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Daiichi Sankyo (4568) investor relations material
Daiichi Sankyo Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Revenue for Q2 FY2025 rose 10.5% year-on-year to JPY 975.4 billion, driven by strong oncology sales, especially Enhertu and Datroway, despite negative FX impact and vaccine business decline.
Core operating profit declined 4.8% year-on-year to JPY 158.6 billion, mainly due to higher SG&A, R&D, and inventory write-downs.
Net income attributable to owners fell 10.8% year-on-year to JPY 130.8 billion, impacted by one-time items, increased costs, and a higher tax rate.
Operating profit dropped 22.8% to JPY 144.2 billion, reflecting the absence of prior-year one-time gains and new temporary expenses.
Upward revision of full-year revenue forecast by JPY 100 billion to JPY 2.1 trillion, reflecting strong oncology growth and FX tailwinds.
Financial highlights
Revenue increased by JPY 92.6 billion year-on-year, with oncology contributing JPY 69.7 billion of the growth.
Cost of sales rose by JPY 25.8 billion, including JPY 10 billion in inventory write-downs for Enhertu and Daiichi Sankyo.
SG&A expenses up JPY 51.3 billion, mainly from profit sharing with AstraZeneca, alliance partners, and FX effects.
R&D expenses increased by JPY 23.5 billion, driven by ADC development and pipeline investment.
Operating profit (including one-time items) dropped 22.8% year-on-year to JPY 144.2 billion.
Outlook and guidance
FY2025 revenue forecast raised to JPY 2.1 trillion, mainly due to Datroway and Enhertu sales and weaker yen.
Core operating profit forecast unchanged at JPY 350 billion; operating profit expected at JPY 335 billion due to higher temporary expenses.
Net income forecast at JPY 288 billion; FX assumptions set at JPY 150/USD and JPY 170/EUR for Q3 onward.
Annual dividend for fiscal 2025 planned at JPY 78 per share, up from JPY 60.
Four out of five midterm KPIs expected to be achieved; core operating margin before R&D to fall slightly short due to milestone timing.
Patritumab withdrawal impact on 5DXd strategy?
Core operating profit decline drivers?
Impact of new bond issuance on capital structure?
Why flat core OP despite revenue/FX tailwinds?
DATROWAY's competitive edge in breast/lung cancer?
Rationale for new modalities beyond ADCs?
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Next Daiichi Sankyo earnings date
Q3 202630 Jan, 2026
Next Daiichi Sankyo earnings date
Q3 202630 Jan, 2026
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Frequently asked questions
Daiichi Sankyo Company Limited is a global pharmaceutical company, focusing on the research, development, manufacturing, and marketing of pharmaceutical products. The company operates in the healthcare sector, providing drugs and services in various therapeutic areas, including cardiovascular, oncology, and metabolic disorders, among others. Daiichi Sankyo's approach combines expertise in biologics with advanced research technologies to develop novel therapies and solutions for patients worldwide. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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