
Takeda Pharmaceutical Company Limited
NYSE•TAK
CEO: Mr. Christophe Weber
セクター: Healthcare
業種: Drug Manufacturers - Specialty & Generic
上場日: 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.
連絡先情報
時価総額
$58.32B
PER (TTM)
78.5
55
配当利回り
3.5%
52週高値
$18.50
52週安値
$12.99
52週レンジ
順位28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$7.88B+6.04%
直近4四半期の推移
EPS
$0.22+344.74%
直近4四半期の推移
フリーCF
$2.06B-6.26%
直近4四半期の推移
2024 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
CAH$244.49B
TAK$30.01B
BDX$21.92B
粗利益率 (最新四半期)
88.3%
78.1%
VEEV75.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| BDX | $63.72B | 28.5 | 6.4% | 32.8% |
| TAK | $58.32B | 78.5 | 1.6% | 31.5% |
| CAH | $51.96B | 31.3 | -58.9% | 15.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.5%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月6日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 20-F - FY 2024
会計期末: 2025年3月31日|提出日: 2025年6月25日|売上高: $30.03B+7.5%|EPS: $0.22-25.8%予想を上回るForm 20-F - FY 2023
会計期末: 2024年3月31日|提出日: 2024年6月26日|売上高: $29.49B+5.9%|EPS: $0.32-54.9%予想を上回るForm 20-F - FY 2022
会計期末: 2023年3月31日|提出日: 2023年6月28日|売上高: $29.49B+12.8%|EPS: $0.32+38.8%不明Form 20-F - FY 2021
会計期末: 2022年3月31日|提出日: 2022年6月29日|売上高: $29.49B+11.6%|EPS: $0.32-38.9%予想通りForm 20-F - FY 2020
会計期末: 2021年3月31日|提出日: 2021年6月29日|売上高: $29.49B-2.8%|EPS: $0.32+747.3%予想を上回る