The earnings call presented a mixed outlook with strong pipeline advancements and strategic partnerships, but was overshadowed by significant losses from VYVANSE's generic impact and currency headwinds affecting profitability.
Company Guidance
During Takeda's FY 2025 Q2 earnings call, the company provided guidance on several key metrics. The first half of the fiscal year saw a significant impact from the loss of exclusivity (LOE) of VYVANSE, resulting in a revenue loss of approximately JPY 100 billion. Despite this, the company maintained tight OpEx control, which partially offset the impact on corporate profit. Takeda updated its full-year guidance for core operating profit and core EPS due to a headwind from transactional foreign exchange, largely driven by the euro's appreciation. The company reported H1 revenue of over JPY 2.2 trillion, a decrease of 6.9% year-on-year, or 3.9% at constant exchange rates (CER). Core operating profit was JPY 639.2 billion, down 11.2% at actual FX or 8.8% at CER. Reported operating profit stood at JPY 253.6 billion, a 27.7% decline due to larger impairment losses, primarily related to cell therapy discontinuation. The company expects better growth dynamics in H2 as the VYVANSE impact moderates and growth in launch products accelerates. Takeda also highlighted its strategic partnership with Innovent Biologics, which is expected to enrich its late-stage pipeline with promising oncology assets.
Growth in Launch Products
Launch products grew 5.3% at constant exchange rate (CER), with expectations for higher growth in the second half of the fiscal year.
Pipeline Advancements
Positive Phase III studies for rusfertide and oveporexton, and expected Phase III data for zasocitinib in psoriasis by the end of the calendar year.
Innovent Biologics Partnership
Strategic partnership with Innovent Biologics to expand oncology pipeline with differentiated assets like IBI363 and IBI343.
Oveporexton's Potential
Oveporexton demonstrates significant improvement in narcolepsy type 1 symptoms and is on track for U.S. filing later in the year.
Strong Cash Flow
Adjusted free cash flow of JPY 525.4 billion, including improvements in working capital.
Takeda Pharmaceutical Company (TAK) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
TAK Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$13.77
$13.23
-3.92%
Jul 29, 2025
$14.31
$14.32
+0.07%
May 08, 2025
$15.06
$14.27
-5.25%
Jan 30, 2025
$13.03
$13.41
+2.92%
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 Takeda Pharmaceutical Company (TAK) report earnings?
Takeda Pharmaceutical Company (TAK) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).
What is Takeda Pharmaceutical Company (TAK) earnings time?
Takeda Pharmaceutical Company (TAK) earnings time is at Jan 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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