Financial Summary for the Third Quarter of Fiscal Year Ending March 2026 [IFRS] (Consolidated)

Overview of Financial Results

For the third quarter of the fiscal year ending March 2026, consolidated revenue increased by 3.1% YoY to JPY 619.9 billion, mainly driven by sales growth of the Alzheimer’s disease treatment 'LEQEMBI,' the anticancer agent 'LENVIMA,' and the insomnia treatment 'Dayvigo.' Meanwhile, operating income declined by 1.7% YoY to JPY 54.5 billion, and net income attributable to owners of parent for the quarter decreased by 8.1% YoY to JPY 41.8 billion. Research and development expenses decreased due to continued resource allocation to key projects and efficiency improvements, while selling, general and administrative expenses increased due to aggressive investments in 'LENVIMA.' Other income decreased due to the absence of one-time gains recorded in the same period last year.

Segment Performance and Future Outlook

The pharmaceutical business operates in five regions: Japan, Americas, China, EMEA, and East Asia & Global South, with revenue growth achieved across all regions. Particularly, 'LEQEMBI' showed strong growth in each region, and in the United States, the subcutaneous auto-injector formulation 'LEQEMBI IQLIK' was newly launched. In China, multiple new product launches contributed to sales expansion. There is no revision to the full-year earnings forecast for the fiscal year ending March 2026, and an annual dividend of JPY 160 per share is planned. Going forward, the company will continue to promote research and development and partnerships, aiming to expand its business mainly in the dementia field.