Astellas Pharma Inc (JP:4503)
:4503
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Astellas Pharma
(4503)
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Rating:65Neutral
Price Target:
¥2,454.00
▼(-3.90% Downside)
Action:Reiterated
Date:05/30/26
The score is driven primarily by improving fundamentals (rebound in profitability and strong free cash flow) and supportive valuation (P/E ~14 with a ~3.4% yield), partially offset by weak technical momentum (negative MACD, below key moving averages, oversold readings) and the risk of earnings/cash-flow volatility alongside elevated leverage versus prior years.
Positive Factors
Sustained revenue growth trend
Consistent top-line growth with a recent operating-profit rebound indicates durable commercial execution across products and regions. This momentum supports reinvestment in R&D and commercialization, improving the likelihood that revenue gains persist over the next several quarters.
Negative Factors
Elevated leverage vs prior years
Higher debt levels reduce financial flexibility and increase interest and refinancing risk, constraining the company's ability to accelerate R&D or pursue opportunistic M&A. Persistent elevated leverage leaves the balance sheet more exposed to adverse shocks over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained revenue growth trend
Consistent top-line growth with a recent operating-profit rebound indicates durable commercial execution across products and regions. This momentum supports reinvestment in R&D and commercialization, improving the likelihood that revenue gains persist over the next several quarters.
Read all positive factors
Astellas Pharma (4503) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥3.82T
Dividend Yield3.61%
Average Volume (3M)8.39M
Price to Earnings (P/E)14.1
Beta (1Y)0.64
Revenue Growth11.87%
EPS Growth474.27%
CountryJP
Employees14,754
SectorHealthcare
Sector Strength45
IndustryDrug Manufacturers - General
Share Statistics
EPS (TTM)162.77
Shares Outstanding1,809,663,100
10 Day Avg. Volume8,158,160
30 Day Avg. Volume8,386,496
Financial Highlights & Ratios
PEG Ratio0.03
Price to Book (P/B)2.46
Price to Sales (P/S)2.11
P/FCF Ratio8.87
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,543.75Price Target Upside-0.38% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering8
EPS Forecast (FY)183.78
Revenue Forecast (FY)¥2.24T
Astellas Pharma Business Overview & Revenue Model
Company Description
Astellas Pharma Inc. engages in the manufacture, marketing, import, and export of pharmaceuticals worldwide. It provides XTANDI, an androgen receptor signaling inhibitor for prostate cancer; XOSPATA, a FLT3 inhibitor for adult patients with relaps...
How the Company Makes Money
Astellas primarily makes money by selling prescription pharmaceuticals to wholesalers, hospitals, pharmacies, and other healthcare channels in Japan and overseas. Revenue is driven by branded (innovative) medicines—where pricing and demand depend ...
Astellas Pharma Earnings Call Summary
Earnings Call Date:Apr 25, 2025
(Q4-2024)
| % Change Since: |
Next Earnings Date:Aug 05, 2026
Earnings Call Sentiment Positive
Astellas Pharma demonstrated strong financial performance with record-breaking revenue and significant growth in Strategic Brands. Successful cost optimization and a positive outlook for FY 2025, including increased dividends and progress in primary focus programs, highlight a positive trajectory. Despite challenges such as the impact of U.S. Medicare Part D redesign and temporary demand issues with IZERVAY, the overall sentiment remains optimistic.Positive Updates
Record-Breaking Revenue and Growth
In FY 2024, Astellas Pharma reported record high revenue of ¥1.912 trillion, a 19.2% increase year-on-year, and core operating profit of ¥392.4 billion, up by 41.7% year-on-year.
Negative Updates
Impact of U.S. Medicare Part D Redesign
The redesign led to a gross-to-net impact on XTANDI sales in the U.S., although volume growth offset some of this impact.
Read all updates
Q4-2024 Updates
Positive
Negative
Record-Breaking Revenue and Growth
In FY 2024, Astellas Pharma reported record high revenue of ¥1.912 trillion, a 19.2% increase year-on-year, and core operating profit of ¥392.4 billion, up by 41.7% year-on-year.
Read all positive updates
Company Guidance
During the FY 2024 financial results announcement by Astellas Pharma Inc., several key financial metrics were highlighted, indicating a record year for the company. Revenue reached ¥1.912 trillion, marking a 19.2% increase year-on-year, while core operating profit rose by 41.7% to ¥392.4 billion. The company achieved significant growth in its Strategic Brands, with sales exceeding ¥340 billion, reflecting a growth of ¥180 billion or 110% year-on-year. The core operating profit margin improved by 3.3 percentage points to 20.5%. Astellas also reported substantial cost optimization, achieving a target of ¥40 billion, which improved the SG&A ratio by 3.1 percentage points. The Forex impact positively contributed ¥68.1 billion to revenue and ¥15.1 billion to core operating profit. Looking forward, Astellas forecasts further growth in FY 2025, with expected revenue of ¥1.930 trillion and a core operating profit increase to ¥410 billion, driven by continued expansion in Strategic Brands and ongoing cost optimization efforts.Astellas Pharma Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
58
Neutral
Cash Flow
78
Positive
| Breakdown | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 2.14T | 1.91T | 1.60T | 1.52T | 1.30T |
| Gross Profit | 1.59T | 1.56T | 1.31T | 1.23T | 1.04T |
| EBITDA | 614.29B | 462.67B | 282.45B | 337.39B | 297.83B |
| Net Income | 291.54B | 50.75B | 17.05B | 98.71B | 124.09B |
Balance Sheet | |||||
| Total Assets | 3.57T | 3.34T | 3.57T | 2.46T | 2.33T |
| Cash, Cash Equivalents and Short-Term Investments | 281.61B | 188.37B | 335.69B | 376.84B | 315.99B |
| Total Debt | 565.95B | 937.09B | 1.01T | 200.01B | 212.74B |
| Total Liabilities | 1.74T | 1.83T | 1.97T | 948.56B | 872.09B |
| Stockholders Equity | 1.83T | 1.51T | 1.60T | 1.51T | 1.46T |
Cash Flow | |||||
| Free Cash Flow | 508.53B | 164.61B | 143.27B | 295.88B | 227.42B |
| Operating Cash Flow | 566.25B | 201.61B | 181.32B | 332.32B | 258.16B |
| Investing Cash Flow | -72.78B | -96.52B | -854.65B | -89.06B | -63.13B |
| Financing Cash Flow | -404.78B | -261.37B | 614.06B | -195.62B | -216.30B |
Astellas Pharma Technical Analysis
Neutral
2553.50
Price Trends
2421.28
Negative
2356.86
Negative
2038.04
Positive
Market Momentum
-61.38
Positive
46.60
Neutral
31.52
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4503, the sentiment is Neutral. The current price of 2553.5 is above the 20-day moving average (MA) of 2278.53, above the 50-day MA of 2421.28, and above the 200-day MA of 2038.04, indicating a neutral trend. The MACD of -61.38 indicates Positive momentum. The RSI at 46.60 is Neutral, neither overbought nor oversold. The STOCH value of 31.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:4503.
Astellas Pharma Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ¥12.74T | 28.72 | 22.23% | 1.17% | 5.65% | 10.24% | |
69 Neutral | ¥1.29T | 17.99 | 4.27% | 2.33% | 3.20% | 43.05% | |
69 Neutral | ¥2.64T | 12.44 | 12.22% | 2.22% | 14.01% | 20.33% | |
65 Neutral | ¥3.82T | 14.06 | 7.97% | 3.61% | 11.87% | 474.27% | |
65 Neutral | ¥1.10T | 29.13 | 5.75% | 3.51% | 4.56% | -16.55% | |
61 Neutral | ¥4.96T | 19.08 | 18.56% | 2.07% | 12.55% | -10.18% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
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Astellas Pharma Corporate Events
Astellas Pharma Cuts Director Slate After Outside Director Resigns
May 29, 2026
Astellas Pharma announced that outside director Dr. Andreas Busch resigned from the board effective May 29, 2026, prompting the company to withdraw his candidacy for reappointment at its upcoming 21st term annual shareholders meeting. As a result,...
Astellas Launches Five-Year CSP2026 Plan Targeting Pipeline-Led Record Revenues
May 26, 2026
Astellas Pharma has unveiled CSP2026, a five-year corporate strategic plan for fiscal 2026–2030 aimed at delivering faster value for patients and positioning itself as a sustainable growth company. The plan targets pipeline-led, record-high ...
Astellas Extends Global Performance-Linked Stock Incentives for Executives
May 15, 2026
Astellas Pharma has resolved to continue its performance-linked stock compensation scheme for corporate executives and a performance-linked stock delivery scheme for domestic and global group executives. These programs, structured as a Board Incen...
Astellas Extends Performance-Linked Stock Incentive Plan for Directors in FY2026
May 15, 2026
Astellas Pharma has approved the implementation details of a performance-linked stock compensation plan for fiscal 2026, continuing its medium- to long-term incentive program for internal directors. The scheme is designed to tie executive rewards ...
Astellas Books Major Impairment and Extraordinary Losses in FY2025 Non-Consolidated Results
Apr 27, 2026
Astellas Pharma has recorded a ¥16.4 billion impairment loss on intangible assets after strategically halting development of AT132, a gene therapy candidate for X-linked myotubular myopathy, and redirecting resources to its next-generation in...
Astellas Pharma Announces New Board Slate and Governance Changes for 2026
Apr 27, 2026
Astellas Pharma has proposed a slate of director nominees, including the reappointment of Representative Directors Kenji Yasukawa as chairman, Naoki Okamura as president and CEO, and Katsuyoshi Sugita as executive vice president and chief people o...
Astellas Highlights R&D Strategy While Flagging Market and Development Risks
Mar 31, 2026
Astellas outlined its research and development strategy at its 2026 RD Day, emphasizing a pipeline built on pioneering science and investigational compounds aimed at addressing future medical needs. The company notes that its performance and abili...
Astellas and HOVON Phase 3 AML Trial for Xospata Misses Survival Goal
Mar 9, 2026
Astellas Pharma and the HOVON Foundation reported that their Phase 3 HOVON 156 / AMLSG 28-18 / PASHA trial comparing Xospata (gilteritinib) with a midostaurin-based regimen in newly diagnosed FLT3-mutated acute myeloid leukemia eligible for intens...
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.