Takeda Pharmaceutical Co., Ltd. (TYO: 4502, NYSE: TAK) released its first‑half 2025 financial results today, showing global revenues of ¥2,219.5 billion (USD 14.57 billion), a 3.9 % year‑on‑year (YoY) slowdown in constant currency terms. The decline was largely driven by a dip in the Neuroscience segment and unfavorable foreign‑exchange rates.
Financial Highlights
| Metric | H1 2025 | YoY Change |
|---|---|---|
| Global Revenue | ¥2,219.5 billion | –3.9 % |
| Core Revenue Outlook | Flat | – |
| Core Operating Profit | Flat | – |
| EPS Guidance | Flat | – |
| Top‑Seller | Entyvio (vedolizumab) | +5.1 % |
| Weakest Segment | Vyvanse/Elvanse (lisdexamfetamine) | –45.6 % |
- Neuroscience – Sales fell ≈ 7 % after a 12‑month decline in key products.
- Foreign‑Exchange Impact – A stronger yen and weaker USD/EUR contributed ≈ 4 % of the revenue slide.
Geographic Performance
| Region | Revenue (¥ bn) | YoY Growth |
|---|---|---|
| Japan | 219.1 | +1.3 % |
| United States | 1,091.9 | –7.9 % |
| Europe & Canada | 535.2 | +0.8 % |
| Latin America | 118.5 | –5.4 % |
| China | 92.7 | +7.5 % |
| Asia Ex‑Japan & China | 47.8 | –0.5 % |
| Russia/CIS | 43.2 | –2.3 % |
| Total | 71.2 | +0.7 % |
China emerges as the only region with double‑digit growth, expanding 7.5 % YoY to ¥92.7 billion (USD 608 million).
Management Commentary
CEO Christophe Weber said the results were “consistent with our expectations” in a year of “transition to a new phase focusing on new product launches.” Takeda’s full‑year guidance was revised to reflect a flat core revenue outlook and low‑single‑digit declines in core operating profit and earnings per share.
Key Product Performance
- Entyvio (vedolizumab) – Leading revenue driver, growing 5.1 % to ¥479.2 billion.
- Vyvanse/Elvanse (lisdexamfetamine) – Subject to generic erosion, sales fell 45.6 % to ¥106.6 billion.
Forward‑Looking Statements
This release contains forward‑looking statements that involve risks and uncertainties. Actual results may differ materially.-Fineline Info & Tech
