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TAIKO PHARMA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 50%

Tue Nov 11, 2025 3:30 pm JST Earnings

4574 TAIKO PHARMACEUTICAL CO., LTD. 【J-GAAP】

Earnings Report

TAIKO PHARMACEUTICAL CO., LTD. <4574> [TSE Prime] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) significantly dropped 53.9% from the same period last year to 325 million yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 50.0%, from the previous forecast of 200 million yen to 300 million yen (compared to 688 million yen in the previous period), and the declining rate is expected to decrease from 70.9% to 56.4%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) is expected to increase 55.6%, from the previous forecast of 180 million yen to 280 million yen (compared to 160 million yen in the same period of the previous year), increasing the growth rate from 12.5% to 75.0%.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased 72.3% from the same period last year, reaching 305 million yen. The operating profit margin rose from 14.2% in the same period last year to 15.3%.

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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
Jan - Sep, 2023 4,417 -444 -589 -562 -12.1 ー Nov 10, 2023 J-GAAP
Jan - Sep, 2024 4,579 726 705 714 14.2 102.5 Nov 8, 2024 J-GAAP
Jan - Sep, 2025 4,229 324 325 669 13.3 108.3 Nov 11, 2025 J-GAAP
YoY -7.6% -55.4% -53.9% -6.3% -6.4%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 3,888 169 180 171 3.4 － Aug 20, 2025 J-GAAP
Jul - Dec, 2025 New 3,888 254 280 301 6.0 － Nov 11, 2025 J-GAAP
Revision Rate 0.0% +50.3% +55.6% +76.0% +76.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 6,300 215 200 450 9.0 － Aug 20, 2025 J-GAAP
Dec, 2025 New 6,300 300 300 580 11.5 － Nov 11, 2025 J-GAAP
Revision Rate 0.0% +39.5% +50.0% +28.9% +28.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 3,432 147 160 134 2.7 0 Feb 13, 2025 J-GAAP
Jul - Dec, 2025 Guidance 3,888 254 280 301 6.0 － Nov 11, 2025 J-GAAP
YoY +13.3% +72.8% +75.0% +124.6% +124.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 6,120 -1,005 -1,248 -3,611 -76.3 0 Feb 9, 2024 J-GAAP
Dec, 2024 6,292 629 688 898 17.9 0 Feb 13, 2025 J-GAAP
Dec, 2025 Guidance 6,300 300 300 580 11.5 － Nov 11, 2025 J-GAAP
YoY +0.1% -52.3% -56.4% -35.4% -35.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,719 244 177 -50 -1.0 14.2 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 1,713 -97 -17 184 3.7 -5.7 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 1,150 44 11 292 5.8 3.8 May 9, 2025 J-GAAP
Apr - Jun, 2025 1,262 2 9 -13 -0.3 0.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 1,817 278 305 390 7.8 15.3 Nov 11, 2025 J-GAAP
YoY +5.7% +13.9% +72.3% － －

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