- Takeda’s net income for the first quarter was 124.24 billion yen, surpassing the estimate of 96.3 billion yen.
- Operating income reached 184.57 billion yen.
- Net sales were reported at 1.11 trillion yen, slightly below the estimated 1.17 trillion yen.
- Gastroenterology revenue was 339.3 billion yen, falling short of the estimate of 359.98 billion yen.
- Rare diseases generated 196.4 billion yen in revenue.
- Plasma-Derived Therapies brought in 260.9 billion yen.
- Oncology revenue amounted to 138.8 billion yen, below the estimated 148.22 billion yen.
- Neuroscience revenue stood at 108.6 billion yen, missing the estimate of 132.69 billion yen.
- Vaccines contributed 11.5 billion yen to the overall revenue.
- Other revenue was 51.2 billion yen, down from the estimate of 64.13 billion yen.
- For 2026, Takeda forecasts operating income of 475.00 billion yen and net income of 228.00 billion yen, slightly lower than the estimate of 241.08 billion yen.
- The company anticipates net sales of 4.53 trillion yen, just shy of the estimate of 4.55 trillion yen.
- A dividend of 200.00 yen is still expected for the year.
- The stock has 10 buy ratings and 9 hold ratings, with no sell ratings.
Takeda Pharmaceutical on Smartkarma
Independent analysts on Smartkarma have been closely monitoring Takeda Pharmaceutical, providing valuable insights into the company’s performance. Tina Banerjee‘s analysis titled “Takeda Pharmaceutical (4502 JP): FY25 Went Well; Near Term Headwinds To Keep FY26 Subdued” highlights Takeda’s revenue growth in FY25 driven by Growth and Launch Products, with a cautious outlook for FY26 due to near term headwinds and cost control measures.
Travis Lundy‘s report, “Takeda Pharma (4502) – Strong Results,” applauds Takeda’s recent earnings announcement, marking a positive trend and signaling a turnaround from the previous year. The upbeat sentiment is supported by a significant Β₯100bn buyback and CEO change, boosting confidence in the company’s trajectory despite the overall industry outlook.
A look at Takeda Pharmaceutical Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 5 | |
| Growth | 2 | |
| Resilience | 2 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 3.0 |
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, Takeda Pharmaceutical shows a strong performance in dividends, scoring a perfect 5. This indicates that the company is committed to rewarding its investors with steady dividend payouts. Additionally, Takeda Pharmaceutical also excels in terms of value, scoring a 4. This suggests that the company’s stock may be considered undervalued compared to its intrinsic worth. However, the growth, resilience, and momentum scores for Takeda Pharmaceutical are more moderate, indicating room for improvement in these areas for long-term sustainability and competitiveness.
Takeda Pharmaceutical Co Ltd focuses on Research & Development, Manufacturing, Sales, Marketing, and Import/Export of Pharmaceutical Drugs across various therapeutic areas such as Cardiovascular & Metabolic, Oncology, Central Nervous System, Respiratory & Immunology, General Medicine, and Vaccine. With a strong focus on dividends and decent value, Takeda Pharmaceutical may provide stable returns for investors, but the company may need to enhance growth, resilience, and momentum factors to ensure long-term success and market competitiveness.
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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