NYSE$TAK

Takeda Pharmaceutical Co Ltd-ADR · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Takeda reported fiscal 2025 revenue of ¥4.58T with net profit attributable to owners of ¥317.0B and core EPS of ¥491.

For the year ended March 31, 2025, revenue rose 7.5% to ¥4.58T on growth in GI, rare disease, PDT, oncology, and vaccines, partly offset by VYVANSE generic erosion. Net profit attributable to owners was ¥317.0B; core EPS was ¥491.

  • FY25 revenue ¥4.58T (+7.5% AER).
  • Net profit ¥317.0B; core EPS ¥491.
  • Growth brands include ENTYVIO and TAKHZYRO.
  • Neuroscience pressured by U.S. generic competition.
  • Pipeline investments and efficiency program ongoing.

Headline financials

Total Revenue

¥4.58T

Previous: ¥7.08B+64633.3%
EPS (adj)

¥491.00

Previous: ¥0.24+204483.3%
Capital Expenditures

-¥594M

Previous: -¥455M-30.5%
Net Income

¥317B

Previous: -¥20.3M+1559649.5%
Operating Income

-¥199M

Previous: ¥3.6M-5631.7%
Gross Profit

¥3.16B

Previous: ¥3.24B-2.6%
R&D Expense

¥1.42B

Previous: ¥1.32B+7.4%

Revenue & EPS history

Takeda · Revenue · Quarterly

¥4.58T

Q4 2024+64,633.3%vs Q4 2023
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Takeda discusses pipeline launches, geographic mix, and core EPS targets in annual reporting rather than quarterly U.S.-style guidance in the 20-F.

Tailwinds

  • Growth in GI, rare disease, oncology, and vaccines.
  • Core EPS growth and dividend policy.
  • Pipeline readouts and geographic expansion.

Headwinds

  • VYVANSE and mature product generic erosion.
  • FX translation on yen reporting.
  • R&D and integration spend on large programs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.7%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+0.3%

Avg return

30 days after

39%

24 / 62 earnings

Positive

+6.3%

Q1 2019

Best reaction

-7.5%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2027-1.4%-2.1%-5.8%
Q3 2026+1.5%-4.6%+0.1%
Q2 2025-3.9%-1.5%+4.7%
Q1 2025-4.2%-0.4%+4.7%
Q4 2024-5.1%-8.9%-0.7%
Q1 2024+1.5%+1.2%+9.1%
Q4 2023+1.5%+3.0%+3.1%
Q3 2023-2.2%-3.0%-0.3%
Q2 2023-7.1%-6.2%-3.2%
Q1 2023-0.9%-2.1%-1.4%
Q4 2022-3.5%-3.1%-4.5%
Q3 2022+0.8%+0.4%-1.5%
Q2 2022+1.8%+2.4%+12.4%
Q1 2022-0.5%-4.8%-6.7%
Q4 2021-1.8%-1.7%-7.8%
Q3 2021+0.5%+3.2%+2.9%
Q2 2021+1.4%+2.8%-2.1%
Q1 2021-1.1%-2.5%-1.8%
Q4 2020-0.7%+0.9%+2.4%
Q3 2020-1.4%+1.6%+0.2%
Q2 2020-4.4%-1.6%+11.6%
Q1 2020+2.0%+1.5%+3.4%
Q4 2019+5.5%-0.9%+3.8%
Q3 2019+3.2%+4.4%-7.6%
Q2 2019+3.3%+6.6%+12.3%
Q1 2019+6.3%+3.6%+0.5%
Q4 2018-7.5%-10.4%-11.0%
Q2 2018-3.0%-6.9%-5.5%
Q1 2018-1.7%-0.3%-1.2%
Q4 2017-2.7%+1.1%-13.1%
Q3 2017+0.4%+2.5%+5.3%
Q2 2017-0.9%-0.3%+2.3%
Q1 2017-0.8%-2.2%+3.1%
Q4 2016-1.5%-0.8%+3.0%
Q3 2016+0.1%+2.3%+1.3%
Q2 2016-0.2%-0.9%-3.4%
Q1 2016-1.6%-0.6%+4.0%
Q4 2015-4.6%
Q3 2015-2.0%
Q2 2015+1.4%
Q1 2015+1.1%
Q4 2014-3.7%
Q3 2014-0.7%
Q2 2014-1.6%
Q1 2014+1.1%
Q4 2013-2.7%
Q3 2013-0.7%
Q2 2013-0.3%
Q1 2013+1.2%
Q4 2012-6.4%
Q3 2012+1.6%
Q2 2012-1.2%
Q1 2012+0.0%
Q4 2011-0.9%
Q3 2011+1.0%
Q2 2011-0.7%
Q1 2011+1.5%
Q4 2010-2.5%
Q3 2010+1.4%
Q2 2010-0.2%
Q1 2010+1.7%
Q4 2009-0.4%

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