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Takeda Pharma, Net Income Forecast for the Fiscal Year Revised Upward by 1%

Thu Jan 29, 2026 3:30 pm JST Earnings

4502 Takeda Pharmaceutical Company Limited 【IFRS】

Earnings Report

Takeda Pharmaceutical Company Limited <4502> [TSE Prime] announced its financial results (based on IFRS) after the market closed on January 29th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) was 216 billion yen, a 2.4% increase compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 0.7%, from the previous forecast of 153 billion yen to 154 billion yen (compared to 107 billion yen in the previous period), increasing the growth rate from 41.8% to 42.7%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 2.5%, from the previous forecast of 40.5 billion yen to 41.5 billion yen (compared to a loss of 79.3 billion yen in the same period of the previous year).

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 4.4 times that of the same period last year, reaching 103 billion yen. The operating profit margin drastically improved from 5.9% in the same period last year to 14.2%.

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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, 2023 3,212,893 224,144 100,313 147,085 94.1 190.0 Feb 1, 2024 IFRS
Apr - Dec, 2024 3,528,152 417,518 282,383 211,083 133.7 161.3 Jan 30, 2025 IFRS
Apr - Dec, 2025 3,411,179 422,382 312,668 216,081 137.3 127.6 Jan 29, 2026 IFRS
YoY -3.3% +1.2% +10.7% +2.4% +2.7%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 2,280,519 146,439 64,196 40,559 25.7 100 Oct 30, 2025 IFRS
Oct - Mar, 2025 New 2,310,519 156,439 66,196 41,559 26.3 100 Jan 29, 2026 IFRS
Revision Rate +1.3% +6.8% +3.1% +2.5% +2.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 4,500,000 400,000 243,000 153,000 96.9 200 Oct 30, 2025 IFRS
Mar, 2026 New 4,530,000 410,000 245,000 154,000 97.5 200 Jan 29, 2026 IFRS
Revision Rate +0.7% +2.5% +0.8% +0.7% +0.7%

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 2,197,523 -7,990 -80,892 -79,366 -50.3 98 May 8, 2025 IFRS
Oct - Mar, 2025 Guidance 2,310,519 156,439 66,196 41,559 26.3 100 Jan 29, 2026 IFRS
YoY +5.1% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 4,263,762 214,075 52,791 144,067 92.1 188 May 9, 2024 IFRS
Mar, 2025 4,581,551 342,586 175,084 107,928 68.4 196 May 8, 2025 IFRS
Mar, 2026 Guidance 4,530,000 410,000 245,000 154,000 97.5 200 Jan 29, 2026 IFRS
YoY -1.1% +19.7% +39.9% +42.7% +42.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,144,124 66,942 26,407 23,789 15.1 5.9 Jan 30, 2025 IFRS
Jan - Mar, 2025 1,053,399 -74,932 -107,299 -103,155 -65.3 -7.1 May 8, 2025 IFRS
Apr - Jun, 2025 1,106,685 184,566 150,630 124,243 79.4 16.7 Jul 30, 2025 IFRS
Jul - Sep, 2025 1,112,796 68,995 28,174 -11,802 -7.5 6.2 Oct 30, 2025 IFRS
Oct - Dec, 2025 1,191,698 168,821 133,864 103,640 65.9 14.2 Jan 29, 2026 IFRS
YoY +4.2% +152.2% +406.9% +335.7% +337.0%

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