Inferra AIResearch Tools

Inferra AI / Company / TAK

Takeda Pharmaceutical

TAK · Health Care

Last earnings Oct 29, 2026

Key results

Revenuequarter

4.2%

Revenue outside of our key business areas was JPY 98.8 billion (JPY -4.3 billion and -4.2% AER, -12.7% CER).

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

AER CER revenuequarter

3.6 %

- 3 - Table of Contents Translation for reference purpose only Revenue by Geographic Region The following shows revenue by geographic region Billion JPY or percentage FY2025 H1 FY2026 H1 AER CER Revenue JPY Change % Change % Change Japan 219.1 213.9 (5.2) (2.4) % (2.7) % United States 1,091.9 1,130.7 38.8 3.6 % (5.4) % Europe *2 482.1 559.8 77.7 16.1 % 4.8 % Latin America 118.5 144.5 26.0 22.0 % 5.6 % China 92.7 106.2 13.6 14.6 % (0.9) % Asia (excluding Japan China) 47.8 54.6 6.8 14.1 % 7.7 % Russia CIS 43.2 52.8 9.6 22.2 % 7.8 % Other *1, 2 124.3 144.5 20.3 16.3 % 4.5 % Total 2,219.5 2,407.0 187.5 8.4 % (1.0) % *1 Other includes Canada, the Middle East, Oceania and Africa.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

revenue was JPY 776.8 billion (JPY +84.0 billion and +12.1% AER, +2.5% CER).

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

- 4 - Table of Contents Translation for reference purpose only Rare Diseases In Rare Diseases, revenue was JPY 395.7 billion (JPY +15.2 billion and +4.0% AER, -5.6% CER).

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

PDT In PDT, revenue was JPY 561.2 billion (JPY +43.7 billion and +8.5% AER, -1.5% CER).

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Oncology In Oncology, revenue was JPY 317.0 billion (JPY +29.2 billion and +10.1% AER, +0.9% CER).

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Vaccines In Vaccines, revenue was JPY 36.6 billion (JPY +5.0 billion and +15.7% AER, +7.7% CER).

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Neuroscience In Neuroscience, revenue was JPY 220.9 billion (JPY +14.8 billion and +7.2% AER, -1.6% CER).

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

AI analysis

Q3 2026 · reported Oct 29, 2026

Based on: Earnings release — transcript not held

Headline figures

MetricQ3 2026Prior qtrYear ago
Revenue4.2%1.1%18.7%
AER CER revenue3.6 %——

6-K · Oct 29, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

This decrease was partially offset by the increase in Retained Earnings (JPY +146.9 billion), driven by the increase of JPY 305.6 billion from Net Profit for the Period, offset by the decrease of JPY 158.2 billion related to dividend payments.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

An English translation of such report is included as an exhibit hereto

Based on: Earnings release — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

This decrease was partially offset by the increase in Retained Earnings (JPY +146.9 billion), driven by the increase of JPY 305.6 billion from Net Profit for the Period, offset by the decrease of JPY 158.2 billion related to dividend payments.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Strategy & priorities

Takeda does not report disaggregated R D expenses, including by therapeutic area or clinical trial stage, as our R D budget is determined on a company-wide basis and specific expenditures may be subject to re-allocation depending on development results and priorities.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Takeda s R D engine is focused on translating science into highly innovative, life-transforming medicines that make a critical difference to patients.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Our R D efforts focus on three core therapeutic areas Gastrointestinal and Inflammation, Neuroscience, and Oncology.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Takeda s R D team works closely with the commercial functions to maximize the value of marketed products and reflect commercial insights in its R D strategies and portfolio.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Major progress on R D events since April 2026 are listed as follows R D pipeline Gastrointestinal and Inflammation In Gastrointestinal and Inflammation, Takeda focuses on delivering innovative, life-changing therapeutics for patients with gastrointestinal diseases (including those of the liver) as well as immune-mediated inflammatory diseases.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Takeda Pharmaceutical — Earnings release (6-K report)6-KOct 29, 2026

Documents

Earnings deck slides

0 decks with slide view

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Takeda Pharmaceutical — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Gilead Sciences (GILD) Health CareGenmab (GMAB) Health CareAlcon (ALC) Health CareArgenx (ARGX) Health CareSanofi (SNY) Health CareMerck & Co. (MRK) Health CareXencor Inc (XNCR) Health CareIllumina, Inc. (ILMN) Health Care

Filings

64 documents

Earnings releases

11 documents

Presentations

11 documents

Transcripts

0 documents

No transcripts for Takeda Pharmaceutical are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Takeda Pharmaceutical by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.