Takeda Pharmaceutical Company Limited filed a Form 6-K with the U.S. Securities and Exchange Commission on October 29, 2026, furnishing its Earnings Report (Kessan Tanshin) for the six-month period ended September 30, 2026, prepared under IFRS on a consolidated basis.

Key Highlights

  • Revenue rose 8.4% year over year to 2,406,997 million JPY for the six-month period ended September 30, 2026, compared with 2,219,481 million JPY in the same period of the prior year, according to the filing.
  • Net profit for the period surged 171.6% to 305,716 million JPY, up from 112,550 million JPY in the prior-year half, the filing reported.
  • Core Operating Profit increased 11.2% to 710.6 billion JPY, with Core EPS rising to 308 JPY from 279 JPY in the same prior-year period.
  • Basic earnings per share reached 192.53 JPY for the six-month period, compared with 71.57 JPY in the prior-year comparable period.
  • The interim dividend for the second quarter end is 102.00 JPY per share, with a projected full-year dividend of 204.00 JPY per share for the fiscal year ending March 31, 2027, and a scheduled dividend payment commencement date of December 1, 2026.
  • Full-year revenue forecast for the fiscal year ending March 31, 2027 is 4,700,000 million JPY, a projected increase of 4.3%, with forecasts described as modified from the latest prior announcement.
  • Full-year management guidance revised to a low-single digit percentage decline in Core Revenue, a mid-single digit percentage decline in Core Operating Profit, and a low-teens percentage decline in Core EPS, all on a constant exchange rate basis, revised from guidance announced on May 13, 2026.

Takeda's First-Half FY2026 Results: Key Financial Movements and Full-Year Outlook

According to the filing, Takeda Pharmaceutical Company Limited reported consolidated revenue of 2,406,997 million JPY for the six months ended September 30, 2026, an increase of 8.4% compared with the prior-year period. On a constant exchange rate basis, however, the company disclosed that revenue declined 1.0%. Operating profit reached 406,739 million JPY, up 60.4% year over year, while profit before tax rose 78.2% to 318,688 million JPY. Net profit attributable to owners of the company was 305,626 million JPY, an increase of 171.8% from 112,441 million JPY in the prior-year half.

The filing disclosed that total assets as of September 30, 2026 stood at 15,271,498 million JPY, compared with 15,511,506 million JPY as of March 31, 2026. Total equity was 7,417,176 million JPY, and the ratio of equity attributable to owners of the company to total assets was 48.6%, up from 47.9% at the prior fiscal year-end. Cost of sales increased 4.5% to 798.8 billion JPY, selling, general and administrative expenses rose 9.6% to 558.2 billion JPY, and research and development expenses increased 10.9% to 338.6 billion JPY, as reported in the filing.

For the full fiscal year ending March 31, 2027, the company disclosed a revenue forecast of 4,700,000 million JPY and a Core Operating Profit forecast of 1,190,000 million JPY, representing a projected 1.5% increase. Core EPS for the full year is forecast at 482 JPY. The filing noted these forecasts represent modifications from the latest prior announcement, and stated that "all forecasts and management guidance in this document are based on information and assumptions currently available to management, and do not represent a promise or guarantee to achieve these forecasts." The number of shares outstanding, including treasury stock, was 1,602,218,559 as of September 30, 2026.

What Was Disclosed

Takeda filed its interim earnings report for the six months ended September 30, 2026, disclosing revenue of 2,406,997 million JPY, a 171.6% rise in net profit, revised full-year forecasts, and a projected annual dividend of 204.00 JPY per share for fiscal year ending March 31, 2027.