Chugai Pharmaceutical Co., Ltd. (TYO:4519)
Japan flag Japan · Delayed Price · Currency is JPY
7,212.00
-94.00 (-1.29%)
Jul 23, 2026, 3:30 PM JST

Chugai Pharmaceutical Earnings Call Transcripts

Fiscal Year 2026

  • Q1 FY2026 delivered double-digit growth in revenue and profit, driven by strong Hemlibra and Nemluvio exports, new product launches, and increased royalty income. Performance was in line with expectations, with positive FX impact and robust pipeline progress.

Fiscal Year 2025

  • Record FY2025 results with revenue up 7.5% and core operating profit up 12.1%, driven by strong exports and domestic growth. FY2026 guidance projects further record highs, with robust pipeline progress and increased dividends.

  • Q3 FY2025 delivered strong revenue and profit growth, driven by robust domestic and overseas sales, especially from Hemlibra, Actemra, and new product launches. Strategic acquisitions and pipeline progress support a positive outlook, with full-year results expected to exceed last year.

  • Second quarter 2025 delivered 4.6% revenue growth and 3.5% higher operating profit, driven by strong overseas sales and new product launches. Five early-stage R&D projects were discontinued to focus resources, and a major JPY 80 billion R&D facility investment was announced.

  • Revenue and profit surged in Q1 2025, led by robust overseas sales of Hemlibra and Actemra, while domestic sales remained stable. Key pipeline advances include NXT007 and orforglipron, with strong cash flow and a high equity ratio supporting ongoing investments.

Fiscal Year 2024

  • FY2024 saw record revenue and profit, driven by strong overseas sales, especially Hemlibra, offsetting domestic declines. The outlook for 2025 is positive, with continued growth expected from new products and a robust R&D pipeline, despite risks from generics and biosimilars.

  • Revenue declined due to the absence of RONAPREVE, but core business grew 10.9% year-over-year, with operating profit and net income both rising over 10%. Overseas sales, especially HEMLIBRA and ACTEMRA, drove growth, and full-year guidance remains on track with potential upside.

Fiscal Year 2023