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Kyowa Kirin Co Ltd (JP:4151)
:4151
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Kyowa Kirin Co
(OTC:4151)
Rating:75Outperform
Price Target:
¥2,773.00
▲(8.75% Upside)
Kyowa Kirin Co (4151) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
$1.34T
Dividend Yield2.3%
Average Volume (3M)831.16K
Price to Earnings (P/E)35.7
Beta (1Y)0.37
Revenue Growth3.62%
EPS Growth-59.69%
CountryJP
Employees5,669
SectorHealthcare
Sector Strength49
IndustryDrug Manufacturers - General
Share Statistics
EPS (TTM)19.40
Shares Outstanding525,634,500
10 Day Avg. Volume621,630
30 Day Avg. Volume831,156
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)0.00
Price to Sales (P/S)0.00
P/FCF Ratio0.00
Enterprise Value/Market Cap0.80
Enterprise Value/Revenue2.18
Enterprise Value/Gross Profit3.00
Enterprise Value/Ebitda10.26
Forecast
1Y Price Target
$2,206.14Price Target Upside-13.48% Downside
Rating ConsensusHold
Number of Analyst Covering1
Kyowa Kirin Co Business Overview & Revenue Model
Company DescriptionKyowa Kirin Co., Ltd. is a Japan-based pharmaceutical company engaged in the research, development, manufacturing, and marketing of a wide range of pharmaceutical products. The company focuses on several therapeutic areas, including oncology, nephrology, immunology/allergy, and the central nervous system. Kyowa Kirin is known for its commitment to innovative drug discovery and development, leveraging cutting-edge biotechnologies and a robust pipeline to address unmet medical needs.
How the Company Makes MoneyKyowa Kirin Co. generates revenue primarily through the sale of its pharmaceutical products, which are developed in-house and distributed globally. The company invests heavily in research and development to create innovative drugs and treatments, particularly in key therapeutic areas such as oncology and immunology. Revenue streams include direct sales to healthcare providers, partnerships with other pharmaceutical companies for co-development and co-marketing opportunities, and licensing agreements. Additionally, the company's strategic collaborations and alliances with other firms and research institutions enhance its ability to bring new products to market and expand its global reach, thereby contributing significantly to its earnings.
Kyowa Kirin Co Earnings Call Summary
Earnings Call Date:Jul 31, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Oct 31, 2025
Earnings Call Sentiment Neutral
The earnings call highlighted significant growth in North American and EMEA markets, particularly in strategic products like Crysvita and Poteligeo. However, this was offset by declines in overall revenue and interim profit due to restructuring costs and challenges in the Japanese market. While there were strong performances in certain segments and promising R&D developments, the financial declines and restructuring challenges resulted in a mixed sentiment.Q2-2025 Updates
Positive Updates
Growth in North America and EMEA
Sales in North America increased by JPY9.6 billion, or 12%, in real terms excluding forex impact. Crysvita and Poteligeo grew 11% and 15% respectively in local currency terms.
Strong Performance of Strategic Products
Crysvita continues to grow throughout North America, EMEA, and Japan, with revenues up 10%, or JPY8.9 billion YoY. Poteligeo also continued to grow, increasing its sales by JPY2.6 billion or 14% over the previous year.
Significant Increase in Libmeldy/Lenmeldy Sales
Sales of Libmeldy/Lenmeldy began to be booked in the US and increased significantly, showing a JPY3 billion or 206% increase.
Progress in Ziftomenib Development
Ziftomenib, an oral small molecule menin inhibitor for AML, showed promising results in the KOMET-001 and KOMET-007 trials, with a favorable safety profile and high efficacy rates, leading to a submission for FDA approval.
Negative Updates
Overall Revenue and Profit Decline
Revenue was JPY230.7 billion, a decrease of JPY.3 billion, or 1%. Core operating profit was JPY35 billion, a decrease of JPY9.1 billion, or 21%, and interim profit was JPY16.3 billion, a decrease of JPY21.5 billion, or 57%.
Impact of Special Voluntary Retirement Program
Interim profit decreased by 57% due to JPY9.4 billion in extra retirement payments related to a special voluntary retirement program in Japan.
Challenges in Japan Region
Sales for the Japan region declined by 9% due to the termination of a marketing agreement, NHI price revisions, and a decrease in Dobovet sales.
Negative Forex Impact
The total forex impact on revenue was negative JPY1.6 billion, and the forex impact on core operating profit was negative JPY1.3 billion.
Company Guidance
During the call, Kyowa Kirin Co., Ltd. provided financial guidance for Q2 of the fiscal year ending December 31, 2025. The company reported a revenue of JPY230.7 billion, marking a 1% decrease compared to the previous year, largely due to business restructuring in the APAC region and NHI price reductions in Japan. Core operating profit fell by 21% to JPY35 billion, attributed to a decrease in gross profit and a 7% rise in R&D expenses. Interim profit saw a significant drop of 57% to JPY16.3 billion, impacted by JPY9.4 billion in special voluntary retirement payments. Despite these declines, the company remains optimistic about achieving its full-year plan, with revenue and gross profit at 48% of the forecast and core operating profit at 44%. Sales in North America grew by 12%, driven by Crysvita and Poteligeo, which saw increases of 11% and 15%, respectively. The company is also advancing its R&D pipeline, with promising developments in products like Ziftomenib and rocatinlimab, which are undergoing crucial trials and FDA submissions.Kyowa Kirin Co Financial Statement Overview
Summary
Kyowa Kirin Co demonstrates strong financial health, with substantial revenue growth and solid profitability metrics. The company's balance sheet is robust, with low debt levels and high equity, indicating financial stability. However, there is room for improvement in operating cash flow generation.Income Statement
Kyowa Kirin Co has shown consistent revenue growth with a strong increase from ¥352.2 billion in 2021 to ¥494.7 billion TTM (Trailing-Twelve-Months). The gross profit margin remains robust, indicating effective cost management. However, there is a slight decrease in net income in the TTM period, affecting the net profit margin.85
Very Positive
Balance Sheet
The company maintains a strong equity position with a high equity ratio, demonstrating financial stability. The debt-to-equity ratio is low, indicating prudent leverage management, which is a positive sign for long-term sustainability.88
Very Positive
Cash Flow
Operating cash flow has decreased in the TTM period, which could indicate challenges in cash generation. However, the company maintains positive free cash flow, showing efficient capital expenditure management. The free cash flow growth rate has declined, suggesting a need for improved cash flow operations.80
Positive
| Breakdown | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 495.56B | 442.23B | 398.37B | 352.25B | 318.35B |
| Gross Profit | 362.95B | 331.03B | 311.46B | 264.40B | 237.91B |
| EBITDA | 116.65B | 118.53B | 82.81B | 79.86B | 74.71B |
| Net Income | 59.87B | 81.19B | 53.57B | 52.35B | 47.03B |
Balance Sheet | |||||
| Total Assets | 1.07T | 1.03T | 939.88B | 921.87B | 801.29B |
| Cash, Cash Equivalents and Short-Term Investments | 244.68B | 405.01B | 339.72B | 336.52B | 287.65B |
| Total Debt | 21.68B | 0.00 | 23.28B | 22.54B | 18.28B |
| Total Liabilities | 216.55B | 189.52B | 177.06B | 184.71B | 102.89B |
| Stockholders Equity | 850.81B | 836.42B | 762.83B | 737.16B | 698.40B |
Cash Flow | |||||
| Free Cash Flow | 41.85B | 82.70B | 20.01B | 66.78B | 4.27B |
| Operating Cash Flow | 67.88B | 115.55B | 48.67B | 86.55B | 39.50B |
| Investing Cash Flow | -142.39B | -20.38B | -17.18B | -11.36B | 252.56B |
| Financing Cash Flow | -84.70B | -32.53B | -29.03B | -28.45B | -26.00B |
Kyowa Kirin Co Technical Analysis
Neutral
2550.00
Price Trends
2538.63
Positive
2374.50
Positive
2328.55
Positive
Market Momentum
24.60
Positive
45.61
Neutral
20.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4151, the sentiment is Neutral. The current price of 2550 is below the 20-day moving average (MA) of 2616.30, above the 50-day MA of 2538.63, and above the 200-day MA of 2328.55, indicating a neutral trend. The MACD of 24.60 indicates Positive momentum. The RSI at 45.61 is Neutral, neither overbought nor oversold. The STOCH value of 20.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:4151.
Kyowa Kirin Co Peers Comparison
Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $1.34T | 35.67 | 4.61% | 2.30% | 3.62% | -59.69% | |
51 Neutral | $7.83B | -0.15 | -40.10% | 2.29% | 21.46% | -2.01% | |
| ― | $19.87B | 35.99 | 5.46% | 4.53% | ― | ― | |
| ― | $66.93B | 24.58 | 21.48% | 3.90% | ― | ― | |
| ― | $45.29B | 24.00 | 18.32% | 1.68% | ― | ― | |
| ― | $8.87B | 26.81 | 5.96% | 3.46% | ― | ― | |
| ― | $15.35B | 12.58 | 13.71% | 4.53% | ― | ― |
* Healthcare Sector Average
Performance Comparison
JP:4151
Kyowa Kirin Co
2,566.00
-664.17
-20.56%
ALPMF
Astellas Pharma
11.05
-0.61
-5.23%
CHGCF
Chugai Pharmaceutical Co
40.79
-8.66
-17.51%
DSKYF
Daiichi Sankyo Company
24.22
-14.39
-37.27%
ESALF
Eisai Co
30.75
-10.13
-24.78%
SGIOF
Shionogi & Co
17.99
3.01
20.09%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.