Dr. Okuda
President & CEO
Replay available
Chugai Pharmaceutical (CHGCF) Q4 2025 Earnings Call
Chugai Pharmaceutical (OTC: CHGCF) Q4 2025 earnings conference call, held 2026-01-29. Replay captured from the company's public earnings webcast.
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Mr. Muraoka
Analyst, Morgan Stanley MEFC Securities
Mr. Seki
Analyst, UBS Securities
Tony Wang
Analyst, Macaulay Capital
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Chugai Pharmaceutical Co., Ltd..
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.279 President and CEO, I will provide a summary of our 2025 00:00:05.279 -- 00:00:09.182 performance and the outlook for 2026. 00:00:09.645 -- 00:00:13.789 Please refer to slide five. 00:00:14.533 -- 00:00:18.418 Regarding our full year results for 2025, 00:00:18.418 -- 00:00:23.967 revenues, operating profit, and net income all reached record highs 00:00:23.967 -- 00:00:29.202 on a core basis. Revenue reached 1,257.9 billion 00:00:29.202 -- 00:00:31.202 yen, 00:00:31.305 -- 00:00:36.452 exceeding our initial forecast by 5.7%. This was primarily 00:00:36.452 -- 00:00:38.795 driven by higher-than-expected 00:00:38.795 -- 00:00:43.902 exports of Actimura and Libra to Roche. Operating profits 00:00:43.902 -- 00:00:49.610 surpassed the 600 billion yen mark for the first time, representing our ninth consecutive 00:00:49.610 -- 00:00:55.816 year of profit growth. Operating profit margin also hit a record high of 49.5%. 00:00:55.820 -- 00:01:00.845 Moving to our 2026 earnings forecast, we anticipate another 00:01:00.845 -- 00:01:06.031 year of record-breaking results. We are projecting a revenue of ¥1,345,000,000 00:01:06.031 -- 00:01:08.151 up 6.9% 00:01:08.474 -- 00:01:10.135 year-on-year 00:01:10.135 -- 00:01:13.917 and operating profit of ¥670,000,000 00:01:14.100 -- 00:01:16.963 up 7.5% year-on-year. 00:01:16.963 -- 00:01:22.188 Fueled by growth in domestic product sales, royalty income, and other 00:01:22.188 -- 00:01:25.009 revenue streams. 00:01:25.115 -- 00:01:30.243 At the same time, we expect to maintain a high operating profit margin. 00:01:30.243 -- 00:01:34.749 The next slide illustrates our revenue trends. 00:01:34.749 -- 00:01:39.857 We expect revenue to increase by 87.1 billion yen or 00:01:39.857 -- 00:01:41.857 6.9% 00:01:4...