TAKEDA iP, The Current Fiscal Year Ordinary Profit Revised Upward by 17%

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Thu Feb 13, 2025 3:30 pm JST Earnings

7875 TAKEDA iP HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

TAKEDA iP HOLDINGS CO.,LTD. <7875> [TSE Std] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) expanded 1.14 billion yen, an increase 55.4% compared to the same period last year.

In addition, the full-year consolidated ordinary profit has been revised upward 16.7%, from the previous forecast of 1.2 billion yen to 1.4 billion yen (compared to 0.93 billion yen in the previous period), increasing the growth rate from 28.8% to 50.2%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (2H) is expected to increase 27.7%, from the previous forecast of 0.72 billion yen to 0.92 billion yen (compared to 0.56 billion yen in the same period of the previous year), increasing the growth rate from 26.7% to 61.9%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 78.1% from the same period last year, reaching 0.66 billion yen. The operating profit margin improved from 4.0% in the same period last year to 6.8%.

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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	24,035	755	858	668	81.4	80.9	Feb 13, 2023	J-GAAP
Apr - Dec, 2023	23,352	630	738	645	78.2	79.2	Feb 13, 2024	J-GAAP
Apr - Dec, 2024	25,254	1,045	1,147	761	91.6	81.9	Feb 13, 2025	J-GAAP
YoY	+8.1%	+65.9%	+55.4%	+18.0%	+17.2%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	16,836	672	721	609	73.1	23	Nov 13, 2024	J-GAAP
Oct - Mar, 2024 New	17,336	872	921	609	73.1	23	Feb 13, 2025	J-GAAP
Revision Rate	+3.0%	+29.8%	+27.7%	0.0%	0.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	33,000	1,100	1,200	900	108.1	33	May 14, 2024	J-GAAP
Mar, 2025 New	33,500	1,300	1,400	900	108.1	33	Feb 13, 2025	J-GAAP
Revision Rate	+1.5%	+18.2%	+16.7%	0.0%	0.0%

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	16,559	523	569	479	58.0	16	May 14, 2024	J-GAAP
Oct - Mar, 2024 Guidance	17,336	872	921	609	73.1	23	Feb 13, 2025	J-GAAP
YoY	+4.7%	+66.7%	+61.9%	+27.1%	+26.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	32,944	979	1,061	840	102.3	22	May 12, 2023	J-GAAP
Mar, 2024	31,669	820	932	851	103.0	26	May 14, 2024	J-GAAP
Mar, 2025 Guidance	33,500	1,300	1,400	900	108.1	33	Feb 13, 2025	J-GAAP
YoY	+5.8%	+58.5%	+50.2%	+5.8%	+4.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	8,242	333	375	273	33.1	4.0	Feb 13, 2024	J-GAAP
Jan - Mar, 2024	8,317	190	194	206	24.9	2.3	May 14, 2024	J-GAAP
Apr - Jun, 2024	7,421	61	103	-20	-2.5	0.8	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	8,743	367	376	311	37.6	4.2	Nov 13, 2024	J-GAAP
Oct - Dec, 2024	9,090	617	668	470	56.6	6.8	Feb 13, 2025	J-GAAP
YoY	+10.3%	+85.3%	+78.1%	+72.2%	+71.0%