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Eisai Co Ltd (JP:4523)
TSE/TYO:4523
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Eisai Co (4523) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 07, 2025
TBA Not Confirmed
Period Ending
2024 (Q3)
Consensus EPS Forecast
¥39.27
Last Year’s EPS
¥20.82
Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Nov 08, 2024
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% Change Since: -15.61%
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Next Earnings Date:Feb 07, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of significant financial achievements and growth in certain product lines, particularly LENVIMA and Dayvigo, alongside promising developments in the approval and expansion of Leqembi. However, there are substantial challenges in market readiness, achieving patient targets, and infrastructure for diagnostic testing, which temper the overall outlook.
Company Guidance
During the Eisai Company Limited Q2 2024 earnings call, the company reported a significant increase in both revenue and operating profit, primarily driven by the growth of its global products, LENVIMA and Dayvigo, alongside effective cost management. Operating profit increased sixfold compared to the previous year, with revenue growing by 4% year-on-year. The cost of sales was reduced by 4.3 percentage points due to an improved product mix, and SG&A expenses were controlled, resulting in a 2.4-point reduction from the previous year. The company also highlighted the progress of Leqembi, a key product in its pipeline, with regulatory approvals in Japan and ongoing reviews in the EU and China. Eisai expects to launch Leqembi in Japan by the end of 2023, with an anticipated contribution to 10,000 patients in the U.S. and a target revenue of JPY 10 billion, primarily from U.S. sales. The company's full-year profit forecast was revised upward, reflecting expected increases in operating profit and interest income.
Significant Growth in Operating Profit
Operating profit increased by 598% year-on-year, attributed to the growth of LENVIMA and Dayvigo, effective cost control, and a reduction in tax charges.
Leqembi Approval and Expansion
Leqembi received full approval in the United States and Japan, with ongoing reviews in the EU and China. The company aims to launch in Japan by the end of 2023.
Revenue Growth Despite Challenges
Revenue grew by 4% year-on-year, overcoming negative factors such as the expiration of the HUMIRA co-promotion agreement in Japan.
Upward Revision of Full Year Profit Forecast
The company announced an upward revision of its profit forecast for the year by JPY 4 billion.
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Eisai Co (JP:4523) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

JP:4523 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 07, 20252024 (Q3)
39.27 / -
20.82
Nov 08, 20242024 (Q2)
30.70 / 39.18
9.72303.09% (+29.46)
Aug 02, 20242024 (Q1)
27.71 / 36.95
70.92-47.90% (-33.97)
May 15, 20242023 (Q4)
41.07 / 46.40
56.92-18.49% (-10.52)
Feb 06, 20242023 (Q3)
24.46 / 20.82
30.14-30.92% (-9.32)
Nov 07, 20232023 (Q2)
23.29 / 9.72
12.44-21.86% (-2.72)
Aug 02, 20232023 (Q1)
20.38 / 70.92
93.81-24.40% (-22.89)
May 15, 20232022 (Q4)
80.46 / 56.92
-43.23231.67% (+100.15)
Feb 06, 20232022 (Q3)
29.76 / 30.14
49.43-39.02% (-19.29)
Nov 07, 20222022 (Q2)
27.11 / 12.44
14.04-11.40% (-1.60)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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JP:4523 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 08, 2024¥5047.00¥5076.00+0.57%
Aug 02, 2024¥5637.64¥5394.19-4.32%
May 15, 2024¥6748.41¥6765.17+0.25%
Feb 06, 2024¥6645.56¥6305.89-5.11%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ

When does Eisai Co Ltd (JP:4523) report earnings?
Eisai Co Ltd (JP:4523) is schdueled to report earning on Feb 07, 2025, TBA Not Confirmed.
    What is Eisai Co Ltd (JP:4523) earnings time?
    Eisai Co Ltd (JP:4523) earnings time is at Feb 07, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Eisai Co Ltd stock?
          The P/E ratio of Eisai Co is 30.5.
            What is JP:4523 EPS forecast?
            JP:4523 EPS forecast for the fiscal quarter 2024 (Q3) is ¥39.27.
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