Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Astellas Pharma (4503 JP): Izervay on Strong Footing, Strategic Brands Key for Future

Astellas Pharma (4503 JP): Strategic Brands Drive Q1 Result; Positive Momentum to Continue

Astellas Pharma (4503 JP): Izervay Approved In Japan, Strategic Brands Will Be Key In Near Future

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/astellas-pharma-inc" target="_blank" data-smartkarma-citation="entities:6091:1" rel="noopener">Astellas Pharma (4503 JP)</a> announced better-than-expected H1FY26 result, with continued double-digit revenue growth, driven by key brands, and significant improvement in profitability being the key highlights.</li>
<li>Strategic brands, which recorded 43% YoY revenue growth and contributed 21% of revenue, drove overall revenue growth. Cost optimization through SMT led to margin improvement.</li>
<li>Astellas has raised FY26 revenue and profit guidance. The company expects FY26 revenue of ¥2,030B (+6% YoY). FY26 core operating profit is expected to increase 25% YoY to ¥490B.</li>
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Astellas Pharma (4503 JP) announced better-than-expected H1FY26 result, with continued double-digit revenue growth, driven by key brands, and significant improvement in profitability being the key highlights.
Strategic brands, which recorded 43% YoY revenue growth and contributed 21% of revenue, drove overall revenue growth. Cost optimization through SMT led to margin improvement.
Astellas has raised FY26 revenue and profit guidance. The company expects FY26 revenue of ¥2,030B (+6% YoY). FY26 core operating profit is expected to increase 25% YoY to ¥490B.


Astellas Pharma (4503 JP): Strong H1FY26 Performance Leads to Upward Revision of FY26 Guidance