Takeda demonstrated strong performance and growth in its product portfolio and pipeline, with positive financial results and shareholder returns. However, challenges from VYVANSE's loss of exclusivity, ENTYVIO's U.S. market issues, and higher taxes slightly dampened the overall results.
Company Guidance
In the latest earnings call for Takeda, the company provided guidance for fiscal year 2025, highlighting several key financial metrics. Takeda expects broadly flat core revenue, core operating profit, and core EPS at constant exchange rates, primarily due to the carryover impact of VYVANSE's decline. The guidance also includes an anticipated JPY 130 billion negative impact from Medicare Part D redesign and 340B expansion. Despite these challenges, Takeda demonstrated strong momentum in its Growth and Launch Product portfolio, which grew by 14.7% and now accounts for 48% of total core revenue. The company also achieved a core operating profit margin of 25.4%, exceeding expectations by more than 2 percentage points. Additionally, Takeda plans to increase its annual dividend to JPY 200 per share, reflecting its commitment to progressive dividend growth. The company is also focusing on advancing its late-stage pipeline, with several promising Phase III programs underway.
Growth and Launch Product Portfolio Success
Takeda's Growth and Launch Product portfolio grew by 14.7% and now accounts for 48% of total core revenue, indicating strong performance and future potential.
Strong Financial Performance
Core revenue grew 2.8% at constant exchange rate, and core operating profit increased by 4.9% at constant exchange rate, driven by robust OpEx control and efficiency programs.
Dividend Increase
Takeda announced a dividend increase to JPY 200 per share, reflecting a commitment to delivering shareholder value.
Pipeline Progress and Late-stage Developments
Takeda progressed its late-stage pipeline with 6 Phase III programs and achieved positive Phase III results for rusfertide in polycythemia vera.
Takeda Pharmaceutical Co (TKPHF) 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
TKPHF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 08, 2025
$30.10
$29.80
-1.00%
Jan 30, 2025
$26.17
$25.45
-2.75%
Oct 31, 2024
$27.22
$26.44
-2.87%
Jul 31, 2024
$26.22
$27.08
+3.28%
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 Co Ltd (TKPHF) report earnings?
Takeda Pharmaceutical Co Ltd (TKPHF) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Takeda Pharmaceutical Co Ltd (TKPHF) earnings time?
Takeda Pharmaceutical Co Ltd (TKPHF) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.