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TAKEDA iP, First Half Ordinary Profit Increases by 6%, Jul-Sep Ordinary Profit Decreases by 22%

Thu Nov 13, 2025 1:40 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 in the afternoon session on November 13th (13:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 6.5% from the same period last year, reaching 0.51 billion yen. However, Progress toward the full-year plan of 1.55 billion yen was 32.9%, almost the same as the five-year average of 34.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 4.1% from the same period last year, reaching 1.04 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.29 billion yen, a 22.1% decrease compared to the same period last year. The operating profit margin worsened from 4.2% in the same period last year to 3.3%.

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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 15,110 297 363 372 22.6 38.9 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 16,164 428 479 291 17.6 32.4 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 15,903 453 510 427 25.6 32.9 Nov 13, 2025 J-GAAP
YoY -1.6% +5.8% +6.5% +46.7% +45.7%

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 － 7 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 15,903 453 510 427 25.6 7 Nov 13, 2025 J-GAAP
Revision Rate － － － － －

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 18,034 947 999 957 57.6 13.50 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 18,597 997 1,040 573 34.3 11.50 Nov 13, 2025 J-GAAP
YoY +3.1% +5.3% +4.1% -40.1% -40.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 31,669 820 932 851 51.5 13 May 14, 2024 J-GAAP
Mar, 2025 34,198 1,375 1,478 1,248 75.1 18.50 May 14, 2025 J-GAAP
Mar, 2026 Guidance 34,500 1,450 1,550 1,000 59.8 18.50 May 14, 2025 J-GAAP
YoY +0.9% +5.5% +4.9% -19.9% -20.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 8,743 367 376 311 18.8 4.2 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 9,090 617 668 470 28.3 6.8 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 8,944 330 331 487 29.3 3.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 7,893 190 217 151 9.1 2.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 8,010 263 293 276 16.6 3.3 Nov 13, 2025 J-GAAP
YoY -8.4% -28.3% -22.1% -11.3% -11.9%

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