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Takeda Pharmaceutical Company Limited

Takeda Pharmaceutical Company Limited

NYSE•TAK
CEO: Mr. Christophe Weber
Sector: Healthcare
Industry: Drug Manufacturers - Specialty & Generic
Listing Date: 2010-01-05
Takeda Pharmaceutical Company Limited engages in the research, development, manufacture, marketing, and out-licensing of pharmaceutical products in Japan and internationally. It offers pharmaceutical products in the areas of gastroenterology, rare diseases, plasma derived therapies, immunology, oncology, and neuroscience. The company provides its products under the Entyvio, Gattex/Revestive, Takecab/Vocinti, EOHILIA, Alofisel, Dexilant, Pantoloc/Controloc, Adynovate/Adynovi, Feiba, Recombinate, Hemofil/Immunate/Immunine, Takhzyro, Livtencity, ADZYNMA, Elaprase, Replagal, Advate, Flexbumin, Vpriv, Gammagard Liquid/Kiovig, Hyqvia, Cuvitru, Exkivity, FRUZAQLA, Ninlaro, Velcade, Azilva-F, Lotriga, Iclusig, Leuplin/Enantone, Adcetris, vyvanse/elvanse, Trintellix, QDENGA, and Alunbrig brands. It has in-license agreement with BioMarin, Luxna Biotech, GlaxoSmithKline, Halozyme, and Kamada; collaboration with Neurocrine Biosciences, Inc., Seagen Inc., Anima Biotech, Denali Therapeutics, KSQ Therapeutics, Noile-Immune Biotech, Center for iPS Cell Research Application, Kyoto University (CiRA), and Charles River Laboratories; licensing agreement with Mirum Pharmaceuticals and Twist Bioscience, UCSD/Fortis Advisors, PeptiDream, MD Anderson Cancer Center, Teva Pharmaceutical Industries, and Xenetic Biosciences; collaboration and licensing agreement with Arrowhead Pharmaceuticals Inc., Engitix, Genevant Sciences Corporation, Sosei Heptares, Zedira/Dr. Falk Pharma, Exelixis, Inc., GlaxoSmithKline, Heidelberg Pharma, HUTCHMED, Presage Biosciences, Codexis, Inc., Ensoma, Envozyne, KM Biologics, and Selecta BioScience, and Ovid Therapeutics Inc.; and collaboration with ZEDIRA GmbH and Dr. Falk Pharma GmbH. It has research collaboration and licensing agreement with Crescendo Biologics, Code Bio, Immusoft, Poseida Therapeutics, and Selecta Biosciences. The company was founded in 1781 and is headquartered in Tokyo, Japan.
Contact Information
1-1, Nihonbashi-Honcho 2-chome, Chuo-ku, Tokyo, 103-8668, Japan
81-3-3278-2111
www.takeda.com
Market Cap
$50.48B
P/E (TTM)
241.6
93.6
Dividend Yield
3.9%
52W High
$16.42
52W Low
$12.80
52W Range
89%
Rank28Top 16.1%
5.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q2 2025 Data

Revenue

$7.54B-5.38%
4-Quarter Trend

EPS

-$0.03-112.86%
4-Quarter Trend

FCF

$2.21B+40.57%
4-Quarter Trend

2024 Annual Earnings Highlights

Key Highlights

Revenue Growth and Momentum Revenue reached JPY 4.58T, up 7.5% AER, driven by strong global momentum across key therapeutic areas and favorable exchange rates.
Core Profit Surge Core Operating Profit reached JPY 1.16T, marking a 10.2% AER increase, reflecting improved underlying operational performance.
Strong Cash Generation Net Cash from Operating Activities was JPY 1.06T, increasing JPY 340.8 B due to favorable changes in assets and liabilities.
ENTYVIO Sales Momentum ENTYVIO revenue grew to JPY 914.1 B, achieving 14.1% AER growth, supported by subcutaneous formulation uptake in major markets.

Risk Factors

VYVANSE Generic Erosion VYVANSE sales declined 21.6% CER to JPY 350.6 B following generic competition entry in the U.S. market starting August 2023.
Restructuring Cost Incurrence Recorded JPY 128.1 B in restructuring expenses in FY2025 due to the multi-year enterprise-wide efficiency program announced in May 2024.
R&D Pipeline Setbacks Soticlestat (TAK-935) Phase 3 trial failed primary endpoint, leading to discontinuation of development efforts for Dravet Syndrome.
Net Profit Decline Net Profit attributable to owners decreased 33.2% CER to JPY 107.9 B, impacted by higher income tax expenses recorded in the period.

Outlook

Efficiency Program Execution Multi-year efficiency program continues, focusing on organizational agility, cost reductions, and supply chain improvements through FY2027.
Pipeline Advancement Targets Anticipate Phase 3 readouts for oveporexton and zasocitinib in FY2026, targeting potential commercial launches in 2026 or 2027.
Shareholder Return Policy Intend to return capital via progressive dividend policy, targeting JPY 200 per share for the fiscal year ending March 31, 2026.
Focus on Key Markets Maintain strategic focus on U.S. market (51.9% of revenue) and Growth/Emerging Markets (15.9% of revenue) for future expansion.

Peer Comparison

Revenue (TTM)

Cardinal Health, Inc.CAH
$234.31B
+4.5%
Takeda Pharmaceutical Company LimitedTAK
$29.67B
-2.8%
Haleon plcHLN
$21.43B
+46.9%

Gross Margin (Latest Quarter)

argenx SEARGX
88.3%
-53.8pp
Edwards Lifesciences CorporationEW
77.9%
-2.7pp
Veeva Systems Inc.VEEV
75.4%
+0.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
IDXX$57.02B56.567.8%32.9%
TAK$50.48B241.60.5%32.1%
ARGX$49.58B51.419.0%0.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.2%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Jan 29, 2026
|
EPS:$0.55
|
Revenue:$7.81B
Reports
All Years
  • Form 20-F - FY 2024

    Period End: Mar 31, 2025|Filed: Jun 25, 2025|
    Revenue: $30.03B+7.5%
    |
    EPS: $0.22-25.8%
    Beat
  • Form 20-F - FY 2023

    Period End: Mar 31, 2024|Filed: Jun 26, 2024|
    Revenue: $29.49B+5.9%
    |
    EPS: $0.32-54.9%
    Beat
  • Form 20-F - FY 2022

    Period End: Mar 31, 2023|Filed: Jun 28, 2023|
    Revenue: $29.73B+12.8%
    |
    EPS: $0.75+38.8%
    N/A
  • Form 20-F - FY 2021

    Period End: Mar 31, 2022|Filed: Jun 29, 2022|
    Revenue: $31.76B+11.6%
    |
    EPS: $0.65-38.9%
    Meet
  • Form 20-F - FY 2020

    Period End: Mar 31, 2021|Filed: Jun 29, 2021|
    Revenue: $30.16B-2.8%
    |
    EPS: $1.14+747.3%
    Beat