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Eisai, Jul-Sep (2Q) Net Income Decreases by 9%

Wed Nov 5, 2025 12:30 pm JST Earnings

4523 Eisai Co., Ltd. 【IFRS】

Earnings Report

Eisai 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%.

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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 373,553 31,427 35,658 23,129 80.6 57.7 Nov 7, 2023 IFRS
Apr - Sep, 2024 385,023 27,837 31,535 21,693 76.1 51.6 Nov 8, 2024 IFRS
Apr - Sep, 2025 400,013 34,418 36,936 24,630 87.4 62.6 Nov 5, 2025 IFRS
YoY +3.9% +23.6% +17.1% +13.5% +14.8%

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 － 80 May 15, 2025 IFRS
Apr - Sep, 2025 Results 400,013 34,418 36,936 24,630 87.4 80 Nov 5, 2025 IFRS
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 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
Jul - Sep, 2024 195,994 14,430 15,566 11,112 39.0 7.4 Nov 8, 2024 IFRS
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
YoY +0.7% -5.2% -6.6% -8.6% -7.6%

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