Earnings Alerts

Takeda Pharmaceutical (4502) Earnings: Q1 Operating Income Beats Estimates Amid Strong Sales Growth

  • Toyota 1Q Operating Income: 166.33 billion yen, down 1.3% year-on-year, but above the estimate of 99.05 billion yen.
  • Net Income: 95.25 billion yen, up 6.5% year-on-year, exceeding the estimate of 52.73 billion yen.
  • Net Sales: 1.21 trillion yen, an increase of 14% year-on-year, surpassing the estimate of 1.09 trillion yen.
  • 2025 Year Forecast:
    • Operating income forecast remains at 225.00 billion yen, below the estimate of 251.63 billion yen.
    • Net income forecast unchanged at 58.00 billion yen, below the estimate of 74.57 billion yen.
    • Net sales forecast remains at 4.35 trillion yen, close to the estimate of 4.37 trillion yen.
    • Dividend forecast is maintained at 196.00 yen per share.
  • Analyst Ratings: 10 buy ratings, 10 hold ratings, and 0 sell ratings.

Takeda Pharmaceutical on Smartkarma

On Smartkarma, independent analyst Avien Pillay has published a bearish review of Takeda Pharmaceutical under the headline “Takeda (4502 JP)– Avoid.” Pillay’s analysis highlights concerns over Takeda’s recent $6 billion acquisition, a high number of pipeline dropouts, and limited potential for upside surprises. With doubts raised about Takeda’s investment track record and the company facing significant restructuring, Pillay cautions against expecting notable positive developments from the pharmaceutical giant.

Despite being positioned as an innovative pharma company, the analyst suggests that there may be better and more cost-effective investment options available outside of Takeda. Pillay’s assessment underscores the challenges Takeda faces, including managing high expectations from its new drug portfolio and company guidance. For investors considering Takeda, this critical analysis on Smartkarma provides valuable insights into the company’s current standing and potential risks.


A look at Takeda Pharmaceutical Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth2
Resilience2
Momentum4
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts using the Smartkarma Smart Scores have painted a promising future for Takeda Pharmaceutical. With a high Dividend score of 5, investors can expect strong returns in the form of dividends. Additionally, the Value score of 4 signifies that the company is trading at an attractive price in relation to its fundamentals. Despite lower scores in Growth and Resilience at 2 each, Takeda Pharmaceutical shows positive Momentum with a score of 4, indicating a potential upward trend in stock performance.

Takeda Pharmaceutical Co Ltd, a company focusing on various therapeutic areas such as Cardiovascular & Metabolic, Oncology, and Central Nervous System, seems well-positioned for steady growth and stability. While there are areas for improvement in growth and resilience, the high dividend score suggests that the company is committed to rewarding its investors. The positive momentum score further adds to the overall optimistic outlook for Takeda Pharmaceutical in the long term.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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