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Eisai, Apr-Dec (Cumulative 3Q) Net Income Decreases by 8%, Exceeds Full-Year Plan

Mon Feb 9, 2026 3:30 pm JST Earnings

4523 Eisai Co., Ltd. 【IFRS】

Earnings Report

Eisai Co., Ltd. <4523> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 9th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 8.1% from the same period last year to 41.8 billion yen. However, Progress toward the full-year plan of 41.5 billion yen is 100.7%, already exceeding the target and also exceeding the five-year average of 94.1%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a loss of 0.30 billion yen (compared to a profit of 0.94 billion yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.

In the most recent three-month period, from October to December (3Q), the consolidated net income decreased to 17.1 billion yen, a 27.8% decrease compared to the same period last year. The operating profit margin decreased from 12.8% in the same period last year to 9.1%.

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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 551,255 37,537 43,690 29,098 101.5 70.7 Feb 6, 2024 IFRS
Apr - Dec, 2024 601,164 55,402 61,086 45,484 160.1 100.0 Feb 7, 2025 IFRS
Apr - Dec, 2025 619,950 54,452 58,938 41,808 148.3 99.9 Feb 9, 2026 IFRS
YoY +3.1% -1.7% -3.5% -8.1% -7.4%

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 404,377 26,541 29,530 24,739 87.3 80 May 15, 2025 IFRS
Oct - Mar, 2025 Guidance 389,987 20,082 22,064 16,870 59.8 80 Nov 5, 2025 IFRS
YoY -3.6% -24.3% -25.3% -31.8% -31.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 741,751 53,408 61,823 42,406 147.9 160 May 15, 2024 IFRS
Mar, 2025 789,400 54,378 61,065 46,432 163.8 160 May 15, 2025 IFRS
Mar, 2026 Guidance 790,000 54,500 59,000 41,500 147.1 160 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
Oct - Dec, 2024 216,141 27,565 29,551 23,791 83.8 12.8 Feb 7, 2025 IFRS
Jan - Mar, 2025 188,236 -1,024 -21 948 3.3 -0.5 May 15, 2025 IFRS
Apr - Jun, 2025 202,651 20,744 22,404 14,474 51.4 10.2 Aug 5, 2025 IFRS
Jul - Sep, 2025 197,362 13,674 14,532 10,156 36.0 6.9 Nov 5, 2025 IFRS
Oct - Dec, 2025 219,937 20,034 22,002 17,178 60.9 9.1 Feb 9, 2026 IFRS
YoY +1.8% -27.3% -25.5% -27.8% -27.2%

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