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Otsuka Holdings (4578) investor relations material
Otsuka Holdings Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Revenue increased by 5.1% year-over-year to ¥1,818.7 billion, with all segments contributing to growth and business profit up 1.3% to ¥366.5 billion, driven by strong sales in key pharmaceutical and nutraceutical products.
Operating profit surged 56.1% to ¥407.4 billion, aided by a gain from the sale of MicroPort shares and the absence of prior-year impairment losses.
Net profit attributable to owners rose 55.3% year-over-year to ¥297.7 billion, with basic EPS increasing to ¥560.81.
Major acquisitions included Araris Biotech AG and Otsuka ICU Medical LLC, expanding the pharmaceutical and IV solution businesses.
Robust R&D investment continued, particularly in new indications and product launches, while SG&A expenses were tightly controlled.
Financial highlights
Cost of sales and SG&A increased by 4.9% and 4.5% respectively, reflecting business expansion.
R&D expenses grew 12.9% year-over-year to ¥248,648 million, supporting pipeline development.
Cash and cash equivalents rose by ¥65,971 million to ¥492,145 million as of September 30, 2025.
Net cash provided by operating activities was ¥318,886 million, while investing and financing activities used ¥112,269 million and ¥130,527 million, respectively.
Foreign exchange fluctuations had a negative impact on revenue and business profit.
Outlook and guidance
Full-year revenue guidance was revised upward to ¥2,420.0 billion (+¥40.0 billion), and business profit to ¥410.0 billion (+¥10.0 billion), reflecting forex adjustments and steady business progress.
Operating profit forecast at ¥452,000 million, net profit forecast at ¥330,000 million, and basic EPS at ¥622.52 for FY2025.
R&D expenses for FY2025 projected at ¥353,000 million, reflecting accelerated clinical trials.
Management expects limited impact from U.S. pharmaceutical pricing and tariffs.
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Next Otsuka Holdings earnings date
Q4 202513 Feb, 2026
Next Otsuka Holdings earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Otsuka Holdings Co., Ltd. is a diversified healthcare company primarily engaged in the research, development, manufacture, and sale of pharmaceutical and nutraceutical products. The company operates through its subsidiaries to deliver a wide array of products including pharmaceuticals aimed at treating diseases in the central nervous system, cancer, cardiovascular, gastrointestinal, and respiratory fields, among others. Otsuka also offers functional beverages, foods, and medical devices. The company is headquartered in Minato-ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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