Daiichi Sankyo Company Limited (DSKYF)
OTHER OTC:DSKYF
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.36Last Year’s EPS
0.29Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mixture of clear commercial and clinical momentum—notably strong ENHERTU and accelerating DATROWAY sales, major guideline and regulatory wins, significant milestone income, and favorable legal outcomes—counterbalanced by meaningful expense increases (SG&A and R&D), inventory-related charges and one‑off negative items that pressured reported operating profit. Pipeline execution remains active with several upcoming readouts and continued partnership activity, but there are near‑term cost and timing uncertainties (CMO negotiations, trial adjustments, regional generic pressure). Overall, the positives (robust top‑line growth, flagship product expansion, regulatory and legal wins, and upgraded DATROWAY guidance) outweigh the negatives, while management signals a cautious near‑term margin outlook to be addressed in the forthcoming five‑year plan.Company Guidance
Revenue Growth
Consolidated revenue for Q3 FY2025 was JPY 1,533.5 billion, up JPY 165.9 billion year‑on‑year (+12.1%). Management maintained the FY2025 consolidated earnings forecast (no change from October).
Core Operating Profit Increase
Core operating profit rose to JPY 249.2 billion, an increase of JPY 20.2 billion year‑on‑year (+8.8%). Excluding FX effects, the actual increase in core operating profit was JPY 13.8 billion.
Profit Attributable to Owners Increased
Profit attributable to owners of the company was JPY 217.4 billion, up JPY 8.8 billion year‑on‑year (+4.2%).
ENHERTU Strong Sales and Guideline Momentum
Global ENHERTU sales for Q3 FY2025 were JPY 506.8 billion, up JPY 102.4 billion year‑on‑year (≈+25% vs prior year). New patient share remains #1 across major countries for existing indications. Multiple NCCN guideline upgrades/additions (including Category 1 adjuvant HER2‑positive high recurrence and upgrades for HER2‑positive esophageal/gastric cancers) support further uptake and label expansion.
DATROWAY Acceleration and Upgraded Full‑Year Forecast
Q3 global DATROWAY sales reached JPY 31.6 billion (83.8% of October forecast). Rapid uptake in U.S. lung cancer indication and expanded prescriptions (over 3,000 cumulative patients, ~1.5x vs end of prior quarter). Full‑year DATROWAY forecast increased to JPY 47.0 billion (+JPY 9.2 billion vs October).
Clinical and Regulatory Progress
Multiple regulatory and trial milestones: U.S. first‑line HER2‑positive breast cancer approval for ENHERTU (DB09) and U.S. promotion started; DESTINY‑Breast03 final OS analysis shows median OS 56.4 vs 42.7 months (5‑year survival 48.1% vs 36.9%); new trials initiated (DESTINY‑Lung06, DESTINY‑Ovarian01 randomized phase, DESTINY‑Endometrial‑02). Several ENHERTU indication filings under review globally (Project Orbis).
Partnership Milestones and Milestone Income
Contract upfront payments and development milestones (AstraZeneca, Merck) contributed JPY 20.9 billion to revenue in the quarter (including milestone for DESTINY‑Breast09 approval and Merck upfront for R‑DXd).
Favorable Legal Outcome
U.S. Court of Appeals for the Federal Circuit affirmed PTO decision invalidating Seagen's U.S. patent, reversing prior judgment requiring damages/royalties — a materially favorable IP/legal outcome.
R&D Pipeline Advancement and Recognition
First‑in‑human trial started for DS‑3610 (STING agonist ADC). EZHARMIA (in‑house) received the Prime Minister's award for medical R&D contributions. Several late‑stage readouts expected in the coming fiscal periods (e.g., DESTINY‑Lung04, TROPION‑Lung07/08, AVANZAR).
DSKYF 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
DSKYF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | $19.56 | $18.91 | -3.32% |
Oct 31, 2025 | $25.57 | $23.13 | -9.54% |
Jul 31, 2025 | $25.60 | $23.37 | -8.68% |
Apr 25, 2025 | $23.18 | $25.74 | +11.06% |
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 Daiichi Sankyo Company Limited (DSKYF) report earnings?
Daiichi Sankyo Company Limited (DSKYF) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is Daiichi Sankyo Company Limited (DSKYF) earnings time?
Daiichi Sankyo Company Limited (DSKYF) earnings time is at Apr 23, 2026, Before Open (Confirmed).
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What is DSKYF EPS forecast?
DSKYF EPS forecast for the fiscal quarter 2025 (Q4) is 0.36.