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Shionogi, Net Income Forecast for the Fiscal Year Revised Upward by 4%, Highest in Three Terms

Mon Oct 27, 2025 3:30 pm JST Earnings

4507 Shionogi & Co.,Ltd. 【IFRS】

Earnings Report

Shionogi & Co.,Ltd. <4507> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 27th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 83.5 billion yen, a 0.5% increase compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 4.4%, from the previous forecast of 180 billion yen to 188 billion yen (compared to 170 billion yen in the previous period), increasing the growth rate from 5.6% to 10.3%, reaches new record high for the first time in three terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 19.7% from the same period last year, reaching 104 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income decreased to 44.1 billion yen, a 15.8% decrease compared to the same period last year. The operating profit margin decreased from 41.0% in the same period last year to 35.1%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 230,542 98,106 115,603 90,593 102.9 58.3 Oct 31, 2023 IFRS
Apr - Sep, 2024 213,970 75,869 93,833 83,133 97.7 46.7 Oct 28, 2024 IFRS
Apr - Sep, 2025 212,965 74,771 98,384 83,542 98.2 42.4 Oct 27, 2025 IFRS
YoY -0.5% -1.4% +4.9% +0.5% +0.5%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 233,000 82,000 102,000 86,000 101.1 33 May 12, 2025 IFRS
Apr - Sep, 2025 Results 212,965 74,771 98,384 83,542 98.2 33 Oct 27, 2025 IFRS
Revision Rate -8.6% -8.8% -3.5% -2.9% -2.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 530,000 175,000 222,000 180,000 211.5 66 May 12, 2025 IFRS
Mar, 2026 New 500,000 185,000 232,000 188,000 220.9 66 Oct 27, 2025 IFRS
Revision Rate -5.7% +5.7% +4.5% +4.4% +4.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 224,298 80,734 106,917 87,302 102.6 33 May 12, 2025 IFRS
Oct - Mar, 2025 Guidance 287,035 110,229 133,616 104,458 122.8 33 Oct 27, 2025 IFRS
YoY +28.0% +36.5% +25.0% +19.7% +19.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 435,081 153,310 198,283 162,030 186.2 53.33 May 13, 2024 IFRS
Mar, 2025 438,268 156,603 200,750 170,435 200.4 61.33 May 12, 2025 IFRS
Mar, 2026 Guidance 500,000 185,000 232,000 188,000 220.9 66 Oct 27, 2025 IFRS
YoY +14.1% +18.1% +15.6% +10.3% +10.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 116,384 47,759 57,308 52,496 61.7 41.0 Oct 28, 2024 IFRS
Oct - Dec, 2024 119,630 53,355 62,044 50,670 59.6 44.6 Jan 31, 2025 IFRS
Jan - Mar, 2025 104,668 27,379 44,873 36,632 43.1 26.2 May 12, 2025 IFRS
Apr - Jun, 2025 99,781 35,097 46,328 39,355 46.3 35.2 Jul 28, 2025 IFRS
Jul - Sep, 2025 113,184 39,674 52,056 44,187 51.9 35.1 Oct 27, 2025 IFRS
YoY -2.7% -16.9% -9.2% -15.8% -15.9%

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