partnerships and pipeline expansion
Innovent partnership (USD 1.2 billion upfront) added two oncology assets (TAK-928 and TAK-921); shared 60/40 investment structure and rapid data transfer to support global development—strengthening late-stage pipeline breadth.
Orderly leadership transition and organizational changes
Planned CEO handover to Julie Kim with organizational restructuring effective April 1 to accelerate commercial readiness for multiple upcoming launches and focus U.S. commercial efforts.
JP:4502 Earnings History
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 |
|---|---|---|---|
Jan 28, 2026 | ¥5130.00 | ¥5082.00 | -0.94% |
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% |
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 Ltd (JP:4502) report earnings?
Takeda Pharmaceutical Co Ltd (JP:4502) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Takeda Pharmaceutical Co Ltd (JP:4502) earnings time?
Takeda Pharmaceutical Co Ltd (JP:4502) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
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What is the P/E ratio of Takeda Pharmaceutical Co Ltd stock?
The P/E ratio of Takeda Pharmaceutical Co is N/A.
What is JP:4502 EPS forecast?
JP:4502 EPS forecast for the fiscal quarter 2025 (Q4) is 3.26.