- Eisai reported operating income of 20.74 billion yen for the first quarter, significantly surpassing the estimate of 15.58 billion yen.
- Net income for the quarter was 14.47 billion yen, exceeding the anticipated 11.4 billion yen.
- The company achieved net sales of 202.65 billion yen, outperforming the estimate of 192.23 billion yen.
- Revenue from Japan’s pharmaceutical business stood at 56.05 billion yen.
- Americas’ pharmaceutical business revenue was 70.80 billion yen, compared to the estimate of 67.5 billion yen.
- The EMEA pharmaceutical business generated 19.01 billion yen in revenue, higher than the estimated 17.15 billion yen.
- For 2026, Eisai maintains its forecast with an operating income of 54.50 billion yen, slightly below the estimate of 56.7 billion yen.
- The net income forecast for 2026 is 41.50 billion yen, compared to the estimate of 44.45 billion yen.
- Eisai projects 2026 net sales to be 790.00 billion yen, closely aligned with the estimate of 792.46 billion yen.
- The company expects to maintain a dividend of 160.00 yen, matching the estimate.
- Analyst recommendations include 5 buys, 10 holds, and 1 sell.
Eisai Co Ltd on Smartkarma
Analysts on Smartkarma are closely watching Eisai Co Ltd, with recent reports providing contrasting views on the company’s performance and outlook. Tina Banerjee‘s bullish analysis titled “Eisai Co Ltd (4523 JP): Leqembi at a Growth Juncture as New Markets Open Up; Margins Under Pressure” highlights the company’s 6% revenue growth in FY25 and the expected 73% YoY revenue growth for Leqembi in FY26. Emphasizing on the potential market expansion for Leqembi, the report acknowledges the challenges of margin pressure while acknowledging the growth opportunities in developed economies with an aging population.
On the other hand, Banerjee’s bearish perspective in the report “Eisai (4523 JP): 3L Drive 9MFY25 Result; FY25 Guidance Reaffirmed; Leqembi at an Inflection Point” focuses on the strong revenue and profit growth in 9MFY25 but raises concerns about a potential loss in Q4FY25. This report highlights the importance of addressing safety concerns for Leqembi to maximize its market potential, while also noting stabilization in Lenvima growth and the need for approvals and resolving safety issues for Leqembi to reach its full potential.
A look at Eisai Co Ltd Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 5 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Eisai Co Ltd has received a strong overall outlook. The company scores high in Dividend, indicating a good track record of paying dividends to its shareholders. Additionally, Eisai Co Ltd also shows solid scores in Value, Growth, Resilience, and Momentum, reflecting a well-rounded performance across various key factors.
Eisai Co Ltd, a company that produces prescription drugs and medical equipment, demonstrates a diversified business model. Apart from its core pharmaceutical operations, the company also engages in the production and sale of diagnostic drugs through its subsidiary. With a global presence in the US, Europe, and Asia, Eisai Co Ltd markets its products extensively. Furthermore, the company’s involvement in the manufacturing and sale of various other products like foods, livestock feeds, and chemicals adds depth to its business portfolio.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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