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Astellas Pharma, Net Income Forecast for the Fiscal Year Revised Upward by 38%

Thu Oct 30, 2025 3:30 pm JST Earnings

4503 Astellas Pharma Inc. 【IFRS】

Earnings Report

Astellas Pharma Inc. <4503> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 30th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.0 times that of the same period last year, reaching 147 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 38.5%, from the previous forecast of 130 billion yen to 180 billion yen (compared to 50.7 billion yen in the previous period), increasing the growth rate from 2.6 times to 3.5 times.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income/loss for the October to March period (second half) is expected to turn into a profit of 32.3 billion yen (compared to a loss of 22.7 billion yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 2.2 times that of the same period last year, reaching 79.2 billion yen. The operating profit margin drastically improved from 9.3% in the same period last year to 20.0%.

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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 767,138 55,156 56,318 35,810 20.0 225.6 Nov 1, 2023 IFRS
Apr - Sep, 2024 935,621 93,710 89,042 73,511 41.1 285.1 Oct 30, 2024 IFRS
Apr - Sep, 2025 1,030,114 199,378 194,606 147,635 82.4 84.6 Oct 30, 2025 IFRS
YoY +10.1% +112.8% +118.6% +100.8% +100.8%

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 ー ー ー ー － 39 Apr 25, 2025 IFRS
Apr - Sep, 2025 Results 1,030,114 199,378 194,606 147,635 82.4 39 Oct 30, 2025 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,930,000 160,000 150,000 130,000 72.6 78 Apr 25, 2025 IFRS
Mar, 2026 New 2,030,000 240,000 230,000 180,000 100.5 78 Oct 30, 2025 IFRS
Revision Rate +5.2% +50.0% +53.3% +38.5% +38.5%

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 976,702 -52,671 -57,805 -22,764 -12.7 37 Apr 25, 2025 IFRS
Oct - Mar, 2025 Guidance 999,886 40,622 35,394 32,365 18.1 39 Oct 30, 2025 IFRS
YoY +2.4% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,603,672 25,518 24,969 17,045 9.5 70 Apr 25, 2024 IFRS
Mar, 2025 1,912,323 41,039 31,237 50,747 28.4 74 Apr 25, 2025 IFRS
Mar, 2026 Guidance 2,030,000 240,000 230,000 180,000 100.5 78 Oct 30, 2025 IFRS
YoY +6.2% +484.8% +636.3% +254.7% +254.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 462,497 43,053 38,547 35,908 20.1 9.3 Oct 30, 2024 IFRS
Oct - Dec, 2024 517,408 -116,191 -118,359 -97,660 -54.6 -22.5 Feb 4, 2025 IFRS
Jan - Mar, 2025 459,294 63,520 60,554 74,896 41.8 13.8 Apr 25, 2025 IFRS
Apr - Jun, 2025 505,794 94,647 90,416 68,422 38.2 18.7 Jul 30, 2025 IFRS
Jul - Sep, 2025 524,320 104,731 104,190 79,213 44.2 20.0 Oct 30, 2025 IFRS
YoY +13.4% +143.3% +170.3% +120.6% +120.5%

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