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Takeda Pharmaceutical Company Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary30 Oct, 2025
Executive summary
Fiscal year 2025 first half results aligned with expectations, with business fundamentals on track and the peak impact from Vyvanse generics now behind, setting up for improved growth in H2.
Growth and launch products rose 5.3% at constant exchange rates, offsetting expected declines from Vyvanse generics.
Strategic partnership with Innovent Biologics adds three differentiated late-stage oncology assets, enhancing the pipeline and future growth prospects.
Significant pipeline progress with late-stage assets, including upcoming filings for Rusfertide and Oveporexton.
Revenue for H1 FY2025 was JPY 2,219.5 billion, down 6.9% YoY, mainly due to Neuroscience declines and FX headwinds.
Financial highlights
H1 revenue was JPY 2,219.5 billion, down 6.9% YoY or -3.9% at constant exchange rates.
Core operating profit was JPY 639.2 billion, down 11.2% YoY at actual FX or 8.8% at CR; reported operating profit was JPY 253.6 billion, down 27.7% due to higher impairment losses.
Core EPS was JPY 279; reported EPS was JPY 72, both declining YoY, reflecting a 40% drop due to non-tax deductible cell therapy impairment.
Adjusted free cash flow more than doubled YoY to JPY 525.4 billion, aided by working capital improvements.
Gross margin decreased to 65.5% from 67.2% YoY.
Outlook and guidance
Full-year revenue expected to remain broadly flat YoY at constant exchange rates, despite lower forecasts for Entyvio and Vyvanse.
Operating profit and core EPS guidance revised from flat to low single-digit percentage decline, mainly due to FX transactional effects and product mix.
Adjusted free cash flow forecast updated to JPY 600–700 billion, reflecting a USD 1.2 billion payment to Innovent Biologics.
Dividend outlook maintained at JPY 200 per share for the year.
What is the revised FY25 ENTYVIO/VYVANSE revenue outlook?
Detail H1 impairment charges and their drivers.
Why was Core Operating Profit guidance downgraded?
How will Takeda mitigate future transactional FX impacts?
Detail the R&D strategy for Innovent's IBI363 and IBI343?
What is the long-term growth outlook for ENTYVIO?
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Next Takeda Pharmaceutical Company earnings date
Q3 202629 Jan, 2026
Next Takeda Pharmaceutical Company earnings date
Q3 202629 Jan, 2026
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Frequently asked questions
Takeda Pharmaceutical Company Limited, founded in 1781, is a research-based global company. The Company's segment is engaged in the research and development, manufacturing and marketing of pharmaceutical products. Through its global presence in over 70 countries, the Company offers a range of products to meet unmet medical needs in a variety of therapeutic areas, including gastroenterology, oncology and neuroscience, among others. The Company's business unit includes Gastroenterology Business Unit, Oncology Business Unit and General Medicines Business Unit. GBU's focus is on creating new value in GI diseases to enhance the lives of patients and their families. OBU's focus is on building a portfolio with the potential to serve patients worldwide that address unmet cancers. GMBU focuses on providing innovative treatment options for patients in such disease areas as internal medicine, respiratory, renal and central nervous system.
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