Eisai, Apr-Dec (Cumulative 3Q) Net Income Increases by 56%, Exceeds Full-Year Plan

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Fri Feb 7, 2025 12:30 pm JST Earnings

4523 Eisai Co., Ltd. 【IFRS】

Earnings Report

Eisai Co., Ltd. <4523> [TSE Prime] announced its financial results (based on IFRS) at noon (12:30) on February 7th. The consolidated net income for the cumulative third quarter of the fiscal year ending March 2025 (April to December) expanded 45.4 billion yen, an increase 56.3% compared to the same period last year. The progress rate toward the full-year plan of 43 billion yen is 105.8%, already exceeding the target and also exceeding the five-year average of 86.5%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a loss of 2.48 billion yen (compared to a profit of 13.3 billion yen in the same period last year).

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 4.0 times that of the same period last year, reaching 23.7 billion yen. The operating profit margin drastically improved from 3.4% in the same period last year to 12.8%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2022	546,197	13,823	17,590	39,109	136.4	39.1	Feb 6, 2023	IFRS
Apr - Dec, 2023	551,255	37,537	43,690	29,098	101.5	70.7	Feb 6, 2024	IFRS
Apr - Dec, 2024	601,164	55,402	61,086	45,484	160.1	101.8	Feb 7, 2025	IFRS
YoY	+9.1%	+47.6%	+39.8%	+56.3%	+57.8%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	368,198	21,981	26,165	19,277	67.2	80	May 15, 2024	IFRS
Oct - Mar, 2024 Guidance	368,977	25,663	28,465	21,307	75.5	80	Nov 8, 2024	IFRS
YoY	+0.2%	+16.8%	+8.8%	+10.5%	+12.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	744,402	40,040	45,012	55,432	193.3	160	May 15, 2023	IFRS
Mar, 2024	741,751	53,408	61,823	42,406	147.9	160	May 15, 2024	IFRS
Mar, 2025 Guidance	754,000	53,500	60,000	43,000	152.4	160	May 15, 2024	IFRS
YoY	+1.7%	+0.2%	-2.9%	+1.4%	+3.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	177,702	6,110	8,032	5,969	20.8	3.4	Feb 6, 2024	IFRS
Jan - Mar, 2024	190,496	15,871	18,133	13,308	46.4	8.3	May 15, 2024	IFRS
Apr - Jun, 2024	189,029	13,407	15,969	10,581	37.0	7.1	Aug 2, 2024	IFRS
Jul - Sep, 2024	195,994	14,430	15,566	11,112	39.0	7.4	Nov 8, 2024	IFRS
Oct - Dec, 2024	216,141	27,565	29,551	23,791	83.8	12.8	Feb 7, 2025	IFRS
YoY	+21.6%	+351.1%	+267.9%	+298.6%	+302.5%