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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.
Otsuka
Otsuka (4578) investor relations material
Otsuka Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Oct, 2026
Executive summary
9M FY2026 revenue rose 12.3% to ¥2,042.4bn and business profit rose 19.2% to ¥436.9bn; operating profit increased 4.0% to ¥423.7bn.
Growth reflected higher pharmaceutical and nutraceutical sales, including REXULTI/RXULTI, LONSURF, VOYXACT and royalty income; all segments recorded revenue growth.
Financial highlights
Revenue increased ¥223.7bn to ¥2,042.4bn; gross profit was ¥1,479.1bn, profit before tax ¥422.3bn, and net income ¥326.5bn.
Profit attributable to owners rose 8.2% to ¥322.1bn; business profit before R&D expenses increased 13.3% to ¥697.2bn.
FX-adjusted business profit was ¥410.9bn, up 12.1%; FY2025 operating profit included a ¥52.6bn gain on sale of MicroPort shares.
R&D expenses rose 4.7% to ¥260.3bn; impairment losses were ¥14.8bn versus ¥14.3bn a year earlier.
Outlook and guidance
FY2026 revenue forecast remained ¥2,725bn; business profit guidance rose ¥30bn to ¥500bn and operating profit rose to ¥488bn from ¥469bn.
Net income guidance rose to ¥375bn from ¥360bn; profit attributable to owners rose to ¥370bn from ¥355bn, a record forecast, with basic EPS of ¥703.91.
Pharmaceutical revenue is expected above prior forecast, led by REXULTI/RXULTI and VOYXACT; softer functional beverage sales offset growth, keeping revenue guidance unchanged.
Forecast exchange rates are ¥158/$ and ¥185/€; at FY2025 exchange rates, business profit is forecast at ¥475.2bn, ¥29.1bn above FY2025 actual.
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Latest events from Otsuka
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- Strong H1 2025 results and raised FY2025 outlook driven by pharma growth and acquisitions.4578Q2 2025
- Double-digit revenue and profit growth, upward guidance, and Jnana acquisition marked the period.4578Q3 2024
- Double-digit profit growth, upward guidance, and a major share repurchase highlight the period.4578Q2 2024
Next Otsuka earnings date
Q4 202612 Feb, 2027
Otsuka
Next Otsuka earnings date
Q4 202612 Feb, 2027
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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.