Astellas Pharma Inc.
Fiscal 2026 Q2 Consolidated Financial Summary
Revenue increased 23% year-over-year, core operating profit increased 50% year-over-year. Full-year guidance was revised upward: revenue +110 billion yen, core operating profit +80 billion yen. Targeting a 30% core operating profit margin. Pipeline advances include PADCEV, IZERVAY, VYLOY and progress in CTD/PoC. Positive impact from foreign exchange considered.
Key Figures
- Revenue: 12,709 hundred million yen (2Q actual, Year-over-Year +23.4%)
- Core Operating Profit: 4,249 hundred million yen (2Q actual, Year-over-Year +50.3%)
- Revised Full-Year Revenue: 22,200 hundred million yen (Initial guidance +1,100 hundred million yen)
- Revised Full-Year Core Operating Profit: 6,200 hundred million yen (Initial guidance +800 hundred million yen)
- Core Operating Profit Margin: 30.0% (Full-year target)
AI要約
Overview of Results
In Fiscal 2026 Q2, revenue was 12,709 hundred million yen (Year-over-Year +23.4%) and core operating profit was 4,249 hundred million yen (Year-over-Year +50.3%), representing significant growth. Growth of key strategic products and cost optimization (SMT) improved SG&A ratio, and FX effects provided a tailwind. Full-year guidance has been revised upward: revenue is expected at 22,200 hundred million yen (+110 hundred million yen) and core operating profit at 6,200 hundred million yen (+80 hundred million yen). Core operating profit margin is expected to be approximately 30%.
Pipeline Progress and Milestones
Progress was reported across indications centered on PADCEV, IZERVAY, and VEOZAH, including Phase III, PoC, and clinical stage advancements. Expansion of PADCEV in MIBC and 1L mUC, expanded indication potential for IZERVAY in GA patients, and clinical results for CLDN18.2-related agents such as VYLOY and ASP2138 are notable. New programs will enter Phase I/II, and PoC achievements and data announcements across multiple items are expected to continue.
Revenue Trend
Core Operating Profit Trend
Core Operating Profit Margin Trend
Revenue Contribution by Key Strategic Products
Full-Year Guidance Comparison (Before and After Revision)
Astellas Pharma Inc.
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