Daiichi Sankyo Company Limited (JP:4568)
:4568
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
57.66Last Year’s EPS
46.31Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed materially positive commercial and R&D momentum—notably strong revenue (+12.1% YoY), higher core operating profit (+8.8% YoY), robust ENHERTU performance (JPY 506.8 billion Q3 sales), and DATROWAY’s rapid uptake with a raised full‑year forecast—supported by important regulatory wins, guideline upgrades, and partnership milestones. Offsetting these positives were notable expense increases (SG&A and R&D), inventory write‑downs and a JPY 34.7 billion one‑off negative impact, a modest decline in reported operating profit including temporary items (‑5.9% YoY), continued U.S. generic/price pressure on certain products, and some protocol/safety‑driven trial adjustments. Management emphasized that many negatives are temporary or strategic (portfolio pruning, protocol refinement, safety risk‑management) and reiterated no change to FY2025 consolidated guidance. Overall, product momentum and regulatory/R&D progress appear to outweigh near‑term financial and operational headwinds.Company Guidance
Strong Revenue Growth
Consolidated revenue of JPY 1,533.5 billion in FY2025 Q3, up JPY 165.9 billion or 12.1% year‑on‑year.
Core Operating Profit Increase
Core operating profit rose to JPY 249.2 billion, an increase of JPY 20.2 billion or 8.8% year‑on‑year (actual increase excluding FX was JPY 13.8 billion).
ENHERTU: Material Global Growth and Regulatory Momentum
ENHERTU global Q3 sales of JPY 506.8 billion (up JPY 102.4 billion YoY). New U.S. first‑line HER2+ breast cancer promotion launched; multiple regulatory filings ongoing (Japan, China, EU) and Project Orbis reviews. NCCN guideline upgrades (including Category 1 listings for certain indications) and DESTINY‑Breast03 final OS results (median OS 56.4 months vs 42.7 months for comparator; 5‑year survival 48.1% vs 36.9%) supporting sustained adoption.
DATROWAY: Rapid Uptake and Forecast Upgrade
DATROWAY Q3 global sales JPY 31.6 billion (83.8% of October forecast); cumulative prescriptions >3,000 (≈1.5x prior quarter). Full‑year sales forecast increased to JPY 47 billion (+JPY 9.2 billion vs October) driven by stronger‑than‑expected uptake, particularly in U.S. lung cancer indication.
Partnership Milestones and Non‑organic Revenue
Recorded JPY 20.9 billion revenue from contract upfront payments and development milestones (AstraZeneca and Merck) in Q3, including milestone for DESTINY‑Breast09 approval in the U.S. and an upfront from Merck for R‑DXd.
Favorable Patent Ruling
U.S. Court of Appeals for the Federal Circuit affirmed USPTO decision invalidating Seagen's U.S. patent related to Daiichi Sankyo's ADC, reversing prior District Court damages/royalties order—legally favorable outcome.
R&D Progress and New Trial Initiations
Ongoing and new trials: DESTINY‑Lung06, DESTINY‑Ovarian01 randomized phase, DESTINY‑Endometrial‑02; DATROWAY Phase III activity (including TROPION‑Lung17 initiation) and multiple regulatory submissions (e.g., TB02 filings accepted in EU/China). DS‑3610 STING‑agonist ADC entered first‑in‑human trial. Several key readouts and regulatory decisions expected in next fiscal year.
Domestic Recognition for EZHARMIA
EZHARMIA received the Prime Minister's award recognizing its contribution to cancer therapy; product approved in Japan (ATL and PTCL) and acknowledged societally.
JP:4568 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
JP:4568 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | ¥2931.00 | ¥2836.00 | -3.24% |
Oct 31, 2025 | ¥3842.00 | ¥3669.00 | -4.50% |
Jul 31, 2025 | ¥3610.43 | ¥3676.65 | +1.83% |
Apr 25, 2025 | ¥3277.36 | ¥3481.95 | +6.24% |
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 Daiichi Sankyo Company Limited (JP:4568) report earnings?
Daiichi Sankyo Company Limited (JP:4568) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is Daiichi Sankyo Company Limited (JP:4568) earnings time?
Daiichi Sankyo Company Limited (JP:4568) earnings time is at Apr 23, 2026, Before Open (Confirmed).
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What is the P/E ratio of Daiichi Sankyo Company Limited stock?
The P/E ratio of Daiichi Sankyo Company is N/A.
What is JP:4568 EPS forecast?
JP:4568 EPS forecast for the fiscal quarter 2025 (Q4) is 57.66.