Takeda Pharmaceutical Co Ltd (JP:4502)
:4502
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
60.11Last Year’s EPS
79.4Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a constructive long-term outlook driven by a deep late-stage pipeline, multiple near-term regulatory catalysts (oveporexton, rusfertide, zasocitinib) and strong cash generation, supported by substantial cost savings and a clear transformation plan to fund launches and R&D. Near-term headwinds include a FY25 core revenue decline driven by VYVANSE LOE (≈JPY 150 billion), moderated growth in some legacy products (albumin, parts of PDT), restructuring costs (~JPY 170 billion in FY26) and guidance that anticipates core operating profit and EPS declines in FY26 as investments are made. On balance, the positive R&D achievements, clear launch roadmap, solid free cash flow and concrete efficiency targets outweigh the short-term financial pressures and execution risks.Company Guidance
Strong Late-Stage R&D Momentum and Regulatory Progress
Three positive Phase III readouts (oveporexton, rusfertide, zasocitinib) in FY25; FDA priority review granted for oveporexton and rusfertide with expected U.S. launches in H2 2026 and zasocitinib commercialization planned H1 2027. Additional positive pivotal result for TAK-881 (20% facilitated subcutaneous Ig) with regulatory submissions planned in 2026. Management expects an average of 2–3 NME filings / important U.S. indication expansions per year through 2030.
Robust Pipeline Depth
Company says this is the most robust late-stage pipeline in Takeda history, with additional Phase III initiations (elritercept, mezagitamab) and multiple oncology and immunology catalysts (TAK-360, TAK-928, TAK-921) expected over FY26–27, supporting multi-year growth potential.
Solid Core Profitability and Cost Discipline
Core operating profit was JPY 1.17 trillion in FY25 (down 0.9% at CER) despite LOE headwinds; management reported over JPY 150 billion of OpEx savings in FY25 and ~JPY 300 billion gross annualized savings captured over two years from efficiency programs.
Healthy Cash Flow and Strong Free Cash Generation
Adjusted free cash flow was JPY 684.5 billion in FY25 (operating cash flow roughly flat vs prior year). FY26 free cash flow guidance is stable at JPY 650–750 billion, enabling planned JPY 500 billion debt repayment in FY26 and a higher annual dividend of JPY 204 per share.
Growth in Key Products and Segments
Growth & Launch Products represented over 50% of revenue and grew 4.5% at CER. FRUZAQLA grew 14.6% at CER and QDENGA grew 10.7% at CER; ENTYVIO grew 4.2% at CER and IG (immunoglobulin) grew 4.1% at CER (double-digit growth for subcutaneous Ig specifically).
Favorable Reported Profit Movement
Reported operating profit increased to JPY 408.8 billion, up 19.3% year-over-year, driven by the end of VYVANSE amortization and lower restructuring costs.
Transformation Program with Targeted Savings
New transformation program expected to impact ~4,500 roles in FY26 with one-time restructuring cost of JPY 170 billion, and management expects to realize annualized gross savings of >JPY 200 billion by FY2028 (JPY 100 billion target in FY26) to fund launch and R&D investments.
Manageable Debt Profile and Leverage Path
Approximately JPY 500 billion of debt matures in FY26 to be repaid mainly via cash/free cash flow; 100% of debt at fixed rate with weighted average interest ~2.4%. Management targeting deleveraging toward ~2.0x adjusted net debt / adjusted EBITDA (down from ~2.6x).
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 |
|---|---|---|---|
May 13, 2026 | ¥5168.00 | ¥5192.00 | +0.46% |
Jan 28, 2026 | ¥5042.16 | ¥4994.98 | -0.94% |
Oct 30, 2025 | ¥4161.50 | ¥4184.11 | +0.54% |
Jul 30, 2025 | ¥4117.69 | ¥4127.30 | +0.23% |
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 Jul 30, 2026, Before Open (Confirmed).
What is Takeda Pharmaceutical Co Ltd (JP:4502) earnings time?
Takeda Pharmaceutical Co Ltd (JP:4502) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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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 2026 (Q1) is 60.11.