Takeda Pharmaceutical Non-GAAP EPS of ¥279.00, revenue of ¥2219.5B; updates FY outlook

* Takeda Pharmaceutical press release [https://seekingalpha.com/pr/20285631-takeda-reports-first-half-fy2025-results-with-business-fundamentals-tracking-as-planned] (TAK [https://seekingalpha.com/symbol/TAK]): 1H Non-GAAP EPS of ¥279.00.
* Revenue of ¥2219.5B (-6.9% Y/Y).
*

FY2025 OUTLOOK

Updating Full Year Management Guidance, and Reported and Core Forecasts

Takeda has updated its full year outlook to reflect foreign exchange impacts and impairment charges related to the cell therapy platform.

FY2025 Management Guidance Core Change at CER (Non-IFRS)

FY2025 ORIGINAL MANAGEMENT GUIDANCE(May 2025)

FY2025 REVISED MANAGEMENT GUIDANCE(October 2025)

Core Revenue

Broadly flat

Broadly flat

Core Operating Profit

Broadly flat

Low-single-digit % decline

Core EPS (Yen)

Broadly flat

Low-single-digit % decline

Click to enlarge

FY2025 Reported and Core Forecasts

(Billion yen, except percentages and per share amounts)

FY2025ORIGINAL FORECAST

(May 2025)

FY2025

REVISED FORECAST

(October 2025)

Revenue

4,530.0

4,500.0

Core Revenue (Non-IFRS)

4,530.0

4,500.0

Operating Profit

475.0

400.0

Core Operating Profit (Non-IFRS)

1,140.0

1,130.0

Net Profit

228.0

153.0

EPS (Yen)

145

97

Core EPS (Yen) (Non-IFRS)

485

479

Adjusted Free Cash Flow (Non-IFRS)

750.0-850.0

600.0-700.0

Annual Dividend per Share (Yen)

200

200

Click to enlarge

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