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Eisai Co Ltd (ESALF)
OTHER OTC:ESALF
Earnings Data
Report Date
Aug 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.26Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 15, 2025
|% Change Since: 4.69%
|Next Earnings Date:Aug 01, 2025
Earnings Call Sentiment|Neutral
Eisai Co. reported strong fiscal year 2024 results with increased revenue and profit, driven by the performance of their global brands, particularly LEQEMBI. However, challenges remain in the U.S. market with slow penetration of LEQEMBI and increased costs. Structural reforms and global expansion efforts are positive signs, but competitive pressures and cost management pose ongoing challenges.Company Guidance
During the financial results briefing session for fiscal year 2024, Eisai reported a significant increase in both revenue and profit, exceeding their initial forecasts. Revenue from their three global brands, LENVIMA, Lemborexant, and LEQEMBI, totaled ¥426.5 billion, marking a 24% year-over-year increase. LEQEMBI alone contributed ¥40 billion to this growth. The cost of sales increased by 0.5 percentage points, while R&D expenses decreased by 1.2 percentage points, largely due to the closure of some research facilities. SG&A expenses saw a controlled increase of 1.2 percentage points due to investments in LEQEMBI marketing and U.S. structural reforms. LEQEMBI's revenue for FY 2024 reached ¥44.3 billion globally, with significant contributions from the Americas and Japan. Looking ahead, Eisai forecasts LEQEMBI's revenue to reach ¥76.5 billion in fiscal 2025, driven by expected demand expansion phases in key markets like the U.S. and Japan. The company plans to continue investing in LEQEMBI while implementing organizational transformations to enhance efficiency and achieve profitability by fiscal 2026.Record Revenue and Profit for FY 2024
Eisai Co. reported an increase in both revenue and profits for fiscal year 2024, exceeding their forecast. Total revenue reached ¥789.4 billion, a year-over-year increase of ¥47.6 billion.
Strong Performance of Global Brands
The three global brands, LENVIMA, Lemborexant (Dayvigo), and LEQEMBI, collectively achieved ¥426.5 billion in revenue, marking a 24% year-over-year increase.
LEQEMBI Approval and Global Expansion
LEQEMBI has been approved in 44 countries and exceeded its full-year revenue forecast with ¥44.3 billion in global revenue for FY 2024.
R&D Expense Reduction
R&D expenses were reduced by 1.6 percentage points due to the closure of inactive research laboratories and reduced impairment losses.
Structural Reforms in Americas
Eisai has completed structural reforms in the Americas, streamlining the sales force and administrative functions to improve financial performance.
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
ESALF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 15, 2025 | $26.00 | $26.00 | 0.00% |
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% |
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 Eisai Co Ltd (ESALF) report earnings?
Eisai Co Ltd (ESALF) is schdueled to report earning on Aug 01, 2025, TBA Not Confirmed.
What is Eisai Co Ltd (ESALF) earnings time?
Eisai Co Ltd (ESALF) earnings time is at Aug 01, 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 (Q1) is 0.24.