)
Chugai Pharmaceutical Co (4519) investor relations material
Chugai Pharmaceutical Co Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue and profit increased year-over-year, with Q3 FY2025 revenue at ¥911.6 billion (+5.0%) and core operating profit at ¥450.5 billion (+5.6%), driven by robust domestic and overseas sales, especially from Hemlibra, Actemra, Phesgo, PiaSky, Vabysmo, and Enspryng.
Overseas sales saw major growth, particularly from Actemra exports to Roche, while domestic performance was strong for both new and mainstay products.
Strategic acquisition of Renalys Pharma (Rhenalis/Renalys) secured sparsentan for the nephrology pipeline, with plans for domestic filing in 2026.
The company remains on track to meet or exceed full-year targets, supported by steady progress in core products, successful new launches, and pipeline advances.
Continued investment in manufacturing, R&D, and external partnerships, including Rani Therapeutics collaboration and plant expansions.
Financial highlights
Q3 revenue was ¥911.6 billion (+5.0% year-over-year); core operating profit was ¥450.5 billion (+5.6%); net income was ¥320.0 billion (+6.2%).
Domestic sales reached ¥343.7 billion (+3.6%), and overseas sales rose to ¥450.9 billion (+7.7%).
Operating margin improved to 49.4% (up 0.3 points year-over-year); net income margin was 35.1%.
Cost to sales ratio increased to 33.1% (up 0.6 points), with cost of goods sold at ¥263 billion (+7.9%).
Net cash decreased by ¥113.9 billion to ¥882.4 billion, mainly due to tax and dividend payments.
Outlook and guidance
Full-year revenue forecast is ¥1,190.0 billion (+1.7%), with core operating profit of ¥570.0 billion (+2.5%) and core net income of ¥410.0 billion (+3.2%).
75–76.6% of annual sales and profit targets were achieved by the end of Q3, with Q4 sales expected to be higher due to shipment timing and seasonality.
Overseas sales are expected to exceed forecasts, driven by Hemlibra and Actemra exports, while Actemra biosimilar erosion remains a risk.
Dividend payout will return to the regular policy after a special 100th anniversary dividend this year.
No changes have been made to previously announced forecasts.
Next Chugai Pharmaceutical Co earnings date
Next Chugai Pharmaceutical Co earnings date
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)