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Eisai (4523) investor relations material
Eisai Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Revenue and profits increased year-over-year, driven by strong growth in the pharmaceutical business, especially from LEQEMBI, LENVIMA, and DAYVIGO, with organic business as the main driver.
Operating profit rose 23.6% year-over-year to ¥34.4 billion, supported by effective cost control and declining R&D expenses after the peak of LEQEMBI clinical studies.
Comprehensive income for the period was ¥37.3 billion, a significant turnaround from a loss in the prior year.
No revision to the full-year forecast, maintaining confidence in achieving ¥54.5 billion operating profit, with further R&D investments and structural reforms expected.
Major investments continue in next-generation neurology projects and structural reforms in Europe.
Financial highlights
Consolidated revenue for April–September 2025 was ¥400.0 billion, up 3.9% year-over-year; pharmaceutical business revenue grew 5.4% to ¥393.3 billion.
Gross profit margin was 78.0%, with gross profit at ¥311.9 billion.
R&D expenses were 18.9% of revenue, kept below 20%, and decreased 7.6% year-over-year to ¥75.5 billion.
Operating profit margin improved to 8.6%.
EPS rose 14.8% year-over-year to ¥87.37.
Outlook and guidance
Full-year revenue forecast is ¥790.0 billion, with 50.6% progress achieved in the first half; LEQEMBI forecast remains at ¥76.5 billion.
No change to the full-year operating profit forecast of ¥54.5 billion, with most profit expected from organic business.
Earnings per share for FY2025 is projected at ¥147.20.
Confident in achieving ROE of 8% next year, aiming for double-digit ROE in the future.
Profit attributable to owners of the parent for FY2025 is forecast at ¥41.5 billion (down 10.6%).
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Status Update9 Dec, 2025
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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.
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