Takeda Updates FY2025 Revenue Guidance Amid Cost Discipline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: seekingalpha
- Performance Overview: Takeda reported a Non-GAAP EPS of ¥428.00 and revenue of ¥3,411.2 billion for the nine months ended, reflecting a 3.3% year-over-year decline, indicating pressure in the competitive pharmaceutical market.
- Fiscal Year Guidance Update: The company revised its FY2025 management guidance primarily due to VYVANSE, projecting core revenue to remain broadly flat, with low-single-digit declines in operating profit and EPS, showcasing its focus on cost discipline.
- Core Financial Forecasts: The revised core revenue forecast for FY2025 is set at ¥4,530 billion, with operating profit expected at ¥410 billion, demonstrating the company's ability to maintain profitability amid market uncertainties.
- Cash Flow and Dividends: Adjusted free cash flow is projected between ¥650 billion and ¥750 billion, while the annual dividend per share remains at ¥200, indicating stability in shareholder returns amidst operational challenges.
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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.
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Takeda Pharmaceutical Q3 2025 Earnings Report Analysis
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