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TAKEDA iP, The Current Fiscal Year Ordinary Profit Revised Upward by 17%

Thu Feb 13, 2025 3:30 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 after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) expanded 1.14 billion yen, an increase 55.4% compared to the same period last year.

In addition, the full-year consolidated ordinary profit has been revised upward 16.7%, from the previous forecast of 1.2 billion yen to 1.4 billion yen (compared to 0.93 billion yen in the previous period), increasing the growth rate from 28.8% to 50.2%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (2H) is expected to increase 27.7%, from the previous forecast of 0.72 billion yen to 0.92 billion yen (compared to 0.56 billion yen in the same period of the previous year), increasing the growth rate from 26.7% to 61.9%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 78.1% from the same period last year, reaching 0.66 billion yen. The operating profit margin improved from 4.0% in the same period last year to 6.8%.

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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, 2022 24,035 755 858 668 81.4 80.9 Feb 13, 2023 J-GAAP
Apr - Dec, 2023 23,352 630 738 645 78.2 79.2 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 25,254 1,045 1,147 761 91.6 81.9 Feb 13, 2025 J-GAAP
YoY +8.1% +65.9% +55.4% +18.0% +17.2%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 Prev 16,836 672 721 609 73.1 23 Nov 13, 2024 J-GAAP
Oct - Mar, 2024 New 17,336 872 921 609 73.1 23 Feb 13, 2025 J-GAAP
Revision Rate +3.0% +29.8% +27.7% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2025 Prev 33,000 1,100 1,200 900 108.1 33 May 14, 2024 J-GAAP
Mar, 2025 New 33,500 1,300 1,400 900 108.1 33 Feb 13, 2025 J-GAAP
Revision Rate +1.5% +18.2% +16.7% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2023 16,559 523 569 479 58.0 16 May 14, 2024 J-GAAP
Oct - Mar, 2024 Guidance 17,336 872 921 609 73.1 23 Feb 13, 2025 J-GAAP
YoY +4.7% +66.7% +61.9% +27.1% +26.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2023 32,944 979 1,061 840 102.3 22 May 12, 2023 J-GAAP
Mar, 2024 31,669 820 932 851 103.0 26 May 14, 2024 J-GAAP
Mar, 2025 Guidance 33,500 1,300 1,400 900 108.1 33 Feb 13, 2025 J-GAAP
YoY +5.8% +58.5% +50.2% +5.8% +4.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2023 8,242 333 375 273 33.1 4.0 Feb 13, 2024 J-GAAP
Jan - Mar, 2024 8,317 190 194 206 24.9 2.3 May 14, 2024 J-GAAP
Apr - Jun, 2024 7,421 61 103 -20 -2.5 0.8 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 8,743 367 376 311 37.6 4.2 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 9,090 617 668 470 56.6 6.8 Feb 13, 2025 J-GAAP
YoY +10.3% +85.3% +78.1% +72.2% +71.0%

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