Takeda Pharmaceutical Company reported results for the first half of fiscal year 2025, showing business fundamentals in line with expectations but lowered full-year guidance due to generic competition and pipeline impairment charges. For the six months ended September 30, 2025, Takeda’s revenue declined 3.9% at constant exchange rate (CER) and 6.9% at actual exchange rates (AER), impacted mainly by generic erosion of the blockbuster ADHD drug Vyvanse in the U.S. The company also announced impairment losses linked to strategic prioritization within its R&D pipeline.
Takeda now expects full-year revenue of ¥4.5 trillion, down ¥30 billion or 0.7% from its previous outlook, and reduced its operating profit target by ¥75 billion (15.8%) to ¥400 billion. Net profit attributable to shareholders is forecast at ¥153 billion, down 32.9% from original expectations, with reported earnings per share cut to ¥97.14. Core operating profit is projected at ¥1.13 trillion, down 0.9%, and core EPS at ¥479, down 1.2%.
The company’s revised outlook reflects lower revenue from higher-margin drugs, unfavorable transactional FX, and impairment losses. Takeda noted ongoing cost savings in R&D and efficiency initiatives are partially offsetting these pressures. Despite challenges, the company remains on track for multiple regulatory filings in the current fiscal year and continues to advance its late-stage pipeline.
Subscribe to our e-Newsletters
Stay up to date with the latest news, articles, and events. Plus, get special offers
from American Pharmaceutical Review – all delivered right to your inbox!
Sign up now!