Eisai, Jul-Sep (2Q) Net Income Decreases by 9%
4523 Eisai Co., Ltd. 【IFRS】
Earnings ReportEisai Co., Ltd. <4523> [TSE Prime] announced its financial results (based on IFRS) at noon (12:30) on November 5th. The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 13.5% from the same period last year, reaching 24.6 billion yen. Progress toward the full-year plan of 41.5 billion yen was 59.3%, it was below the five-year average of 62.7%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to drop 31.8% from the same period last year to 16.8 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated net income decreased to 10.1 billion yen, an 8.6% decrease compared to the same period last year. The operating profit margin worsened from 7.4% in the same period last year to 6.9%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
373,553M | 31,427M | 35,658M | 23,129M | 80.6 | 57.7 | Nov 7, 2023 | IFRS |
|
|
385,023M | 27,837M | 31,535M | 21,693M | 76.1 | 51.6 | Nov 8, 2024 | IFRS |
|
|
400,013M | 34,418M | 36,936M | 24,630M | 87.4 | 62.6 | Nov 5, 2025 | IFRS |
| YoY | +3.9% | +23.6% | +17.1% | +13.5% | +14.8% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | ー | ー | ー | ー | － | 80 | May 15, 2025 | IFRS |
| Apr - Sep, 2025 Results | 400,013M | 34,418M | 36,936M | 24,630M | 87.4 | 80 | Nov 5, 2025 | IFRS |
| Revision Rate | － | － | － | － | － |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
404,377M | 26,541M | 29,530M | 24,739M | 87.3 | 80 | May 15, 2025 | IFRS |
|
Guidance
Oct - Mar, 2025
|
389,987M | 20,082M | 22,064M | 16,870M | 59.8 | 80 | Nov 5, 2025 | IFRS |
| YoY | -3.6% | -24.3% | -25.3% | -31.8% | -31.5% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
741,751M | 53,408M | 61,823M | 42,406M | 147.9 | 160 | May 15, 2024 | IFRS |
|
|
789,400M | 54,378M | 61,065M | 46,432M | 163.8 | 160 | May 15, 2025 | IFRS |
|
Guidance
Mar, 2026
|
790,000M | 54,500M | 59,000M | 41,500M | 147.1 | 160 | May 15, 2025 | IFRS |
| YoY | +0.1% | +0.2% | -3.4% | -10.6% | -10.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
195,994M | 14,430M | 15,566M | 11,112M | 39.0 | 7.4 | Nov 8, 2024 | IFRS |
|
|
216,141M | 27,565M | 29,551M | 23,791M | 83.8 | 12.8 | Feb 7, 2025 | IFRS |
|
|
188,236M | -1,024M | -21M | 948M | 3.3 | -0.5 | May 15, 2025 | IFRS |
|
|
202,651M | 20,744M | 22,404M | 14,474M | 51.4 | 10.2 | Aug 5, 2025 | IFRS |
|
|
197,362M | 13,674M | 14,532M | 10,156M | 36.0 | 6.9 | Nov 5, 2025 | IFRS |
| YoY | +0.7% | -5.2% | -6.6% | -8.6% | -7.6% |
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