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Eisai Co Ltd (ESALF)
OTHER OTC:ESALF
Earnings Data
Report Date
May 15, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.13Last Year’s EPS
0.32Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 07, 2025
|% Change Since: 1.37%
|Next Earnings Date:May 15, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a cautiously optimistic outlook with positive growth in revenue and pharmaceutical business, alongside challenges in profit margins and LEQEMBI market penetration goals. While the company's financial health and strategic developments are promising, immediate challenges exist in achieving short-term targets and managing expenses.Company Guidance
During the earnings call for Eisai Company Limited regarding the third quarter of fiscal year 2023, several key financial metrics were highlighted. The company reported a revenue of JPY 551.3 billion, representing a 1% increase from the previous year. This growth was primarily driven by the pharmaceutical business, with Lenvima and Dayvigo sales contributing significantly, resulting in a segment revenue of JPY 528.1 billion, which was 99% of the previous year. Additionally, other business revenue saw a substantial increase of 62% year-on-year to JPY 23.2 billion. The cost of sales was JPY 119.2 billion, down 3.9 percentage points from the previous year, leading to a gross profit of JPY 432 billion, a 6% year-on-year increase. R&D expenses were JPY 124.5 billion, maintaining a steady ratio to sales at 22.6%, while SG&A expenses remained almost flat year-on-year at JPY 271 billion. The operating profit surged to JPY 37.5 billion, 272% of the previous year's level, driven by strategic cost control and revenue growth. The company maintained a solid equity ratio, supporting a stable dividend policy, and projected an unchanged revenue forecast of JPY 741 billion for FY 2023, with operating profit expected to rise by 27% to JPY 51 billion.Revenue and Profit Increase
Eisai achieved an increase in revenue and operating profit for the third quarter of fiscal year 2023, with revenue at JPY 551.3 billion, marking a 1% increase from the previous year.
Growth in Pharmaceutical Business
Sales of Lenvima increased by JPY 31.9 billion (up 17%) and Dayvigo increased by JPY 9.2 billion (up 42%) year-on-year.
LEQEMBI Market Penetration
LEQEMBI is penetrating the U.S. market steadily with approximately 2,000 patients currently receiving treatment and a 2.9-fold increase in patients after insurance reimbursement.
Financial Soundness
The company's financial position remains solid, with a stable equity ratio and ongoing dividend payments.
Subcutaneous Formulation Progress
Positive progress in the development of a subcutaneous formulation for LEQEMBI, with plans to submit to the FDA by March 2024.
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ESALF 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
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ESALF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 07, 2025 | $29.20 | $29.15 | -0.17% |
| Nov 08, 2024 | $32.42 | $34.26 | +5.68% |
| Aug 02, 2024 | $36.41 | $34.93 | -4.06% |
| May 15, 2024 | $41.45 | $43.00 | +3.74% |
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.
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FAQ
When does Eisai Co Ltd (ESALF) report earnings?
Eisai Co Ltd (ESALF) is schdueled to report earning on May 15, 2025, TBA Not Confirmed.
What is Eisai Co Ltd (ESALF) earnings time?
Eisai Co Ltd (ESALF) earnings time is at May 15, 2025, TBA Not 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ESALF EPS forecast?
ESALF EPS forecast for the fiscal quarter 2025 (Q4) is 0.13.
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