Eisai Co., Ltd.

4523.T
Drug Manufacturers - Specialty & Generic
2026/02/17 Updated
Market Cap: $9.2B (¥1.4T)
Stock Price: $32.69 (¥4,998)
Exchange Rate: 1 USD = ¥152.91

Fiscal Year 2025 Q3 Financial Results Briefing

For fiscal year 2025 Q3, revenue was JPY 619.9 billion (YoY +3.1%), operating income was JPY 54.5 billion (YoY -1.7%), showing steady progress against full-year forecasts.

Importance:
Page Updated: February 9, 2026
IR Disclosure Date: February 9, 2026

Key Figures

  • Revenue: JPY 619.9 billion (YoY +3.1%)
  • Operating Income: JPY 54.5 billion (YoY -1.7%)
  • Pharmaceutical Business Revenue: JPY 610.1 billion (YoY +7.2%)

AI要約

Performance Overview

For fiscal year 2025 Q3, revenue was JPY 619.9 billion (YoY +3.1%), driven by organic growth in the pharmaceutical business. Operating income was JPY 54.5 billion (YoY -1.7%) due to absence of one-off gains/losses, but operating income contribution from the pharmaceutical segment expanded. Progress toward the full-year forecast is steady at 78.5% for revenue and 99.9% for operating income.

Business and Product Trends, and Pipeline

Pharmaceutical business revenue reached JPY 610.1 billion, up 7% YoY. Core products Lenvima (JPY 258.1 billion, +4% YoY), Dayvigo (JPY 47.7 billion, +18%), and Rekenvi (JPY 61.8 billion, +109%) showed strong growth. Investments were made for new product launches in Europe and Japan to strengthen the oncology pipeline. Initiatives to maximize product value are progressing, including SC-AI (subcutaneous injection form of Rekenvi) and diagnostic efficiency improvements using BBM.

Revenue Trend (JPY Billions)

Operating Income Trend (JPY Billions)

Pharmaceutical Business Revenue (JPY Billions)

Core Product Revenue (JPY Billions)

Lenvima Revenue by Region (JPY Billions)

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