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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Eisai
Eisai (4523) investor relations material
Eisai Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary10 Nov, 2026
Executive summary
H1 FY2026 revenue rose 17.5% YoY to ¥470.0B; operating profit increased 20.4% to ¥41.4B and core operating profit rose 28.6% to ¥43.1B, driven by LENVIMA, DAYVIGO and LEQEMBI.
Organic pharmaceutical business performance was ahead of plan; H2 priorities include steady operations and strict budget-versus-actual spending management.
Financial highlights
Gross profit rose 17.2% to ¥365.4B; R&D expenses increased 16.7% to ¥88.1B and SG&A increased 15.3% to ¥235.2B.
Profit for the period was ¥31.3B; profit attributable to owners of the parent rose 21.5% to ¥29.9B.
Revenue increased ¥69.9B YoY; LENVIMA, DAYVIGO and LEQEMBI contributed increases of ¥28.2B, ¥10.4B and ¥20.4B, respectively.
Core operating profit of ¥43.1B adjusted reported operating profit of ¥41.4B for a ¥0.1B severance-benefit reversal and ¥1.7B of arbitration-related expenses.
Outlook and guidance
FY2026 forecast remains unchanged at revenue of ¥883.5B and operating profit of ¥70.0B; H1 progress was 53.2% and 59.2%, respectively.
FY2026 product forecasts are ¥345.0B for LENVIMA, ¥73.5B for DAYVIGO and ¥143.5B for LEQEMBI; H1 progress was 56.5%, 53.8% and 42.9%, respectively.
FY2028 core operating profit target is ¥90B; FY2027 is expected between FY2026’s ¥70B operating-profit target and the FY2028 goal, with IRA impacts under review.
R&D expense may exceed plan partly due to FX and spending timing; management continues to target ¥70B operating profit.
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Latest events from Eisai
- Strong Q1 revenue and profit growth driven by key products and new market launches.4523
Q1 2027 - FY2028 targets JPY 1 trillion revenue and JPY 90 billion profit, driven by neurology and oncology growth.4523Investor Day 2026
- Record revenue driven by 3L products; profit set to rebound with LEQEMBI and BBM growth.4523Q4 2026
- Revenue up 3.1% YoY, profit down on higher costs; pipeline and global launches drive outlook.4523Q3 2026
- Ambitious social impact and innovation targets drive value creation and ecosystem expansion.4523Status Update
- Profit and revenue surged on LEQEMBI and LENVIMA growth; outlook and dividend steady.4523Q1 2026
- Revenue up 3.1% YoY; Lenvima and Leqembi drive growth amid higher costs and global expansion.4523Q2 2025
- LEQEMBI's rapid global growth offsets lower one-time income, but profits fall on higher costs.4523Q1 2025
- Leqembi and Lenvima drove growth, with Leqembi global expansion and cautious FY2025 outlook.4523Q4 2025
Next Eisai earnings date
Q3 20274 Feb, 2027
Eisai
Next Eisai earnings date
Q3 20274 Feb, 2027
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Frequently asked questions
Eisai Co., Ltd. is a global pharmaceutical company based in Tokyo, Japan. The company focuses on the research and development, manufacturing, and marketing of prescription medicines. Eisai's business activities extend to the discovery, development, manufacture, and sale of pharmaceuticals, including a broad range of therapeutic areas such as neurology and oncology. Eisai is headquartered in Bunkyo-ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.