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Daiichi Sankyo Company (4568) investor relations material
Daiichi Sankyo Company Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY2026 revenue rose 19.7% YoY to ¥1,167.2bn, led by ENHERTU and DATROWAY growth and favorable FX.
Core operating profit increased 46.9% to ¥221.3bn; operating profit rose 34.4% to ¥193.8bn, while FY2026 guidance remained unchanged.
Financial highlights
Revenue increased ¥191.9bn YoY; FX contributed ¥73.9bn and revenue excluding FX rose ¥118.0bn.
Profit attributable to owners rose 15.8% to ¥151.5bn; profit before tax increased 18.2% to ¥192.9bn.
Basic EPS was ¥83.22 versus ¥70.55 a year earlier; diluted EPS was ¥83.20 versus ¥70.52.
ENHERTU and DATROWAY global product sales reached ¥464.5bn and ¥48.3bn, up 45.9% and 207.2%, respectively.
Cost of sales rose ¥1.1bn to ¥239.8bn despite revenue growth; the COGS ratio improved.
Outlook and guidance
FY2026 guidance was unchanged: revenue ¥2,340bn, core operating profit ¥360bn, operating profit ¥320bn and profit attributable to owners ¥251bn.
ENHERTU FY2026 sales forecast rose ¥20.5bn to ¥915.3bn and DATROWAY forecast rose ¥2.0bn to ¥118.9bn.
FY2026 CMO compensation fee forecast remained ¥80.0bn; provisions related to CY2028 are expected in Q3 or later.
Q4 is expected to be weaker than Q3 on seasonality, with higher expenses and the ¥80bn CMO charge more likely in Q4; more than ¥90bn of ENHERTU sales milestones is expected in Q4.
TROPION-Lung15 readout is expected in FY2026 H2, AVANZAR in CY2027 H1 and TROPION-Lung07 in H1 2027.
- ADC-based regimens show strong efficacy and safety in advanced and perioperative NSCLC.4568
WCLC/ESMO 2024 Conference - Q1 FY2026 revenue up 21.1% YoY, guidance raised, but profit fell on higher costs.4568
Q1 2027 - Oncology-driven revenue and profit growth, robust outlook, and higher dividend planned.4568
Q3 2026 - Oncology-driven revenue growth offset by higher costs and revised profit guidance.4568
Q2 2026 - T-DXd delivers robust efficacy and safety in HER2-low/ultralow breast cancer, expanding treatment options.4568
Status Update - Multiple new oncology launches and clinical catalysts set to triple eligible patients by 2026.4568
Status Update - ENHERTU® and DXd ADCs drive clinical, regulatory, and supply advances, expanding global impact.4568
Status Update - ENHERTU-driven oncology and FX gains fueled record revenue and profit growth.4568
Q1 2025 - Record profit and revenue growth driven by oncology, with higher dividends and buybacks ahead.4568
Q4 2025
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