Worth reading
54Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
17.5
Year-on-year change in revenue (%)Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 April 2026 to 30 September 2026ConsolidatedIFRSNet Sales469,961Millions of yenYear on year +17.5%Progress 53.2%
Operating profit41,429Millions of yenYear on year +20.4%Progress 59.2%
Ordinary income41,633Millions of yenYear on year +12.7%
Net income attributable to owners of the parent29,931Millions of yenYear on year +21.5%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥106.18
Financial position at period-end
Total assets1,524,603Millions of yen
of which net assets 923,740 Millions of yenEquity ratio 58.8%vs. prior year-end -3.2pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Cash inflows and outflows
Operating+29,748
Investment+3,134
Financials+41,340
Net change+74,222
Stacked from zero: upward is an increase in cash, downward a decrease (in Millions of yen).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.
Cash and cash equivalents at end of period317,466 Millions of yen
Segment revenueJapan 116,655 Millions of yen (YoY +3.7%), Americas 179,232 Millions of yen (YoY +26.5%), China 82,620 Millions of yen (YoY +24.7%), EMEA 43,687 Millions of yen (YoY +12.6%), East Asia and Global South 39,863 Millions of yen (YoY +17.0%)
Segment profitJapan 36,560 Millions of yen (YoY +8.9%), Americas 46,591 Millions of yen (YoY +55.6%), China 32,855 Millions of yen (YoY +25.1%), EMEA 10,099 Millions of yen (YoY +59.0%), East Asia and Global South 14,103 Millions of yen (YoY +12.4%)
Regional sales116,655 Millions of yen (YoY +3.7%), 179,232 Millions of yen (YoY +26.5%), 82,620 Millions of yen (YoY +24.7%), 43,687 Millions of yen (YoY +12.6%), 39,863 Millions of yen (YoY +17.0%)
Outlook and shareholder returns
Full-year earnings forecast
Net Sales883,500 Millions of yen (YoY +7.0%)
Operating profit70,000 Millions of yen (YoY +58.6%)
Pretax profit74,000 Millions of yen (YoY +45.1%)
Profit for the period54,000 Millions of yen (YoY +33.3%)
Profit for the year attributable to owners of the parent52,300 Millions of yen (YoY +35.6%)
Revision to Earnings ForecastNo change
Annual Dividend Forecast¥160 per share (annual) → ¥160 per share (annual)（0.0%）
Factors Behind Changes in Business Performance
Revenue from key products, including Lenvima, Leqembi and Dayvigo, increased, while the weaker yen also contributed to higher revenue. Operating profit increased as a result of growth in key products. Selling, general and administrative expenses increased due to payments to Merck & Co., Inc. for the profit-sharing arrangement associated with higher Lenvima revenue and increased investment in Leqembi, while research and development expenses increased due to investment in important projects.
Disclosure regarding the going concern assumption
No matters to report
Change in accounting policy
基準改正に伴う変更 Yesそれ以外の変更 No見積りの変更 No修正再表示 Not disclosed
Changes in the scope of consolidationNew 0 / Excluded 0 / Company name Not disclosed
Material subsequent eventsNot applicable
Impairment loss360 Millions of yen
Depreciation and amortization¥18,659 million (depreciation and amortization)
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingWhether applicable Yes / Subject person Institutional investors and analysts
Issued Shares at Period-End291,649,149
Treasury Shares at Period-End9,190,618
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | IFRS |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026 to 30 September 2026 |
| Net Sales | 469,961 Millions of yen (YoY +17.5%) |
| Operating profit | 41,429 Millions of yen (YoY +20.4%) |
| Ordinary income | 41,633 Millions of yen (YoY +12.7%) |
| Profit attributable to owners of the parent | 29,931 Millions of yen (YoY +21.5%) |
| Net income per share | ¥106.18 |
| Equity ratio | End of the current fiscal period 58.8% / End of previous period 62.0% |
| Total assets | 1,524,603 Millions of yen |
| Net assets | 923,740 Millions of yen |
| Cash flows from operating activities | 29,748 Millions of yen |
| Cash flows from investing activities | 3,134 Millions of yen |
| Cash flows from financing activities | 41,340 Millions of yen |
| Cash and cash equivalents at end of period | 317,466 Millions of yen |
| Full-year earnings forecast | Net Sales 883,500 Millions of yen (YoY +7.0%) / Operating profit 70,000 Millions of yen (YoY +58.6%) / Pretax profit 74,000 Millions of yen (YoY +45.1%) / Profit for the period 54,000 Millions of yen (YoY +33.3%) / Profit for the year attributable to owners of the parent 52,300 Millions of yen (YoY +35.6%) |
| Revision to Earnings Forecast | No change |
| Annual Dividend Forecast | ¥160 per share (annual) → ¥160 per share (annual)（0.0%） |
| Segment revenue | Japan 116,655 Millions of yen (YoY +3.7%), Americas 179,232 Millions of yen (YoY +26.5%), China 82,620 Millions of yen (YoY +24.7%), EMEA 43,687 Millions of yen (YoY +12.6%), East Asia and Global South 39,863 Millions of yen (YoY +17.0%) |
| Segment profit | Japan 36,560 Millions of yen (YoY +8.9%), Americas 46,591 Millions of yen (YoY +55.6%), China 32,855 Millions of yen (YoY +25.1%), EMEA 10,099 Millions of yen (YoY +59.0%), East Asia and Global South 14,103 Millions of yen (YoY +12.4%) |
| Regional sales | 116,655 Millions of yen (YoY +3.7%), 179,232 Millions of yen (YoY +26.5%), 82,620 Millions of yen (YoY +24.7%), 43,687 Millions of yen (YoY +12.6%), 39,863 Millions of yen (YoY +17.0%) |
| Depreciation and amortization | ¥18,659 million (depreciation and amortization) |
| Impairment loss | 360 Millions of yen |
| Disclosure regarding the going concern assumption | No matters to report |
| Change in accounting policy | Changes due to revisions to standards Yes / Other changes No / Change in accounting estimate No / Restatement Not disclosed |
| Changes in the scope of consolidation | New 0 / Excluded 0 / Company name Not disclosed |
| Material subsequent events | Not applicable |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Whether applicable Yes / Subject person Institutional investors and analysts |
| Issued Shares at Period-End | 291,649,149 |
| Treasury Shares at Period-End | 9,190,618 |
| Factors Behind Changes in Business Performance | Revenue from key products, including Lenvima, Leqembi and Dayvigo, increased, while the weaker yen also contributed to higher revenue. Operating profit increased as a result of growth in key products. Selling, general and administrative expenses increased due to payments to Merck & Co., Inc. for the profit-sharing arrangement associated with higher Lenvima revenue and increased investment in Leqembi, while research and development expenses increased due to investment in important projects. |
Items this document does not state (5)
Operating MarginPayout ratioShareholder Return PolicyOrders received and order backlogBreakdown of extraordinary income (loss)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Lenvima, Leqembi and Dayvigo grew, and the yen weakened further. Operating profit increased due to growth in the company's key products.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.