- Takeda has increased its full-year operating income forecast to 344 billion yen, surpassing both the previous forecast of 265 billion yen and market estimates of 309.22 billion yen.
- The company’s net income forecast has also risen to 118 billion yen, up from the previous 68 billion yen, but slightly below the market expectation of 121.42 billion yen.
- For net sales, Takeda predicts 4.59 trillion yen, higher than the previous figure of 4.48 trillion yen and exceeding the market estimate of 4.54 trillion yen.
- The dividend payment remains unchanged at 196 yen per share.
- In the first nine months, Takeda reported net sales of 3.53 trillion yen, with its gastroenterology segment contributing significantly at 1.04 trillion yen.
- Entyvio, a key product, achieved sales of 699 billion yen during the same period.
- For the third quarter, Takeda’s operating income reached 66.94 billion yen, exceeding the market estimate of 56.13 billion yen.
- Net income for this quarter was 23.79 billion yen, notably better than the expected loss of 1.37 billion yen.
- Net sales for the third quarter stood at 1.14 trillion yen, aligning with market predictions.
- Analyst recommendations currently include 10 buys, 9 holds, and no sell ratings.
Takeda Pharmaceutical on Smartkarma
Analysts on Smartkarma, including Tina Banerjee, are closely following the performance of Takeda Pharmaceutical (4502 JP). In a recent report titled “Takeda Pharmaceutical (4502 JP): Beat-And-Raise Q2 Amid Strong Performance of New Drugs,” Banerjee highlights that Takeda beat Q2FY25 estimates due to robust growth from Growth and Launch Products. Despite anticipated challenges in H2FY25, the company is raising its FY25 guidance. Takeda’s Q2FY25 results exceeded expectations across all key parameters, driven by favorable currency exchange rates and strong momentum from its Growth and Launch Products.
The impressive performance of Takeda’s Growth and Launch Product portfolio, which offset the impact of Loss of Exclusivity (LOE) on certain drugs, instills confidence in the company’s ability to achieve sustainable revenue and profit growth. The revised FY25 guidance reflects a cautious outlook for H2FY25, citing lower revenue from key drugs and increased Research and Development (R&D) investments. This insight underscores the thorough analysis and market insights provided by analysts on Smartkarma for investors evaluating Takeda Pharmaceutical.
A look at Takeda Pharmaceutical Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 5 | |
| Growth | 2 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
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
Takeda Pharmaceutical Co Ltd, a key player in the pharmaceutical industry, has been assigned a range of Smart Scores that provide a snapshot of its long-term outlook. With a strong focus on value and a top-notch dividend rating, Takeda Pharmaceutical demonstrates stability and reliability. However, the company’s growth and resilience scores indicate areas that may need further attention to enhance its competitive edge. The moderate momentum score suggests a steady but not exceptional performance in the near future.
Specializing in various therapeutic areas such as Cardiovascular & Metabolic, Oncology, and Central Nervous System, Takeda Pharmaceutical remains committed to Research & Development, Manufacturing, and Sales of vital pharmaceutical drugs. While holding promising scores in value and dividends, the company may need to strategize to boost growth and resilience factors for sustained success in the ever-evolving pharmaceutical landscape.
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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