Otsuka Holdings Co Ltd
TSE:4578

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Otsuka Holdings Co Ltd Logo
Otsuka Holdings Co Ltd
TSE:4578
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Price: 9 161 JPY -1.84% Market Closed
Market Cap: 5T JPY

Otsuka Holdings Co Ltd
Investor Relations

Otsuka Holdings Co. Ltd. began its journey in 1921 as a small chemicals company in Naruto, Japan. Its evolution from those humble beginnings to a global pharmaceutical giant is marked by its relentless commitment to innovation and expansion. Today, Otsuka operates as a holding company, orchestrating a diversified portfolio across pharmaceuticals, nutraceuticals, consumer products, and medical devices. It has cultivated a unique philosophy: a balance between large-scale operations and niche markets. The company’s pharmaceutical sector, its most significant revenue contributor, is driven largely by advancements in CNS (central nervous system) treatments and nephrology. The success of its flagship product, Abilify, a leading antipsychotic, underscores Otsuka’s ability to combine market demands with cutting-edge research to sustain growth and profitability.

In parallel, Otsuka nurtures its nutraceuticals wing, embodied by its signature Pocari Sweat and SoyJoy brands. These products epitomize the company’s strategy of creating and expanding niche markets, offering health-oriented products that resonate with evolving consumer health trends. This diversification into consumer products and nutraceuticals not only complements its pharmaceutical endeavors but also mitigates risks by tapping into varied revenue streams. By focusing on health and wellness broadly, Otsuka Holdings strategically positions itself to navigate the complexities of the global healthcare market, ensuring a resilient business model. Through this multifaceted approach, Otsuka sustains its growth, reaffirming its legacy as a dynamic and globally influential company.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Jul 31, 2025
AI Summary
Q2 2025

Revenue Growth: Revenue increased 6.5% year-on-year to JPY 1,180.8 billion, supported by strong pharmaceutical sales, especially REXULTI.

Profit Beats: Business profit rose 12% to JPY 239.2 billion, exceeding first-half plans despite rising SG&A and R&D expenses.

Upward Profit Guidance: Full-year business profit guidance was raised by JPY 25 billion to JPY 400 billion; operating profit guidance increased by JPY 75 billion to JPY 450 billion.

Dividend Increase: Annual dividend will be raised to JPY 140 per share for FY 2025.

Product Highlights: REXULTI sales surged 26.5%, and sibeprenlimab is under FDA priority review with a decision expected in November.

Strategic Acquisitions & Pipeline: Recent acquisitions (Jnana, HBM7020, CAN10, Araris) expand the autoimmune and oncology pipeline for future growth.

Key Financials
Revenue
JPY 1,180.8 billion
Business Profit
JPY 239.2 billion
Pharmaceutical Revenue
JPY 833.8 billion
REXULTI Sales
JPY 154.8 billion
LONSURF Sales
JPY 49.7 billion
Nutraceutical Revenue
JPY 276.1 billion
Women's Health Sales
JPY 29 billion
Healthcare Life Sales
JPY 109.7 billion
Dividend per Share
JPY 140 per share
ROE
over 12%
ROIC
over 12%
Other Earnings Calls

Management

Mr. Tatsuo Higuchi
CEO, President & Representative Director
No Bio Available
Mr. Makoto Inoue
COO & Representative Director
No Bio Available
Mr. Yoshiro Matsuo
Executive Deputy President & Executive Director
No Bio Available
Ms. Yuko Makino
CFO & Executive Director
No Bio Available
Tomohiro Emura Ph.D.
Vice President of Investor Relations, Public Relations & Sustainability Promotion
No Bio Available
Akiko Ryu
Senior VP & Director of Human Resource Planning Department
No Bio Available
Mr. Shuichi Takagi
Executive Director
No Bio Available
Chiaki Sakurai
Senior Vice President of Nutraceutical Business, Global Strategy & Planning Headquarters
No Bio Available

Contacts

Address
TOKYO-TO
Chiyoda-ku
2-9, Kandatsukasa-machi
Contacts
+81367171410.0
www.otsuka.com