Takeda Pharmaceutical Reports Q3 FY2025 Earnings Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
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Source: Newsfilter
- Revenue Decline: As of December 31, 2025, Takeda's revenue decreased by 3.3% year-on-year to ¥3,411.2 billion, primarily impacted by the competition from VYVANSE® generics, indicating increasing market pressures.
- Core Operating Profit Changes: Core operating profit fell by 3.4% to ¥971.6 billion, although reported operating profit increased by 1.2% due to lower restructuring expenses, reflecting the company's efforts in cost management.
- Outlook Adjustment: Takeda revised its FY2025 management guidance, anticipating a low single-digit decline in core revenue primarily due to VYVANSE's market performance, demonstrating a cautious approach to future market conditions.
- New Drug Application Progress: The company has submitted NDAs for oveporexton and rusfertide, with plans to launch these new products with multibillion-dollar peak revenue potential within the next 18 months, marking a proactive strategy in new product development.
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Analyst Views on TAK
Wall Street analysts forecast TAK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TAK is 18.00 USD with a low forecast of 18.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 16.690
Low
18.00
Averages
18.00
High
18.00
Current: 16.690
Low
18.00
Averages
18.00
High
18.00
About TAK
Takeda Pharmaceutical Co Ltd is a Japan-based company mainly engaged in the research and development, manufacture, sale and licensing of pharmaceuticals. The Company focuses on the main business areas of gastrointestinal diseases, rare diseases, plasma derivatives (immune diseases), oncology (cancer), and neuroscience (neuropsychiatric diseases). The Company focuses on three research and development areas: innovative biopharmaceuticals with the focus on gastrointestinal and inflammatory diseases, neuroscience, and oncology, plus plasma derivatives and vaccines. Most of the pharmaceuticals treat rare diseases in the focus disease areas and the plasma derivatives area. The Company operates in Japan, the United States, Europe, and China.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Takeda Pharmaceutical to Announce Q3 Earnings on January 29
- Earnings Announcement: Takeda Pharmaceutical is set to release its Q3 earnings on January 29 before market open, with expected GAAP EPS of JPY 43.14 and revenue of JPY 1.193 trillion, indicating stable performance in the Japanese pharmaceutical market.
- Analyst Expectations: Analysts anticipate that Takeda's earnings report will reflect solid financial performance, which could bolster investor confidence despite challenges in the Japanese pharma sector.
- Technology Collaboration: Takeda has arranged to utilize Halozyme's drug delivery technology in its Entyvio product, aiming to enhance market competitiveness and therapeutic efficacy.
- New Royalty Agreement: Takeda and XOMA have inked a new royalty agreement while amending an existing deal, highlighting the company's strategic intent to strengthen its product portfolio through innovative collaborations.
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Takeda Pharmaceutical Q3 2025 Earnings Report Analysis
- Earnings Miss: Takeda reported an adjusted net profit of 235 billion yen (approximately $1.53 billion) for Q3 2025, with earnings per American Depositary Share (EPADS) at 47 cents, falling short of analyst expectations of 55 cents, indicating pressure on profitability.
- Sales Decline: Total sales for the quarter reached $7.60 billion (1.192 trillion yen), missing consensus estimates of $8.53 billion, with a year-over-year sales decline of 4.2%, primarily due to decreased revenue in the Neuroscience segment.
- Mixed Product Performance: Neuroscience sales fell 23.6% to 108.4 billion yen, while vaccine sales nearly doubled to 23.3 billion yen, and cancer drug sales increased by 3.8% to 148.8 billion yen, highlighting disparities in market performance across different product lines.
- Guidance Revision: Takeda revised its fiscal 2025 core revenue guidance from 4.50 trillion yen to 4.53 trillion yen, expecting core operating profit of 1.15 trillion yen, reflecting proactive adjustments in cost management and favorable foreign exchange conditions.
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