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Kyowa Kirin Co (JP:4151)
:4151
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Kyowa Kirin Co
(OTC:4151)
Rating:75Outperform
Price Target:
¥2,773.00
▲(8.13% Upside)
Kyowa Kirin Co (4151) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.34T
Dividend Yield2.28%
Average Volume (3M)946.75K
Price to Earnings (P/E)35.1
Beta (1Y)0.39
Revenue Growth3.62%
EPS Growth-59.69%
CountryJP
Employees5,669
SectorHealthcare
Sector Strength38
IndustryDrug Manufacturers - General
Share Statistics
EPS (TTM)19.40
Shares Outstanding525,634,500
10 Day Avg. Volume1,035,700
30 Day Avg. Volume946,750
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 CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,197.35Price Target Upside-14.32% 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: -0.04%|
Next Earnings Date:Oct 31, 2025
Earnings Call Sentiment Neutral
The earnings call presented a mixed picture with significant growth in key products like Crysvita and Poteligeo, and promising R&D advancements, but faced challenges with decreased revenue and profits, notably due to restructuring impacts in Japan and APAC. The sentiment is balanced with notable achievements and ongoing challenges.Q2-2025 Updates
Positive Updates
Crysvita Sales Growth
Crysvita global sales for H1 increased 10% YoY to JPY99.8 billion, with strong performance in North America and EMEA, supported by increased treatment among adult patients and promotional activities.
Poteligeo Revenue Increase
Global revenue for Poteligeo reached JPY21.6 billion, a 14% increase YoY, with successful promotional strategies using AI and strong growth in North America and Europe.
Successful R&D and Pipeline Progress
Ziftomenib has shown promising results in trials, with a favorable safety profile and efficacy, and has been submitted for FDA approval. Rocatinlimab shows potential for unique treatment value and is progressing well in trials.
Negative Updates
Decreased Revenue and Profit
Revenue decreased by JPY.3 billion or 1%, core operating profit fell by JPY9.1 billion or 21%, and interim profit dropped by JPY21.5 billion or 57%, due to factors like NHI price reductions and extra retirement payments.
Japan Sales Decline
Sales in Japan dropped by 9% due to terminated marketing agreements, NHI price revisions, and decreased sales of certain products.
APAC Region Restructuring Impact
The restructuring in the APAC region led to a JPY6.5 billion decline in sales, contributing to an overall decline in global revenue.
Increased R&D Expenses
R&D expenses increased by JPY3.3 billion, impacting core operating profit, despite being in line with planned progress.
Company Guidance
In the Q2 financial results presentation for the fiscal year ending December 31, 2025, Kyowa Kirin Co., Ltd. provided detailed guidance on several key performance metrics. The company reported a revenue of JPY230.7 billion, a 1% decrease compared to the same period last year, attributed to business restructuring in the APAC region and NHI price reductions in Japan. Core operating profit fell by 21% to JPY35 billion, primarily due to a decline in gross profit and a 7% increase in R&D expenses. Interim profit decreased by 57% to JPY16.3 billion, impacted by JPY9.4 billion in extra retirement payments from a voluntary retirement program in Japan. Despite these challenges, Crysvita and Poteligeo showed strong growth in North America and EMEA, with Crysvita achieving a 10% YoY increase. The company projected that revenue and gross profit, currently at 48% of the full-year forecast, would align with expectations as they typically rise in the latter half of the fiscal year. Core operating profit was at 44% of the annual plan, while interim profit progress was at 29%. The company remains committed to achieving its full-year targets, aided by strategic sales growth and operational efficiencies, including AI-driven promotional activities.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
Positive
2564.50
Price Trends
2448.27
Positive
2299.80
Positive
2321.43
Positive
Market Momentum
40.50
Negative
64.56
Neutral
89.84
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4151, the sentiment is Positive. The current price of 2564.5 is above the 20-day moving average (MA) of 2527.13, above the 50-day MA of 2448.27, and above the 200-day MA of 2321.43, indicating a bullish trend. The MACD of 40.50 indicates Negative momentum. The RSI at 64.56 is Neutral, neither overbought nor oversold. The STOCH value of 89.84 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4151.
Kyowa Kirin Co Peers Comparison
Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
83 Outperform | ¥2.28T | 12.09 | 13.71% | 2.25% | 4.04% | 21.20% | |
78 Outperform | ¥12.10T | 30.62 | 21.48% | 1.46% | 10.29% | 11.37% | |
75 Outperform | ¥1.34T | 35.10 | 4.61% | 2.28% | 3.62% | -59.69% | |
74 Outperform | ¥2.85T | 34.69 | 5.46% | 4.69% | 14.29% | 368.64% | |
68 Neutral | ¥6.65T | 22.60 | 18.32% | 1.63% | 14.09% | 31.96% | |
67 Neutral | ¥1.22T | 24.23 | 5.96% | 3.76% | 6.42% | 10.82% | |
65 Neutral | ¥342.45B | 8.70 | -3.93% | 2.47% | 11.16% | -19.70% |
* Healthcare Sector Average
Performance Comparison
JP:4151
Kyowa Kirin Co
2,569.50
-320.57
-11.09%
JP:4503
Astellas Pharma
1,580.50
-23.34
-1.46%
JP:4519
Chugai Pharmaceutical Co
7,303.00
1,482.52
25.47%
JP:4507
Shionogi & Co
2,590.00
562.71
27.76%
JP:4523
Eisai Co
4,319.00
-1,013.21
-19.00%
JP:4568
Daiichi Sankyo Company
3,566.00
-1,878.08
-34.50%
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.