Eisai Co Ltd (ESALF) Q1 2027 Earnings Call

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WEBVTT 00:00:00.091 -- 00:00:02.132 I would like to introduce the speakers today, Mr. 00:00:02.132 -- 00:00:05.573 Keisuke Naito, COO and Chief Growth Officer. 00:00:32.123 -- 00:00:35.024 and Mr. Takuya Oyama CFO and Chief IR Officer. 00:00:35.024 -- 00:00:37.786 First, Mr. Oyama CFO will present the financial results, after which Mr. 00:00:37.786 -- 00:00:41.547 Naito COO will report on the overall business. 00:00:43.909 -- 00:00:46.629 Mr. Oyama CFO, please. 00:00:57.712 -- 00:01:02.775 Thank you very much for gathering to attend this session 00:01:02.775 -- 00:01:05.097 out of your busy schedule. 00:01:05.097 -- 00:01:10.040 Let me begin with our financial highlights for the first quarter of fiscal year 2026. 00:01:10.040 -- 00:01:14.623 Revenue for the first quarter of fiscal year 2026 was 234.3 billion yen, a 15.6% increase 00:01:14.623 -- 00:01:17.343 from a year earlier. 00:01:22.768 -- 00:01:28.052 The pharmaceutical business, which is our organic business, grew significantly, 00:01:28.052 -- 00:01:34.237 achieving double-digit revenue growth. Operating profit reached 24.7 billion 00:01:34.237 -- 00:01:37.760 yen, a 19.2% increase year-on-year. 00:01:37.760 -- 00:01:42.924 This double-digit increase was achieved thanks to significant global 00:01:42.924 -- 00:01:48.446 growth in our major products, Renvima, Deibigo, and Rekembi. 00:01:48.678 -- 00:01:52.602 Progress towards our 2026 performance forecast is steady, with revenue at 27% and operating 00:01:52.602 -- 00:01:55.503 profit at 35%. Next slide, please. 00:02:05.848 -- 00:02:10.913 This page provides details of our consolidated financial results for the first 00:02:10.913 -- 00:02:15.477 quarter of fiscal year 2026. Revenue increased by 16% to 234.3 billion yen, driven by 00:02:15.477 -- 00:02:19.880 ...